TickerTain
TickerTain
NewsroomShortsPortfolioConvergence
NewsroomShortsPortfolioConvergence
←

Sequoia Capital

private
sign in to save

Sequoia Capital is an investment firm or fund tracked for its market and portfolio activity.

sentiment mix
bull 86%bear 7%neu 7%

funding rounds

private markets
awaiting round data

This slot renders the company's funding history: dates, rounds, amounts, valuations and lead investors once populated in data/funding-rounds.json.

signal summary

latest high-conviction thesis
Sequoia chosen for seed and Series A for patient capital and founder alignment▾

Karri Saarinen selected Sequoia for Linear's first two rounds because they align with a long-term, patient approach and don't pressure for markups; he deliberately chose a less experienced partner who would work harder to prove herself.

karri saarinenT1Kleiner Perkins2026-04-20
confidence 88 / 100impact High
key themes
  • Venture Capital80%
  • AI Infrastructure70%
  • AI Bubble / Capex Debate50%
  • AI Economics & Business Models50%
  • AI Agents40%

bull thesis · 12

85 / 100
  • •Khan: AI infrastructure stack (server, steel, power) will see deep innovation beyond compute
  • •Jan Oberhauser: Sequoia program helped establish n8n's culture and values from day one
  • •Sequoia operates like a sports team with conviction-driven investing

bear thesis · 1

36 / 100
  • •Sequoia's Dean Meyer warns of US dependency on Chinese open models and backdoor risks

mentions · 14

TBPNSome Personal Agent News, CharlestonAI Founder Joins, 10%, Mikey Shulman, Keith Rabois1 mentions · 1▲ 0▼ 0○ · 16 days ago
0:0018:0037:0056:001:15:00
20VCJulien Bek on Lessons from Don Valentine, Doug Leone & Alfred Lin | What Sequoia Sees in Founders2 mentions · 2▲ 0▼ 0○ · last month
0:005:0010:0015:0020:00
Bloomberg TechIntel’s Big Raise, Apple’s iPhone Roadmap | Bloomberg Tech 8/11/20262 mentions · 2▲ 0▼ 0○ · 2 months ago
0:0012:0025:0037:0050:00
Bloomberg TechSequoia, Alphabet, and the AI Capital Cycle | Bloomberg Tech 8/06/20261 mentions · 0▲ 0▼ 1○ · 2 months ago
0:008:0017:0026:0035:00
Scaling Europen8n frees employees from repetitive boring tasks: Jan Oberhauser, Founder & CEO at n8n3 mentions · 3▲ 0▼ 0○ · 2 months ago
0:0011:0022:0033:0045:00
TBPNAstra Ends Math, Gruber Joins, 1 Person $1 Companies, Hank Green Is Absolutely Right1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:0032:001:05:001:37:002:10:00
TBPNLetter Enthusiasts, $250B, Mega-Startup School, SSI x Nvidia, ETN Raises $1.6M1 mentions · 0▲ 1▼ 0○ · 2 months ago
0:0032:001:05:001:37:002:10:00
Kleiner PerkinsAirwallex's Jack Zhang on Fintech, Failure, and Growth1 mentions · 1▲ 0▼ 0○ · 3 months ago
0:0013:0027:0041:0055:00
Kleiner PerkinsFrom Airbnb to Linear: How Karri Saarinen Redefined Product Design1 mentions · 1▲ 0▼ 0○ · 5 months ago
0:007:0015:0022:0030:00
Acquired10 Years of Acquired (with Michael Lewis)1 mentions · 1▲ 0▼ 0○ · 9 months ago
0:0013:0027:0041:0055:00