Sequoia Capital

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Κάθε 2 εβδομάδες

09/07/2024

Microsoft CTO Kevin Scott on How Far Scaling Laws Will Extend

The current LLM era is the result of scaling the size of models in successive waves (and the compute to train them). It is also the result of better-than-Moore’s-Law price vs performance ratios in each new generation of Nvidia GPUs. The largest platform companies are continuing to invest in scaling as the prime driver of AI innovation. Are they right, or will marginal returns level off soon, leaving hyperscalers with too much hardware and too few customer use cases? To find out, we talk to Microsoft CTO Kevin Scott who has led their AI strategy for the past seven years. Scott describes himself as a “short-term pessimist, long-term optimist” and he sees the scaling trend as durable for the industry and critical for the establishment of Microsoft’s AI platform. Scott believes there will be a shift across the compute ecosystem from training to inference as the frontier models continue to improve, serving wider and more reliable use cases. He also discusses the coming business models for training data, and even what ad units might look like for autonomous agents. Hosted by: Pat Grady and Bill Coughran, Sequoia Capital Mentioned: BERT: Pre-training of Deep Bidirectional Transformers for Language Understanding, the 2018 Google paper that convinced Kevin that Microsoft wasn’t moving fast enough on AI. Dennard scaling: The scaling law that describes the proportional relationship between transistor size and power use; has not held since 2012 and is often confused with Moore’s Law. Textbooks Are All You Need: Microsoft paper that introduces a new large language model for code, phi-1, that achieves smaller size by using higher quality “textbook” data. GPQA and MMLU: Benchmarks for reasoning Copilot: Microsoft product line of GPT consumer assistants from general productivity to design, vacation planning, cooking and fitness. Devin: Autonomous AI code agent from Cognition Labs that Microsoft recently announced a partnership with. Ray Solomonoff: Participant in the 1956 Dartmouth Summer Research Project on Artificial Intelligence that named the field; Kevin admires his prescience about the importance of probabilistic methods decades before anyone else. 00:00 - Introduction 01:20 - Kevin’s backstory 06:56 - The role of PhDs in AI engineering 09:56 - Microsoft’s AI strategy 12:40 - Highlights and lowlights 16:28 - Accelerating investments 18:38 - The OpenAI partnership 22:46 - Soon inference will dwarf training 27:56 - Will the demand/supply balance change? 30:51 - Business models for data 36:54 - The value function 39:58 - Copilots 44:47 - The 98/2 rule 49:34 - Solving zero-sum games 57:13 - Lightning round

09/07/2024

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1 ώρα
26/11/2024

Dust’s Gabriel Hubert and Stanislas Polu: Getting the Most From AI With Multiple Custom Agents

Founded in early 2023 after spending years at Stripe and OpenAI, Gabriel Hubert and Stanislas Polu started Dust with the view that one model will not rule them all, and that multi-model integration will be key to getting the most value out of AI assistants. In this episode we’ll hear why they believe the proprietary data you have in silos will be key to unlocking the full power of AI, get their perspective on the evolving model landscape, and how AI can augment rather than replace human capabilities. Hosted by: Konstantine Buhler and Pat Grady, Sequoia Capital 00:00 - Introduction 02:16 - One model will not rule them all 07:15 - Reasoning breakthroughs 11:15 - Trends in AI models 13:32 - The future of the open source ecosystem 16:16 - Model quality and performance 21:44 - “No GPUs before PMF” 27:24 - Dust in action 37:40 - How do you find “the makers” 42:36 - The beliefs Dust lives by 50:03 - Keeping the human in the loop 52:33 - Second time founders 56:15 - Lightning round

26/11/2024

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1 ώ. 3 λ.
24/10/2024

DoorDash ft. Tony Xu – The “Wrong” Moves That Built a Giant

DoorDash faced skeptics from the start. Grubhub, Delivery.com, and others were already addressing the restaurant delivery market when CEO Tony Xu and his co-founders started in 2013. But after talking to hundreds of local small businesses, they realized there was still an unmet need: None of the competitors solved the problem of delivery with an on-demand workforce, the way Uber had done with drivers. After struggling to raise initial funding, DoorDash found traction. But the next few years would prove tumultuous, with cash scarcity and investor skepticism putting the company perilously close to the brink. The founders’ contrarian decisions, clarity on their commitment to serve small local businesses, and ability to out-operate competitors has turned DoorDash into one the decade’s startup success stories. In this episode, Tony brings us inside their decision-making, and what DoorDash saw that others missed. Host: Roelof Botha, Sequoia Capital Featuring: Tony Xu, Keith Yandell, Miki Kuusi, Alfred Lin

24/10/2024

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53 λεπτά
15 ΙΑΝ

Harvey CEO Winston Weinberg: Why You Should Reinvent Yourself Every 4 Months

This might be my favorite episode yet. Harvey’s Winston Weinberg is the canonical 2026 hypergrowth CEO. He takes us inside what it's really like to scale from zero to $190M run rate in just a few years. What stands out? His obsessive intensity and willingness to do uncomfortable things on a weekly basis. Winston shares how he cold-messaged thousands of lawyers to land his first customers, why he deliberately chose the hardest enterprise law firms as his first target customers, and how he thinks about hiring and org structure when everything breaks every four months. We also explore his unconventional background - he wasn't a developer, was new to the legal industry, and figured out sales from scratch. It's raw, honest, and incredibly practical for any founder navigating (or hoping to navigate) the chaos of hypergrowth.

15 Ιαν

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57 λεπτά
09/01/2025

Dropbox ft. Drew Houston - How the Cloud Pioneer Reinvented Itself

A scrappy upstart taking on hyperscalers in a category with lots of hand-wavers, Dropbox became the canonical example of Silicon Valley viral growth, adding 50 million users in the first years following their 2008 launch and quickly dominating their category. However, as CEO Drew Houston explains, their path from viral sensation to enduring business was filled with daunting obstacles. As giants released competing products and tried to crush them, Dropbox embarked on a set of strategic acquisitions to expand its product line—but failed to find product-market fit with the new offerings. What do you do when your idea for your second act doesn’t work like you hoped? Drew describes the insights that led them to strategically re-focus on work use cases for their core product, and the other moves that would re-ignite growth and turn the company profitable. In a counterintuitive bet, the cloud innovator would end up migrating off of cloud infrastructure to its own servers in order to be more cost-efficient. This engineering feat, called Magic Pocket, became the stuff of Silicon Valley engineering lore. Drew and engineering leaders Akhil Gupta and James Cowling recount the story of how they pulled it off. Host: Roelof Botha Featuring: Drew Houston, Arash Ferdowsi, Sujay Jaswa, Akhil Gupta, James Cowling, Bryan Schreier

09/01/2025

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51 λεπτά
09/09/2025

Building the "App Store" for Robots: Hugging Face's Thomas Wolf on Physical AI

Thomas Wolf, co-founder and Chief Science Officer of Hugging Face, explains how his company is applying the same community-driven approach that made transformers accessible to everyone to the emerging field of robotics. Thomas discusses LeRobot, Hugging Face's ambitious project to democratize robotics through open-source tools, datasets, and affordable hardware. He shares his vision for turning millions of software developers into roboticists, the challenges of data scarcity in robotics versus language models, and why he believes we're at the same inflection point for physical AI that we were for LLMs just a few years ago. Hosted by: Sonya Huang and Pat Grady, Sequoia Capital

09/09/2025

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43 λεπτά
19/11/2024

Clay’s Kareem Amin on Building the Sales ‘System of Action’ with AI

Clay is leveraging AI to help go-to-market teams unleash creativity and be more effective in their work, powering custom workflows for everything from targeted outreach to personalized landing pages. It’s one of the fastest growing AI-native applications, with over 4,500 customers and 100,000 users. Founder and CEO Kareem Amin describes Clay’s technology, and its approach to balancing imagination and automation in order to help its customers achieve new levels of go-to-market success. Hosted by: Alfred Lin, Sequoia Capital

19/11/2024

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52 λεπτά
29/10/2024

How Glean CEO Arvind Jain Solved the Enterprise Search Problem – and What It Means for AI at Work

Years before co-founding Glean, Arvind was an early Google employee who helped design the search algorithm. Today, Glean is building search and work assistants inside the enterprise, which is arguably an even harder problem. One of the reasons enterprise search is so difficult is that each individual at the company has different permissions and access to different documents and information, meaning that every search needs to be fully personalized. Solving this difficult ingestion and ranking problem also unlocks a key problem for AI: feeding the right context into LLMs to make them useful for your enterprise context. Arvind and his team are harnessing generative AI to synthesize, make connections, and turbo-change knowledge work. Hear Arvind’s vision for what kind of work we’ll do when work AI assistants reach their potential. Hosted by: Sonya Huang and Pat Grady, Sequoia Capital 00:00 - Introduction 08:35 - Search rankings 11:30 - Retrieval-Augmented Generation 15:52 - Where enterprise search meets RAG 19:13 - How is Glean changing work? 26:08 - Agentic reasoning 31:18 - Act 2: application platform 33:36 - Developers building on Glean 35:54 - 5 years into the future 38:48 - Advice for founders

29/10/2024

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45 λεπτά
ΤΡΈΙΛΕΡ

Introducing "Crucible Moments"

A podcast about the inflection points that shaped some of the most important companies of our time. Crucible moments are pivotal decisions that determine your trajectory. Hear from founders like Jack Dorsey of Block, Jensen Huang of Nvidia, and Anne Wojcicki of 23andMe about how they navigated the challenges and opportunities that defined their stories. Hosted by Roelof Botha, Managing Partner of Sequoia Capital, who has spent over 20 years building companies such as Youtube, Square, and Instagram. The content of this podcast does not constitute investment advice, an offer to provide investment advisory services, or an offer to sell or solicitation of an offer to buy an interest in any investment fund.

Τρέιλερ

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4 λεπτά
07/09/2023

PayPal ft. Max Levchin - A merger of enemies that reshaped Silicon Valley

PayPal was the defining tech company of its generation, with alumni going on to start YouTube, Tesla, Yelp, LinkedIn, among many others. But the company nearly didn’t make it. The PayPal of today only exists because of how its team navigated early, unprecedented inflection points. Find out why Max Levchin now says he does “not recommend” a merger of equals to anyone, how the team pioneered CAPTCHA to fight $10M in monthly fraud that nearly sank the fledgling business, and how they maneuvered through ongoing battles with eBay on their way to an IPO. Host: Roelof Botha, Managing Partner of Sequoia Capital Featuring: Max Levchin, Michael Moritz, Jimmy Soni Transcript: https://www.sequoiacap.com/podcast/crucible-moments-paypal/

07/09/2023

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47 λεπτά

We help the daring build legendary companies – from idea to IPO and beyond.

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