Sequoia Capital

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Canal · 3 programas

Tecnología

Tecnología

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Emprendimiento

Emprendimiento

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Economía y empresa

Economía y empresa

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13 may

Suno's Mikey Shulman: Everyone Can Make Music Now

Most music platforms assume you're a listener. On Suno, 90% of daily users make something. Founder and CEO Mikey Shulman explains why that flips the model: the act of creating IS the entertainment, with closer parallels to gaming and Claude Code than to Spotify. He breaks down the technical bets that got them here — modeling raw sound waves instead of encoding music theory, choosing autoregression over diffusion to prioritize full songs over crisp clips, and why music isn't a scale problem the way LLMs are. He also shares why partnering with Warner matters more than disrupting the record labels, what a truly interactive Coachella might look like, and why he thinks the digital music experience is finally due for its first real change in 25 years. Hosted by Sonya Huang, Sequoia Capital
29 jul

Building the Automated AGI Lab: Core Automation's Jerry Tworek and Rohan Anil

Jerry Tworek led reasoning at OpenAI, convinced that scaling reinforcement learning was the path to AGI. Rohan Anil co-led Gemini pre-training and built the Shampoo optimizer. Now they've teamed up at Core Automation on a contrarian premise: the transformer has carried us as far as it can, and the bottleneck to smarter systems is no longer scale — it's the architecture itself. The missing capability is continual learning, models that adapt at test time, which transformers can't do. In-context learning taps out fast (Codex needs compacting after ~20 minutes) and fine-tuning invites catastrophic forgetting. Rohan argues pre-training and RL should be optimized end-to-end, and that transformers spend computation inefficiently. They lay out why the largest labs won't chase alternatives while locked in the coding-agent race, and why building the world's most automated lab starts with automating kernel generation—the one place frontier models still lose to a high-taste human. Hosted by Sonya Huang and Pat Grady, Sequoia Capital
17/06/2025

The Breakthroughs Needed for AGI Have Already Been Made: OpenAI Former Research Head Bob McGrew

As OpenAI's former Head of Research, Bob McGrew witnessed the company's evolution from GPT-3’s breakthrough to today's reasoning models. He argues that there are three legs of the stool for AGI—Transformers, scaled pre-training, and reasoning—and that the fundamentals that will shape the next decade-plus are already in place. He thinks 2025 will be defined by reasoning while pre-training hits diminishing returns. Bob discusses why the agent economy will price services at compute costs due to near-infinite supply, fundamentally disrupting industries like law and medicine, and how his children use ChatGPT to spark curiosity and agency. From robotics breakthroughs to managing brilliant researchers, Bob offers a unique perspective on AI’s trajectory and where startups can still find defensible opportunities. Hosted by: Stephanie Zhan and Sonya Huang, Sequoia Capital Mentioned in this episode: Solving Rubik’s Cube with a robot hand: OpenAI’s original robotics research Computer Use and Operator: Anthropic and OpenAI reasoning breakthroughs that originated with OpenAi researchers Skild and Physical Intelligence: Robotics-oriented companies Bob sees as well-positioned now Distyl: AI company founded by ex-Palintir alums to create enterprise workflows driven by proprietary data Member of the technical staff: Title at OpenAI designed to break down barriers between AI researchers and engineers Howie.ai: Scheduling app that Bob uses
02/11/2023

Jawbone ft. Hosain Rahman - The rise and fall of the first wearable technology company

Co-founders Hosain Rahman and Alex Asseily, and Chief Creative Officer Yves Behar, recount the meteoric rise and fall of Jawbone. One of the most innovative companies of the mid 2000s, Jawbone pioneered wearable technology with UP, the first wrist-worn fitness tracker, and revolutionized sound with Jambox, the first smart wireless speaker. In one of the most dramatic turns in Silicon Valley history, the company went from a nearly $4 billion valuation to liquidation. This cautionary tale provides valuable lessons that are more relevant now than ever. Host: Roelof Botha, Sequoia Capital Featuring: Hosain Rahman, Alex Asseily, Yves Behar Transcript: https://www.sequoiacap.com/podcast/crucible-moments-jawbone/
06/11/2025

OpenAI Sora 2 Team: How Generative Video Will Unlock Creativity and World Models

The OpenAI Sora 2 team (Bill Peebles, Thomas Dimson, Rohan Sahai) discuss how they compressed filmmaking from months to days, enabling anyone to create compelling video. Bill, who invented the diffusion transformer that powers Sora and most video generation models, explains how space-time tokens enable object permanence and physics understanding in AI-generated video, and why Sora 2 represents a leap for video. Thomas and Rohan share how they're intentionally designing the Sora product against mindless scrolling, optimizing for creative inspiration, and building the infrastructure for IP holders to participate in a new creator economy. The conversation goes beyond video generation into the team’s vision for world simulators that could one day run scientific experiments, their perspective on co-evolving society alongside technology, and how digital simulations in alternate realities may become the future of knowledge work. Hosted by: Konstantine Buhler and Sonya Huang, Sequoia Capital
04/02/2025

Roblox Studio Head Stef Corazza: Using AI to Empower Creators

Stef Corazza leads generative AI development at Roblox after previously building Adobe’s 3D and AR platforms. His technical expertise, combined with Roblox’s unique relationship with its users, has led to the infusion of AI into its creation tools. Roblox has assembled the world’s largest multimodal dataset. Stef previews the Roblox Assistant and the company’s new 3D foundation model, while emphasizing the importance of maintaining positive experiences and civility on the platform. Mentioned in this episode: Driving Empire: A Roblox car racing game Stef particularly enjoys RDC: Roblox Developer Conference Ego.live: Roblox app to create and share synthetic worlds populated with human-like generative agents and simulated communities| PINNs: Physics Informed Neural Networks ControlNet: A model for controlling image diffusion by conditioning on an additional input image that Stef says can be used as a 2.5D approach to 3D generation. Neural rendering: A combination of deep learning with computer graphics principles developed by Nvidia in its RTX platform Hosted by: Konstantine Buhler and Sonya Huang, Sequoia Capital
02/07/2024

Zapier’s Mike Knoop launches ARC Prize to Jumpstart New Ideas for AGI

As impressive as LLMs are, the growing consensus is that language, scale and compute won’t get us to AGI. Although many AI benchmarks have quickly achieved human-level performance, there is one eval that has barely budged since it was created in 2019. Google researcher François Chollet wrote a paper that year defining intelligence as skill-acquisition efficiency—the ability to learn new skills as humans do, from a small number of examples. To make it testable he proposed a new benchmark, the Abstraction and Reasoning Corpus (ARC), designed to be easy for humans, but hard for AI. Notably, it doesn’t rely on language. Zapier co-founder Mike Knoop read Chollet’s paper as the LLM wave was rising. He worked quickly to integrate generative AI into Zapier’s product, but kept coming back to the lack of progress on the ARC benchmark. In June, Knoop and Chollet launched the ARC Prize, a public competition offering more than $1M to beat and open-source a solution to the ARC-AGI eval. In this episode Mike talks about the new ideas required to solve ARC, shares updates from the first two weeks of the competition, and shares why he’s excited for AGI systems that can innovate alongside humans. Hosted by: Sonya Huang and Pat Grady, Sequoia Capital Mentioned: Chain-of-Thought Prompting Elicits Reasoning in Large Language Models: The 2019 paper that first caught Mike’s attention about the capabilities of LLMs On the Measure of Intelligence: 2019 paper by Google researcher François Chollet that introduced the ARC benchmark, which remains unbeaten ARC Prize 2024: The $1M+ competition Mike and François have launched to drive interest in solving the ARC-AGI eval Sequence to Sequence Learning with Neural Networks: Ilya Sutskever paper from 2014 that influenced the direction of machine translation with deep neural networks. Etched: Luke Miles on LessWrong wrote about the first ASIC chip that accelerates transformers on silicon Kaggle: The leading data science competition platform and online community, acquired by Google in 2017 Lab42: Swiss AU lab that hosted ARCathon precursor to ARC Prize Jack Cole: Researcher on team that was #1 on the leaderboard for ARCathon Ryan Greenblatt: Researcher with current high score (50%) on ARC public leaderboard (00:00) Introduction (01:51) AI at Zapier (08:31) What is ARC AGI? (13:25) What does it mean to efficiently acquire a new skill? (19:03) What approaches will succeed? (21:11) A little bit of a different shape (25:59) The role of code generation and program synthesis (29:11) What types of people are working on this? (31:45) Trying to prove you wrong (34:50) Where are the big labs? (38:21) The world post-AGI (42:51) When will we cross 85% on ARC AGI? (46:12) Will LLMs be part of the solution? (50:13) Lightning round
25/03/2025

From Software Engineers to AI Word Artisans: Filip Kozera of Wordware

Filip Kozera sees parallels between Excel’s democratization of data analytics and Wordware’s mission to put AI development in the hands of knowledge workers. Drawing inspiration from Excel’s 750 million users (compared to 30 million software developers), Wordware is creating tools that balance the rigid structure of programming with the fuzziness of natural language. Filip explains why effective AI development requires working across multiple abstraction layers—from high-level concepts to detailed implementation—while preserving human creative control. He shares his vision for “word artisans” who will use AI to amplify their creative impact. Hosted by Sonya Huang, Sequoia Capital Mentioned in this episode: Lovable: Generative AI app that builds UIs and web apps Her: 2013 Spike Jonze film that Filip uses as an example of how voice will not be the best modality to express knowledge work. Descript: AI video editing app that Filip uses a lot. Granola: AI notetaking app Filip uses every day.. Gemini 2.0 Pro: Google’s newest long context model that can handle 6000 page pdfs. Limitless pendant: Wearable device for collecting personal conversational context to drive AI experiences that Filip can’t wait for to ship. DeepLearning.AI: Andrew Ng’s amazing resource for learning about AI 3Blue1Brown: Grant Sanderson’s incredible channel on YouTube that explains math and AI visually.
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
03/09/2024

Crucible Moments Returns for S2: The ServiceNow Story ft. CEO Frank Slootman & Founder Fred Luddy

On Training Data, we learn from innovators pushing forward the frontier of AI’s capabilities. Today we’re bringing you something different. It’s the story of a company currently implementing AI at scale in the enterprise, and how it was built from a bootstrapped idea in the pre-AI era to a 150 billion dollar market cap giant. It’s the Season 2 premiere of Sequoia’s other podcast, Crucible Moments, where we hear from the founders and leaders of some legendary companies about the crossroads and inflection points that shaped their journeys. In this episode, you’ll hear from Fred Luddy and Frank Slootman about building and scaling ServiceNow. Listen to Crucible Moments wherever you get your podcasts or go to: Spotify: https://open.spotify.com/show/40bWCUSan0boCn0GZJNpPn Apple: https://podcasts.apple.com/us/podcast/crucible-moments/id1705282398 Hosted by: Roelof Botha, Sequoia Capital Transcript: https://www.sequoiacap.com/podcast/crucible-moments-servicenow/

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