Sequoia Capital

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2.4.

Jack Dorsey: Every Company Can Now Be a Mini-AGI

Jack Dorsey (Block CEO) and Roelof Botha (Sequoia partner and Block board member) join to discuss a bold claim they wrote about recently: the traditional corporate hierarchy isn't just inefficient — it's obsolete. Jack made one of the toughest calls in recent business history: cutting 40% of his workforce and rebuilding the company from the ground up around what he calls an AI "intelligence layer." We get into how that conversation went down, the math they used to land on a number, and why he's convinced that acting from a position of strength beats reacting from one of weakness. Jack breaks down his vision for simplifying into just three roles, and what it means to replace a pyramid org chart with a circle — AI at the center, and people at the edge. Roelof, who helped think through the restructuring, shares his perspective on how AI-native startups are building differently, and what CEO qualities are timeless. I've eliminated org charts before. I know how hard this is. But Jack is doing something I never had the tools to pull off. If you're a founder wondering whether your hierarchy is working for you or against you, this one will make you uncomfortable in the best way.

2.4.

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1 t 4 min
14.4.

From SEO to Agent-Led Growth: Profound’s James Cadwallader

James Cadwallader, co-founder and CEO of Profound, makes the case that we are living through the biggest platform shift in marketing history. The front door of the internet hasn't changed, but the visitor walking through it has. Where consumers once clicked blue links, AI agents now crawl the web on their behalf, synthesizing answers and steering purchase decisions at scale. James explains why Gemini, ChatGPT, and Claude all recommend brands differently, why mapping AI visibility onto traditional SEO is the wrong instinct, and why the real imperative is to equip a superintelligent agent with original insight it couldn't find anywhere else. He also digs into the dead internet theory – the possibility that human browsing could largely cease within three years – how AI advertising may become the most effective form the world has ever seen, and why agent-led marketing isn't just automation of the old work, but an entirely new capability. Hosted by Sonya Huang, Sequoia Capital

14.4.

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31 min
26.3.

Oura’s Tom Hale: What People Don’t Tell You About Being CEO

Tom Hale didn't originally set out to be a CEO - then he put it on his bucket list to prove something to himself. Now he runs Oura, the Finnish health tech company behind the most talked-about wearable on the market - the Oura ring. In this conversation, we get into what the job actually feels like from the inside (spoiler: the kibble-to-champagne ratio is not what you think), and Tom shares some of the sharpest frameworks I've heard for scaling a company through the 200-to-2,000 employee gauntlet. We dig into Oura's controversial pivot to a subscription model - the Reddit flames, the one moment Tom almost blinked, and why he's now calling it an unqualified success. He breaks down the asymmetry between work and headcount that causes politics to metastasize in growing companies, what he looks for in middle managers to keep bureaucracy from setting in, and how he thinks about staying close to customers as layers accumulate between you and them. We also get into the Gucci partnership, what a Roman emperor has to do with it, and the unexpected retail insight that came out of it. And Tom shares why he sleeps soundly despite Apple being the 800-pound gorilla in wearables. If you're a founder navigating the messy middle of company building, this one is worth your time.

26.3.

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1 t
21.1.

Context Engineering Our Way to Long-Horizon Agents: LangChain’s Harrison Chase

Harrison Chase, cofounder of LangChain and pioneer of AI agent frameworks, discusses the emergence of long-horizon agents that can work autonomously for extended periods. Harrison breaks down the evolution from early scaffolding approaches to today's harness-based architectures, explaining why context engineering - not just better models - has become fundamental to agent development. He shares insights on why coding agents are leading the way, the role of file systems in agent workflows, and how building agents differs from traditional software development - from the importance of traces as the new source of truth to memory systems that enable agents to improve themselves over time. Hosted by Sonya Huang and Pat Grady

21.1.

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40 min
24.3.

How Autonomous Labs Will Transform Scientific Research: Ginkgo Bioworks’ Jason Kelly

Jason Kelly founded Ginkgo Bioworks in 2008 with a simple but radical idea: DNA is code, and cells are programmable. Sixteen years later, AI is finally making that vision real in ways that could reshape science itself. Jason describes a landmark collaboration with OpenAI in which a reasoning model with access to a robotic lab beat the state of the art in biochemistry by 40% - not by being smarter than scientists, but by running experiments 24 hours a day and sharing data across a hundred parallel hypotheses simultaneously. He argues that the biggest inefficiency in science isn't intelligence, it's manual labor. Once AI helps scale research, the cost of discovery collapses and breakthroughs follow, with profound implications for biopharma, national competitiveness, and human health. Hosted by Sonya Huang and Pat Grady, Sequoia Capital

24.3.

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58 min
20.11.2025

Bolt ft. Markus Villig - From Bootstrapping in Estonia to a Global Leader in Mobility

At 19, Markus Villig borrowed €5,000 from his parents to fix Estonia's broken taxi system. What happened next defied every conventional startup playbook. Markus started by making fleet dispatch software for local taxi companies. But when it became clear they weren’t embracing the on-demand revolution, he pivoted the business to ride-hailing for drivers, competing directly against what had been his core customer. The product took off in Estonia. But when Bolt's first expansion into Western Europe nearly bankrupted the company, Markus and team made another counterintuitive pivot: they built a data model that pointed to African cities no one else was targeting. They launched in Johannesburg remotely with a university student and a credit card. While investors warned against emerging markets, Bolt's data proved them wrong. This episode chronicles Bolt's inflection points to become the number-one ridehailing and delivery app across much of Europe, Africa and the Middle East by treating expansion as "a portfolio of bets" and staying ruthlessly pragmatic about what works. Featuring: Markus Villig, Jevgeni Kabanov, Pavel Karagjaur, Andrew Reed Hosted by: Roelof Botha, Sequoia Capital

20.11.2025

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43 min
17.3.

Greetings, Earthlings: Philip Johnston of Starcloud on Data Centers in Space

Philip Johnston, founder and CEO of Starcloud, explains why space will become the primary location for AI compute infrastructure within the next decade. After witnessing SpaceX's massive manufacturing scale at Starbase, Philip realized that declining launch costs would make space-based data centers cheaper than terrestrial ones. He breaks down the physics of heat dissipation in vacuum, the economics of solar power without atmosphere, and why the marginal cost of space infrastructure decreases while Earth-based costs increase. Philip previews a future where close to a trillion dollars per year in CapEx flows to space compute. And, yes, we get his take on aliens. Hosted by: Sonya Huang and Pat Grady, Sequoia Capital.

17.3.

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44 min
10.3.

Physics Gets a Vote: Nominal Cofounders on Hardware Development in an AI World

Nominal’s cofounders (Cameron McCord, Jason Hoch and Bryce Strauss) realized that the new age of reindustrialization requires a new approach to hardware engineering and testing that’s closer to how software is developed. They founded Nominal with the insight that while SpaceX, Tesla, and Anduril built proprietary internal platforms for hardware testing, the thousands of new hardware entrants can't afford to replicate that work. Nominal serves as the system of record for hardware testing, helping companies move from PDF-based workflows to modern data infrastructure that catalogs telemetry from sensors producing millions of data points per second. The platform enables engineers to author validation logic that follows hardware systems from initial testing through manufacturing and field deployment. We discuss their belief that all hardware companies will become physical AI companies, and why they think Nominal's role as the verification layer will be critical - because unlike a video game, physical products require rigorous validation before they enter the real world. Hosted by: Alfred Lin and Sonya Huang, Sequoia Capital

10.3.

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41 min
27.1.

Making the Case for the Terminal as AI's Workbench: Warp’s Zach Lloyd

Zach Lloyd built Warp to modernize the terminal for professional developers, but the rise of coding agents transformed his company's trajectory. He discusses the convergence of IDEs and terminals into new workbenches built for prompting and agent orchestration, and why he thinks "coding will be solved" within a few years, making human expression of intent the ultimate bottleneck. Zach explains how Warp competes against subsidized tools from Anthropic and OpenAI, and why the terminal's time-based, text-oriented format makes it perfect for managing swarms of cloud agents. Hosted by Sonya Huang, Sequoia Capital

27.1.

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48 min
10.2.

Building the GitHub for RL Environments: Prime Intellect's Will Brown & Johannes Hagemann

Will Brown and Johannes Hagemann of Prime Intellect discuss the shift from static prompting to "environment-based" AI development, and their Environments Hub, a platform designed to democratize frontier-level training. The conversation highlights a major shift: AI progress is moving toward Recursive Language Models that manage their own context and agentic RL that scales through trial and error. Will and Johannes describe their vision for the future in which every company will become an AI research lab. By leveraging institutional knowledge as training data, businesses can build models with decades of experience that far outperform generic, off-the-shelf systems.Hosted by Sonya Huang, Sequoia Capital

10.2.

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45 min

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