Sequoia Capital

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Chaîne • 3 émissions

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Technologies

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Entreprenariat

Entreprenariat

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26 FÉVR.

Ben Horowitz On What Makes a Great Founder

A16z’s Ben Horowitz joins me for a raw, unfiltered conversation on what actually breaks founder CEOs, and what separates the great ones from the rest. We unpack founder mode, where it works and where people are taking it too far. Ben shares why overly deferring to experienced executives creates politics and fiefdoms, but avoiding senior talent altogether is just as risky. Founder mode is not about micromanaging. It’s really about taking responsibility for outcomes and having the confidence to manage people who may have more experience than you. Ben goes deep on “constructive confrontation” and why running away from the truth to preserve feelings is one of the most dangerous things you can do in a tech company. He explains why bad news has to travel fast, how decision debt paralyzes organizations, and why hesitation, not lack of intelligence, is what usually gets CEOs replaced. We also dive deep into hiring, especially the VP of Sales role founders mess up more than any other. Ben breaks down why great sales leaders qualify you in the interview, why references matter more than charisma, and why selling a hard product builds a different kind of operator. Along the way, we cover the psychology of being a first-time CEO, what Zuckerberg, Jensen, and Elon actually have in common, why culture is defined by behavior not values, and why feeling like you don’t know what you’re doing is more normal than most founders admit.

26 févr.

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49 min
8 JANV.

Palo Alto Networks’ Nikesh Arora: Why Context Switching is a CEO’s Most Critical Superpower

Nikesh Arora is one of the most fascinating CEOs in tech. He didn’t come up through cybersecurity. He wasn’t a founder. And when he took over Palo Alto Networks, he openly admits he didn’t know what cybersecurity even meant. Today, under his leadership, Palo Alto has become one of the most successful platform companies in enterprise software. In this episode, Nikesh and I go deep on what it actually means to be a modern CEO. We talk about why founders should sometimes not listen to customers, why most M&A fails, and how Palo Alto built a multi-platform business by betting big (and early) on second acts. Nikesh breaks down his very unconventional approach to acquisitions, where founders run the acquiring company’s teams, not the other way around. He explains how platform companies are built one decisive product insight at a time, why “more features” is often a trap, and how great CEOs balance product obsession with go-to-market reality. We also spend time on leadership psychology: imposter syndrome, conviction, risk appetite, and how to project confidence while you’re still figuring things out, and how to remain physically and emotionally healthy while you do it. If you’re a founder, an operator, or an aspiring CEO thinking about second acts, platforms, or scaling yourself along with your company, this episode is a masterclass.

8 janv.

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1 h 5 min
10 FÉVR.

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 févr.

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45 min
15 JANV.

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 janv.

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57 min
18/12/2025

Goldman Sachs CEO David Solomon: What Startup Founders Get Wrong About the CEO Job

David Solomon, CEO of Goldman Sachs, says that no easy decisions reach the CEO’s desk - only “51/49” decisions. When I was leading HubSpot, I described the job as “choosing between two shitty options.” David discusses some of the tough calls he’s had to make in the CEO seat, including the difficult decision to wind down Goldman's consumer banking ambitions. His perspective coming from a 156-year old banking giant is a little different than the common Silicon Valley wisdom. Hear why he thinks experience is vastly underrated in Silicon Valley, why "smart enough" matters more than being the smartest person in the room, and why serendipity and timing play bigger roles in being a great CEO than people realize. David reflects on mentorship from Lloyd Blankfein and Hank Paulson and how he thinks apprenticeship culture will evolve with AI. There are some great, unexpected lessons here for founders who are scaling, confronting the messy reality of building enduring companies.

18/12/2025

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57 min
16/12/2025

Why the Next AI Revolution Will Happen Off-Screen: Samsara CEO Sanjit Biswas

Sanjit Biswas is one of the rare founders who has scaled AI in the physical world – first with Meraki, and now with Samsara, a $20B+ public company with sensors deployed across millions of vehicles and job sites. Capturing 90 billion miles of driving data each year, Samsara operates at a scale matched only by a small handful of companies. Sanjit discusses why physical AI is fundamentally different from cloud-based AI, from running inference on two- to ten-watt edge devices to managing the messy diversity of real-world data—weather, road conditions, and the long tail of human behavior. He also shares how advances in foundation models unlock new capabilities like video reasoning, why distributed compute at the edge still beats centralized data centers for many autonomy workloads, and how AI is beginning to coach frontline workers—not just detect risk, but recognize good driving and improve fuel efficiency. Sanjit also explains why connectivity, sensors, and compute were the original “why now” for Samsara, and how those compounding curves will reshape logistics, field service, construction, and every asset-heavy industry. Hosted by Sonya Huang and Pat Grady, Sequoia Capital

16/12/2025

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38 min
04/12/2025

Palo Alto Networks ft Nir Zuk & Nikesh Arora - The Grudge That Transformed Cybersecurity

In the early 2000s, the cybersecurity industry was dominated by incumbents focused on high margins, not innovation. Nir Zuk tells the story of how, frustrated by this stagnant culture, he set out on his own with a radical idea: the Next-Generation Firewall. His vision was to unify dozens of security functions into a single, intelligent platform delivered via cloud—an approach everyone thought was crazy. Palo Alto Networks started as a disruptive startup with Nir sporting a "Check Point Killer" vanity license plate, and grew to dominate cybersecurity. We explore the crucible moments that defined its path: the controversial decision to insist on being a new kind of "firewall" vs. a “firewall helper,” the challenge of scaling a hyper-growth company, and the critical pivot from building everything in-house to current CEO Nikesh Arora’s aggressive acquisition strategy that remade the company for the cloud era. Nir, Nikesh, and the core leadership team offer a masterclass in product conviction, strategic transformation, and the courage to disrupt yourself before the market does it for you. Featuring: Nir Zuk, Nikesh Arora, Lee Klarich, Rajiv Batra, Mark McLaughlin, Jim Goetz, Asheem Chandra Hosted by: Roelof Botha, Sequoia Capital

04/12/2025

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47 min
21 JANV.

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 janv.

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40 min
11/12/2025

Scaling AI Rocketships: ElevenLabs’ Mati Staniszewski & Lovable’s Anton Osika

This one’s a treat: two AI-native CEOs building some of the world’s fastest-growing startups from outside of Silicon Valley. Mati and Anton are navigating a world that’s moving 10X faster than it was when I was CEO of HubSpot. We dig into the realities of what it’s like scaling today: managing co-founder relationships when you're the only person you can complain to, delegating while staying in founder mode, building exec teams that blend experience with homegrown talent, and why lightweight planning rhythms are key when the AI tech stack changes every six months. Both share tactical advice on managing chaos, from email triage systems to no-meeting days. They open up on Europe's advantages (hungry talent, less competition) and disadvantages (thinner executive bench), the 9-9-6 work culture debate, and why the next generation of European founders could finally build trillion-dollar companies. I thought these guys shared an honest look at what it really takes to lead through hypergrowth these days.

11/12/2025

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57 min
6 JANV.

Training General Robots for Any Task: Physical Intelligence’s Karol Hausman and Tobi Springenberg

Physical Intelligence’s Karol Hausman and Tobi Springenberg believe that robotics has been held back not by hardware limitations, but by an intelligence bottleneck that foundation models can solve. Their end-to-end learning approach combines vision, language, and action into models like π0 and π*0.6, enabling robots to learn generalizable behaviors rather than task-specific programs. The team prioritizes real-world deployment and uses RL from experience to push beyond what imitation learning alone can achieve. Their philosophy—that a single general-purpose model can handle diverse physical tasks across different robot embodiments—represents a fundamental shift in how we think about building intelligent machines for the physical world. Hosted by Alfred Lin and Sonya Huang, Sequoia Capital

6 janv.

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1 h 2 min

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