Sequoia Capital

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6月11日

Google DeepMind's Logan Kilpatrick: Why the Model Eats the Harness

The entire startup ecosystem is racing to build agent harnesses. Logan Kilpatrick, who leads Google AI Studio and the Gemini API, argues that scramble has a roughly 12-month shelf life. Models will absorb the scaffolding and run it natively, so the edge moves elsewhere. Google's own bet runs in parallel: a single agent harness, born from the Windsurf team and now called Antigravity, has become the connective tissue across search, the Gemini app, Cloud, and AI Studio — the role Gemini-the-model used to play. Logan makes the case that coding already feels like narrow superintelligence, and that "jagged" vertical superintelligence (in math, finance, and science) will arrive well before AGI. He argues Google's real goal is maximizing outcomes for users, not eyeball time. He unpacks Omni, the single model built to replace multiple separate systems Google once trained for text, audio, music, image, and video. His throughline: AI is an accelerant for human ambition, not a substitute for it. Hosted by Sonya Huang, Sequoia Capital

6月11日

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51 分鐘
5月8日

ElevenLabs' Mati Staniszewski: How Voice Becomes the Interface for Everything

Mati Staniszewski, co-founder and CEO of ElevenLabs, joins Sequoia partner Andrew Reed at AI Ascent 2026 to talk about how a four-year-old company built a frontier audio AI business with just over 400 people and over $400M in revenue. He explains why audio was overlooked in 2022 when the rest of AI was chasing text and images, why ElevenLabs chose to monetize from day one rather than raise indefinitely, and why he believes voice will be the primary interface for agents, robots, and the next generation of computing. Also: why emotional intelligence is the next frontier in voice, and what happens when one voice agent realizes it's talking to another.

5月8日

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27 分鐘
6月10日

LIVE: Jensen Huang on Building the Dynamo of the Intelligence Age

Jensen Huang, founder and CEO of NVIDIA, makes the case that computing is undergoing its biggest shift in 60 years: from retrieval, where data centers store files we look up, to generation, where every word, image, and video is produced in real time and customized for whoever is asking. He explains why NVIDIA's AI factories are the dynamos of this era: machines that take in electrons and send out tokens of intelligence, just as Siemens' dynamo once turned motion into electricity. Jensen frames intelligence as the third force to "cocoon" the planet after electricity and the internet. He describes the five-layer cake of AI investment—energy, chips, infrastructure, models, applications—and dismantles the fear that AI will erase jobs, using radiology and software engineering to show how automation raised labor demand instead of killing it. His bottom line: you won't lose your job to AI, but you might lose it to someone who uses AI. Hosted by Konstantine Buhler, Sequoia Capital

6月10日

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41 分鐘
2日前

Simulating Humans at Scale: Simile's Joon Sung Park

The race to build superintelligence is producing models that keep getting better at objective problems, but not at behaving like actual people. Joon Sung Park, founder and CEO of Simile and creator of Stanford's "Smallville" generative agents study, argues that simulating human society requires a fundamentally different kind of model. He frames today's frontier models as the "CPU of intelligence"—rational, superhuman at problems with right answers—and Simile as creating the "GPU of intelligence," built to encode the diversity of people's values, preferences, and tastes. It simulated 1,000 Americans and predicted their behavior 85% as accurately as people reproduce their own answers. CVS uses it for concept testing; some customers simulate their own earnings calls. Joon's larger bet: a "CERN of human society" that could one day model bank runs, climate cooperation, or the early signals of a collapsing democracy. Hosted by Sonya Huang, Sequoia Capital

2日前

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39 分鐘
6月2日

Knowing What Your Customers Want, All the Time: Listen Labs' Alfred Wahlforss

Alfred Wahlforss, co-founder and CEO of Listen Labs, is building an AI agent that interviews your customers at a scale no focus group ever could—thousands of voice conversations at once, drawn from an audience of 30 million people. A year after launch, Listen serves hundreds of Fortune 100s to Startups including Microsoft, Google, NBC Universal, P&G, Anthropic, Cursor, and Cognition. Alfred explains the counterintuitive finding underneath it all: people are often more honest with an AI than a human interviewer, opening up to a non-judgmental entity that costs less and never makes them feel rushed. He walks through why interview transcripts—not credit card data or behavioral logs—turn out to be the richest fuel for predicting how customers will behave, how Listen back-tests its simulations to know which questions it can and can't answer, and why 80% of the company's engineering goes into building the right audience. As AGI makes building trivial, Alfred argues the scarce resource becomes knowing what to build. That's the loop Listen wants to own.

6月2日

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42 分鐘
6月4日

David Senra: Mute the World and Build Your Own

David Senra has spent a decade reading the biographies of 400+ founders for his podcast Founders - and lately he's started interviewing the living ones face to face. He joins me to share what all of them actually have in common, and it isn't what Silicon Valley thinks. His one word is focus — what he calls "mute the world and build your own." He walks through Dana White buying the UFC for $2 million and turning it into a nearly $8 billion TV deal by ignoring everything outside his own arena; why Daniel Ek believes founder-problem fit matters more than product-market fit. We get into the idea that the best founders are driven by control, not money - and why selling your best company and trying to recapture the magic at 60 almost never works. David’s perspective on overcoming negative self-talk: at some point you have to change your fuel source from something that punishes you to something that generates. If you've ever wondered whether the founder mythology is real, David has read more of the source material than anyone alive.

6月4日

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57 分鐘
5月1日

OpenAI's Greg Brockman: Why Human Attention Is the New Bottleneck

Greg Brockman, co-founder and president of OpenAI, joins Sequoia partner Alfred Lin at AI Ascent 2026 for a conversation that spans the full OpenAI stack. He explains why the company will never have enough compute, why he believes we're 80% of the way to AGI, and why the agentic coding tools that wrote 20% of your code last December are now writing 80% of it. Also: why human attention is becoming the scarcest resource in AI-augmented work, and what it might be like to one day run an organization of 100,000 agents.

5月1日

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28 分鐘
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 分鐘
5月5日

Anthropic's Boris Cherny: Coding's Printing Press Moment

Boris Cherny, creator of Claude Code at Anthropic, joins Sequoia partner Lauren Reeder at AI Ascent 2026 to talk about where coding goes from here. He explains why he hasn't written a line of code in 2026, why he now ships dozens of PRs a day from his phone, and why he believes coding is effectively solved — at least for the code he writes. Also: why loops are the future, why he thinks Claude Code itself may be 100 lines of code a year from now, and why the invention of the printing press is the right analogy for what's about to happen to software.

5月5日

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25 分鐘
4月2日

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.

4月2日

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1 小時 4 分鐘

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