Sequoia Capital

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24 MAR

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 Mar

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58 mnt
10 FEB

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 Feb

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45 mnt
04/03/2025

Is This Doctors’ New Favorite AI App? OpenEvidence, with CEO Daniel Nadler

OpenEvidence is transforming how doctors access medical knowledge at the point of care, from the biggest medical establishments to small practices serving rural communities. Founder Daniel Nadler explains his team’s insight that training smaller, specialized AI models on peer-reviewed literature outperforms large general models for medical applications. He discusses how making the platform freely available to all physicians led to widespread organic adoption and strategic partnerships with publishers like the New England Journal of Medicine. In an industry where organizations move glacially, 10-20% of all U.S. doctors began using OpenEvidence overnight to find information buried deep in the long tail of new medical studies, to validate edge cases and improve diagnoses. Nadler emphasizes the importance of accuracy and transparency in AI healthcare applications. Hosted by: Pat Grady, Sequoia Capital Mentioned in this episode: Do We Still Need Clinical Language Models?: Paper from OpenEvidence founders showing that small, specialized models outperformed large models for healthcare diagnostics Chinchilla paper: Seminal 2022 paper about scaling laws in large language models Understand: Ted Chiang sci-fi novella published in 1991

04/03/2025

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1j 5m
21 JAN

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 Jan

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40 mnt
3 FEB

What’s the Future of Vertical SaaS in an AGI World? Jamie Cuffe, CEO of Pace

Jamie Cuffe is solving one of AI's hardest problems: getting conservative, regulated industries to trust autonomous agents with mission-critical work. At Pace, he's building AI that replaces traditional BPOs in insurance, handling everything from email triage to claims processing with 50-75% cost savings. Drawing on his experience at Retool, Jamie emphasizes the importance of "closing the distance" with customers through forward-deployed engineering and being "the rock" that clients can rely on. He shares how focusing on top-tier insurance carriers and maintaining exceptionally high standards is enabling Pace to capture a meaningful share of the $400 billion BPO market while building a durable business model - at AI-native velocity. Hosted by Lauren Reeder and Pat Grady, Sequoia Capital

3 Feb

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52 mnt
10/10/2024

UiPath ft. Daniel Dines - From Bootstrapping in Bucharest to One of Software’s Biggest IPOs

The biggest enterprise software company to come out of Europe in the last decade didn’t come from London, Paris, Berlin or Stockholm—but Bucharest, Romania. UiPath, founded in 2005 and originally called DeskOver, was a scrappy handful of engineers bootstrapping out of an apartment in Bucharest for about a decade, seeking in vain for product-market fit. When they stumbled upon an opportunity in the nascent enterprise software category of Robotic Process Automation, the company did a hard pivot, changed their name to UiPath, and rocketed from obscurity to the fastest-growing SaaS company ever at the time. After a successful IPO, today they are the global category leader in RPA. The unlikely rise of UiPath is an inspiration and a reminder that you can build something great from anywhere. Host: Roelof Botha, Sequoia Capital Featuring: Daniel Dines, Andra Ciorici-Chelmus, Brandon Deer, Luciana Lixandru

10/10/2024

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42 mnt
10 MAR

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 Mar

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41 mnt
05/12/2024

YouTube ft. Steve Chen - 18 Months That Changed the Internet

This episode takes us back to the earliest days of YouTube, as the founders explain why it was a longshot that succeeded against all odds. When cofounders Steve Chen, Chad Hurley and Jawed Karim left PayPal to start YouTube, it wasn’t even clear that the nascent broadband infrastructure could support playing video in a browser. In a brief period until its acquisition by Google—from its first incarnation as a video dating site to confronting daunting technical and legal challenges—the early story of YouTube is an underdog tale of scrappy upstarts who ended up changing the world. Host: Roelof Botha, Sequoia Capital Featuring: Steve Chen, Jawed Karim, Zahavah Levine, Colin Corbett, Yu Pan

05/12/2024

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49 mnt
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 mnt
21/11/2024

Natera ft. Matthew Rabinowitz - A Personal Mission That Led to a Biotech Revolution

Founder Matthew Rabinowitz opens up about the intensely personal journey that set him on a course to revolutionizing healthcare. A PhD in electrical engineering, he had no background in genetics or biology, but after his sister had a baby with Down syndrome that hadn’t been detected and tragically died after 6 days, Matthew dedicated himself to solving this problem. After overcoming seemingly impossible obstacles, today Natera leverages molecular biology and novel bioinformatics technology to provide prenatal screening in nearly half of U.S. pregnancies, as well as transforming oncology and organ transplants. Hear about Matthew’s vision for the future of computational biology and its profound impact on human health. Host: Roelof Botha, Sequoia Capital Featuring: Matthew Rabinowitz, Jonathan Sheena, Steve Chapman, Chitra Kotwaliwale, Sarah Elliot

21/11/2024

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53 mnt

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