Sequoia Capital

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チャンネル • 3個の番組

ビジネス

ビジネス

アップデート：隔週
テクノロジー

テクノロジー

アップデート：毎週
起業

起業

アップデート：隔週

2025/11/06

Supercell ft Ilkka Paananen - How an Early Pivot Led to ‘Clash of Clans’ and ‘Brawl Stars’

Founder and CEO Ilkka Paananen set out to create a different kind of game company—one where the game development teams would have decision-making power, not upper management. Ilkka recalls the early decision to scrap their first game and the entire cross-platform strategy that had landed them a Series A financing in order to make a counterintuitive pivot and focus exclusively on mobile. The decision launched one of gaming's most remarkable success stories: By obsessing over quality and treating failures as learning opportunities, Supercell created enduring hits like “Clash of Clans,” “Hay Day,” and “Brawl Stars,” and defined a new standard for mobile gaming. But success brought new challenges. By 2023, Supercell had slipped from the top 10 mobile publishers for the first time in a decade. Ilkka reveals how the company reinvented itself yet again to set a record-breaking year in 2024, and discusses Supercell’s future in the AI era. Featuring: Ilkka Paananen, Maya Hoffree, Joost van Dreunen Hosted by: Roelof Botha, Sequoia Capital

2025/11/06

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43分
2月10日

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

2月10日

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45分
2月12日

Bayer’s Bill Anderson: Turning a 168 Year-Old Tanker Like a Speedboat

Bill Anderson runs Bayer, a 160-year-old pharmaceutical giant that had 100,000+ employees when Bill took the helm. In just two years after becoming CEO, he flattened 11 layers of management, expanded managers' direct reports from 6 to 90, and eliminated annual budgeting in favor of 90-day cycles. Bill offers up some gems on how to scale without becoming bureaucratic, explains why "professional managers" kill startups, why peer feedback beats manager reviews, and why bureaucracy isn’t a virus that infects healthy companies but rather something that grows from within the heart of your org chart. If you're scaling from 100 to 1,000 employees and want to avoid the death spiral that slows most growing companies, this is essential listening. Bill's created a playbook for organizational transformation that challenges what you think you know about building companies.

2月12日

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1時間13分
3日前

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.

3日前

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49分
2025/12/04

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

2025/12/04

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47分
2月3日

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

2月3日

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52分
2025/12/16

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

2025/12/16

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38分
1月21日

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

1月21日

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40分
1月6日

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

1月6日

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1時間2分
1月14日

How Ricursive Intelligence’s Founders are Using AI to Shape The Future of Chip Design

Anna Goldie and Azalia Mirhoseini created AlphaChip at Google, using AI to design four generations of TPUs and reducing chip floor planning from months to hours. They explain how chip design has become the critical bottleneck for AI progress -- a process that typically takes years and costs hundreds of millions of dollars. Now at Ricursive Intelligence, they're enabling an evolution of the industry from “fabless” to "designless," where any company can create custom silicon with Ricursive Intelligence. Their vision: recursive self-improvement where AI designs more powerful chips, and faster, accelerating AI itself. Hosted by Stephanie Zhan and Sonya Huang

1月14日

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37分

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