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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
05/10/2023

Eventbrite ft. Julia Hartz - A thriving events company took 14 years to build and nearly disappeared in 14 days

What happens to an events company when every event is canceled? “Even if you have spent 14 years building something, it could truly be gone in 14 days.” After working tirelessly to revolutionize how live events are organized, this was the reality Eventbrite CEO Julia Hartz faced in March of 2020 as pandemic lockdowns went into effect, extinguishing the lifeblood of her business. She brought the same strategic thinking and grit that had led the company through its previous inflection points to rally her team and reinvent Eventbrite in the middle of a global shutdown. Host: Roelof Botha, Sequoia Capital Featuring: Julia Hartz, Kevin Hartz Transcript: https://www.sequoiacap.com/podcast/crucible-moments-eventbrite/
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
16/11/2023

23andMe ft. Anne Wojcicki - How a DNA startup took on the FDA and redefined health tech

Millions of customers have explored their genome with 23andMe. But when the company started in 2006, the idea of consumer DNA testing was heresy to the medical establishment. The FDA once even ordered 23andMe to stop selling its health testing product. The company persevered to make allies out of adversaries, and became the only FDA-approved product on the market. Learn how 23andMe defined the DNA testing category, and used its success to enter the massive new field of drug discovery. Host: Roelof Botha, Sequoia Capital Featuring: Anne Wojcicki, Richard Scheller Transcript: https://www.sequoiacap.com/podcast/crucible-moments-23andMe/
22/10/2024

OpenAI Researcher Dan Roberts on What Physics Can Teach Us About AI

In recent years there’s been an influx of theoretical physicists into the leading AI labs. Do they have unique capabilities suited to studying large models or is it just herd behavior? To find out, we talked to our former AI Fellow (and now OpenAI researcher) Dan Roberts. Roberts, co-author of The Principles of Deep Learning Theory, is at the forefront of research that applies the tools of theoretical physics to another type of large complex system, deep neural networks. Dan believes that DLLs, and eventually LLMs, are interpretable in the same way a large collection of atoms is—at the system level. He also thinks that emphasis on scaling laws will balance with new ideas and architectures over time as scaling asymptotes economically. Hosted by: Sonya Huang and Pat Grady, Sequoia Capital Mentioned in this episode: The Principles of Deep Learning Theory: An Effective Theory Approach to Understanding Neural Networks, by Daniel A. Roberts, Sho Yaida, Boris Hanin Black Holes and the Intelligence Explosion: Extreme scenarios of AI focus on what is logically possible rather than what is physically possible. What does physics have to say about AI risk? Yang-Mills & The Mass Gap: An unsolved Millennium Prize problem AI Math Olympiad: Dan is on the prize committee
23/09/2025

Why Businesses Are Rejecting the AI They’ve Asked For: Agency CEO Elias Torres

Elias Torres has been building AI systems since 1999, from chatbots at IBM to co-founding Drift and now Agency. He believes businesses are caught in an expectation mismatch—demanding AI while rejecting it due to imperfection anxiety. Drawing from his experience scaling HubSpot, Elias explains why human-led customer experience doesn’t scale and how Agency is building AI-first solutions that work autonomously. His contrarian approach focuses on the back-end customer experience rather than front-end AI SDRs, aiming to “deprogram the entire business world” from inefficient human-dependent processes. Hosted by: Sonya Huang and Pat Grady, Sequoia Capital Mentioned in the episode: Lookery: David Cancel’s first startup that Elias joined after IBM; shut down in 2009 Performable: Elias and David’s second startup, acquired by HubSpot in 2011 Drift: Elias and David Cancel’s third startup, merged with Salesloft in 2024 Klaviyo: B2C CRM company started by Andrew Bialecki after working with Elias at HubSpot Secret: Short-lived anonymous messaging app that inspired one of Drift’s early iterations Tatajuba: Kitesurfing destination in Jericoacoara, Brazil where Elias (briefly) considered retirement 00:00 Introduction 01:50 AI and Customer Expectations 03:36 Managing Emails with AI 07:21 Elias' Personal Journey 11:27 Early Career 14:28 Joining HubSpot and Scaling Challenges 16:31 Hiring Exceptional Talent 18:53 Founding Drift 20:27 Pivoting to Success with Drift 21:41 Drift's Chatbot Innovation 22:09 Challenges and Limitations of Drift 22:37 The Struggle with Customer Knowledge 23:09 Scaling Challenges and Lessons Learned 25:58 Rediscovering Purpose Post-Drift 28:55 The Birth of Agency 29:42 AI's Role in Customer Experience 35:13 Building a Sustainable Business Model 37:06 The Vision for Agency 38:22 Challenges and Opportunities with AI 41:22 Deprogramming and Embracing Change 43:23 Optimism for the AI Future 44:15 Closing Thoughts
26/08/2025

n8n CEO Jan Oberhauser on Building the Universal AI Automation Layer

When the AI wave hit, n8n founder Jan Oberhauser faced a critical choice: become irrelevant or become indispensable. He chose the latter, transforming n8n from a simple workflow tool into a comprehensive AI automation platform that lets users connect any LLM to any application. The result? Four times the revenue growth in eight months compared to the previous six years. Jan explains how n8n’s “connect everything to anything” philosophy, combined with a thriving open source community, positioned the company to ride the AI automation wave while avoiding vendor lock-in that plagues enterprise software. Hosted by George Robson and Pat Grady, Sequoia Capital Mentioned in this episode: Model Context Protocol (MCP): Open protocol that lets AI models safely use external tools and data that is used extensively by n8n for orchestration. Vector database: A database optimized for storing and searching embeddings. These “vector stores” can pair with LLMs for retrieval-augmented workflows. Granola: AI productivity tool mentioned by Jan as a recent favorite. Her: A film that Jan says, “a few years ago, it was sci fi, and it’s now suddenly this thing that is just around the corner.”
22/07/2025

OpenAI Just Released ChatGPT Agent, Its Most Powerful Agent Yet

Isa Fulford, Casey Chu, and Edward Sun from OpenAI's ChatGPT agent team reveal how they combined Deep Research and Operator into a single, powerful AI agent that can perform complex, multi-step tasks lasting up to an hour. By giving the model access to a virtual computer with text browsing, visual browsing, terminal access, and API integrations—all with shared state—they've created what may be the first truly embodied AI assistant. The team discusses their reinforcement learning approach, safety mitigations for real-world actions, and how small teams can build transformative AI products through close research-applied collaboration. Hosted by Sonya Huang and Lauren Reeder, Sequoia Capital
03/12/2024

Ramp CEO Eric Glyman: Using AI to Build “Self-Driving Money”

When ChatGPT ushered in a new paradigm of AI in everyday use, many companies attempted to adapt to the new paradigm by rushing to add chat interfaces to their products. Eric has a different take—he doesn’t think chatbots are the right form factor for everything. He thinks “zero-touch” automation that works invisibly in the background can be more valuable in many cases. He cites self-driving cars as an analogy—or in this case, “self-driving money.” Ramp is a new kind of finance management company for businesses, offering AI-powered financial tools to help companies handle spending and expense processes. We’ll hear why Eric thinks AI that you never see is one of the most powerful instruments for reducing time spent on drudgery and unlocking more time for meaningful work. Hosted by: Ravi Gupta and Sonya Huang, Sequoia Capital Mentioned in this episode: Paribus: Glyman’s previous company, acquired by Capital One in 2016 Karim Atiyeh: Cofounder and CTO at Ramp and Glyman’s cofounder at Paribus Devin: AI agent product from Cognition Labs and Glyman’s favorite AI app Hit Refresh: Book by Satya Nadella
16/05/2025 · 附贈內容

LIVE: Google's Jeff Dean on the Coming Transformations in AI

At AI Ascent 2025, Jeff Dean makes bold predictions. Discover how the pioneer behind Google's TPUs and foundational AI research sees the technology evolving, from specialized hardware to more organic systems, and future engineering capabilities.

We help the daring build legendary companies – from idea to IPO and beyond.