Sequoia Capital

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Canal • 3 emisiuni

Afaceri

Afaceri

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Tehnologie

Tehnologie

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Antreprenoriat

Antreprenoriat

Actualizată bisăptămânal

26 FEB.

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 feb.

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49 min
26 MAR.

Oura’s Tom Hale: What People Don’t Tell You About Being CEO

Tom Hale didn't originally set out to be a CEO - then he put it on his bucket list to prove something to himself. Now he runs Oura, the Finnish health tech company behind the most talked-about wearable on the market - the Oura ring. In this conversation, we get into what the job actually feels like from the inside (spoiler: the kibble-to-champagne ratio is not what you think), and Tom shares some of the sharpest frameworks I've heard for scaling a company through the 200-to-2,000 employee gauntlet. We dig into Oura's controversial pivot to a subscription model - the Reddit flames, the one moment Tom almost blinked, and why he's now calling it an unqualified success. He breaks down the asymmetry between work and headcount that causes politics to metastasize in growing companies, what he looks for in middle managers to keep bureaucracy from setting in, and how he thinks about staying close to customers as layers accumulate between you and them. We also get into the Gucci partnership, what a Roman emperor has to do with it, and the unexpected retail insight that came out of it. And Tom shares why he sleeps soundly despite Apple being the 800-pound gorilla in wearables. If you're a founder navigating the messy middle of company building, this one is worth your time.

26 mar.

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1 oră
12 FEB.

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.

12 feb.

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1 h 13 min
21 IAN.

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 ian.

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40 min
20.11.2025

Intuit CEO Sasan Goodarzi’s Grown-Up CEO Playbook

When Intuit was born, the world ran on DOS. Forty years later it is a $180 billion powerhouse serving millions of small businesses, and Sasan Goodarzi has led its evolution from boxed software to an AI-driven platform. I’ve always admired Intuit’s track record with SMBs. I even had the chance to shadow one of its former CEOs, the legendary Brad Smith.In this episode, Sasan and I talk about what it takes to reinvent a legacy company, what he learned shadowing Amazon’s Andy Jassy, and why curiosity and grit matter more than raw talent. We talk about how to run a grown-up company without losing speed, from the mechanisms Intuit uses to challenge its own assumptions to the ways he stays close to customers through “follow-me-homes.” Sasan also shares his approach to winning in the SMB market, building effective channel partnerships, and creating second acts that actually succeed. He even tells the story of how Intuit was four years late to SaaS and still managed to come out stronger. Sasan shows that if you love the customer problem and keep disrupting yourself, you can stay young even after 40 years in business.

20.11.2025

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49 min
29 IAN.

The Wartime CEO: Vlad Tenev of Robinhood

In this episode, Vlad Tenev pulls back the curtain on what it takes to lead through the kind of crises that would break most CEOs. From waking up at 5 AM to raise $3 billion in a few hours during the GameStop frenzy to navigating a 90% stock price drop, Vlad shares how he stays unflappable when everything is falling apart. We go deep on why "it's always wartime" should be your default mindset, not the exception. Vlad breaks down how he maintains breakneck speed at scale, why he limits planning to days instead of weeks, and how product events create forcing functions that keep thousands of employees moving with startup urgency. He discusses the counterintuitive truth that, if you need something done fast, you should give it to your busiest person. We also explore the mechanics of rebuilding trust after very public failures, why co-CEOs might actually work better than investors think, and how Vlad stays connected to customers despite leading 15,000 employees. This conversation is essential listening for any founder trying to build resilience, any operator at a scaling company, or anyone who wants to understand what separates good CEOs from legendary ones.

29 ian.

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43 min
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 min
12 MAR.

The Most Founder Mode CEO Working Today Isn’t the Founder: Opendoor’s Kaz Nejatian

Kaz Nejatian reveals how he left Shopify to pull off a highly unusual feat: refounding a struggling public company in just 16 days. From first attempting to take the company private and then becoming CEO with an unwavering commitment to prioritizing product, Kaz shares his unconventional playbook and approach to life. We go deep on why most enduring companies are built on "first derivatives" of their core business and not the obvious thing everyone focuses on. Kaz explains why he reads the Bible every day, how overriding life's defaults requires going full force (not halfway), and why founder mode means taking responsibility for outcomes, not processes. He breaks down the mechanics of the Opendoor turnaround, why he tethered his compensation to stock performance, and how he’s making the company AI-native. Essential listening for understanding true founder mode, or for anyone building something that matters.

12 mar.

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1 h 3 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
13.11.2025

Parker Conrad’s Revenge Fantasy

I didn’t think Parker Conrad would get up off the mat when he got ousted from his previous startup, Zenefits. No one in Silicon Valley did. Instead, Parker let his rage propel him into an all-consuming mission to prove the haters wrong and build Rippling, a $17 billion juggernaut that blows his prior success out of the water. Parker has advice for founders: from productively harnessing the chip on your shoulder, to maintaining fast operational velocity to why you need founder-minded people on your team instead of manager-minded people—even among your managers. And yes, he spills the dirt on Deel. Parker is one of the new greats who is tearing up the old CEO rulebook and writing his own. - Brian Halligan, Sequoia Capital

13.11.2025

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1 h 17 min

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