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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

20.11.2025

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43 dk.
01.04.2025

Why CRM Needs an AI Revolution, with Day.ai Founder Christopher O’Donnell

Christopher O’Donnell believes the fundamental problems with CRM—incomplete data, complex workflows, siloed work products and the fear of leads falling through the cracks—can finally be solved through AI. Founder of Day.ai and former Chief Product Officer of HubSpot, Christopher explains how his team is building a system that automatically captures the full context of customer relationships while giving users transparency and control. He shares lessons from building HubSpot’s CRM and why he’s taking a deliberate approach to product development despite the pressure to scale quickly in the AI era. Hosted by Pat Grady, Sequoia Capital Mentioned in this episode: The Innovator's Dilemma: Classic book by Clay Christensen (referenced regarding HubSpot's second S-curve strategy) Hubspot CRM: The only product to successfully challenge Salesforce’s dominance in the CRM category From Super Mario Brothers to Elden Ring: Analogy to what an AI-powered CRM experience can be through comparison of video games launched in 1985 vs 2022 Punk’d: Hidden camera–practical joke reality television series that premiered on MTV in 2003, created by Ashton Kutcher and Jason Goldberg Slow is smooth and smooth is fast: SEALs-derived concept mentioned regarding product development) Aga stove (highlighted as extraordinary product design example)

01.04.2025

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1sa 11dk
27 OCA

Making the Case for the Terminal as AI's Workbench: Warp’s Zach Lloyd

Zach Lloyd built Warp to modernize the terminal for professional developers, but the rise of coding agents transformed his company's trajectory. He discusses the convergence of IDEs and terminals into new workbenches built for prompting and agent orchestration, and why he thinks "coding will be solved" within a few years, making human expression of intent the ultimate bottleneck. Zach explains how Warp competes against subsidized tools from Anthropic and OpenAI, and why the terminal's time-based, text-oriented format makes it perfect for managing swarms of cloud agents. Hosted by Sonya Huang, Sequoia Capital

27 Oca

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48 dk.
14.05.2025 · BONUS

LIVE: Sam Altman of OpenAI on Building the ‘Core AI Subscription’ for Your Life

Recorded live at Sequoia’s AI Ascent 2025: Sam reflects on OpenAI’s evolution from a 14-person research lab to a dominant AI platform. He envisions transforming ChatGPT into a deeply personal AI service that remembers your entire life's context—from conversations to emails—while working seamlessly across all services. Sam describes the generation gap in how users engage with ChatGPT, and makes surprisingly specific predictions for the next 2-3 years of AI evolution.

14.05.2025 · Bonus

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32 dk.
24.06.2025

From DevOps ‘Heart Attacks’ to AI-Powered Diagnostics With Traversal’s AI Agents

Anish Agarwal and Raj Agrawal, co-founders of Traversal, are transforming how enterprises handle critical system failures. Their AI agents can perform root cause analysis in 2-4 minutes instead of the hours typically spent by teams of engineers scrambling in Slack channels. Drawing from their academic research in causal inference and gene regulatory networks, they’ve built agents that systematically traverse complex dependency maps to identify the smoking gun logs and problematic code changes. As AI-generated code becomes more prevalent, Traversal addresses a growing challenge: debugging systems where humans didn’t write the original code, making AI-powered troubleshooting essential for maintaining reliable software at scale. Hosted by Sonya Huang and Bogomil Balkansky, Sequoia Capital Mentioned in this episode: SRE: Site reliability engineering. The function within engineering teams that monitors and improves the availability and performance of software systems and services. Golden signals: four key metrics used by Site Reliability Engineers (SREs) to monitor the health and performance of IT systems: latency, traffic, errors and saturation. MELT data: Metrics, events, log, and traces. A framework for observability. The Bitter Lesson: Another mention of Nobel Prize winner Rich Sutton’s influential post.

24.06.2025

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41 dk.
15.04.2025

Arc Institute's Patrick Hsu on Building an App Store for Biology with AI

Patrick Hsu, co-founder of Arc Institute, discusses the opportunities for AI in biology beyond just drug development, and how Evo 2, their new biology foundation model, is enabling a broad ecosystem of applications. Evo 2 was trained on a vast dataset of genomic data to learn evolutionary patterns that would have taken years to find; as a result, the model can be used for applications from identifying mutations that cause disease to designing new molecular and even genome scale biological systems. Hosted by Josephine Chen and Pat Grady, Sequoia Capital Mentioned in this episode: Sequence modeling and design from molecular to genome scale with Evo: Public pre-print of original Evo paper Genome modeling and design across all domains of life with Evo 2: Public pre-print of Evo 2 paper ClinVar: NIH database of the genes that are known to cause disease, and mutations in those genes causally associated with disease state Sequence Read Archive: Massive NIH database of gene sequencing data Machines of Loving Grace: Daria Amodei essay that Patrick cites on how AI could transform the world for the better Arc Virtual Cell Atlas: Arc’s first step toward assembling, curating and generating large-scale cellular data from AI-driven biological discovery (among many other tools) Protein Data Bank (PDB): a global archive of 3D structural information of biomolecules used by DeepMind to train AlphaFold OpenAI Deep Research: The one AI app Patrick uses daily

15.04.2025

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58 dk.
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 dk.
21.10.2025

Securing the AI Frontier: Irregular Co-founder Dan Lahav

Irregular co-founder Dan Lahav is redefining what cybersecurity means in the age of autonomous AI. Working closely with OpenAI, Anthropic, and Google DeepMind, Dan, co-founder Omer Nevo and team are pioneering “frontier AI security”—a proactive approach to safeguarding systems where AI models act as independent agents. Dan shares how emergent behaviors, from models socially engineering each other to outmaneuvering real-world defenses like Windows Defender, signal a coming paradigm shift. Dan explains why tomorrow’s threats will come from AI-on-AI interactions, why anomaly detection will soon break down, and how governments and enterprises alike must rethink defenses from first principles as AI becomes a national security layer. Hosted by: Sonya Huang and Dean Meyer, Sequoia Capital 00:00 Introduction 03:07 The Future of AI Security 03:55 Thought Experiment: Security in the Age of GPT-10 05:23 Economic Shifts and AI Interaction 07:13 Security in the Autonomous Age 08:50 AI Model Capabilities and Cybersecurity 11:08 Real-World AI Security Simulations 12:31 Working with AI Labs 32:34 Enterprise AI Security Strategies 40:03 Governmental AI Security Considerations 43:41 Final Thoughts

21.10.2025

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44 dk.
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 dk.
08.10.2024

Snowflake CEO Sridhar Ramaswamy on Using Data to Create Simple, Reliable AI for Businesses

All of us as consumers have felt the magic of ChatGPT—but also the occasional errors and hallucinations that make off-the-shelf language models problematic for business use cases with no tolerance for errors. Case in point: A model deployed to help create a summary for this episode stated that Sridhar Ramaswamy previously led PyTorch at Meta. He did not. He spent years running Google’s ads business and now serves as CEO of Snowflake, which he describes as the data cloud for the AI era. Ramaswamy discusses how smart systems design helped Snowflake create reliable "talk-to-your-data" applications with over 90% accuracy, compared to around 45% for out-of-the-box solutions using off the shelf LLMs. He describes Snowflake's commitment to making reliable AI simple for their customers, turning complex software engineering projects into straightforward tasks. Finally, he stresses that even as frontier models progress, there is significant value to be unlocked from current models by applying them more effectively across various domains. Hosted by: Sonya Huang and Pat Grady, Sequoia Capital Mentioned in this episode: Cortex Analyst: Snowflake’s talk-to-your-data API Document AI: Snowflake feature that extracts in structured information from documents

08.10.2024

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59 dk.

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