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Training Data

Join us as we train our neural nets on the theme of the century: AI. Sonya Huang, Pat Grady and more Sequoia Capital partners host conversations with leading AI builders and researchers to ask critical questions and develop a deeper understanding of the evolving technologies—and their implications for technology, business and society. The content of this podcast does not constitute investment advice, an offer to provide investment advisory services, or an offer to sell or solicitation of an offer to buy an interest in any investment fund.

  1. XBOW CEO and GitHub Copilot Creator Oege de Moor: Cracking the Code on Offensive Security With AI

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    XBOW CEO and GitHub Copilot Creator Oege de Moor: Cracking the Code on Offensive Security With AI

    Oege de Moor, the creator of GitHub Copilot, discusses how XBOW’s AI offensive security system matches and even outperforms top human penetration testers, completing security assessments in minutes instead of days. The team’s speed and focus is transforming the niche market of pen testing with an always-on service-as-a-software platform. Oege describes how he is building a large and sustainable business while also creating a product that will “protect all the software in the free world.” XBOW shows how AI is essential for protecting software systems as the amount of AI-generated code increases along with the scale and sophistication of cyber threats. Hosted by: Konstantine Buhler and Sonya Huang, Sequoia Capital Mentioned in this episode:  Semmle: Oege’s previous startup, a code analysis tool to secure software, acquired in 2019 by GitHub Nico Waisman: Head of security at XBOW, previously a researcher at Semmle The Bitter Lesson: Highly influential post by Richard Sutton HackerOne: Cybersecurity company that runs one of the largest bug bounty programs Suno: AI songwriting app that Oege loves Machines of Loving Grace: Essay by Anthropic founder, Dario Amodei

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

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    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

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  3. Dust’s Gabriel Hubert and Stanislas Polu: Getting the Most From AI With Multiple Custom Agents

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    Dust’s Gabriel Hubert and Stanislas Polu: Getting the Most From AI With Multiple Custom Agents

    Founded in early 2023 after spending years at Stripe and OpenAI, Gabriel Hubert and Stanislas Polu started Dust with the view that one model will not rule them all, and that multi-model integration will be key to getting the most value out of AI assistants. In this episode we’ll hear why they believe the proprietary data you have in silos will be key to unlocking the full power of AI, get their perspective on the evolving model landscape, and how AI can augment rather than replace human capabilities. Hosted by: Konstantine Buhler and Pat Grady, Sequoia Capital 00:00 - Introduction 02:16 - One model will not rule them all 07:15 - Reasoning breakthroughs 11:15 - Trends in AI models 13:32 - The future of the open source ecosystem 16:16 - Model quality and performance 21:44 - “No GPUs before PMF” 27:24 - Dust in action 37:40 - How do you find “the makers” 42:36 - The beliefs Dust lives by 50:03 - Keeping the human in the loop 52:33 - Second time founders 56:15 - Lightning round

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  4. Clay’s Kareem Amin on Building the Sales ‘System of Action’ with AI

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    Clay’s Kareem Amin on Building the Sales ‘System of Action’ with AI

    Clay is leveraging AI to help go-to-market teams unleash creativity and be more effective in their work, powering custom workflows for everything from targeted outreach to personalized landing pages. It’s one of the fastest growing AI-native applications, with over 4,500 customers and 100,000 users. Founder and CEO Kareem Amin describes Clay’s technology, and its approach to balancing imagination and automation in order to help its customers achieve new levels of go-to-market success.  Hosted by: Alfred Lin, Sequoia Capital

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  5. Decart’s Dean Leitersdorf on AI-Generated Video Games and Worlds

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    Decart’s Dean Leitersdorf on AI-Generated Video Games and Worlds

    Can GenAI allow us to connect our imagination to what we see on our screens? Decart’s Dean Leitersdorf believes it can. In this episode, Dean Leitersdorf breaks down how Decart is pushing the boundaries of compute in order to create AI-generated consumer experiences, from fully playable video games to immersive worlds. From achieving real-time video inference on existing hardware to building a fully vertically integrated stack, Dean explains why solving fundamental limitations rather than specific problems could lead to the next trillion-dollar company. Hosted by: Sonya Huang and Shaun Maguire, Sequoia Capital 00:00 Introduction 03:22 About Oasis 05:25 Solving a problem vs overcoming a limitation 08:42 The role of game engines 11:15 How video real-time inference works 14:10 World model vs pixel representation 17:17 Vertical integration 34:20 Building a moat 41:35 The future of consumer entertainment 43:17 Rapid fire questions

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    How Glean CEO Arvind Jain Solved the Enterprise Search Problem – and What It Means for AI at Work

    Years before co-founding Glean, Arvind was an early Google employee who helped design the search algorithm. Today, Glean is building search and work assistants inside the enterprise, which is arguably an even harder problem. One of the reasons enterprise search is so difficult is that each individual at the company has different permissions and access to different documents and information, meaning that every search needs to be fully personalized. Solving this difficult ingestion and ranking problem also unlocks a key problem for AI: feeding the right context into LLMs to make them useful for your enterprise context. Arvind and his team are harnessing generative AI to synthesize, make connections, and turbo-change knowledge work. Hear Arvind’s vision for what kind of work we’ll do when work AI assistants reach their potential.  Hosted by: Sonya Huang and Pat Grady, Sequoia Capital  00:00 - Introduction 08:35 - Search rankings  11:30 - Retrieval-Augmented Generation 15:52 - Where enterprise search meets RAG 19:13 - How is Glean changing work?  26:08 - Agentic reasoning  31:18 - Act 2: application platform  33:36 - Developers building on Glean  35:54 - 5 years into the future  38:48 - Advice for founders

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

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    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

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  8. Google NotebookLM’s Raiza Martin and Jason Spielman on Creating Delightful AI Podcast Hosts and the Potential for Source-Grounded AI

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    Google NotebookLM’s Raiza Martin and Jason Spielman on Creating Delightful AI Podcast Hosts and the Potential for Source-Grounded AI

    NotebookLM from Google Labs has become the breakout viral AI product of the year. The feature that catapulted it to viral fame is Audio Overview, which generates eerily realistic two-host podcast audio from any input you upload—written doc, audio or video file, or even a PDF. But to describe NotebookLM as a “podcast generator” is to vastly undersell it. The real magic of the product is in offering multi-modal dimensions to explore your own content in new ways—with context that’s surprisingly additive. 200-page training manuals become synthesized into digestible chapters, turned into a 10-minute podcast—or both—and shared with the sales team, just to cite one example. Raiza Martin and Jason Speilman join us to discuss how the magic happens, and what’s next for source-grounded AI. Hosted by: Sonya Huang and Pat Grady, Sequoia Capital

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Join us as we train our neural nets on the theme of the century: AI. Sonya Huang, Pat Grady and more Sequoia Capital partners host conversations with leading AI builders and researchers to ask critical questions and develop a deeper understanding of the evolving technologies—and their implications for technology, business and society. The content of this podcast does not constitute investment advice, an offer to provide investment advisory services, or an offer to sell or solicitation of an offer to buy an interest in any investment fund.

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