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Sequoia Videos
Searchable summaries of Sequoia conversations with founders, operators, and investors.
Dick Costolo’s Scale-Up Playbook for Speed, Ownership, and Judgment
XBOW’s Oege de Moor Says Autonomous AI Hackers Are Already Winning
Ricursive’s Bet: AI Should Design the Chips That Train AI
Starcloud Bets AI Compute Will Move to Orbit
Naveen Rao on Why AI Needs a New Computing Substrate
Why Data Efficiency, Not Compute, Is the Next AI Bottleneck
ElevenLabs on Why Voice Will Be the Interface for AI
Boris Cherny on Why Coding Is Solved and What Changes Next
Waymo’s Long Game: Safety, World Models, and Exponential Scaling
Greg Brockman on Compute, Agents, and the New Bottleneck
Sequoia’s 2026 AI Thesis: Agents, Services, and Computation
Jim Fan on Robotics’ Scaling Playbook and the Coming End Game
Karpathy on Software 3.0, Verifiability, and Agentic Engineering
Demis Hassabis on AGI, AlphaFold, and Simulation-Driven Science
Sally Kornbluth on How MIT Protects Excellence at Scale
From SEO to Agent-Led Growth: What Profound Says Changes Next
Jack Dorsey’s case for replacing hierarchy with company intelligence
Tom Hale on the Real Burden of Scaling Oura
Jason Kelly on autonomous labs and the coming software model for science
