Building Tomorrow's Transformational Companies

• Sequoia launches 6th dedicated seed fund; AI = internet-scale platform shift.
• 92% of fixed income still traded by phone — voice AI wedge into finance.
  • Konstantine Buhler’s call; e-commerce AI agents add usage-based revenue layer.
• Physical AI addresses 80% of global GDP — hardware is next major frontier.
  • AI Forward Deployed Engineers emerging as a distinct labor market.
• Security and observability can’t be solved by LLMs alone — specialized infra needed.
  • Network security shifting to identity-driven; data centers are new attack surface.
• Silicon photonics cracks AI’s matrix multiplication bottleneck.
  • Shaun Maguire; Israeli tech ecosystem flagged as underrated.
• Sequoia wants polymaths willing to challenge conventional paths (Roelof Botha).
  • Europe repeat-founder ecosystem strengthening; building globally from day one.

Team Sequoia (Roelof Botha, Alfred Lin, Shaun Maguire, Stephanie Zhan, Konstantine Buhler, and 10 others) · 2025-10-27 · Read on sequoiacap.com