Recent Articles
30Listen to the Market
Listen to the Market Kalshi’s new American Power Index takes the question every cable segment fights over (who is
6/1/2026
All Systems Nominal – Nominal Spotlight
All Systems Nominal By Harry Spitzer Published May 21, 2026 How a former Navy officer’s will to serve is shaping the fut
5/21/2026
AI Ascent 2026
AI Ascent 2026 AI Ascent IV was our biggest and best year yet. By Team Sequoia Published May 8, 2026 On April 20, we hos
5/8/2026
Standard Intelligence: Training General Intelligence in Pixel Space
Standard Intelligence: Training General Intelligence in Pixel Space By Sonya Huang Published April 30, 2026 The future o
4/30/2026
Partnering with Ineffable Intelligence: A Superlearner for the Era of Experience
Partnering with Ineffable Intelligence: A Superlearner for the Era of Experience By Sonya Huang and Alfred Lin Published
4/27/2026
Partnering with Auctor
Partnering with Auctor: AI Autopilot for Software Implementation By Julien Bek Published April 15, 2026 Matt, Will and S
4/15/2026
Sequoia Capital shares founder’s 1977 memo for investing in Apple — initial $600,000 investment is worth $26.4 billion today, firm said it was ‘tough to do this deal’ - Tom's Hardware
4/5/2026
Legendary VC firm Sequoia just released the memo for its Apple bet in 1977. Read it here. - Business Insider
4/2/2026
Sequoia Says AI Will Kill Software Tools By Becoming The Work - Forbes
4/1/2026
Sequoia Capital names veteran Doug Leone as chairman - Reuters
4/1/2026
Sequoia Capital Names Former Leader Leone as Chairman - The Information
3/31/2026
Billionaire VC Doug Leone Back Investing At Sequoia In Chairman Role - Forbes
3/31/2026
From Hierarchy to Intelligence
From Hierarchy to Intelligence By Jack Dorsey and Roelof Botha Published March 31, 2026 At Sequoia, we see that speed is
3/31/2026
From Hierarchy to Intelligence - Sequoia Capital
3/31/2026
Partnering with Edra: Context for Agents at Scale
Partnering with Edra: Context for Agents at Scale Eugen, Yannis and their team are turning enterprise knowledge into dyn
3/18/2026
Partnering with Edra: Context for Agents at Scale - Sequoia Capital
3/18/2026
Partnering with Scanner: Every Log Tells a Story—If You Can Find It Fast Enough
Partnering with Scanner: Every Log Tells a Story—If You Can Find It Fast Enough Cliff and Steven are making petabytes of
3/10/2026
Services: The New Software
Services: The New Software By Julien Bek Published March 5, 2026 The next $1T company will be a software company masquer
3/6/2026
Services: The New Software - Sequoia Capital
3/5/2026
Partnering with Firetiger: Validation at the Speed of AI
Partnering with Firetiger With code shipping at a breakneck pace, how does observability keep up? Rustam and Achille bui
2/18/2026
The Opening, Midgame and Endgame in Startups
The Opening, Midgame and Endgame in Startups Why the best founders are “time travelers” who play all three phases simult
2/11/2026
The Opening, Midgame and Endgame in Startups - Sequoia Capital
2/11/2026
Partnering With Waymo
Partnering with Waymo to Reshape how the World Moves By Konstantine Buhler and Abhishek Malani Published February 2, 202
2/2/2026
Partnering With Flapping Airplanes
Partnering With Flapping Airplanes Building the “young person’s AGI lab” to unlock data efficient models, which we belie
1/28/2026
Partnering with Pace: Making Work Weightless
Partnering with Pace: Making Work Weightless By Bryan Schreier and Lauren Reeder Published January 27, 2026 Team Pace. I
1/27/2026
The Most Precious Resource
The Most Precious Resource Kais, Blockit, and Optimizing Time By Pat Grady Published January 22, 2026 Adding Value Peopl
1/22/2026
2026: This is AGI - Sequoia Capital
1/14/2026
ElevenLabs’ Mati Staniszewski: Why Voice Will Be the Fundamental Interface for Tech - Sequoia Capital
10/28/2025
Building Tomorrow’s Transformational Companies - Sequoia Capital
10/27/2025
Pricing in the AI Era: From Inputs to Outcomes, with Paid CEO Manny Medina - Sequoia Capital
10/24/2025
Investment Signals
20Prediction markets can extend beyond binary outcomes to create indices that continuously measure complex, ongoing questions that never fully resolve, opening new market categories.
Markets are superior signal processors for forecasting future outcomes compared to traditional sources like media, polls, and social feeds because financial stakes enforce accuracy over performance.
Sequoia Capital is backing Kalshi, a prediction market platform that has launched the American Power Index (KPOW) to measure political power shifts through market mechanisms rather than polling.
Legacy military systems rely on outdated 1970s software and hardware, creating cognitive dissonance with modern AI and control technology advancements, suggesting modernization opportunities.
There is a market opportunity in specialized hardware testing and data review platforms that can accelerate development cycles for complex systems like hypersonic aircraft and military hardware.
Nominal, a hardware testing platform company, successfully enabled Hermeus to conduct dual taxi and liftoff tests in two hours instead of weeks/months, demonstrating significant operational value in the aerospace/defense sector.
Key investment areas in AI include agent revolution, robotics endgame, space-based data centers, data efficiency, and neural network science.
AI's cognitive revolution will follow the Industrial Revolution arc but at larger scale and speed, disrupting cognitive work similar to how mechanization disrupted manual labor.
2026 marks the year of agents, with three critical ingredients (models, tools, harnesses) finally converging to enable practical deployment.
AI is a computational revolution comparable to cars rather than incremental improvement; founders should build moats from customer needs backward and exploit deployment gaps with Fortune 500.
Sequoia sees exceptional founder quality and technical execution in Standard Intelligence's young team (ages 20-21), viewing their approach as showing unusual taste, scrappiness, and technical courage.
The race to build general computer agents (vs just coding agents) is intensifying, with video-first pre-training emerging as an unconventional but promising technical direction.
Video pre-training on computer use is a superior path to building general agents compared to language models and tool-calling approaches, following a scaling/bitter lesson paradigm.
Sequoia Capital led Series A investment in Standard Intelligence, a startup building general computer agents through video pre-training and pixel-based learning rather than language models.
Current generation LLM-based AI trained on human internet data may have fundamental limitations, and clean-slate reinforcement learning represents a superior alternative path to advanced AI.
Sequoia believes reinforcement learning systems trained purely from environmental experience, without pre-training or human data, can develop non-human reasoning strategies and potentially achieve superintelligence.
Sequoia Capital co-leads first round of funding for Ineffable Intelligence, a London-based AI research lab founded by David Silver focused on reinforcement learning-based 'superlearner' systems that learn from experience without pre-training or human data.
AI can disrupt enterprise software implementation by serving as an autopilot that manages context, dependencies, and platform updates beyond human consultant capabilities.
Enterprise software implementation is a massive, underutilized market worth $500B+ annually with 9M consultants, representing one of the largest and least disrupted technology markets.
Sequoia Capital is leading Auctor's Series A funding round. Auctor is an AI-powered platform automating software implementation across enterprise systems like ServiceNow and Salesforce.