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Goldman Sachs CEO David Solomon: What Startup Founders Get Wrong About the CEO Job
Sequoia Capital· 2025-12-18 10:01
Goldman Sachs has been around for 155 years and there's been a lot said about Goldman Sachs's culture and Goldman Sachs's culture is unique. But I would also say it's constantly changing >> and you better be working at defining what you want it to be and constantly reshaping it and amplifying what you think really matters. The general ethos of the firm is if you build trust with clients, if you take a long-term view, if you do the right thing, good things will happen. And I I've watched that in my career an ...
Why IDEs Won't Die in the Age of AI Coding: Zed Founder Nathan Sobo
Sequoia Capital· 2025-12-02 10:01
just doesn't make sense to me that human beings would stop interacting at all with source code until we get to like AGI, I guess, where human beings aren't going to be doing a lot of different things. Um, but until then, I think we need to we need to look at code. And so then the question is what's the best user interface for doing that.Today we're talking with Nathan Sobo, founder of Zed, who spent nearly two decades building idees. First building Atom at GitHub and now Zed. Zed is a modern IDE written in ...
Bolt ft. Markus Villig - From Bootstrapping in Estonia to a Global Leader in Mobility
Sequoia Capital· 2025-11-20 10:01
So the fir first two years of the business we focused on working with individual taxi drivers and taxi companies and um we had very good [music] progress with that. But um after two years I remember there was this um important meeting where we met the biggest taxi company in Serbia and I clearly realized walking in that these people are the mafia. There's a pistol on the table.They don't care about [music] customers at all. Uh and I realized after that meeting flying back that we are never going to work wit ...
Parker Conrad’s Revenge Fantasy
Sequoia Capital· 2025-11-19 03:48
I didn’t think Parker Conrad would get up off the mat when he got ousted from his previous startup, Zenefits. No one in Silicon Valley did. Instead, Parker let his rage propel him into an all-consuming mission to prove the haters wrong and build Rippling, a $17 billion juggernaut that blows his prior success out of the water. Parker has advice for founders: from productively harnessing the chip on your shoulder, to maintaining fast operational velocity to why you need founder-minded people on your team inst ...
Emergent Behavior in Autonomous Driving with Wayve CEO Alex Kendall
Sequoia Capital· 2025-11-18 17:01
Reasoning in the physical world can be really well expressed as a world model. In 2018, we put our very first world model approach on the road. It was a very small 100,000 parameter neural network that could simulate a 30x3 pixel image of a road in front of us.But we were able to use it as this internal simulator to train a modelbased reinforcement learning algorithm. Fast forward to today and we've developed a GIA. It's a full generative world model that's able to simulate multiple camera and sensors and v ...
OpenAI's Sora 2: Anime, Physics, and World Simulation
Sequoia Capital· 2025-11-13 18:30
We did spend a lot of time really thinking about what does like the optimal data mix for the world simulator kind of look like. I think in some cases we'll make decisions that you know maybe are for like making the model really fun. Like for example, people love generating anime but you know do not necessarily perfectly represent the laws of physics that are like directly useful for like real world applications.To put it another way, right, I think in anime there are certain primitives that are simplified t ...
How Google’s Nano Banana Achieved Breakthrough Character Consistency
Sequoia Capital· 2025-11-11 10:00
Model Development & Capabilities - Google's Nano Banana image model, built upon the Gemini model, achieves single image character consistency through high-quality data, long multimodal context windows, and disciplined human evaluations [3][4][32][33] - The model benefits from Gemini's multimodal foundational capabilities, including a long context window that allows for multiple image inputs and iterative conversations [33][34] - A key technical breakthrough is the model's ability to generalize well, enabling it to maintain character consistency and edit images while preserving untouched elements [32][33][24] - Craft and attention to detail in data selection and model design are as important as scale in achieving high-quality results [4][38][39] Applications & Use Cases - The model facilitates consistent character and scene preservation in video models, enabling smoother video creation with natural scene cuts [6][7][8] - Users are creatively "hacking" the model for learning and information digestion, such as creating sketch notes from complex topics [9][10] - The model allows users to see themselves in new ways, enhancing self-expression and identity through 3D figurines and other creative outputs [14] - The technology has potential for personalized learning, multimodal creation, and specialized UIs that combine fine-grain control with automation [4][69][70] Business & Product Strategy - Google aims to build a single, powerful model capable of handling any modality and transforming it into any other, with specialized models like Imagen and VEO serving as stepping stones [47][48][49] - The company is focusing on making the technology more accessible and easier to use for consumers, while also developing more precise control and robustness for professional workflows [43][66][67][68] - Google is exploring new visual creation canvases and UIs to enhance user interaction with the models, moving beyond simple chatbot interfaces [72][73][74] - Startups have opportunities to develop workflow-based tools for various verticals, leveraging the fundamental technology to address specific client needs [111][112] Safety & Ethical Considerations - Google is committed to preventing misuse of the technology, particularly in creating deepfakes and misinformation [89][90] - The company employs visible watermarks and invisible SynthID to indicate AI-generated content and verify its origin [91][92][95] - Google invests in ongoing testing and mitigation strategies to address new attack vectors and ensure responsible use of the models [93]
How OpenAI's Sora 2 goes beyond video generation.
Sequoia Capital· 2025-11-06 17:01
When you put enough compute and data into these systems in order to actually solve this task of predicting the next token, you need to develop an internal representation of how the world functions, right. You need to like simulate things. The models make lots of mistakes right now at like low compute scales.But as you continue pushing, you know, from 3 to four to five, you just see these internal world models get more and more robust. And it's really analogous for video, right. And in many ways more explici ...
From Early Failures to ‘Clash of Clans’ and ‘Brawl Stars’ - Supercell ft Ilkka Paananen
Sequoia Capital· 2025-11-06 10:00
Often times what tends to happen at especially at the successful games company is that sometimes these game developers who actually build the games they sort of lose control and the control like moves to the upper management and and and so forth and then this idea kind of start to grow on me and and and sort of my fellow co-founders. What if you would uh found a completely new type of games company and we you would almost like flip the organizational chart upside down. Meaning that instead of like the upper ...
Reinventing Delivery with Instant Drone Transport: Zipline's Keller Cliffton
Sequoia Capital· 2025-10-23 16:41
Regulatory Milestone - Zipline achieved a significant regulatory breakthrough by securing full approval to fly beyond visual line of sight in all 50 US states, marking the culmination of a decade-long effort [1] - Obtaining permission for beyond visual line of sight operations has been a long-sought-after goal in the US drone delivery industry [1] Company Perseverance - Zipline's success is attributed to the team's unwavering commitment and refusal to give up despite facing challenges such as funding difficulties and investor skepticism [2] - The company's journey highlights the importance of perseverance in overcoming obstacles and achieving long-term goals in the startup environment [2]