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Greetings, Earthlings: Philip Johnston of Starcloud on Data Centers in Space
Sequoia Capital· 2026-03-17 12:00
The problem with doing this buildout on Earth is that like the marginal cost on every additional data center goes up every time you add one because we're using all the easy places to build energy projects. >> Yeah. >> In space the marginal cost goes down for every additional unit because you're now you're manufacturing at rate and you're um you know the more Starships you fly the cheaper the cheaper it gets and all the rest of it.And so there comes a crossover point [laughter] where it just makes it makes z ...
The First Line of Your Job: Default to AI
Sequoia Capital· 2026-03-13 16:42
How do you take what was likely a very nonAI company and make it AI native. To >> calculate the result of what happened, we had a companywide hackathon. We have people we call HPMs.. These are people who essentially renovate homes. They're people who manage renovation funds. One of them wrote a piece of software.There's a guy who was like essentially a GC wrote a piece of software that automated away his entire job and he's now a manager of bunch of pieces of software to do that. This guy had never written ...
The People Who Become Founders “Because It’s Cool” Always Fail
Sequoia Capital· 2026-03-12 17:00
So many of the entrepreneurs I work with are immigrants and so many of the most successful entrepreneurs, including my co-founder at HubSpot and CEO of Shopify are immigrants. I think there's a lot of reasons for that. Is one of the main reasons though that when they get to the US or Canada in his case, just like you have a chance to reset, do you think that's part of why that's the case.>> I think that's a romantic way of putting it. I think I think that's maybe that's like a upside way of putting it. But ...
The Most Founder Mode CEO Working Today Isn’t the Founder: Opendoor’s Kaz Nejatian
Sequoia Capital· 2026-03-12 12:00
One of the things I have come to believe is that most successful companies in the history of the world are built on a first derivative of the core business. Let me give an example. >> Union Pacific railway massively successful made more money selling land and homes than building rail than carrying stuff on a railway. Google like you search you get ads like first derivative. First derivatives are what build enduring companies and also misunderstands first derivative businesses. Hey everybody, we have Cass on ...
Physics Gets a Vote: Nominal Cofounders on Hardware Development in an AI World
Sequoia Capital· 2026-03-10 12:01
We're entering a period where there is going to be much more hardware testing. So I actually think that we are like the pendulum is going to swing back. I think we are coming to uh grasp with how little we actually understand about how physical systems operate in the world and how like lacking we are from a data perspective.It's going to be a race to try to like collect this data and actually develop these these models. I always think of it as like if you have AGI designing like a a video game for your chil ...
Ben Horowitz On What Makes a Great Founder
Sequoia Capital· 2026-02-26 13:01
I think really good companies, the the very very vague, very very best companies tend to have founders and CEOs who ask pretty aggressive questions. Zuckerberg, Larry Page, those guys who have kind of gotten all the way to the mountaintop. They're pretty blunt. If you're running away from the truth to preserve feelings, that's a very dangerous thing in a tech company. And the kind of corlary to that is it's really important that like bad news travels fast. that you know if something's wrong that as CEO you ...
Bayer’s Bill Anderson: Turning a 168 Year-Old Tanker Like a Speedboat
Sequoia Capital· 2026-02-12 13:01
In the 30 person organization, you see an opportunity and you just do it. Almost every large organization has a bureaucracy problem, but a lot of times things just don't happen because it's it there's just too much overhead. It's not that the organization is healthy and then it gets a virus. Is actually the composition of the organization is what's creating bureaucracy. I'm here with Bill Anderson. You've never heard of him, but you're about to understand why he's one of the most fascinating CEOs operating ...
Building the GitHub for RL Environments: Prime Intellect's Will Brown & Johannes Hagemann
Sequoia Capital· 2026-02-10 13:00
If data is the bottleneck, if having the real expertise is the bottleneck, like would you rather have the smartest person in history work at your company or someone who's been there for 30 years. Sometimes you really want the person who's been there for 30 years. There's a lot of expertise that comes from really understanding a problem deeply and interact with it over a long time.And this is really what happens in training that is almost impossible to replicate in a a short prompt. You really want the abili ...
What’s the Future of Vertical SaaS in an AGI World? Jamie Cuffe, CEO of Pace
Sequoia Capital· 2026-02-03 13:00
And I think if you sort of try to shoehorn an AI into these like tiny little boxes and then you add, you know, kind of this code layer around it, you're sort of missing the point of what can be done with AI today. I think if you build, you know, for the ability for these AI agents to take any standard operating procedure and be able to run that process end to end, that's the direction that we're sort of taking at at pace. On this episode of Training Data, we sit down with Jamie Cuff, the founder and CEO of ...
LST Vlad Tenev
Sequoia Capital· 2026-01-29 13:00
At the GameStop stuff, for instance, the things that I had to do was figure out how we communicate to the public what was going on with this very complex situation and then also raise uh billions of dollars overnight. You're woken up at 5:00 a. m.by a telephone call saying you need to raise $3 billion by the end of the day or you're toast. It's a CEO's worst nightmare. Vlad, the CEO of Robin Hood, lived through this story, came out the other side stronger than ever.Vlad's become legendary for this unflapabl ...