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Sequoia Capital· 21. Juli 2026PodcastThey Refunded Nearly $2 Million. Then Factory’s CEO Explained the Dark FactoryMatan Grinberg on being two years early, why a model-agnostic harness beats lab co-design, and why 90 percent of coding tokens will soon run with the lights off.
51:09ENSequoia Capital· 11. Juni 2026PodcastBuild like the model will eat your harness in a yearLogan Kilpatrick, who leads Google AI Studio and the Gemini API, tells Sequoia's Sonya Huang why agent scaffolding is a 12-month asset, why coding already feels like narrow superintelligence, and why Google is optimizing for outcomes instead of eyeballs.
45:33ENSequoia Capital· 26. Mai 2026PodcastCursor Ships 1TB of Composer Weights Across Oceans in Under a MinuteFederico Cassano and Fireworks' Dima walk through the globally split RL stack that trained Composer 2 on a sparse trillion-parameter MoE.
48:03ENSequoia Capital· 27. Jan. 2026PodcastCoding Will Be Solved. The Bottleneck Is Saying What You WantWarp founder Zach Lloyd tells Sequoia's Sonya Huang why a rebuilt terminal became the lucky form factor for coding agents, and why he stopped subsidizing tokens.
40:13ENSequoia Capital· 2. Dez. 2025PodcastAs long as humans still need to read code, the IDE is not dyingZed founder Nathan Sobo argues that source code is a language for people, that terminal agents still need a visual editor, and that conversations should be anchored to every edit.
1:01:00ENSequoia Capital· 5. Aug. 2025Podcastv0 Hit 3 Million Users. Vercel’s CEO Says Pages Will Be Generated On Demand Within Five YearsFor a company that sells cloud hosting and frontend tools, one of the fastest-growing signup channels is ChatGPT.
37:45ENSequoia Capital· 10. Juni 2025PodcastCodex Is a Thought Experiment: What If the Agent Worked on Its Own Computer?OpenAI’s Codex team on training o3 to write mergeable PRs, running four copies of a 1 a.m. bug, and why the product only clicks once you stop pairing and start delegating.
1:26:19ENSequoia Capital· 8. Apr. 2025PodcastHe turned down a billion dollars for a world with a billion developersReplit CEO Amjad Masad tells Sequoia’s Training Data why a six-person company walked away from a life-changing offer, and why a billion people writing software is a better end state than AGI as universal basic income.
51:15ENSequoia Capital· 10. Sept. 2024PodcastAGI Has One Problem Left: Spend a Million Times More on a TokenMagic founder Eric Steinberger tells Sequoia’s Training Data why he trains his own models, why a software engineer is the MVP of AGI, and why 96% still is not a colleague.
1:07:34ENSequoia Capital· 6. Aug. 2024PodcastGitHub Didn’t Believe Copilot Was Writing 25% of the CodeThomas Dohmke tells Sequoia how an unplanned GPT-3 experiment became Copilot, why GitHub still will not train its own foundation model, and how he wants a billion people writing software by 2030.
59:11ENSequoia Capital· 25. Juni 2024PodcastDon't Train a Model. Factory's Founders Say Go Dig for GoldMatan Grinberg and Eno Reyes tell Sequoia's Training Data why they sell a fleet of job-specific droids on top of other people's models — and how that stack just took SWE-bench from 14% to 19%.