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38:24ENServal's Bet: Keep ServiceNow's Primitives, Take Humans Out of the BuildJake Stauch tells Sequoia's Pat Grady how a two-year-old ITSM startup uses codegen agents, boring enterprise controls, and "fewer, better" hiring to rebuild employee support for the AI era.
51:56ENInsurance Spends $70 Billion on BPOs. Pace Wants 80% Gross Margins InsteadJamie Cuffe tells Sequoia's Training Data how Pace is turning insurance back-office work into agentic process outsourcing—and why every one of its pilots has reached production.
59:43ENGoose is writing its own pull requests: how Block is trying to save a quarter of the weekCTO Dhanji Prasanna tells Sequoia how an open-source agent, a functional reorg, and a weekly hours-saved metric are turning Block into an AI-first company.
35:45ENSix Years of Revenue, Then Four Times That in Eight Monthsn8n CEO Jan Oberhauser tells Sequoia how two bets — becoming an AI-agent builder, then deleting the leads metric — turned a workflow tool into a default orchestration layer.
1:11:05ENThe Man Who Took HubSpot CRM to $40 Million Says the Data Model Has to Be Thrown OutDay.ai founder Christopher O’Donnell tells Sequoia’s Pat Grady why classic CRM is compressed pixel art, why full self-driving scared his users, and why every line of code has to make every other line more valuable.
43:04EN750 Million Excel Users, 30 Million Engineers: Wordware's Bet on Word ArtisansFilip Kozera tells Sequoia why English is the assembly language of LLMs, and why the people who win will be the ones who can encode taste into structured prompts.
54:47ENNinety Thousand Games a Day: Roblox's Bet That AI Should Wash the DishesStef Corazza, head of generative AI at Roblox, tells Sequoia how a free Studio assistant, a community data bargain, and a 3D foundation model are meant to teach AI game development.
38:48ENWho Wants to Chat With an Expense Report?Ramp CEO Eric Glyman tells Sequoia why the chatbot gold rush missed the point, and why the better analogy for company finance is a Waymo: self-driving money.
51:38ENClay Wants to Be a Guitar, Not a Microwave, for Go-to-Market TeamsKareem Amin tells Sequoia’s Alfred Lin why Clay is building a system of action for growth rather than an AI that replaces SDRs.
51:36ENKlarna's AI Took 700 Customer-Service Jobs. The Secret Was the ManualCEO Sebastian Siemiatkowski tells Sequoia how an OpenAI guinea-pig bet, a dispute-queue Slack message, and documentation written for an amnesiac employee produced $40 million of profit.









