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Sequoia Capital· Sep 15, 2026PodcastThe Bridge From Model to Workflow Is a Trillion-Dollar BusinessBox CEO Aaron Levie argues that the money in this cycle sits in the messy gap between frontier models and real enterprise work — and that coding's overnight diffusion will not repeat for everyone else.
55:19ENSequoia Capital· Aug 25, 2026PodcastHuman Click Data Is a Bug: Rebuilding Search for a Web of AgentsParag Agrawal, former Twitter CEO and founder of Parallel Web Systems, argues that agents will query the web a thousand times more than people, and that both search infrastructure and the ad-supported internet have to be rebuilt for that customer.
48:55ENSequoia Capital· Jul 14, 2026PodcastAnthropic's Platform Grew Three Layers in a Year — and Tokens Now Have JobsKatelyn Lesse and Angela Jiang tell Sequoia's Training Data how Anthropic went from a stateless Messages API to knowledge, execution, and coordination — without trying to own the servers.
38:45ENSequoia Capital· Jun 16, 2026PodcastThe 25-agent town that became a Fortune 500 decision sandboxOn the day before Valentine's Day in a Stanford simulation, cafe owner Isabella decided to throw a party — no human wrote the plot.
51:09ENSequoia Capital· Jun 11, 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· May 26, 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.
58:27ENSequoia Capital· Mar 24, 2026PodcastEven a dumber AI can win science if it never leaves the labGinkgo Bioworks CEO Jason Kelly tells Sequoia why autonomous labs, not smarter models, will change how experimental science gets done.
40:56ENSequoia Capital· Mar 10, 2026PodcastFour of the Top Five Defense Primes Still Run Hardware Tests on PowerPointNominal’s cofounders argue that hardware never got the last twenty years of software infrastructure, and that physical AI will stall until test data lives in one place.
44:46ENSequoia Capital· Feb 10, 2026PodcastA Single Training Environment Can Cost Millions. Prime Intellect Wants a GitHub for RLWill Brown and Johannes Hagemann argue that the eval suite you already use to test agents is one step away from a training set.
51:56ENSequoia Capital· Feb 3, 2026PodcastInsurance 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.
48:03ENSequoia Capital· Jan 27, 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.
39:47ENSequoia Capital· Jan 21, 2026PodcastThe Context at Step 14 Isn't in the CodeLangChain cofounder Harrison Chase on why long-horizon agents finally work—and why traces, harnesses, and first-draft workflows matter more than scaffolding.
44:10ENSequoia Capital· Oct 21, 2025PodcastOne Model Talked Another Into Slack Off — Then Uninstalled Windows DefenderIrregular co-founder Dan Lahav tells Sequoia’s Training Data why frontier AI security has to be invented from scratch as models become autonomous economic actors.
59:43ENSequoia Capital· Sep 30, 2025PodcastGoose 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.
37:37ENSequoia Capital· Jul 22, 2025PodcastA dozen people, 28 minutes, and one shared desktopThe OpenAI trio behind ChatGPT Agent explain how Deep Research and Operator became a virtual computer that can reason for half an hour and still ask you before it spends money.
41:13ENSequoia Capital· Jul 11, 2025PodcastFrom 49 Multiplications to 48: DeepMind’s AI Rewrites a Fifty-Year Math RecordPushmeet Kohli explains how AlphaEvolve couples Gemini with evaluators to invent algorithms, prove old conjectures, and change which scientific problems are even worth attempting.
59:38ENSequoia Capital· Jul 1, 2025PodcastElevenLabs Was Supposed to Be RoadkillCo-founder Mati Staniszewski on dirty audio data, prosumer virality, and why voice should become the default interface for technology.
40:33ENSequoia Capital· Jun 24, 2025PodcastFifty People in Slack. Four Minutes to the Smoking Gun.Traversal's co-founders on turning DevOps heart attacks into agent-run root cause analysis — and why observability's second-largest software spend still leaves troubleshooting as a whodunit.
38:25ENSequoia Capital· May 27, 2025PodcastA thousand airplanes will never train an AI engineerFormer Airbus CTO Paul Eremenko explains why physical-world engineering still has no coding-AI moment, and how P-1 AI's agent Archie is supposed to get there anyway.
1:26:19ENSequoia Capital· Apr 8, 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.
43:04ENSequoia Capital· Mar 25, 2025Podcast750 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.
54:10ENSequoia Capital· Mar 11, 2025PodcastHarvey Built Legal AI for the Work the Next Model Still Cannot DoCEO Winston Weinberg on citations, process data, and the unscalable tactics that won over century-old law firms.
32:46ENSequoia Capital· Feb 25, 2025PodcastDon't draw the flowchart: OpenAI's Deep Research team on training agents end to endIsa Fulford and Josh Tobin explain why Deep Research was trained with reinforcement learning on hard browsing tasks instead of a human-written graph of model calls.
52:30ENSequoia Capital· Jan 28, 2025PodcastMove 37 looked like a bug. LLMs still need their AlphaZero momentIoannis Antonoglou, from AlphaGo to Reflection AI, on self-play, reliability, and why compute can still buy intelligence.Load moreShowing 24 of 29