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1:04:26EN
Sequoia Capital· Oct 6, 2026PodcastAt 100,000 Accelerators, Something Fails Every HourGoogle AI infrastructure chief Amin Vahdat tells Sequoia's Sonya Huang why FLOPS is a vanity metric, why the TPU line split in two, and why he would rather wait on a utility than build his own gigawatt.
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.
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.
59:30ENSequoia Capital· Oct 8, 2024PodcastGPT-4 Gets Half Your Data Questions Wrong. Snowflake's Answer Is Systems DesignUsing an off-the-shelf model on enterprise data yields about 45% reliability—one wrong answer out of every two.
49:50ENSequoia Capital· Jun 18, 2024PodcastUnconstrained agents captivated Twitter. Custom ones are what ship.LangChain founder Harrison Chase tells Sequoia’s Training Data what an agent actually is, why AutoGPT stalled, and which cognitive architectures reach production.