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Sequoia Capital· Dec 2, 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.
43:38ENSequoia Capital· Nov 11, 2025PodcastA 2 A.M. Codename and a Face That Finally Looked Like YouGoogle's product and model leads walk Sequoia through how Nano Banana made single-photo character consistency feel real — and why fun, craft, and human evals did as much work as scale.
1:01:00ENSequoia Capital· Aug 5, 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.
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.
54:47ENSequoia Capital· Feb 4, 2025PodcastNinety 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.
38:48ENSequoia Capital· Dec 3, 2024PodcastWho 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.
32:07ENSequoia Capital· Oct 15, 2024PodcastA 10-Person Team, One Click, and Two Years of Fake DeadlinesNotebookLM’s product and design leads explain how a source-grounded research tool became a viral two-host podcast generator—and what they refuse to add next.
1:12:31ENSequoia Capital· Aug 27, 2024PodcastA Bare Model Closes 35% of Airline Changes. Sierra's Agents Clear 70% of Real Tickets.Clay Bavor on why putting a raw LLM in front of customers does not math, and how AgentOS, supervisor agents, and outcome pricing change the arithmetic.
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.