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1:05:21ENThe 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.
52:27ENAfter Two Dozen Police Departments Said No, They Built an Anti-Network-Effect AI CompanyA Wisconsin county had 300 gigabytes sitting on a cold case—and Peregrine's founders still refuse to take the credit.
55:19ENThe drone is 15% of Zipline: 140 million miles, zero incidentsKeller Rinaudo Cliffton and Eric Watson explain why the aircraft is the small part of an automated logistics system now cheaper than a car.
41:20ENA $4 Million Cabinet and a Trillion-Dollar Year: Jensen Huang Turns the AI Factory Into a Manufacturing StoryOn Sequoia's Training Data stage, NVIDIA's CEO walks a sixty-country audience from ChatGPT's parlor tricks to agentic work, a five-layer industrial cake, and why radiology hiring went up.
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.
34:56ENOn Suno, 90% of Daily Users Make a SongCEO Mikey Shulman on modeling raw sound instead of music theory, why music is not an LLM-style scale problem, and treating creation itself as the entertainment.
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.
38:21ENHow a Weekend Webcam Came to See 90 Billion Miles a YearSamsara CEO Sanjit Biswas on edge inference, messy road data, and why physical AI only counts once it is installed.
44:49ENCompanies Keep Asking for AI. Then They Send It Back.Agency founder Elias Torres on why businesses freeze at imperfect answers, and why his third startup aims for a billion in revenue with fewer than 100 people.
50:00ENCrosby Bills by the Document, Not the Hour, and Turns Contracts Around in Under an HourThe founders of an AI-native law firm explain why they became lawyers with engineers at the next desk instead of shipping legal software, and how deal velocity became the product.
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.
30:05EN100 Signups, 95 Drop-offs: How Gamma Turned AI Slides Into a $50 Million BusinessGamma founder Jon Noronha tells Sequoia's Training Data how a park-bench idea, image models, and relentless A/B testing built a cash-flow-positive visual storytelling platform.
39:06ENHe Couldn't Ask His Grandfather What to Do, So He Built a Digital MindOn Sequoia's Training Data, Delphi founder Dara Ladjevardian explains how authorized digital minds turn people into conversational media without replacing them.
1:01:00ENv0 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.
59:38ENElevenLabs Was Supposed to Be RoadkillCo-founder Mati Staniszewski on dirty audio data, prosumer virality, and why voice should become the default interface for technology.
42:05ENAI Can Prep the Meeting in 30 Seconds. It Still Can't Sign the Contract.Gong founder Amit Bendov on why sales AI will eat admin work, not the close, and why CRM is not going anywhere.
1:26:19ENHe 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.
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.
1:04:52ENThe Consumer Playbook That Put Medical AI in 100,000 Exam RoomsOpenEvidence CEO Daniel Nadler explains how a free App Store product, trained only on peer-reviewed literature, reached as much as a quarter of U.S. physicians in a year.
1:00:05ENIf Someone Builds a Better Spark Product, We Deserve to LoseIon Stoica on how Databricks turned academic open source into a data-and-AI company — and which problems he thinks will matter more tomorrow than today.
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.
51:15ENAGI 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.
1:07:34ENGitHub 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.
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