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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.
51:31ENThey Refunded Nearly $2 Million. Then Factory’s CEO Explained the Dark FactoryMatan Grinberg on being two years early, why a model-agnostic harness beats lab co-design, and why 90 percent of coding tokens will soon run with the lights off.
38:45ENThe 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.
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.
40:56ENFour 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.
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.
44:47ENThe Last Mile Is Where Contact-Center AI Gets RealCresta CEO Ping Wu and Sequoia's Doug Leone on why 17 to 20 million agents, legacy systems, and last-mile integration will decide who wins customer experience.
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.
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.
40:33ENFifty 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.
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.
47:49ENWorkday Is Onboarding AI Agents the Way It Onboards PeopleWorkday CEO Carl Eschenbach on turning a 70-million-person system of record into the ledger for a mixed workforce of humans and digital workers.
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.
54:10ENHarvey 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.
1:00:09ENDeepSeek's Jailbreaks Don't Matter. Giving the Model Arms and Legs DoesPalo Alto Networks CEO Nikesh Arora tells Sequoia's Training Data why cheap brains scramble the AI order, why attackers already move faster than defenders, and why refusing to experiment is the real risk.
44:26ENAn AI Application Is Still an ApplicationMongoDB's Sahir Azam tells Sequoia why vector search is a new primitive for unstructured data, not a replacement for transactions, and why retrieval quality is the last mile that gets AI into conservative enterprises.
52:06ENLinkedIn spent five years on graph neural nets. She wants any company to see value in four weeksKumo co-founder Hema Raghavan argues that the graph was always sitting in your warehouse tables — and that a SQL-like predict clause is how ordinary companies finally get to use it.
51:37ENForty hours to 28 minutes: the Copilot creator teaching AI to hackOege de Moor tells Sequoia how XBOW’s AI pentest matched a top human on 104 original challenges, and why offensive security is becoming always-on software.
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.
1:03:07ENReasoning Hasn't Budged in Two Years. Dust Still Saved a Customer 8,000 HoursDust co-founders Gabriel Hubert and Stanislas Polu on multi-model agents, refusing to buy GPUs before product-market fit, and the jump from calculator tools to stochastic ones.
44:48ENEnterprise Google Failed for Twenty Years. A Search Veteran Finally Made It Work.Glean CEO Arvind Jain on why company search is harder than the public web, why RAG lives or dies on retrieval, and what work looks like when every employee has an AI assistant.
59:30ENGPT-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.
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