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1:28:28ENJulien Bek on Sequoia’s Investment Process, Founder Judgment and AI MarketsInvitado: Julien Bek · Presenta: Harry StebbingsThe Sequoia partner explains how he develops conviction, evaluates founders and thinks about a market where AI agents may become customers.
1:15:08ENOren Zeev on AI, Venture Fund Economics and Investing Against ConsensusInvitado: Oren Zeev · Presenta: Harry StebbingsThe solo investor discusses growth, concentrated portfolios, fund incentives and the uncertainty facing venture firms as AI changes markets.








