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1:05:21EN
Sequoia Capital· 2026년 9월 15일팟캐스트The 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.
38:24ENSequoia Capital· 2026년 5월 19일팟캐스트Serval'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.
31:26ENSequoia Capital· 2026년 4월 14일팟캐스트ChatGPT Opened 65 Pages to Buy a Shower HeadProfound CEO James Cadwallader argues that the internet's front door is the same, but an agent now walks through it, and marketing has to be rewritten for that visitor.
51:56ENSequoia Capital· 2026년 2월 3일팟캐스트Insurance 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.
38:21ENSequoia Capital· 2025년 12월 16일팟캐스트How 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.
44:47ENSequoia Capital· 2025년 10월 14일팟캐스트The 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.
59:43ENSequoia Capital· 2025년 9월 30일팟캐스트Goose 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.
44:49ENSequoia Capital· 2025년 9월 23일팟캐스트Companies 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.
50:00ENSequoia Capital· 2025년 9월 2일팟캐스트Crosby 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.
30:05ENSequoia Capital· 2025년 8월 19일팟캐스트100 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.
42:05ENSequoia Capital· 2025년 5월 20일팟캐스트AI 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.
47:49ENSequoia Capital· 2025년 5월 6일팟캐스트Workday 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.
55:40ENSequoia Capital· 2025년 4월 29일팟캐스트To Solve All Diseases, Isomorphic Labs Needs a Half-Dozen AlphaFoldsMax Jaderberg on turning DeepMind's game-playing research into a general AI engine for drug design—and why prediction alone cannot search a 10^60 molecular universe.
45:30ENSequoia Capital· 2025년 4월 22일팟캐스트A $20,000 AI Agent Replacing a $90,000 SDR: Manny Medina on Pricing in the Agent EraA fully loaded human SDR costs $70,000 to $90,000 a year; one AI SDR pitch is $20,000 per agent for 80% of the work, plus a bonus when targets are hit.
1:11:05ENSequoia Capital· 2025년 4월 1일팟캐스트The 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.
54:10ENSequoia Capital· 2025년 3월 11일팟캐스트Harvey 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.
1:04:52ENSequoia Capital· 2025년 3월 4일팟캐스트The 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.
52:06ENSequoia Capital· 2025년 1월 21일팟캐스트LinkedIn 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.
1:00:05ENSequoia Capital· 2025년 1월 14일팟캐스트If 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.
51:38ENSequoia Capital· 2024년 11월 19일팟캐스트Clay 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.
44:48ENSequoia Capital· 2024년 10월 29일팟캐스트Enterprise 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.
59:30ENSequoia Capital· 2024년 10월 8일팟캐스트GPT-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.
51:36ENSequoia Capital· 2024년 7월 23일팟캐스트Klarna's AI Took 700 Customer-Service Jobs. The Secret Was the ManualCEO Sebastian Siemiatkowski tells Sequoia how an OpenAI guinea-pig bet, a dispute-queue Slack message, and documentation written for an amnesiac employee produced $40 million of profit.
1:00:28ENSequoia Capital· 2024년 7월 9일팟캐스트Scaling Laws Aren't Done. Don't Lock Yourself Into Yesterday's Architecture.Microsoft CTO Kevin Scott on why the exponential is still compounding, why inference will dwarf training, and why a language model is the world's crappiest database.