Sequoia's Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built

2025-10-09 · 28 min · 32 entities

episode page audio

Asserted relationships

→ references Yung Spielburg person

0.77

evidence rules-v4
Link in episode "Sequoia's Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built": https://x.com/yung_spielburg
→ references Allinpod company

0.77

evidence rules-v4
Link in episode "Sequoia's Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built": https://linkedin.com/company/allinpod
→ discusses Technology company

0.40

evidence rules-v4
Feed category: Technology
→ discusses Business concept

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evidence rules-v4
Feed category: Business
→ discusses Entrepreneurship concept

0.40

evidence rules-v4
Feed category: Entrepreneurship
→ hosted by All-In Podcast, LLC company

0.40

evidence rules-v4
Feed author/publisher: All-In Podcast, LLC
→ references Tppkzl website

0.38

evidence rules-v4
Link in episode "Sequoia's Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built": https://rb.gy/tppkzl
→ references @Theallinpod website

0.38

evidence rules-v4
Link in episode "Sequoia's Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built": https://tiktok.com/@theallinpod
→ references iren.com website

0.38

evidence rules-v4
Link in episode "Sequoia's Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built": https://iren.com/
→ references Artificial Intelligence: A Modern Approach book

0.38

evidence rules-v4
Link in episode "Sequoia's Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built": https://oracle.com/artificial-intelligence/data-ai-events
→ references circle.com website

0.38

evidence rules-v4
Link in episode "Sequoia's Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built": https://circle.com/
→ references polymarket.com website

0.38

evidence rules-v4
Link in episode "Sequoia's Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built": https://polymarket.com/
→ references okx.com website

0.38

evidence rules-v4
Link in episode "Sequoia's Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built": https://okx.com/
→ references bvnk.com website

0.38

evidence rules-v4
Link in episode "Sequoia's Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built": https://bvnk.com/
→ references cloud.google.com website

0.38

evidence rules-v4
Link in episode "Sequoia's Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built": https://cloud.google.com/
→ references Breakpoint website

0.38

evidence rules-v4
Link in episode "Sequoia's Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built": https://solana.com/breakpoint

Entities found in this episode

websites 18

mentioned Tppkzl website

0.45

evidence rules-v4
Link in episode "Sequoia's Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built": https://rb.gy/tppkzl
mentioned @Theallinpod website

0.45

evidence rules-v4
Link in episode "Sequoia's Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built": https://tiktok.com/@theallinpod
mentioned iren.com website

0.45

evidence rules-v4
Link in episode "Sequoia's Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built": https://iren.com/
mentioned circle.com website

0.45

evidence rules-v4
Link in episode "Sequoia's Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built": https://circle.com/
mentioned polymarket.com website

0.45

evidence rules-v4
Link in episode "Sequoia's Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built": https://polymarket.com/
mentioned okx.com website

0.45

evidence rules-v4
Link in episode "Sequoia's Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built": https://okx.com/
mentioned bvnk.com website

0.45

evidence rules-v4
Link in episode "Sequoia's Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built": https://bvnk.com/
mentioned cloud.google.com website

0.45

evidence rules-v4
Link in episode "Sequoia's Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built": https://cloud.google.com/
mentioned Breakpoint website

0.45

evidence rules-v4
Link in episode "Sequoia's Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built": https://solana.com/breakpoint
references Tppkzl website

0.38

evidence rules-v4
Link in episode "Sequoia's Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built": https://rb.gy/tppkzl
references @Theallinpod website

0.38

evidence rules-v4
Link in episode "Sequoia's Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built": https://tiktok.com/@theallinpod
references iren.com website

0.38

evidence rules-v4
Link in episode "Sequoia's Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built": https://iren.com/
references circle.com website

0.38

evidence rules-v4
Link in episode "Sequoia's Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built": https://circle.com/
references polymarket.com website

0.38

evidence rules-v4
Link in episode "Sequoia's Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built": https://polymarket.com/
references okx.com website

0.38

evidence rules-v4
Link in episode "Sequoia's Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built": https://okx.com/
references bvnk.com website

0.38

evidence rules-v4
Link in episode "Sequoia's Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built": https://bvnk.com/
references cloud.google.com website

0.38

evidence rules-v4
Link in episode "Sequoia's Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built": https://cloud.google.com/
references Breakpoint website

0.38

evidence rules-v4
Link in episode "Sequoia's Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built": https://solana.com/breakpoint

companys 6

mentioned Allinpod company

0.90

evidence rules-v4
Link in episode "Sequoia's Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built": https://linkedin.com/company/allinpod
references Allinpod company

0.77

evidence rules-v4
Link in episode "Sequoia's Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built": https://linkedin.com/company/allinpod
mentioned All-In Podcast, LLC company

0.70

evidence rules-v4
Feed author/publisher: All-In Podcast, LLC
mentioned Technology company

0.50

evidence rules-v4
Feed category: Technology
discusses Technology company

0.40

evidence rules-v4
Feed category: Technology
hosted by All-In Podcast, LLC company

0.40

evidence rules-v4
Feed author/publisher: All-In Podcast, LLC

concepts 4

mentioned Business concept

0.50

evidence rules-v4
Feed category: Business
mentioned Entrepreneurship concept

0.50

evidence rules-v4
Feed category: Entrepreneurship
discusses Business concept

0.40

evidence rules-v4
Feed category: Business
discusses Entrepreneurship concept

0.40

evidence rules-v4
Feed category: Entrepreneurship

persons 2

mentioned Yung Spielburg person

0.90

evidence rules-v4
Link in episode "Sequoia's Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built": https://x.com/yung_spielburg
references Yung Spielburg person

0.77

evidence rules-v4
Link in episode "Sequoia's Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built": https://x.com/yung_spielburg

books 2

mentioned Artificial Intelligence: A Modern Approach book

0.45

evidence rules-v4
Link in episode "Sequoia's Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built": https://oracle.com/artificial-intelligence/data-ai-events
references Artificial Intelligence: A Modern Approach book

0.38

evidence rules-v4
Link in episode "Sequoia's Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built": https://oracle.com/artificial-intelligence/data-ai-events

Episode description as stored

(0:00) Introducing Roelof Botha (1:08) Sequoia's Scout program and its best-performing funds ever (3:38) State of Venture Capital: Why it's broken, too much capital, not enough great companies (9:01) Why Sequoia separated from its China business, how they adapt to changing macro landscapes (13:05) Sequoia's culture, picking partners, investment decision-making, The Sequoia Capital Fund and holding winners (20:18) What makes a great founder, what Roelof learned from Doug Leone and Michael Moritz (26:06) Investing in biotech, importance of expertise in VC Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/ Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/ IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/ Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/ Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/ BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/ Polymarket - The world's largest prediction market. https://www.polymarket.com/ Follow Roelof: https://x.com/roelofbotha Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg