Guest

Shaun Maguire

Organizations

Sequoia Capitalpartner

Interviews

Sequoia's Shaun Maguire: hardware is coming back, AI video gets its ChatGPT moment within 12 months, robotics in 3 years

Shaun Maguire on why foundation model companies are the new operating systems, and his unpopular take that only ~10 defense tech companies will win big

Shaun Maguire on Sequoia's new $950M funds, defense tech timing, and why VC isn't an asset class

Shaun Maguire on the Elon empire, Tesla Optimus robots, and his bet on Reflect Orbital

Mentions

Shaun Maguire under fire for political posts — Polymarket puts Sequoia departure at just 17%

Sequoia's Roelof Botha ousted by senior partners in internal revolt over management style and AI strategy

Sequoia names Alfred Lin and Pat Grady as new stewards — WSJ takes shots at Roloff Bota's write-offs

David Sacks fires back at NYT 'hoax factory' hit piece, hires defamation law firm Clare Locke

Josh Wolfe on Reflect Orbital, Basic Capital, the collapse of science funding, and his skepticism of humanoid robots

Factory AI launches Droids — autonomous software agents for enterprise codebases — after founder dropped out of Berkeley physics PhD

Google's Wiz acquisition closes: Sequoia set for $3B return, ~25x MOIC

Google closes $32B Wiz acquisition — largest-ever venture-backed exit, displacing WhatsApp

Shaun Maguire and Augustus Doricko faced very different PR crises — and took opposite approaches