Alfred Lin
@Alfred_Lin
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Partner @sequoia. Working w/ founders from idea to IPO & beyond: @airbnb @doordash @citsecurities @kalshi @clay @foundforbiz @Nominal_io @zipline
San Francisco, CA, USA
Joined March 2008
I started writing about company-building frameworks and principles about 18 months ago to share with Team @Sequoia. I'm now sharing them more widely in the hope that they provide you with the provocation to get better at getting better. Learn more at
outlierspath.com
Outlier's Path by Sequoia Capital partner Alfred Lin provides company-building frameworks and principles for founders and operators navigating crucible moments.
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Could your crypto be next on hackers wishlist? 5 major hacks that shook the market and what they reveal about your crypto’s safety. Read the full story on CoinMedium!
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The latest on Outlier's Path - Being Right vs. Getting It Right -- During Thanksgiving Break, I found joy at several friends' and family gatherings. I've learned to sit between the adults' table and the kids' table. The conversations at that intersection are always more
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Congrats to @luanalopeslara and @mansourtarek_. Well deserved. From now on, you guys pay for dinner. 😇
Kalshi is now worth $11 billion, making both its founders billionaires and Luana Lopes Lara the world’s youngest self-made woman billionaire. https://t.co/qZY5384ePW (Photo: Kalshi)
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From fringe to mainstream, prediction markets are now part of everyday culture. @Kalshi has created a new asset class and fundamentally changed how people engage with future events. Congrats to @mansourtarek_, @luanalopeslara & team. @Sequoia is proud to be on your journey since
Kalshi raised $1B at an $11B valuation. A decade ago, only a few thousand people knew what a prediction market was. Eighteen months ago, most prediction markets were banned - until we overcame the government to set them free. Over the past seven years, our community has opened
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A few years back, when AI was all anyone was talking about, and @Kalshi was bogged down by regulatory hurdles, everyone wanted us to pivot. @mansourtarek_ and @luanalopeslara kept their convictions, kept their heads down, and kept building. Those inputs led to outputs, and
Dealmaker: In Las Vegas, Kalshi Is King At Goldman Sachs’ Las Vegas startup summit, Kalshi was king and IPO hopes—and disappointments—were on display. Read more from @coryweinberg 👇 https://t.co/bHUaVmHFer
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In the last two weeks, I've been ruminating on this post from @sama. It's a simple observation, but one that cuts to the heart of entrepreneurship and venture capital. While most of the world minimizes risk, every great enterprise exists because someone once chose to make a
A thing often in common among great startup investors, founders, and researchers: Trading making a lot of small mistakes in exchange for getting a few giant wins. (Surprisingly many people seem to prefer a few big mistakes in exchange for a lot of small wins.)
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Have you integrated APOL1 genetic testing into your practice? Discover the No-Cost APOL1 Genotyping Program for eligible patients sponsored by Vertex Pharmaceuticals—helping you deliver precision care without added cost. Learn more today!
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The latest on Outlier's Path - Our Sequoia -- This is Our Sequoia. It has always been Our Sequoia. It was never Don’s Sequoia, nor Michael’s, Doug’s, Jim’s, or Roelof’s. From the very beginning—when Don chose to build a partnership and name it after the longest-living tree on
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I am deeply honored, humbled, and will have big shoes to fill. @roelofbotha changed my life. He believed in me, brought me to Sequoia, and taught me how to grow from a builder into an investor. He’s demanding and deeply caring — the rare kind of friend, mentor, partner who
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I took a break from Outlier's Path ( https://t.co/louxHAm6w3), but I am back at it. I'll be sharing new posts on X, plus revisiting some of my old ones. The latest: -- The Human Condition -- For the past three months, I've stepped away from my weekly ritual of writing before
outlierspath.com
Outlier's Path by Sequoia Capital partner Alfred Lin provides company-building frameworks and principles for founders and operators navigating crucible moments.
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Today, we're launching @Sequoia's latest seed and venture funds to partner with outlier founders at the start of their journey. There's never been a more exciting time to be a founder. Nearly every industry will be disrupted by AI. So far, the age of AI has brought intelligence
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Both founders (@luanalopeslara and @mansourtarek_) of @kalshi are fantastic and are building a generational company!
>be Luana >born in Brazil >spend childhood as a ballerina, 8 hours a day, Bolshoi-level discipline >97 kids fighting for ONE spot at Bolshoi >become a 0.001% ballerina >go to Austria for a Swan Lake Season. >age 18, say "bye" to ballet >want to join where the smartest and
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A nice trick of @zipline to bring treats for Halloween.
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Listen to the full episode here: Apple: https://t.co/WPcYzie8Cm Spotify:Â https://t.co/T1WnI1JnkI
open.spotify.com
Crucible Moments · Episode
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.@jaltma, nice initial list. The right mindset matters more than any skill, as skills may go in and out of style. The right mindset equips you to learn, unlearn, and adapt—making it far more valuable than any skill set.
Some sources of alpha that require no real skill: - having longer time horizons than others - being much more focused or much more bundled - believing the consensus thing harder than others - placing no value on status
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In 2020, @mansourtarek_ and @luanalopeslara dazzled us at @sequoia with a bold vision: make prediction markets federally compliant and mainstream. Today, @Kalshi is available in 140+ countries and is one of the fastest-growing companies in the world. Congrats to Team Kalshi.
Kalshi recently raised $300M+ at $5B from Sequoia, a16z, Paradigm and others. Since then, we've grown over 3x, hit $50B of annualized volume, and became the largest prediction market in the world. And today…Kalshi goes global. 140+ countries. 1 liquidity pool.
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At @sequoia we’ve coined a term *crucible moments*. This is a crucible moment for the entire industry @reflection_ai has stepped up to the challenge: Accelerating the frontier of open intelligence, and making it accessible to all With a team that has pioneered breakthroughs
Today we're sharing the next phase of Reflection. We're building frontier open intelligence accessible to all. We've assembled an extraordinary AI team, built a frontier LLM training stack, and raised $2 billion. Why Open Intelligence Matters Technological and scientific
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