Andrew Reed
@andrew__reed
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Partner @Sequoia Robinhood, Figma, Klarna, Strava, Bolt, Vanta, Odoo, Chainguard, Phantom, Harmonic, Peregrine, Sourcegraph, Zapier, GitHub, Eleven, Warp, MUBI.
San Francisco
Joined April 2015
The top real estate agent in Hillsborough/Burlington is this guy named Stanly Lo. His website:
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Every pitch now be like: “We’re long Okimotive, a spin out from a Taiwanese laundromat that is the preferred toilet paper of data center electricians. This business traded at 2x earnings for 30 years, but we like it here at 9x EPS growing 114% YoY”
TMT is 3 choices: Buy Mag7 Buy an AI winner that’s +140% YTD & 60% above its 5 yr avg multiple Buy “other”, but it’s -70% YTD after being -17% on earnings this week
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Can’t beat them? Connect your broker to trade like them.
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Shout out to Jason Warnick on a legendary run as CFO @RobinhoodApp, and happy retirement. I always admired Jason’s intellectual honesty, clarity of thought, and steady-handed leadership. And a huge congrats to his successor @shiv_verma1 the 🐐 !! So, so well-deserved.
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Feels like a perfect night to post Roelof Botha’s 2005 YouTube memo to the Sequoia Investment Committee, made public as part of the Viacom/YouTube lawsuit One of the great pieces of business/investing writing and tech lore https://t.co/ys3VMg5IAc
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Cluely marketing -> product is the Gen Z version of the GoDaddy super bowl ad playbook
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THIS IS THE MOST UNDERVALUED COMPANY ON NASDAQ, according to Warren Buffett’s analysis. Buffett’s rule is simple: Buy real companies that earn real money at irrationally cheap prices. That description fits NextNRG Inc ($NXXT) perfectly. 📊 Facts: * Market Cap ≈ $200–250
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Q3 was a record quarter for Figma → The team shipped more, and faster than ever → We crossed $1B annual revenue run rate → 38% year-over-year revenue growth → Our AI investments like Figma Make and MCP are delivering results
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New episode of Uncapped with @zoink. I think he's one of the best founders of our generation. I always feel smarter and clearer and after talking to him. We talked about the slow build of Figma vs. the dizzying start of today's AI startups, the role of AI and humans in design,
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John and I love working with Sequoia. @LucianaLix is a fantastic board member at Stripe. (And before her, @moritzKBE contributed immeasurably to making the company what it is today.) This transition is bittersweet for us: @roelofbotha is a deeply-trusted advisor and mentor,
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Style built for the spotlight. Crafted for performance. Blake Snell wears JAXXON.
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roelof is one of the greatest of all time. both as a VC lead, and as a friend. grateful i get to spend time with him.
At @sequoia we have a long-standing tradition of stewardship and working together as an intergenerational partnership to serve founders and LPs. Today it's my turn to entrust the next generation of Sequoia's leadership to @Alfred_Lin and @gradypb. I'm proud of our incredible team
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1/ We @sequoia have always said that we’re only as good as our next investment. It’s also true that we’re only as good as our next generation @Alfred_Lin and I get to work with the best generation yet:
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Sequoia’s record of generational transition is impeccable. Roelof is one of the smartest humans I know, and this might be one of his most brilliant moves yet. Pat and Alfred have big shoes to fill but will be great stewards for Sequoia. They are strong, high integrity leaders who
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Sequoia's stewardship model and apprenticeship culture is a special thing. Couldn't be more excited for @gradypb and @Alfred_Lin to lead Sequoia into our next chapter, and grateful to @roelofbotha for always giving us the gift of high expectations.
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Hey folks, big news on rural health-CMS just announced all 50 states applied for the $50 billion Rural Health Transformation Program to revamp care in underserved areas! It's a game-changer for access, workforce, and tech in rural spots. Lets check them out so far:
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Mortgage benefits are now live for all eligible annual Robinhood Gold subscribers. Get access to some of the lowest mortgage rates on the market and $500 off closing costs, powered by Sage Home Loans. The response to our pilot was incredible and we can’t wait to make
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AI groups, including Anthropic and OpenAI, are on a hiring spree for a rare kind of software developer who can code and talk to customers. And according to a popular jobs platform, advertisements for these customer-facing AI roles have rocketed in 2025. https://t.co/ydX103JAYH
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movie is a banger, so glad it’s opening wide
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Win LA, win the world. 🌎 @flyarcher's strategic acquisition of Hawthorne Airport will give us an incredible asset in one of the world’s most important eVTOL markets. We’ll look to transform the airport into our hub for Archer’s Los Angeles air taxi network as we ready for
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Wake up your kids this morning with “happy end of FQ3!” so they get REALLY excited
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I agree. A new metropolis. A new center of culture and finance. You might even say…a new london
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