I have never used Swift and never written a Mac app but ChatGPT somehow got me to a working real-time monitor of my house energy usage in ~90 minutes. Mind-blowing experience.
I got into my
@lyft
this morning and making small talk said “big day for Lyft!” My driver responded “Nah, Monday through Thursday are much busier. It’s slow enough that I might go home.”
On the heels of raising our third Scout Seed fund, we wanted to share
@sequoia
’s approach to seed investing. It’s never too early to come talk with us!
The market you serve is arguably the most important factor for an early-stage startup. We've found that many product-oriented founders struggle with framing it. We wanted to share one way to think about a market and the "Market Size" slide.
One of the most badass things I have witnessed is the Rippling team rallying to navigate the SVB crises a week ago.
First, the team completed a heroic transition from SVB to JPMC for funds flow in less than 24 hours.
1/
This week we (
@Sequoia
) announced Seed Fund V and the return of our seed-stage catalyst, Arc. There are so many opportunities for innovation right now. Here are a few of the things I'm most excited about. 1/
Very excited to partner with
@ivanhzhao
,
@akothari
and the team at
@NotionHQ
! Notion has become a global phenomenon and is on its way to becoming the operating system for work across teams and enterprises. 1/
@rogerdickey
@blader
@kunalb11
The problem is that Excel is an 8 or a 9 for a lot of users. You have to target users for which Excel is a 6 or less (or really build an 11/10 blow-your-mind product).
“Investors aren’t evaluating your solution, they are evaluating the problem you are trying to solve.” —
@jesskah
. I’ve never heard this frame before but it’s so true and so good. With a good “what” and “why,” the “how” is usually obvious.
@pratyushbuddiga
@rabois
@patrickc
@sama
Disruptive technologies (PC, Internet, Mobile) tend to create more open-ended opportunity that has less of an age/experience bias. In the late stages of a tech cycle I think there’s more of a bias towards experience and linear innovation.
Plaid for SaaS
@plaid
is awesome. Congrats to the team!
I'm interested in a user-level middleware for SaaS apps (eg, a file picker). One model would be "Plaid for SaaS" - a UI that lets you connect to SaaS apps and their data. If you're working on this, would love to chat!
We
@Sequoia
are very excited to partner with Jumpstart on their Series A. With the goal of making the recruiting world more fair and efficient, Ben and the team imagine a world where anyone can find their dream job regardless of brand or pedigree.
Notion (
@NotionHQ
) is a case study in being stubborn on vision and flexible on tactics. That steadfastness of vision has helped produce one of the most impressive startups in the world. This is a great recounting of that story.
40 years ago, computing pioneers thought everyone would make their own software. Today just 0.34% of the world are developers.
Learn how
@ivanhzhao
,
@akothari
&
@simonlast
are building
@NotionHQ
to change our relationship with computers and software. 👇
I wasn't so much "interviewed" by
@HarryStebbings
as I was hit by the sheer hurricane of energy that is the
@twentyminutevc
. Thank you for having me on the show!
One question I can't get out of my head is whether a traditional Google-style search box/experience is the right metaphor for an LLM-based backend/experience. 1/x
We're thrilled to announce our partnership with
@threads
, a platform designed to make work communication more efficient and inclusive.
@rousseaukazi
and I sat down to discuss today's launch and the future of work.
We
@sequoia
have loved working with the
@houseparty
team. We’re excited to see them continue to change the way people connect online as part of
@epicgames
. Congrats!
@parkerconrad
Character is revealed when pressure is applied. It was incredible to see how the team at
@Rippling
responded. Congrats to the entire team.
And a huge thanks to the talented folks in the 🇺🇸 government who stepped in to make sure SVB and its customers were protected. 6/
Rippling is one of the most ambitious and impressive companies I have seen. They are accelerating as they scale – a rare feat. They are building one of the key enterprise platforms of the future. Congrats to
@parkerconrad
and the entire team at
@Rippling
.
@alexandr_wang
If true (not sure), it's an interesting metaphor for the development of AI. First, we can do the basic functions of a toddler (image + facial recognition). Next, we can do the basic work of kids (play games, do homework). Only a matter of time until entry-level work automated.
It sounds so simple, but I really think the a defining characteristic of winning companies is just being able to ship great products quickly.
The
@getcaptionsapp
team is just flying and they've now brought the power and simplicity of their leading mobile app to the web. 1/
That was one of the best sporting matches I have ever seen. My heart rate was in the 140s for stoppage time. Congrats to Messi and Argentina.
@KMbappe
was unreal. Unreal.
Many of us are figuring out this WFH thing for the first time. The
@threads
team has built an amazing platform for asynchronous discussion and decision-making. In the past week they accelerated their public launch and are making it free for the next few months. Check it out.
We're thrilled to be partnering with
@RocksetCloud
and our friends at
@GreylockVC
on this incredibly cool cloud-native, serverless search and analytics platform. We've been using it for months at
@Sequoia
and love it. Congrats to the team on the launch!
We are deeply saddened to share that our founder Don Valentine has passed away. Our thoughts are with his family and with all those inspired by his pioneering vision and indelible impact.
Congrats to
@iamveeve
,
@dhruba_rocks
,
@tudor
,
@ShrutiBhat
and the entire team at
@RocksetCloud
! They are quietly building incredible tech with an incredible team and quietly tripling the business y/y. We are proud to have been supporters of every single round.…
We are delighted to deepen our partnership with
@RocksetCloud
by leading their Series B along w/
@jerrychen
and
@GreylockVC
. Rockset has built the platform for real-time, data-driven apps. 1/
The
@CitizenApp
team has launched the most thoughtful, sophisticated contract-tracing solution available. It integrates contact tracing into the largest public safety app and includes integrated testing and detailed notifications if you've been exposed:
@rogerdickey
@blader
@kunalb11
, I feel like this is a case study for the delta-4 test. It’s impossible to quantify what 10x or 100x better is. Basic idea of delta-4 – what would a customer rate the old thing on a scale of 1-10? What would they rate the new thing? The new thing needs to be 4+ better.
The
@CitizenApp
team's core mission is to empower people to keep themselves and their loved ones safe. The team has been sprinting to serve communities during this time of mass unrest – COVID and the ongoing quest for justice. Kudos to the entire team.
The
@getcaptionsapp
team has been building incredible product at a breakneck speed over the past year. AI dubbing into other languages. An AI-generated soundtrack to your videos. It's really good. Congrats to Gaurav,
@dwightchurchill
and the team!
Today, Captions is thrilled to announce that we’ve raised $25 million in Series B funding in a round led by
@kleinerperkins
, with participation from our existing investors
@sequoia
,
@a16z
, and
@svangel
, bringing the total raised to $40 million.
@sequoia
It’s increasingly clear that AI will define the fifth major epoch of computing (after the Mainframe, PC, Internet and Mobile). I’m really interested in how this is going to redefine the consumer landscape. 2/
Very excited about the team coming together
@CitizenApp
and the progress on the new version. One of the most interesting companies in NYC at the moment.
Once banned by
@Apple
and vilified by the
@NYPD
, personal safety app Citizen could be launching a new era of social media platforms. Via
@forbes
@CitizenApp
:
Ok, crazy product idea from a coffee w/
@RealKevinYang
. Google Earth/Flight Simulators meets The Sims meets ChatGPT. You can travel to / teleport to anywhere in the world. As you zoom in, the locations are populated with randomly generated people. 1/
Very excited to partner w/ the team
@VerkadaHQ
on the future of security cameras. They are the rare team that brings together both deep hardware and software expertise. And they are on 🔥.
In this week’s
#SevenQuestions
,
@rousseaukazi
describes a life-altering moment when he was in ROTC that fed into the driving philosophy behind
@threads
. Read the story here.
We are incredibly excited to announce our partnership w/
@vijayeraji
and
@statsigio
!
When I started attending board meetings, it blew my mind how many slides were dedicated to sales & marketing and how few slides were dedicated to product. 1/
After decades of hype, it's crazy that the "IoT future" still hasn't happened. The fundamental issue is complexity – product complexity, technical complexity and business model complexity.
@Blueswireless
is one of the most elegant solutions we've seen to the problem yet. 1/
1/ Congratulations to the
@whisperai1
team for the launch of the Whisper Hearing System today! While computers have obviously gotten much better at seeing things, it’s under-appreciated how good they can be at hearing things as well.
Congrats to
@jeanqasaur
and the small-but-mighty team at Akita for the launch of open beta. Akita is a drop-in solution for monitoring and observability that automatically learns your API and traffic patterns, no code changes required.
We've hit a major milestone today: we launched our open beta. Akita is now fully self-serve!
You can try our fastest time-to-value monitoring solution for free today by signing up on the app.
Read more in our blog post here:
We're thrilled to partner up with
@StarkWareLtd
(and
@matthuang
!). ZK-STARKs represent one of the most interesting and exciting technologies for scaling the blockchain.
@sequoia
I love founders who are short-term pragmatists and long-term optimists that are thinking about this space. If you're among them, we'd love to hear from you. Learn more about Arc here: 6/
@jordanglee
1/ I'll try to do this with an extemporaneous tweet storm instead. To set some context, I am a trained engineer and probably spent a decade+ of my life writing software, but I haven't professionally written software since maybe 2009.
It’s an extra special day here, because we finally get to announce our $8.5M Seed funding round from
@sequoia
and
@BessemerVP
! This is a big deal for us and we are incredibly grateful. We can’t wait to use this opportunity to tackle the biggest issues holding developers back.👩💻👨💻
A favorite lesson from
@roelofbotha
is to guard against making resume-based assumptions. Roelof's degree is in actuarial science. Why? Because it was one of the best ways to make it to the US. A reminder to always try to get to the story behind the story.
It's fun to see how quickly
@Rippling
launches new products. Congrats to the team on launching Finance Cloud, including both expense management and corporate credit cards.
.
@parkerconrad
to Neil @ Greenoaks: "I want to raise some money, but I want to tell you up front that the main condition here is we need to close over the weekend, and you need to be in a position to wire the full amount first thing Monday morning. ..." 4/
Verkada is doing an amazing job of modernizing buildings with consumer and cloud sensibilities. Don't underestimate what you can do when you bring together great software and hardware people. Congrats
@VerkadaHQ
and team!
I first worked w/
@rsanghvi
and
@adityaag
14 years ago this month and have ended up working with multiple SPC alums as founders. I am excited to get to work with the whole SPC crew on their web3 fellowship program!
To apply, check out:
We're excited to partner with
@AmirTime
and the team at
@GetSwitchboard
on a new way to collaborate online.
Switchboard re-thinks collaboration online by creating a video-first IRC-like system with an infinite, collaborative canvas. 1/
@sequoia
The way we make decisions — what to buy, where to go, what to do — will change dramatically as we develop personalized models with long-term memory, personalization and context. 3/
Mobile has revolutionized the way we travel, move and connect but we haven’t done enough to understand how mobile phones can make the world safer. I’m psyched to see Citizen continue to roll out and even more excited about the team and community we’re building to do that.
Today,
@CitizenApp
launches in Baltimore, making this the third city in its safety network. We're reminiscing on the day we made our partnership official with a handshake, a milkshake and a selfie.
Luciana captured my thoughts perfectly. I have worked with some truly exceptional and highly competitive people, but I have never worked with someone as committed to excellence as
@roelofbotha
.
If you're building a modern product or company, not having deep data science expertise is tantamount to flying blind. I'm very excited for our data science team at
@sequoia
to start sharing some of their experience and learnings on this topic.
When it became clear that customer funds were going to be trapped at SVB on Friday, Parker and team decided to fund Friday's payroll using the company's balance sheet – basically, Rippling decided to pay everyone's payroll and hope they would get money back from SVB later. 2/
Congrats to the team behind
@dagster
on their Series B. Dagster is quickly becoming the orchestration tool-of-choice for the best data teams out there.
Customers agree – those we spoke to love the product. It has an impressive 4.9/5.0 stars on both G2 and Capterra. Congrats to
@parkerconrad
and the team for all they have built so far and we are excited to now be a part of the journey. 5/
@NikhilGehani
@lyft
Jfyi:
1/ She, not he.
2/ She was wonderful! I certainly had no intent to diminish her in any way.
3/ To the extent I had a tone in the tweet, it was a reminder that not everyone is wrapped up in “who is going public today.”
@parkerconrad
"And what you’ve got to understand is that we’re going to send it right out the door to cover customer payroll. That is the intention.” 5/
One of the core attributes of the
@statsigio
team is that they're just really fast. As more folks start using GPT-4-style APIs, Statsig makes it easy to find the optimal prompts and configuration for these integrations.
In a world of ‘black box’ generative AI foundation models vs descriptive code, great experimentation tools will become even more important. Good experimentation is hard to set up and configure. That’s where Statsig comes in.
#generativeAI
#chatGPT
#GPT4
We are thrilled to work with
@borisjabes
and the entire team at
@getcensus
! The modern data stack has been reshaped & massively simplified by tools like
@SnowflakeDB
and
@getdbt
. Data teams can now create a single source-of-truth in the data warehouse. 1/
.
@Rippling
– like
@Microsoft
before it – was predicated on the fact that integration and consistency is a feature. While it’s good to have apps that work well, it’s so much better to have a set of apps that work well together. 4/
@sequoia
Entertainment – both TikTok/Reels-style video and games – will move towards infinite, personalized depth. And I think who we connect with (and how we connect) is going to change massively. 4/
Congratulations to the
@joincanvas
team for their launch of the new Canvas brand and website: . Their mission has never been more relevant and the team is firing on all cylinders.
We are launching Arc, an 8 week catalyst for seed-stage founders. The first cohort is for European-based founders & we will focus on company foundations, the
@sequoia
way. Apply now: