In this episode recorded live at TechCrunch Disrupt 2025, TechCrunch Editor-in-Chief Connie Loizos speaks with Roelof Botha about Sequoia's approach to finding and supporting outlier firms – just days before he announced his resignation from the corporate.
Loizos and Botha discuss why he believes enterprise capital isn't a real asset class, how Sequoia's partners make investment decisions through vigorous debate and consensus voting, and what the firm looks for in its scout program.
Botha also shares his perspective on the present AI boom – whether we’re in a bubble, how quickly winners emerge in several industries, and why founders needs to be cautious about raising successive rounds at skyrocketing valuations.
