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Source-first yai.news stories, videos, and analysis connected to Sequoia Capital.
Dylan Patel, founder of SemiAnalysis, argues the biggest gains in AI don't come from faster chips, they come from software-hardware co-design. Optimizing the model, the kernels, a…
Dan Biderman and Jessy Lin, co-founders of Engram, are building a neolab around memory and continual learning, which they call two sides of the same coin. Their contrarian premise…
The race to build superintelligence is producing models that keep getting better at objective problems, but not at behaving like actual people. Joon Sung Park, founder and CEO of…
The entire startup ecosystem is racing to build agent harnesses. Logan Kilpatrick, who leads Google AI Studio and the Gemini API, argues that scramble has a roughly 12-month shelf…
Jensen Huang, founder and CEO of NVIDIA, makes the case that computing is undergoing its biggest shift in 60 years: from retrieval, where data centers store files we look up, to g…
David Senra has spent a decade reading the biographies of 400+ founders for his podcast Founders - and lately he's started interviewing the living ones face to face. He joins me t…
Alfred Wahlforss, co-founder and CEO of Listen Labs, is building an AI agent that interviews your customers at a scale no focus group ever could—thousands of voice conversations a…
DJ Seo, co-founder and president of Neuralink, joins Sequoia partner Shaun Maguire at AI Ascent 2026 to talk about what it takes to build the bridge between the human brain and AI…
Cursor's Federico Cassano and Fireworks' Dmytro Dzhulgakov explain how they collaborated to build Composer as a specialized foundation model. The core insight: models have finite…
Ivan Zhao, founder and CEO of Notion, joins me to introduce a new contender in the founder mode debate: jazz mode. Ivan has a different take than Jack Dorsey's circular org chart…
Jake Stauch, founder and CEO of Serval, is building a ServiceNow for the AI era. His most contrarian bet is that the product should look like boring old enterprise software, but w…
Most music platforms assume you're a listener. On Suno, 90% of daily users make something. Founder and CEO Mikey Shulman explains why that flips the model: the act of creating IS…
Dick Costolo took over as CEO of Twitter in 2010, inheriting what he calls "the drama queen of hypergrowth companies." Hired as the adult in the room behind founders Jack Dorsey a…
At AI Ascent 2026, Anna Goldie and Azalia Mirhoseini, co-founders of Ricursive Intelligence, introduce the company and the thesis behind it: AI should design the chips that train…
Oege de Moor, founder and CEO of XBOW, takes the AI Ascent 2026 stage to argue that autonomous AI hackers are already winning. He explains how XBOW's bot became the #1 ranked hack…
Naveen Rao, founder and CEO of Unconventional AI, argues at AI Ascent 2026 that the 80-year-old digital computer is the wrong substrate for the next era of AI. He walks through th…
Philip Johnston, co-founder and CEO of Starcloud, takes the AI Ascent 2026 stage to make the case that the future of AI compute is in orbit. He walks through the economics of buil…
At AI Ascent 2026, Ben and Asher Spector, brothers and co-founders of the AI lab Flapping Airplanes, argue that the future of AI belongs to whoever can build models that need a lo…
Mati Staniszewski, co-founder and CEO of ElevenLabs, joins Sequoia partner Andrew Reed at AI Ascent 2026 to talk about how a four-year-old company built a frontier audio AI busine…
Boris Cherny, creator of Claude Code at Anthropic, joins Sequoia partner Lauren Reeder at AI Ascent 2026 to talk about where coding goes from here. He explains why he hasn't writt…
Dmitri Dolgov, co-CEO of Waymo, joins Sequoia partner Konstantine Buhler at AI Ascent 2026 to talk about the 20-year arc from the DARPA Grand Challenge to fully autonomous service…
Greg Brockman, co-founder and president of OpenAI, joins Sequoia partner Alfred Lin at AI Ascent 2026 for a conversation that spans the full OpenAI stack. He explains why the comp…
Sequoia Capital partners Pat Grady, Sonya Huang, and Konstantine Buhler make the case that the AI wave isn't just a revolution in communication like the internet or mobile, but a…
Jim Fan, who leads the embodied autonomous research group at Nvidia, returns to AI Ascent to argue that robotics is entering its end game — and that the playbook is already writte…
Andrej Karpathy (co-founder of OpenAI, former head of AI at Tesla, and now founder of Eureka Labs) talks with Sequoia partner Stephanie Zhan at AI Ascent 2026 about what's changed…
Demis Hassabis, co-founder and CEO of Google DeepMind and 2024 Nobel laureate in chemistry for AlphaFold, joins Sequoia partner Konstantine Buhler at AI Ascent 2026 for a wide-ran…
Sally Kornbluth is president of MIT and one of the best crisis leaders I've come across. Within a year of starting the job, she got summoned – not invited – to testify before Cong…
James Cadwallader, co-founder and CEO of Profound, makes the case that we are living through the biggest platform shift in marketing history. The front door of the internet hasn't…
Jack Dorsey (Block CEO) and Roelof Botha (Sequoia partner and Block board member) join to discuss a bold claim they wrote about recently: the traditional corporate hierarchy isn't…
Tom Hale didn't originally set out to be a CEO - then he put it on his bucket list to prove something to himself. Now he runs Oura, the Finnish health tech company behind the most…
Could a reasoning model do experimental science if you handed it a robotic lab? Jason Kelly of Ginkgo Bioworks actually ran the test. Stanford benchmark. Cell-free protein synthes…
Jason Kelly founded Ginkgo Bioworks in 2008 with a simple but radical idea: DNA is code, and cells are programmable. Sixteen years later, AI is finally making that vision real in…