Training Data
Join us as we train our neural nets on the theme of the century: AI. Sequoia Capital partners host conversations with leading AI builders and researchers to ask critical questions and develop a deeper understanding of the evolving technologies and their implications for technology, business and society. The content of this podcast does not constitute investment advice, an offer to provide investment advisory services, or an offer to sell or solicitation of an offer to buy an interest in any investment fund.
All Episodes
Scaling the 'Cursor for Slides' to $50M ARR: Gamma founder Jon Noronha
Before ChatGPT made AI mainstream, Jon Noronha was building Gamma with a simple insight: everyone hates making slides but needs visual communication for high-stakes ideas. His background at Optimizely proved crucial as Gamma became a testing laboratory for AI models, running hundreds of experiments to discover that Claude excels at creative taste, Gemini wins on cost efficiency and reasoning models actually hurt creativity. John explains how solving their own blank page problem inadvertently solved it for millions of users, turning a near-failing startup into a cash flow positive platform with 50 million users. He discusses competing with PowerPoint's 500 million users while expanding beyond slides into documents, websites and visual storytelling.
Delphi's Dara Ladjevardian: How AI Digital Minds Can Scale Human Connection
Dara Ladjevardian, founder and CEO of Delphi, is creating digital minds that allow people to scale their thoughts and availability without replacing human connection. Inspired by Ray Kurzweil's theory of mind as a hierarchy of pattern recognizers, Dara built an adaptive temporal knowledge graph that captures how people think and reason. From helping CEOs train new hires to enabling coaches to monetize their expertise 24/7, Delphi represents a new form of conversational media. Dara explains why authentic human representation matters, how digital minds actually increase desire for real human connection, and why he believes 2026 will be the tipping point for adoption for digital minds. Hosted by Sonya Huang and Jess Lee, Sequoia Capital
Vercel CEO Guillermo Rauch: Building the Generative Web with AI
Vercel CEO Guillermo Rauch has spent years obsessing over reducing the friction between having an idea and getting it online. Now with AI, he's achieving something even more ambitious: making software creation accessible to anyone with a keyboard. Guillermo explains how v0 has grown to 3 million users by focusing on reliability and quality, why ChatGPT has become their fastest-growing customer acquisition channel, and how AI is enabling "virtual coworkers" across design, development, and marketing. He shares his contrarian view that the future belongs to ephemeral, generated-on-demand applications rather than traditional installed software, and why he believes we're on the cusp of the biggest transformation to the web in its history.
ElevenLabs' Mati Staniszewski: Why Voice Will Be the Fundamental Interface for Tech
Mati Staniszewski, co-founder and CEO of ElevenLabs, explains how staying laser-focused on audio innovation has allowed his company to thrive despite the push into multimodality from foundation models. From a high school friendship in Poland to building one of the fastest-growing AI companies, Mati shares how ElevenLabs transformed text-to-speech with contextual understanding and emotional delivery. He discusses the company's viral moments (from Harry Potter by Balenciaga to powering Darth Vader...