@atlasberry008: Comment "SEQUOIA" and I'll send you the full letter. London, Arc, scouts, the Monday meeting. All gone in one letter. This is how Sequoia has always worked. Every new era, it rebuilds around where the returns are going, even if that means walking away from what it spent 20 years building. And it's not alone. NFX stopped raising from LPs. Thrive is buying companies outright. Sound Ventures teamed up with RedBird to sell distribution. Sequoia is getting smaller. VC is rebuilding itself to find new alpha in the AI era. Different answers to the same question: where's the edge now? Sequoia Capital, venture capital, VC firms, AI era, Alfred Lin, Pat Grady, Sequoia London, Arc accelerator, scouts program, NFX, Thrive Capital, Sound Ventures, RedBird, startup funding, fund strategy #venturecapital #sequoia #startups #ai #founders

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Friday 06 November 2026 00:12:22 GMT