In this episode recorded live at TechCrunch Disrupt 2025, TechCrunch Editor-in-Chief Connie Loizos talks with Roelof Botha about Sequoia's approach to finding and supporting outlier companies — just days before he announced his departure.
Loizos and Botha discuss why he thinks venture capital isn't really an asset class, how Sequoia's partners make investment decisions through heated debate and consensus voting, and what the firm is looking for in its scouting program.
Bota also shares his thoughts on the current AI boom. That is, whether we are in the middle of a bubble, how quickly winners are emerging in various sectors, and why founders should be careful about raising back-to-back rounds at inflated valuations.
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