Discover why venture capital powerhouse Sequoia Capital is swimming against the Silicon Valley current in the AI gold rush. While tech giants pour billions into foundation models, Sequoia is quietly building a portfolio of startups that apply AI to solve real business problems.

This episode unpacks their strategic pivot, examining investments in companies like Harvey, Character.AI, and Midjourney that reveal a calculated thesis: the real money in AI won't come from building the models themselves but from putting them to work.

We analyze the economics driving this strategy, compare approaches with competing VCs, and explore what this means for the future of AI startups.

Whether you're a founder, investor, or tech enthusiast, don't miss this insider look at how one of tech's most successful venture firms is placing its AI bets.

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