Acquired

Special: Sequoia Capital's Investment Playbook (with Alfred Lin)


Listen Later

We cover Sequoia Capital a lot on this show. Not only across our now four(!) dedicated episodes, but across a stunning nearly 50% of recent season companies where Sequoia was a primary or only investor — the most of any venture firm by an enormous margin. Today in this very special episode, we dive into the principles that have led to the firm's 49 years of unparalleled success in venture, and the playbook behind how they identify markets and companies that create outcomes worthy of the firm's namesake tree.


Sponsors:

Anthropic: https://bit.ly/acquiredclaude25
ServiceNow: https://bit.ly/acquiredsn
Vanta: http://vanta.com/acquired
Statsig: https://bit.ly/acquiredstatsig25


More Acquired!

  • Get email updates with hints on next episode and follow-ups from recent episodes
  • Join the Slack
  • Subscribe to ACQ2
  • Merch Store!

© Copyright 2015-2025 ACQ, LLC


The Sequoia Capital Playbook is available on our website at https://www.acquired.fm/episodes/special-sequoia-capitals-investment-playbook-with-alfred-lin


Links:

  • Our two-part Sequoia history: 
    • Part I: https://www.acquired.fm/episodes/sequoia-capital-part-1
    • Part II:  https://www.acquired.fm/episodes/sequoia-capital-part-ii-with-doug-leone
  • Don Valentine's talk at Stanford GSB: https://www.youtube.com/watch?v=nKN-abRJMEw&t=2555s
  • Our conversation about Sequoia's Black Swan Memo with Roelof Botha: https://www.acquired.fm/episodes/sequoias-black-swan-memo
...more
View all episodesView all episodes
Download on the App Store

AcquiredBy Ben Gilbert and David Rosenthal

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

3,968 ratings


More shows like Acquired

View all
This Week in Startups by Jason Calacanis

This Week in Startups

1,290 Listeners

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch by Harry Stebbings

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

536 Listeners

Odd Lots by Bloomberg

Odd Lots

1,890 Listeners

The Knowledge Project by Shane Parrish

The Knowledge Project

2,677 Listeners

a16z Podcast by Andreessen Horowitz

a16z Podcast

1,095 Listeners

How I Built This with Guy Raz by Guy Raz | Wondery

How I Built This with Guy Raz

30,234 Listeners

Founders by David Senra

Founders

2,109 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

795 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

9,909 Listeners

Dwarkesh Podcast by Dwarkesh Patel

Dwarkesh Podcast

505 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

447 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

352 Listeners

No Priors: Artificial Intelligence | Technology | Startups by Conviction

No Priors: Artificial Intelligence | Technology | Startups

131 Listeners

BG2Pod with Brad Gerstner and Bill Gurley by BG2Pod

BG2Pod with Brad Gerstner and Bill Gurley

521 Listeners

Cheeky Pint by Stripe

Cheeky Pint

44 Listeners