Don Valentine of Sequoia Capital discussing his firm's investment strategy. Sequoia prioritizes investing in large markets rather than focusing solely on individual talent. Valentine illustrates this approach with examples like Apple and Yahoo!, highlighting Sequoia's role in building entire technological ecosystems. He emphasizes the importance of understanding market dynamics and the timing of product launches. The discussion also includes anecdotes about successes, failures, and the firm's unique approach to working with entrepreneurs.

https://www.youtube.com/watch?v=nKN-abRJMEw