I sat down with Sequoia's new stewards, @gradypb and @Alfred_Lin.
Maybe a bit selfishly, I spent almost the entire time asking them about the tactics of how to do venture capital well. I got a ton out of it and hope you do too.
Search Uncapped on youtube, spotify, or apple to listen there.
(0:00) Intro
(1:01) Mindset as stewards
(4:30) The business of outliers
(6:27) Managing inputs in venture
(12:11) Sourcing coverage goals
(17:57) Seeing the right companies
(22:36) Proprietary map of talent
(24:39) What a single engineer can do
(29:06) Picking winners with conviction
(36:26) Coaching asymmetry into picking
(43:16) Disagreeing with younger investors
(46:45) Frameworks on picking
(53:20) What it takes to win
(58:32) How to start working with a founder
(1:02:59) Proudest board roles
(1:06:12) Looking ahead