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Entertainment Tech Reviews all in podcast all in podcast all-in podcast Chamath Palihapitiya Jason Calacanis David Sacks David Friedberg

Oct 9, 2025 All-In Summit 2025
(0:00) Introducing Roelof Botha
(1:08) Sequoia’s Scout program and its best-performing funds ever
(3:38) State of Venture Capital: Why it’s broken, too much capital, not enough great companies
(9:01) Why Sequoia separated from its China business, how they adapt to changing macro landscapes
(13:05) Sequoia’s culture, picking partners, investment decision-making, The Sequoia Capital Fund and holding winners
(20:18) What makes a great founder, what Roelof learned from Doug Leone and Michael Moritz
(26:06) Investing in biotech, importance of expertise in VC

Thanks to our partners for making this happen!

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Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

Polymarket - The world’s largest prediction market. https://www.polymarket.com/

Athletic Brewing - https://www.athleticbrewing.com/

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