The question I hear most from founders in
@Sequoia
Arc is about
#pricing
. Pricing is one of the most underutilized levers for startups. Why does it matter so much? It has the most direct impact on revenue, and the moment you establish your pricing, you determine your TAM.
The search for product market fit is the most daunting part of the early startup journey. That's why we
@sequoia
synthesized our 50+ years of company building into this Product Market Fit framework.
We just launched
@Sequoia
's fifth seed fund and opened applications for the latest cohort of Arc, our seed stage catalyst. There are a lot of interesting opportunites across markets, but here's what I'm most excited about 🧵 👇
Open source has become the lifeblood of technology and we at
@sequoia
are happy to support the open source movement with a new Fellowship. We give a stipend to prominent open-source developers to allow them to focus on their project full-time. Our first fellow is
@tiangolo
from
Applications for
@Sequoia
Arc are now open.
Our 7-week company-building immersion focuses on two outputs: helping you get to product market fit faster and building a foundation that will endure for the next decade, not just the next quarter. And a bonus point, yours truly leads
Software has been eating the world, and now
#AI
is eating software! In 5 yrs or less the process of making software will be dramatically different, and simpler. Here is
@sequoia
's take on the AI opportunities in the software dev lifecycle.
One of the best early predictors of startup success is how quickly they correct hiring mistakes.
Why? Because unless you are a sociopath, letting people go is really hard. But if founders are dragging their feet to make tough personnel decisions, chances are they are dragging
At
@VMware
a decade ago, we wanted to create a "just enough OS"
#Linux
distro because you didn't need most of the Linux stuff inside the VM. We even coined a name for it: JeOS. I feel personally vindicated that
@chainguard_dev
is doing JeOS for the age of containers.
#Kubernetes
The Internet and most of the apps in which we work are largely lonely places.
@partykit_io
is changing that. Excited to partner with
@threepointone
and his team building the platform for multi-player, collaborative experiences.
The company to reach $10bn valuation the fastest, and the biggest
#cybersecurity
#unicorn
: two of the latest feathers in
@wiz_io
's cap. But what's behind the meteoric rise is a ton of hard work, and customer obsession. Proud to be in business with
@assaf_rappaport
& team!
To my many friends in
#Israel
🇮🇱, we stand with you in this tough moment! I am sorry this tragedy is unfolding but you will prevail 💪!
#StandWithIsrael
The movement to cloud started because of its simplicity. But 15 yrs into it, cloud is no longer simple.
@Zeet_Co
is getting us back to that original promise . Revolutions are led by the young and daring:
@_johnnydallas_
and
@zzh8829
Open source has become the lifeblood of software. When you look under the covers even of proprietary software today, it is very dependent on open-source libraries and packages. We invite applications for the
@sequoia
open source fellowship.
#opensource
Yours truly leads the go-to-market session at
@sequoia
's Arc program, and today, we published the Product Market Fit framework that we teach during the program.
Product marketing is THE pivotal marketing function for early-stage startups, yet many (technical) founders don’t understand what product marketing does, and why it’s so important.
Let’s break it down. 👇
Generative AI is all the rage and for a good reason. But with every opportunity come challenges.
@sequoia
portfolio company
@cyera_io
has created a Chrome extension to secure the usage of ChatGPT in corporate context.
Founders (especially pre-seed/seed): if you’re “heads down” focusing on product, here are a few reasons why should talk to investors early— even before you have written any code.
@sequoia
🚀 Announcing our $61 million Series B Round🚀
🔮The future is clear: if you adopt open source software you are responsible for securing it.
🔐Our mission is to be *the safe source for open source* to build right, safe & fast.
💜TY for all the support!💜
Arc,
@Sequoia
’s catalyst for pre-seed and seed-stage founders, distills 50+ years of company-building experience into a 7-week catalyst to help launch outlier founders on their path to building a legendary company.
Learn more here:
And bonus, yours
📣 Calling aspiring founders in London! To celebrate
#LTW
@_georgerobson
,
@cornelius_menke
and I from
@Sequoia
would love to meet anyone starting a company or interested in starting a company. We’ll be at WatchHouse Marylebone (32-42 New Cavendish Street) tomorrow, 2-4pm. Come
Autonomous agents have been all the rage. But how far are we from AI agents taking over? Our wonderful
@sequoia
partner
@dychen3
digs under the covers.
1/ Today we are launching applications for
@Sequoia
Arc Europe, our pre-seed & seed stage catalyst. We’re sharing 50-years of experience building legendary companies with the next generation of founders across Europe. 👇
Security teams desperately need respite from the endless toil of patching every vulnerability. That's where
@Zafran_io
comes in!
@sanazyashar
,
@BenSeri87
and Snir Havdala have created a Risk & Mitigation Platform that defuses threats by using existing security tools. We
@sequoia
Ever since I met
@roelofbotha
in a
@StanfordGSB
classroom more than 20 yrs ago, it was clear he would always be the smartest person in the room. But he is also one warm, genuine and decent human being!
@sequoia
"Over the course of its first year,
@chainguard_dev
has emerged as one of the most promising players in the effort to curtail the massive security risks of the software supply chain, industry experts told
@protocol
.
#Security
#CISO
@bernhardsson
I haven’t even done napkin math but the income from the .io domains may be even higher share of the GDP of the Chagos Archipelago (a British Indian Ocean territory, if you must know)
The internet can be lonely, but
@threepointone
and his team are changing that with
@partykit_io
—a platform for real-time human-to-human and human-to-AI collaboration that integrates into any app with just a few lines of code.
I love working with startups where the name is a geeky inside joke. The
@chkk_io
name comes from chkdsk - the DOS check disk command, and the extra k is for checking the status of
#Kubernetes
. via
@techcrunch
My partner
@roelofbotha
unpacks how we
@Sequoia
make decisions in crucible moments, and how we’ll continue applying our enduring ethos to help founders build legendary companies:
.
@Jason
is on an all-time guest heater right now
as a bonus, you can now watch the podcast live and in full on
@X
for your viewing pleasure,
@sequoia
leader
@roelofbotha
joins jason to cover:
-- the state of vc
-- importance of "crucible moments" (and a fun announcement!)
In 1993
@sequoia
invested in the seed round of
@nvidia
in 2023 we have partnered with ~5 Series A AI companies and ~15 preseed and seed AI companies. Please reach out if you’re just starting out, ideating or already building in the world of AI.
Today marks the one-year anniversary of our original essay on Generative AI. Nobody could have predicted the firestorm that ensued.
In this new essay, we discuss what we got right and wrong, where we stand, and where we go from here.
$1bn financing round at a high valuation is a milestone to celebrate.
@wiz_io
is a company that continues to make waves! But what doesn't make the headlines is the daily grind of sweating the product detail, and doing right by customers. That's where the success is forged, and
Cloud cost management is not a new issue, but one that preoccupies
#infrastructure
leaders. Companies are creating
#FinOps
teams within the platform team in engineering to tackle it.
#devops
As
@chainguard_dev
announced a big round of new funding, here is an insider look at co-founder and CEO
@lorenc_dan
, a geek and a techie but also a jester and a social media celebrity.
… via
@sequoia
It's just a number but huge congratulations to the
@wiz_io
team for becoming a
#decacorn
in the shortest time in history. A testament to the team's intensity, product vision, and customer focus. Onwards and upwards!
Few companies ever earn the privilege to create a platform and define a category.
@wiz_io
did it in 4 years! 🔥 🔥 🔥
All of us at
@sequoia
are extremely proud to be a small of the Wiz journey.
📹 Here CEO
@assaf_rappaport
joins
@CarolineHydeTV
&
@EdLudlow
to discuss the
Incredibly excited to announce our 18.75M A round of funding led by
@sequoia
and our 6.5M seed round led by
@AmplifyPartners
. This is only possible because of our amazing users and the awesome community which has formed around our open-source project.
My hypothesis:
#Observability
is an evergreen area whose collective revenue will only grow over time. Here is what my crystal ball says about opportunity areas.🔮
Patience is a virtue. We believe it’s also smart business.
The traditional 10-year VC fund cycle no longer makes sense for today’s world, or tomorrow’s founders.
Introducing The Sequoia Fund.
(1/2)
If you’re a founder building in Europe, you know that there is great engineering talent. But where do you begin your search?
@Sequoia
Atlas has the answers. Find cities with the biggest share of talent and even pinpoint where to set up your engineering hub.
AI is a generational opportunity—but it’s also a force multiplier for malicious actors and represents a new security attack vector.
@mderman_
,
@tomerYavni
and the team at APEX have built the first platform that gives security pros full visibility into the company’s AI
Exciting progress! 🤩
97% of the
@FastAPI
tests are passing with
@pydantic
v2. It's happening! 🚀
We'll get FastAPI powered by Pydantic v2, which is rewritten in Rust, with its 1000-2000% 🤓performance increase. 😎
And FastAPI will keep compatibility with Pydantic v1.
When the going get's tough ... one needs to iterate and experiment quickly. Great GTM advice from
@jalehr
and
@mutinycorp
about how to adjust in the current economic environment.
2023 is a different world for B2B tech.
Every CEO I've talked to is rethinking some aspect of their growth strategy - from buyer segments to sales motion to pricing.
But most are flying blind.
Here's how to use real-time data to make the right decisions way faster:
I've just released the first version of FastUI! 🧵
If you're a Python developer, FastUI lets you build
@reactjs
interfaces without writing any JS.
If you're a frontend developer, FastUI saves you from copy-pasting code for every view, letting you concentrate on building magical
We got the highest praise imaginable today on
@chainguard_dev
Enforce from a CISO:
"My developers don't hate me, and the red teams have to try much harder now."
Security for
#kubernetes
re-imagined from the ground ...oops, base image up. With
@chainguard_dev
Wolfi ) you get secure base images, and with Enforce you make sure all images are signed.
THE WAIT IS OVER⚡️ Introducing...
🐙 Wolfi, the 1st
#Linux
(un)distro designed w default security measures
🎓 Chainguard Academy, the 1st interactive edu platform dedicated to software security
🪄 Enforce GA
1/ One of the companies bringing the Future of
#observability
… closer is
@cribl_io
. As the deluge of observability data becomes overwhelming, Cribl is the best way to sift through the data and separate signal from noise.
#monitoring
#logs
#metrics
The Boring Company just raised $675M at a $5.675B valuation from A-list investors.
Purpose is to recruit amazing people, scale up boring machine production & build thousands of miles of tunnels.
I'm working pretty much full-time on open source ✨
This is the year of
@FastAPI
and friends! 🚀
Thanks to
@sequoia
(with
@laurenmhreeder
and
@BogieBalkansky
) for bringing me as the first Open Source Fellow 😎
...so many features and plans you haven't even seen yet! 🤩🎁
A great interview with
@samuel_colvin
from
@pydantic
about the
@sequoia
Arc program. "I knew participating in Arc would be a time commitment .... But I’m now a complete convert and very glad we did it, even as someone with prior experience running a company".
Couldn’t be more proud of the
@GetCortexApp
team which continues to execute like a ⏰. And welcome to
@CackF
from
@IVP
to the board! More 💰to extend Cortex’ leadership in the Internal Developer Portal space
#IDP
#servicecatalog
We are excited to announce our $35M Series B, led by
@IVP
with participation from
@Sequoia
, Tiger Global, and
@craft_ventures
. 🎉 Thank you to our incredible team, investors, partners, and customers who have been on this journey with us!
Few companies ever earn the right to become a true platform and be featured in job descriptions (as in "we are looking for someone with company X skills"). Only 18 months after getting started
@temporalio
has earned that right.
@mfateev
@samarabbas77
@taillogs
Introducing DRE-Con speaker
@ShrutiBhat
, Chief Product Officer at Rockset! Shruti will shed light on the Modern Real-Time Data Stack — and how to remove cost and complexity. Don't miss it!
#DRECon2021https
://drecon.org/
Team
@Sequoia
will be at WatchHouse, 32-42 New Cavendish Street, London TODAY between 2-4pm BST for an impromptu coffee meet-up. If you have a great idea but don’t know where to start your founder journey come by for a coffee and a chat!
The story of our partnership with
@oasissec
is the story of stars aligning: an amazing team in a large and important market. We are thrilled to lead their Series A and support them on their mission to secure non-human identities.
@mutinycorp
is leading a revolution in marketing tech. They’re building a generational company in the process.
Here’s Why You Should Join Mutiny: a thread 🧵
🎉 San Francisco pre-seed and seed stage founders – Arc applications close this weekend . Team
@Sequoia
will be meeting founders and answering questions about Arc TODAY at Dandelion Chocolate (2600 16th St) from 4-6pm. Come say hi! 🎉
Today
@temporalio
celebrates 1000 customers on Temporal Cloud less than a year after it was unveiled. Another testament to how amazing this product is. We
@sequoia
are proud to be a part of this amazing journey.
We have a new blog post that highlights our customers and thanks them for being part of our journey to 1000. For companies of all sizes, we hope that Temporal already has and continues to deliver a better developer experience.
Another day, another software supply chain attack... The news, though, is that this one took a year to get caught.
#sigstore
would have helped.
@chainguard_dev
From $0 to $100M ARR in 7 quarters!!!
@wiz_io
is the rocket ship 🚀 that set the record in the history of enterprise software! Could not be more proud of the
@wiz_io
team:
@assaf_rappaport
, Yinon Costica,
@amiluttwak
,
@ReznikRoy
and 700 other Wizards.
Adding our name to this very elite list, most of whom, are customers of Wiz ✨ We are proud to share we have scaled to $100mm ARR, the fastest software company to achieve this feat.
It has been heartbreaking to watch the news from Israel 🇮🇱, and to talk to my friends there. There is no excuse or possible justification for the violence against Israelis. We stand with our Israeli friends!
It has been alarming and heartbreaking to watch the recent events unfold in Israel. The terrorist attacks by Hamas on innocent civilians are reprehensible. We have been in touch with our founders, former partners, and companies with operations in the region to see how we can best
We at
@sequoia
are excited to double down on our partnership with
@oasissec
. Identity compromises are the number 1 cause of breaches, and at most organizations, non-human identities outnumber the human ones by 10:1. Oasis is the leading solution to tackle this growing problem.
A new set of milestones for
@mutinycorp
: fundraising, product and community. It is fast becoming the go-to platform for CMOs increase the conversion of marketing tactics. . Proud to be working with
@jalehr
, Nikhil Mathew and the team.
One of the many things that make
@sequoia
and enduring partnership is the culture and tradition of generational transfer.
@dougleone
is a legend but if there is a worthy successor, it is my friend, former Stanford classmate, and partner
@roelofbotha
!
Pydantic Logfire - our new observability platform for Python - is out in open beta, and completely free for now!
If you're building with
@FastAPI
@OpenAI
@AnthropicAI
#Python
#RUST
Postgres, or really any modern stack — try it!
Congrats to my friends at
@close_factor
on the successful raise ! It's a great product that helps salespeople focus on the right thing, and even uncover new opportunities.
Prediction: by end of this year we will start hearing startups raising pre-pre-seed. And in 5 years the first money raised will be the pre-pre-pre-pre-seed; series A will be something you raise shortly before the IPO. Shift left in full swing in fundraising.