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Sequoia’s Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built

Sequoia’s Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built

Oct 9, 2025

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(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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