← Voice corpusEdition 2026-10-10, preview.
XThread

Source item

Open original source ↗
three investors worth listening to one guy looking great in the extremely green sweater his wife bought him
2 segments

Segment 1 · characters 0–34 · Original segment ↗

Segment 2 · characters 36–108 · Original segment ↗

Quoted context

These are the quoted author’s words.

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

jaltma ↗
Library as of 2026-10-22