Keep pulling the thread on Alfred Lin.
Alfred Lin of Sequoia Capital believes the narrative that AI will kill the SaaS business model is incorrect, drawing a parallel to the failed prediction that e-commerce would destroy brick-and-mortar retail.
Sequoia Capital distributed $43 billion to its investors between 2020 and October 27, 2025.
Alfred Lin predicts that within the next 5 to 10 years, the largest companies will be worth $10 trillion or more.
OpenAI is leveraging Oracle's balance sheet and tools to run its data centers.
AI coding tools like Cloud Code are enabling non-technical roles, such as product managers and designers, to build and launch product prototypes autonomously.
At an unnamed Sequoia portfolio company, the top 5% to 10% of engineers who utilized AI tools increased their code output by a factor of three compared to the previous year.
Walmart is 20 times larger today than it was in 1997, demonstrating its ability to adapt to the e-commerce paradigm shift initiated by companies like Amazon.
Sequoia Capital prioritizes being a net liquidity provider to its Limited Partners (LPs) over tracking Assets Under Management (AUM) as its primary success metric.
Major liquidity events for Sequoia Capital included exits from Airbnb, DoorDash, Unity, Snowflake, Mongo, and Square.
The threshold for a portfolio company to be considered "legendary" at Sequoia Capital has increased from a $100 million gain in the past to over a $1 billion gain today.
In the current AI-driven technology cycle, companies are achieving zero to $10 million in Annual Recurring Revenue (ARR) in unprecedentedly fast time frames.
Sequoia Capital's most successful venture fund had a 50% write-off rate.