09 Dec 2025
1h 9m

Uncapped #36 | Pat Grady & Alfred Lin from Sequoia

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Uncapped with Jack Altman

The podcast features Jack Altman interviewing Pat Grady and Speaker 3 about their roles as stewards at Sequoia Capital. They discuss the firm's investment philosophy, emphasizing the importance of conviction over consensus and enabling individual partners to leverage their unique strengths. The conversation covers how Sequoia manages inputs and outputs, focusing on values and capabilities, and the importance of identifying outlier founders and companies. They delve into the specifics of sourcing, picking, and winning deals, highlighting the need for courage, curiosity, and a long-term perspective. The discussion also touches on building trust with founders and the qualities of effective board members, concluding with a reflection on maintaining stability and continuous improvement within the firm.

Outlines

Part 1: Investment Philosophy and Sourcing

Part 2: Picking and Coaching

Part 3: Winning and Building

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