BREAKING
Sequoia Accelerates Its AI Push
0
$B
expansion fund
0
$M
Etched round
0
$B
Etched valuation
A Hands-On Deal Playbook
1
Source
↓
2
Inspect
↓
3
Court
↓
4
Lead
Portfolio Gains and Missed Deals
Current reach
Portfolio
●
OpenAI and Anthropic
●
Etched and Physical Intelligence
Earlier misses
Pressure
●
Anysphere at an earlier stage
●
Mercor at seed
Expansion Capital Roughly Doubles
2022 fund
3.4
2026 fund
7
Execution Will Decide the Outcome
AI NEWS BLITZ
Sequoia is pursuing AI deals more aggressively under two new leaders.