Sequoia Capital | Activity | F4

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F4/Sequoia Capital/Activity

Sequoia Capital Activity

Every public signal F4 has attached to this firm, with sources and cross-entity links.

Types

Time range

3 investmentsShow all

Investment

Invested in Reflection AI (DeepSeek alternative), facilitating $500M Nvidia partnership.

Reflection AI

Reflection AI Sequoia Capital

techcrunch.com

Added recently

Investment

Backed AI reliability engineering platform Traversal, connecting with 30+ potential customers.

Traversal

Traversal Sequoia Capital

techcrunch.com

Added recently

Investment

Led seed investment in security testing platform Xbow, recruiting former Databricks CRO to board.

Xbow

Xbow Sequoia Capital

techcrunch.com

Added recently

3 new funds· APR 2026Show all

New Fund

Closed Expansion Fund with $7B, nearly double the 2022 vehicle, under new leadership.

Expansion Fund

Sequoia Capital

techcrunch.comAPR 16, 2026

APR 16, 2026

New Fund

Sequoia Capital closed a $7 billion expansion strategy fund focused on late-stage AI investments under new co-stewards Alfred Lin and Pat Grady.

$7 Billion Expansion Strategy Fund

Sequoia Capital

techcrunch.comAPR 2026

bloomberg.com

APR 2026

New Fund

Closed $7B expansion strategy fund for late-stage AI investments under new leadership (Alfred Lin and Pat Grady as co-stewards).

Expansion Strategy Fund ($7B)

Sequoia Capital

techcrunch.comAPR 2026

APR 2026

Exit

Portfolio company Rec Room shut down operations and sold select assets to Snap after failing to achieve profitability.

Recroom

Recroom Sequoia Capital

roadtovr.comMAR 2026

MAR 2026

3 essays· DEC 2025 – MAR 2026Show all

Essay

Thesis on AI-native services replacing traditional software as the dominant business model.

Services: The New Software

Sequoia Capital

sequoiacap.comMAR 2026

sequoiacap.com

MAR 2026

Essay

Published thesis on AGI and long-horizon agents as a functional definition of artificial general intelligence.

2026: This is AGI

Sequoia Capital

sequoiacap.comJAN 14, 2026

sequoiacap.com

JAN 14, 2026

Essay

Essay on the divergence between frontier model development and consumer-facing AI applications.

AI in 2026: A Tale of Two AIs

Sequoia Capital

sequoiacap.comDEC 3, 2025

sequoiacap.com

DEC 3, 2025

Team Change

Alfred Lin and Pat Grady succeeded Roelof Botha as joint managing partners (co-stewards) of Sequoia Capital.

New Co-Stewards Transition

Sequoia Capital

techcrunch.comNOV 2025

NOV 2025

Investment

Led xAI's $6 billion Series C funding round.

x.ai

x.ai Sequoia Capital

techcrunch.comNOV 2025

NOV 2025

Team Change

Alfred Lin and Pat Grady became co-stewards in November 2025, leading new expansion strategy initiatives.

Alfred Lin and Pat Grady appointed as co-stewards

Sequoia Capital

techcrunch.comNOV 2025

NOV 2025

Team Change

Alfred Lin and Pat Grady elected as co-stewards in leadership restructuring.

Alfred Lin and Pat Grady elected as new co-stewards

Sequoia Capital

techcrunch.comNOV 2025

NOV 2025

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