Sequoia Capital Activity

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

3 investments

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

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

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 2026

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

3 team changes· 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

Team Change

Roelof Botha stepped down as managing partner following a leadership transition.

Roelof Botha stepped down as managing partner

Sequoia Capital

wsj.comNOV 2025

NOV 2025

New Fund

Announced $750M Series A fund and $200M seed fund, emphasizing continued focus on 'only as good as our next investment.'

Two new early-stage funds ($950M total)

Sequoia Capital

techcrunch.comOCT 2025

OCT 2025

Essay

Essay analyzing eight historical technological transformations of retail and forecasting five ways AI will reshape the sector.

The $1T Opportunity to Build the Next Amazon in Retail

Sequoia Capital

sequoiacap.comAUG 14, 2025

AUG 14, 2025