ZΞfi
@zefi
Arc @sequoia
Exceptionally happy to share that I've joined @sequoia to partner with outlier early stage founders through Arc and lead our ecosystem efforts in Europe. Such an incredible team and I still don't quite believe it's real. More on Arc here: arc.sequoiacap.com
It’s a continuum of impact. Funds can do all three (money, guidance, tactical help). But the fewer ‘resources ‘a fund has the earlier they should focus on the continuum. If you haven’t closed your fund yet, close it asap so you can wire. Don’t spend time giving advice if you…
As a VC, the biggest way I help founders is by giving them money (duh). I/we can’t actually help you **do** anything But VCs can actually make a difference on outcomes by helping founders do the right thing rather than trying to help them do the thing right
Credit where it’s due. Great initiative to get talented people in to the UK government for short, high impact stints. Each tour of duty is 6-18 months. If you do this, then want to start a company, please reach out. Nice work @matthewclifford et al. sifted.eu/articles/uk-go…
🫡 how do we get more talented people from the private sector to do a tour of duty like Matt?
In 2023 @cursor_ai introduced us to vibe coding. In 2025 @ZohranKMamdani introduced us to vibe politics. The 2020s: the vibes decade.
12 years ago. What an incredible company. @DoorDash @t_xu
DoorDash (S13) is now a $100B company!
Do you work in tech? Struggle with imposter syndrome? Read expert network transcripts. Problem solved.
At Day 0 there are three variables: 1. Team 2. Market 3. Idea The likelihood of them changing is in the reverse order. The idea is a reflection of a founder’s creativity. The market is a reflection of a founder’s experience. The team is a reflection of a founder’s…
Re: Windsurf At pre-seed, the founder’s vision / idea is just a window into how they think. You can’t take it literally and evaluate the specificities. This is all team, team, team.
Your entire life will change when you realize that courage is the single most important human trait. In 1942, author C.S. Lewis offered this brilliant characterization: "Courage is not simply one of the virtues but the form of every virtue at the testing point, which means at…
Your entire life will change when you realize that courage is the single most important human trait. In 1942, author C.S. Lewis offered this brilliant characterization: "Courage is not simply one of the virtues but the form of every virtue at the testing point, which means at…
Krijn is a generational talent. We are so he excited about what he, Alex and the team are building. Delighted that we at @sequoia have partnered with Lemni.
Meet @Lemni. Set up custom Ai agents for all your customer interactions, in just minutes. So every interaction stays personal—no matter how big you grow. Try our Beta → lemni.com
Nearly two years ago my colleagues @laurenmhreeder @cornelius_menke @stephzhan wrote a piece on AI Agents. Incredible to see that future now starting to play out. sequoiacap.com/article/ai-age…

Mercor really is a team of monsters. Incredible what they've achieved in such a short space of time. Talent infrastructure has historically been a difficult market but they saw what was now possible with AI and made it happen. Great work @BrendanFoody and team. 👏👏👏
Mercor is solving talent allocation in the AI economy. The difference between greatness and failure is the right person being in the right place at the right time. Putting them there is the hardest unsolved problem in capitalism. We’re excited to announce our $100M Series B at…
Strong agree
I don't think people have fully internalized the consequences of this simple fact: any behavior that can be described on a computer, and for which it is possible in principle to collect enough data or evaluate the result automatically, *will* be doable by AI in short order.
Absolutely love this energy - thank you @christianreber for your unbridled optimisim.
EUROPE IS COMING BACK 🇪🇺 This September, Europe’s finest and most ambitious builders unite at a historic location in Berlin. Join us for a fresh dawn of European tech. All-in on Europe. europeanbuilders.com
I typically don’t post about my political views and prefer to focus on topics where I can add to the conversation, like technology and entrepreneurship. On this occasion, I feel compelled to share some of my thoughts on Germany.