Konstantine Buhler

Today, we're honored to announce that Sequoia Capital is co-leading Waymo's $16 billion investment round alongside Dragoneer Investment Group and DST Global. It reflects a simple truth: the age of ...

Ten years ago my close friends and classmates Peter Colis and Lingke W. started a business. They noticed how complicated life insurance was and were surprised by how hard it was to get a decent pol...

Seven years ago we launched submissions for the first Forbes AI 50 list! We had conviction that AI would become the most important technology trend and wanted a list that separated signal from nois...

The hardest part of scaling isn’t hiring, it’s keeping the "glue" intact. Here’s a cool case study from two Sequoia companies helping each other move faster using AI. As Clay rocketed to a $3.1B ...

Stanislas has consistently called AI trends with high precision and foresight. Love his posts.

I'm co-hosting an event on Thursday in SF for builders from a few PortCo's & other AI-Native companies. I'll be on a short panel with Dust.tt, Linear, and Vanta, followed by bites, drinks, and ope...

A history of business in a simple, three-act play: 1. A company offers a product. 2. A new technology emerges. 3. The company that best uses the new technology to make that product wins the market....

Netflix recently entered into a definitive agreement to buy Warner Brothers for over $82B in Enterprise Value. It's being called the biggest, most consequential deal in Hollywood history. The purch...

We are ~10 orders of magnitude away from theoretical power efficiency in computing. That's up to 10,000,000,000 times less efficient than we could be! It’s no surprise AI scaling is hitting a pow...

Thanksgiving may be over, but it's still a good time to celebrate friends 👏🏼🎉 Almost a decade ago, my great friends Filip Kaliszan, Hans Robertson, James Ren and Benjamin Bercovitz had a simple bu...

A new report from Anthropic shows an AI autonomously hacking into computer systems. This is a glimpse into the future of cybersecurity. To unpack this, XBOW's Head of Security, Nico Waisman, and H...

Open source AI is making a comeback! For a while, it seemed like the future of AI would be dominated by a handful of closed-source giants. That narrative is changing, fast. NVIDIA's expanding pa...

"To be nobody-but-yourself - in a world which is doing its best, night and day, to make you everybody else - means to fight the hardest battle which any human being can fight; and never stop fighti...

Fantastic to see NVIDIA crush their Q3 2026 Earnings. Record $57.0 billion of Revenue, up 62% year-over-year (Y/Y) and 22% quarter-over-quarter (Q/Q), beating analyst expectations of around $54.9 ...

Tech markets are feeling some jitters today. When things get volatile, I find it helpful to zoom out and look at the data visually. To that end, I built a simple app for myself to track the perfor...

Anthropic just shared the first major publicly documented AI cyber attack...it should be a wake-up call for everyone. In mid-September, Anthropic uncovered a sophisticated espionage campaign by a...

If you've ever built a company, you know the feeling... You finish the product. You pitch it to the customer. They love it. They want to onboard as quickly as possible. They hand you over to their...

In this week’s Training Data Bill Peebles, Thomas Dimson, and Rohan Sahai from OpenAI talk about Sora 2’s jump in capabilities: from space-time tokens & physics-aware AI to rethinking social feeds ...

Roelof Botha is an outstanding outlier in almost every way. Over the eight years, he has afforded me and my partners the education of a lifetime. By handing over Stewardship to the next generation,...

Huge congratulations to the team at XBOW for being named to Fortune’s 2026 Cyber60 list as the winner in the Early Growth Stage category! This list recognizes the top cyber companies in venture. F...