Sequoia Capital
Alfred Lin & Pat Grady (co-stewards from Nov 2025, succeeding Roelof Botha); registered investment adviser
Generational-company backer via the evergreen Sequoia Capital Fund. In 2026 broke its own taboo by backing competing AI labs (OpenAI + SpaceX (xAI) + Anthropic) — betting the frontier-AI category is too big to pick one winner.
What to know about this record
- Not open — Not an open-ended vehicle — analysis only, not an available allocation.
Size$56B
TypeVC
Top holdingOpenAI
Positions
Key positions
OpenAI
Long-held frontier-model stake (~$852B last round)
SpaceX (xAI)
Tied to Sequoia's broad Musk relationship (X, SpaceX, Boring, Neuralink)
Anthropic
In talks Jan 2026 to join the ~$25B megaround at ~$350B+ valuation — breaking the no-compete taboo
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QAI analysis
Our take
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