Co-Founder/Co-CEO @Ithaca_Holdings || Partner @Sequoia || @Instacart COO/CFO before || @GlueGuys_Pod
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Today we announced an agreement to acquire Bumble.
Over the past six months, we’ve looked at hundreds of companies, asking which businesses would become more valuable as AI advances.
Bumble stood out.
As intelligence becomes more abundant, we believe connecting with the right person and forming meaningful relationships will become even more precious. And frontier technology can help more people find and build those relationships.
Our purpose at Ithaca is to apply frontier technology to things that matter. We acquire enduring businesses, transform them with technology, and hold for the long term. We focus on businesses not only for their financial potential but their ability to enrich lives.
Whitney and her team have built something extraordinary. Millions of relationships began on Bumble, and we’re honored to help take it into its next era. Together we intend to build the best company in the world for helping people find each other.
Let’s get to work.
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Faire found a giant market that was hiding in plain sight, built an incredible product that improves with data and scale…and now has the opportunity to compound for a very very long time
It was great getting to share our vision, and the progress we’re making towards it, with Kelly Cloonan at The Wall Street Journal: wsj.com/business/retail/excl…
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I can’t quite believe how well Patrick captured Michael in these 90 mins. You should listen. I would also echo Jim’s description of working with Michael: “a privilege, occasionally intimidating, and often a joy”
i had the good fortune to be mentored by “mm” when i joined sequoia, shadowing him my first year and learning more than i imagined. working alongside him was a privilege, occasionally intimidating, and often a joy. props to patrick for drawing out the wit, charm and heart of sir michael. left me smiling and misty-eyed. well worth a listen. @sequoia
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Ravi Gupta retweeted
🚨 NEW GLUE GUYS EPISODE 🚨
@JonScheyer joins the show.
The @DukeMBB head coach sits down with the guys to talk about carrying Coach K’s legacy forward, reshaping Duke for the NIL era, and the pressure that comes with leading one of college basketball’s most iconic programs.
Watch the full episode here: youtu.be/a_wtgUswQZE
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The possibilities with these personas are endless and stunningly good.
We spent the first 15 mins of our last board meeting geeking out over them.
Today, Sierra’s launching Voice Personas, which enable you to give your agent not just a voice, but a personality. Voice AIs shouldn't sound the same. It's time to empower every company to define their own brand voice. And we had a ton of fun messing around, as you’ll see in the video.
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The shift from one and done agents having a conversation to contain cost to long horizon ones doing tasks for months to drive revenue growth for businesses is underway - so happy the TakeOff team is joining @SierraPlatform to make it happen even faster
I’m incredibly excited to share that Sierra is acquiring TakeOff, the leader in long-horizon AI agents. @claybavor and I couldn't be more excited to welcome @letsleverup and the entire TakeOff team.
In less than a year, they've built something truly special: an agent platform that delivers real business outcomes, is beloved by customers, and is growing incredibly quickly. Their maniacal focus on revenue driving, long-horizon agents has taken them from 0 to near 8 figures in revenue across several 7 figure contracts since the start of this year.
As we got to know the team, it became clear we were making the same bet: that fully autonomous agents would perform human-level work at software scale and that the largest businesses in AI would be built around outcomes, not inference. Takeoff has built an exceptional platform and team to make that real, and together we’re excited to build the leading company in long-horizon AI agents.
Welcome, Aakash and the Takeoff team. x.com/letsleverup/status/208…
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Conviction is a remarkable firm...intense, curious, insightful and bold when they believe. @saranormous and @mvernal are building something special. We are very proud to be working with them.
Sarah runs Conviction more like a startup than an investment firm.
She’s more in the operational weeds than typical investors, but has also been very early to many of this generations (so far) defining companies.
Maybe the simplest point is: she’s at the top of LP’s wishlist, and her competitors respect the hell out of her.
Our profile of her and her firm:
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Avani and I are also eternally grateful to you, @mvernal, for introducing us to Susan and John!
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It is genuinely inspiring to see someone be so damn good at their job. Proud of you and proud to know you, @ericvishria. Thank you for setting a standard for excellence that is makes all of us work to be better.
As our kids have gotten a little bit older, I've been trying to find ways to talk to them about what it takes to be successful in any discipline - arts, academics, athletics, whatever...
Here's where I'm at:
You have to work really hard,
work smart,
and stick with it for a long time
to give luck the best chance to find you.
I think it captures all the core elements, and interestingly sparked reflections of the talented classmate that didn't apply themselves or the person who grinded but didn't work smart. Also the person who just got really lucky.
Welcome feedback!
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Christina and the team at Vanta are so good
It took us two years to grow from $10 mm to $100 mm in Annual Recurring Revenue and 15 months to reach $200 mm. Nine months later, we crossed $300 mm. Vanta’s growth rate increased each of the past four quarters – compounding really is the eighth wonder of the world!
“But wait,” you might be thinking. “How does a software company founded before 2022 *increase* its growth rate?” Narrative violation!
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The guy who rebuilt Google Maps in a weekend without ai is showing you what’s possible now with ai
Today, Sierra is releasing Ghostwriter, our agent for building agents. With Ghostwriter, you can create an AI agent for your customer experience — one that can chat, pick up the phone, speak dozens of languages, take action on your systems of record, and be protected with industry-leading guardrails — simply by having a conversation. No clicking, no forms, no menus.
Codex and Claude Code have transformed how we build software, making it possible for software engineers to orchestrate and review the work rather than doing all the work themselves. We think the same transformation will happen for all software. Rather than every enterprise app having a web app for humans and an API for automation, every software platform’s UI will be an agent that can do the work on your behalf.
I recorded a demo of my building and optimizing an agent with Ghostwriter so you can see how powerful and easy it is to use. It’s completely changed the way our early adopters build agents, and it’s changed the way I think about the software industry. Let me know what you think, and, if you’re interested in trying it out at your business, please reach out directly.
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One of my favorite quotes comes from Bob Myers. He says you should aspire to live a live where: “The people who know you the best should love you the most.” No one embodies this more than Carl Eschenbach. I’m so happy for you my friend. Welcome home.
It’s time to return to the place where I know I can have the most impact. I am beyond excited to be rejoining @sequoia as a Partner. Here is what I shared with @gradypb @alfred_lin on how I am approaching my next chapter.
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“To get what you want, you have to deserve what you want.” - Charlie Munger
So much respect and admiration for @JoshuaKushner
This is my second conversation with @JoshuaKushner.
Josh started Thrive in 2011 and the firm now manages ~$50 billion. We cover the iconic investments that defined it: Instagram, Stripe, GitHub, and spend a lot of time on OpenAI. He explains how Thrive thinks about investing today and the three categories they're currently focused on.
Josh also talks about how he built the firm – why they keep the team so small, why concentration is core to what they do, and what he's learned from A24 about enabling artists to create their best work.
Throughout the conversation, Josh shares the personal stories that shaped him, from his grandmother surviving the Holocaust to lessons from Stan Druckenmiller and Jon Winkelried at formative moments in Thrive's history.
Enjoy!
open.spotify.com/episode/7nR…
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And thank you to @patrick_oshag for being so good at his job that he can teach you new things about old friends
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At the top of his game and only getting better….
If you’ve ever seen a tweet of mine and thought “I wanna hear 2 hours of this guy” today is your lucky day
We talked about investing, Sequoia lore, and I shared some of my favorite stories about my partners and founders.
First podcast, enjoy!
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Advice on how to have agency with ai agents
AI is your ghostwriter, but you are the author.
I was speaking with my friend Arya about the complex dynamics software teams face now that most code is being generated by AI agents. There are very few natural bottlenecks to code “slop” - features over quality, and functionality over polish.
I have made a point of banning speaking about AI as the author of code. Codex/Claude didn’t write that code, just like your table saw didn’t cut the wood - you did, with the help of AI. If we start speaking about AI that way, we remove the accountability of the engineer for the quality of the system they are producing.
Arya put it succinctly in a way that I hadn’t heard before: AI is your ghostwriter, but you are the author. It’s your name on the cover of the book.
I think the next year of software engineering will be building out the tools that enable all of us to be proud to sign our name to and take accountability for the increasingly complex systems we produce with our agents.
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Ravi Gupta retweeted
These are glasses for Guinness cans which are 15 oz. In our Cheeky Pint pub, we serve Guinness from a keg in regulation 20 oz glasses.
Contrary to vicious rumours this was not Guinness 00.
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Sierra is a generational company in the making
After Sierra reached $100M in ARR in seven quarters, we followed with our first-ever $50M quarter — kicking off our third year with over $150M in ARR. @claybavor
and I so grateful to every customer who partnered with us this year sierra.ai/blog/year-two-in-r…
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