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  1. Sequoia Capital43 min

    The Wartime CEO: Vlad Tenev of Robinhood

    Vlad Tenev, Andrew

    Robinhood CEO Vlad Tenev leverages a "wartime mentality" to navigate high-stakes crises like the GameStop frenzy and 2022 market crash by prioritizing immediate capital raises and transparent communication over panic. By rejecting traditional planning cycles and enforcing a "never waste a crisis" philosophy, the company has successfully pivoted its business model while rebuilding customer trust through sustained product execution rather than short-term fixes. This leadership approach emphasizes operational agility, long-term vision arcs, and direct customer engagement to maintain scalability and stability amid volatile financial landscapes.

  2. Sequoia Capital40 min

    Why Vlad Tenev and Tudor Achim of Harmonic Think AI Is About to Change Math—and Why It Matters

    Vlad Tenev, Tudor Achim, Sonya Huang, Pat Grady

    Harmonic, led by Robinhood CEO Vlad Todorovic and co-founder Tudor, is developing math-specialized superintelligence by utilizing the Lean formal verification language to generate synthetic training data and enable objective, self-correcting reinforcement learning. This approach targets the exhaustion of static internet data by creating an unbounded progression of rigorous mathematical proofs, with projected milestones including winning the International Mathematical Olympiad by 2025 and solving Millennium Prize problems by 2029. By shifting human mathematicians toward strategic problem selection and applying this reasoning framework to software verification and theoretical physics, the company aims to achieve superhuman deductive capabilities that transcend the limitations of current large language models.