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  1. Sequoia Capital10 min

    From Early Failures to ‘Clash of Clans’ and ‘Brawl Stars’ - Supercell ft Ilkka Paananen

    Ilkka Paananen, Maya Hoffree, Joost van Dreunen, Roelof Botha

    Supercell established a unique corporate structure known as "cells" that empowers individual game teams with startup-like autonomy, a strategy that enabled leaders to cancel their initial €8 million investment in the Facebook title *Gunshine* to pivot successfully toward mobile platforms. This bold approach fostered a culture where project failures are celebrated as learning experiments, ultimately leading to the creation of industry-defining hits like *Clash of Clans* and *Hay Day* that currently command 60% of total industry playtime. Now fifteen years old, the company continues to navigate the high barrier of launching new titles by embracing increased risk-taking, aiming to emulate the century-long legacy of Nintendo or LEGO while maintaining operational excellence.

  2. Sequoia Capital17 min

    Reinventing Delivery with Instant Drone Transport ft Zipline's Keller Cliffton -

    Keller Cliffton, Roelof Botha, Keenan Wyrobek, Ryan Oxenhorn, Maggie Jim, Alfred Lin

    Zipline CEO Keller Clifton transformed his company from a failed consumer robotics venture into the world's largest autonomous logistics network by pivoting to medical supply delivery in Rwanda, where a partnership with the government addressed critical health crises caused by poor infrastructure. After securing NASA collaboration and achieving a historic U.S. regulatory milestone for nationwide Beyond Visual Line of Sight flights, the organization scaled to serve over 5,000 facilities globally while introducing a novel string-based urban delivery system. This evolution, driven by the founders' persistence through early investor skepticism and technical failures, established a resilient infrastructure that now connects remote hospitals and urban centers alike.

  3. Sequoia Capital19 min

    The Data Center is the New Unit of Compute: Crusoe CEO Chase Lochmiller

    Chase Lochmiller, David Kahn, Pat

    Crusoe Energy is rapidly constructing massive AI factories in Abilene, Texas, leveraging a vertically integrated supply chain to deliver gigawatts of power capacity decades ahead of traditional utility timelines. By repurposing stranded renewable energy and deploying advanced cooling architectures, the company accelerates the shift toward sovereign AI infrastructure while addressing critical bottlenecks in power and hardware availability. Founder Chase Lockmiller positions this industrial-scale approach as the mechanism to manufacture intelligence, creating a resilient foundation for the next phase of artificial general intelligence.

  4. Sequoia Capital7 min

    What's next for AI agents ft. LangChain's Harrison Chase

    Harrison Chase

    Harrison Chase positions LangChain as the dominant generative orchestration platform, while defining agent systems as loop-based entities that utilize language models to plan, act, and observe external tools. To address current reliability gaps in complex reasoning, the discourse advocates for "flow engineering" strategies that offload planning logic to human-designed state machines and introduces a "rewind and edit" user experience to facilitate human-in-the-loop correction. Furthermore, the next generation of agent applications is expected to integrate distinct procedural and personalized memory architectures, enabling systems to retain specific workflows and user preferences for enhanced personalization and task completion.