Jeff Wang

I do think there are more threats on Google's business than there have been ever in the company's history. I think Nvidia's price is reasonable if you think it's going to continue to keep going. For us, 70% of our research process is actually upfront on the theme and only 30% on the actual company. You have to be a pirate interpreting a treasure map. We need to sail to the right island.

I do think there are more threats on Google's business than there have been ever in the company's history. I think Nvidia's price is reasonable if you think it's going to continue to keep going. For us, 70% of our research process is actually upfront on the theme and only 30% on the actual company. You have to be a pirate interpreting a treasure map. We need to sail to the right island.

I do think there are more threats on Google's business than there have been ever in the company's history. I think Nvidia's price is reasonable if you think it's going to continue to keep going. For us, 70% of our research process is actually upfront on the theme and only 30% on the actual company. You have to be a pirate interpreting a treasure map. We need to sail to the right island.

Now, if we don't sail to the right island, it doesn't really matter which ship you picked. Those are just not good investments.

Now, if we don't sail to the right island, it doesn't really matter which ship you picked. Those are just not good investments.

Now, if we don't sail to the right island, it doesn't really matter which ship you picked. Those are just not good investments.

Oh, thank you so much for having me on the pod. By the way, I did see your tweet the other day about your frustration with folks going on the podcast circuit. This is my first podcast ever, and I don't expect to do them regularly. So I've been listening to your pod for a long time. Sequoia folks have had such good things to say about you. And so I'm super excited to be on.

Oh, thank you so much for having me on the pod. By the way, I did see your tweet the other day about your frustration with folks going on the podcast circuit. This is my first podcast ever, and I don't expect to do them regularly. So I've been listening to your pod for a long time. Sequoia folks have had such good things to say about you. And so I'm super excited to be on.

Oh, thank you so much for having me on the pod. By the way, I did see your tweet the other day about your frustration with folks going on the podcast circuit. This is my first podcast ever, and I don't expect to do them regularly. So I've been listening to your pod for a long time. Sequoia folks have had such good things to say about you. And so I'm super excited to be on.

Yeah. So it sounds like, Harry, you're asking me why I made the decision to join a hedge fund that hadn't even launched yet. Pretty much. So we started SCGE or Sequoia Capital Global Equities in 2009. And it was really hatched actually by Jim Getz originally. So he worked with Michael, Doug, and Ruloff to really get it off the ground.

Yeah. So it sounds like, Harry, you're asking me why I made the decision to join a hedge fund that hadn't even launched yet. Pretty much. So we started SCGE or Sequoia Capital Global Equities in 2009. And it was really hatched actually by Jim Getz originally. So he worked with Michael, Doug, and Ruloff to really get it off the ground.

Yeah. So it sounds like, Harry, you're asking me why I made the decision to join a hedge fund that hadn't even launched yet. Pretty much. So we started SCGE or Sequoia Capital Global Equities in 2009. And it was really hatched actually by Jim Getz originally. So he worked with Michael, Doug, and Ruloff to really get it off the ground.

And I joined a year later in 2010 before we externally launched and raised money from LPs. I think I joined for the same reason that most people join a startup. I believed in the mission, and this was to build a world-class public equities business, partnered with Sequoia Capital, which I believed at the time and still consider to be the best venture capital firm in the world.

And I joined a year later in 2010 before we externally launched and raised money from LPs. I think I joined for the same reason that most people join a startup. I believed in the mission, and this was to build a world-class public equities business, partnered with Sequoia Capital, which I believed at the time and still consider to be the best venture capital firm in the world.

And I joined a year later in 2010 before we externally launched and raised money from LPs. I think I joined for the same reason that most people join a startup. I believed in the mission, and this was to build a world-class public equities business, partnered with Sequoia Capital, which I believed at the time and still consider to be the best venture capital firm in the world.

And so I joined as an early employee. We had 50 million of internal capital. We now manage about 9 billion of mostly external LP capital, but that internal capital amount is also now about a billion. The portfolio is about two thirds public and then one third private. And that one third private is almost exclusively co-investments with Sequoia.

And so I joined as an early employee. We had 50 million of internal capital. We now manage about 9 billion of mostly external LP capital, but that internal capital amount is also now about a billion. The portfolio is about two thirds public and then one third private. And that one third private is almost exclusively co-investments with Sequoia.

And so I joined as an early employee. We had 50 million of internal capital. We now manage about 9 billion of mostly external LP capital, but that internal capital amount is also now about a billion. The portfolio is about two thirds public and then one third private. And that one third private is almost exclusively co-investments with Sequoia.

And so when the SEG opportunity came along, I was super intrigued because it was a chance to go build a public equities business that had true ecosystem advantages in technology. And I believe those advantages would translate into the public markets. I was also encouraged by the support and backing that SCG had from Sequoia's most senior leaders like Jim and Doug and Michael and Ruloff.

And so when the SEG opportunity came along, I was super intrigued because it was a chance to go build a public equities business that had true ecosystem advantages in technology. And I believe those advantages would translate into the public markets. I was also encouraged by the support and backing that SCG had from Sequoia's most senior leaders like Jim and Doug and Michael and Ruloff.