Welcome

I’m a partner at Sequoia. Before that, I was General Partner & COO of Venture at Coatue, where I led investments in companies like HuggingFace, Runway, and Supabase. I also joined the boards of Weights & Biases and Replit.

I’ve been writing about AI on Sequoia’s blog. This all started with AI’s $200B question (which ballooned into AI’s $600B question) and has become a way for me to process my learnings on AI. I’ll post all of my new articles here.

About me

I’m a NYC native and an identical twin. I studied computer science at Penn and now live in Palo Alto, CA with my wife (and soon!) baby boy.

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Writing about AI, tech, and startups. Partner at Sequoia. Author of AI's $600B Question.

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