Sequoia Partner Shares AI Landscape Notes with LPs

Sequoia partner Pat Grady published an internal LP meeting recording with Boston College sharing frontline AI observations, including a startup's valuation jumping from $110M to $3.4B and JEV reaching $100M revenue in a week. Investors highlighted the widening gap between AI capability and adoption.

2026-09-26 ~ 2026-09-27 · 3 related posts

• YC partner shares candid AI landscape briefing recorded for Boston College's investment committee — garrytan · 2026-09-26
• Sequoia's Pat Grady shares LP meeting: AI startup valuations jump from $110M to $3.4B in a month — multiply_matrix · 2026-09-27
• VC: Capability-adoption gap bigger than anything I've seen; AI investor talk goes public — avlok · 2026-09-27