Sequoia's Shaun Maguire: VC competition fiercest ever as AI wins pile up
ditzikow · x · 2026-09-06
Sequoia partner Shaun Maguire posted a roundup of recent AI-era VC wins: Cursor, OpenRouter and Hugging Face deliver big outcomes for a16z, Thrive and Lux; Founders Fund plus Valor hold a generational SpaceX win with Anduril on the horizon; Benchmark hit with Cerebras and Cursor; Spark got in early on Anthropic; Khosla bet early on OpenAI. Ten years into the job, he says competition has never been fiercer — yet the pie has never been bigger. SPC's adityaag reshared it, aspiring to make such lists and name-checking Kleiner Perkins' Ilya Fushman and Mamoon Hamid.
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