Special: Sequoia Capital's Investment Playbook (with Alfred Lin)

We cover Sequoia Capital a lot on this show. Not only across our now four(!) dedicated episodes, but across a stunning nearly 50% of recent season companies where Sequoia was a primary or only investor — the most of any venture firm by an enormous margin. Today in this very special episode, we dive into the principles that have led to the firm's 49 years of unparalleled success in venture, and the playbook behind how they identify markets and companies that create outcomes worthy of the firm's namesake tree.  If you love Acquired and want more, join our LP Community for access to over 50 LP-only episodes, monthly Zoom calls, and live access for big events like emergency pods and book club discussions with authors. We can't wait to see you there. Join here at: https://acquired.fm/lp/ Sponsors: Statsig: https://bit.ly/acquiredstatsig24 Vanta: https://bit.ly/acquiredvanta Crusoe: https://bit.ly/acquiredcrusoe The Sequoia Capital Playbook is available on our website at https://www.acquired.fm/episodes/special-sequoia-capitals-investment-playbook-with-alfred-lin Links:Our two-part Sequoia history: Part I: https://www.acquired.fm/episodes/sequoia-capital-part-1Part II:  https://www.acquired.fm/episodes/sequoia-capital-part-ii-with-doug-leoneDon Valentine's talk at Stanford GSB: https://www.youtube.com/watch?v=nKN-abRJMEw&t=2555sOur conversation about Sequoia's Black Swan Memo with Roelof Botha: https://www.acquired.fm/episodes/sequoias-black-swan-memo