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Company

Sequoia Capital

Sequoia Capital is a Silicon Valley venture capital firm investing in technology startups from seed to growth stages, including many AI companies.

Known aliases

  • Sequoia

Current stories

investOne report1 publisher

Valar Atomics sues its earliest institutional backer over pro rata rights in a $1 billion round

Valar Atomics sued Day One Ventures in Delaware over pro rata rights in a Series B of roughly $1 billion at about $6 billion. Panelist Rory O'Driscoll put Day One's stake at around $300 million on paper, against a contested right to invest perhaps $10 million to $15 million.

Publishers:saastr.com

Reality

Evidence35
Adoption
Not scored
Hype gap
Not scored
Incentives60
Confidence40
investConfirmed4 publishers

Sequoia leads a $30 million seed for Catalyst's AI agents that trade for retail investors

Sequoia led a $30 million seed round in Catalyst, a startup founded in 2025 to build AI trading agents for retail investors. How closely users check each agent-built trade before it runs will decide how much of the investing judgement sits with software.

Perspective Coverage

4 publishers
Builder
Builder 29%
Operator
Operator 30%
Investor
Investor 41%

Reality

Evidence55
Adoption20
Hype gap+45
Incentives70
Confidence60
buildConfirmed7 publishers

Andreessen Horowitz leads a reported $870M round for Jev maker TypeSafe

Andreessen Horowitz led a financing of about $870 million in TypeSafe at a $7.5 billion valuation, Bloomberg reported. The money backs Jev, a model that hands software a choice plus a probability, and its use to builders depends on those probabilities matching how often it is right.

Perspective Coverage

8 publishers
Builder
Builder 38%
Operator
Operator 23%
Investor
Investor 39%

Reality

Evidence50
Adoption30
Hype gap+45
Incentives70
Confidence60
investConfirmed6 publishers

Mecka raises $60 million Series B led by Sequoia; prior ~$500M valuation talk not tied to this round

Sequoia led a $60 million Series B in Mecka AI, joined by Nvidia, Qualcomm and Microsoft's M12. TechCrunch's reported $500 million valuation is at most five times the $100 million-plus run-rate Crypto Briefing cites, a low price for data sold as scarce.

Perspective Coverage

7 publishers
Builder
Builder 34%
Operator
Operator 19%
Investor
Investor 47%

Reality

Evidence55
Adoption45
Hype gap+30
Incentives60
Confidence60
investOne report1 publisher

Busiest venture firms did more Q3 deals while total funding fell, Crunchbase data shows

Andreessen Horowitz, Insight and Sequoia were among at least 22 investors in 10 or more Q3 venture rounds, most of them doing more deals as funding fell. Crunchbase ties the lower total to the absence of new record AI megarounds, while its lead-investor dollar rankings turn on a few multi-billion checks.

Reality

Evidence60
Adoption
Not scored
Hype gap+20
Incentives30
Confidence55
productConfirmed4 publishers

Sequoia, First Round and Hummingbird put $38M behind Healthleap's overnight reading of hospital notes

Healthleap has raised $38 million for software that reads clinicians' notes overnight to flag malnutrition and delirium. Whether a hospital earns back the fee depends on someone acting on each flag and on finance agreeing how to credit the savings.

Perspective Coverage

6 publishers
Builder
Builder 26%
Operator
Operator 36%
Investor
Investor 38%

Reality

Evidence48
Adoption55
Hype gap+30
Incentives70
Confidence62
investConfirmed8 publishers

RobCo's employee share sale values the Munich robot maker above $1 billion

RobCo staff sold most of a $40 million share block at terms valuing the Munich robot maker above $1 billion, twice January's price. Most of the cash went to the sellers, so the figure measures demand for physical AI more than it funds RobCo.

Perspective Coverage

11 publishers
Builder
Builder 15%
Operator
Operator 31%
Investor
Investor 54%

Reality

Evidence58
Adoption32
Hype gap+35
Incentives70
Confidence60
leadershipOne report1 publisher

Venture investors keep stakes and board seats for years after US IPOs

Venture investors held over 5% of the median US venture-backed company for three to four years after listing, a study of 844 IPOs from 2002 to 2020 finds. Their boards run on control shared between funds, founders and outsiders well past the lock-up.

Reality

Evidence55
Adoption
Not scored
Hype gap+5
Incentives30
Confidence55
leadershipOne report1 publisher

Investor's test shows Instinct's AI agent can read card numbers stored in its own vault

Instinct's AI agent, from a startup valued at $10bn this week, read a stored test card number and passwords back in plain text in an investor's test. For employers whose staff use personal agents, the open question this quarter is which credentials belong in an agent's vault at all.

Publishers:benzinga.com

Reality

Evidence40
Adoption35
Hype gap+25
Incentives55
Confidence45
investOne report1 publisher

Instinct's $1 billion Series C took about a third of the week's top-ten venture equity

Instinct, a year-old AI assistant maker, raised $1 billion at a $10 billion valuation, about 35% of the equity in the week's ten biggest U.S. rounds. With eight of the ten going to AI companies, the week's venture money sat in one sector and, to a large degree, in one round.

Reality

Evidence55
Adoption
Not scored
Hype gap+10
Incentives30
Confidence60
productConfirmed3 publishers

Investors value Flow Engineering at $750 million for AI agents that check hardware designs

Flow Engineering raised a $50 million Series B at a $750 million valuation for AI agents that check hardware designs against requirements. The months-to-days speedup is Flow's own figure, so buyers should test it against how long their own design changes take to verify.

Perspective Coverage

3 publishers
Builder
Builder 30%
Operator
Operator 27%
Investor
Investor 43%

Reality

Evidence55
Adoption58
Hype gap+30
Incentives70
Confidence60
productConfirmed2 publishers

ServiceNow handed a small in-house team a startup mandate to answer Serval and Slack

ServiceNow says a small team with a founder-like mandate built Flow, its AI service desk for Slack and Teams, in three months. For IT teams whose staff already work in chat, the question is whether a desk with no setup project will still fit once request volume and complexity grow.

Reality

Evidence50
Adoption12
Hype gap+35
Incentives75
Confidence55
investConfirmed4 publishers

Salesforce pays 67 times revenue for Listen Labs and its 50-million-person research panel

Salesforce agreed to pay about $2 billion for Listen Labs, roughly 67 times the AI interview startup's $30 million in annualized revenue. The price holds up only if selling those real-customer interviews through Salesforce's clouds lifts that revenue several times over.

Perspective Coverage

4 publishers
Builder
Builder 22%
Operator
Operator 34%
Investor
Investor 44%

Reality

Evidence60
Adoption40
Hype gap+35
Incentives70
Confidence62
investConfirmed3 publishers

Flow Engineering's $750 million valuation leans on customer signal from Rivian and other clients

Flow Engineering raised $50 million at a $750 million valuation to sell AI agents that track and verify hardware design changes. Its only quantified usage comes from Rivian and counts seats and API calls, while the promised cut in design cycles from months to days is still a stated goal.

Perspective Coverage

3 publishers
Builder
Builder 31%
Operator
Operator 22%
Investor
Investor 47%

Reality

Evidence25
Adoption45
Hype gap+40
Incentives80
Confidence55
buildOne report1 publisher

Neros prices its 14,000-drone Pentagon allocation above $100 million before any contract award

Neros says the Department of War ordered 14,000 drones worth more than $100 million. The Pentagon's leaderboard lists those slots as prototype-contract finalists with no guaranteed award, so the dollar value is Neros's own figure.

Publishers:runtimewire.com

Reality

Evidence45
Adoption25
Hype gap+35
Incentives65
Confidence55
investConfirmed2 publishers

Kalshi's $40 billion round prices the prediction market at 20 times its revenue run-rate

Kalshi is in advanced talks to raise about $1 billion at a $40 billion valuation, 3.6 times the $11 billion it was worth in December 2025. Most of the volume behind that price comes from sports contracts, so the new investors are betting that regulators and courts keep allowing them.

Reality

Evidence55
Adoption60
Hype gap+20
Incentives50
Confidence55
investOne report1 publisher

Kalshi Moves to End Volume Rebate Program, Filing Cites No Reason

Kalshi will end its volume rebate on or after October 13 as the CFTC reportedly reviews over $5 billion in repeated ether perpetual trades. Kalshi says paid market makers produced those prints, leaving investors at a $40 billion valuation to judge how much liquidity was bought.

Reality

Evidence45
Adoption65
Hype gap+15
Incentives70
Confidence45
buildConfirmed3 publishers

Instinct raises $1 billion at a $10 billion valuation for an agent that operates users' phones and computers

Instinct raised $1 billion at a $10 billion valuation, four times the price TechCrunch reported for its August round. Its agent works through users' own screens and accounts, so permission and recovery are Instinct's to engineer before any app maker is asked.

Perspective Coverage

3 publishers
Builder
Builder 23%
Operator
Operator 27%
Investor
Investor 50%

Reality

Evidence55
Adoption20
Hype gap+45
Incentives60
Confidence60

Earlier coverage

  1. Instinct's valuation goes from $2.5bn to $10bn in a month on a user count it last gave at 100,000

    Invest · September 28, 2026 · Confirmed8 publishers

  2. Instinct quadruples its valuation to $10 billion while still invite-only

    Product · September 28, 2026 · Confirmed3 publishers

  3. Etched has silicon, a customer rack running, and $1bn raised in 26 days

    Product · August 18, 2026 · Confirmed4 publishers

  4. Temporal's reported $12B ask prices the boring part of the agent stack

    Invest · August 18, 2026 · Confirmed2 publishers

  5. Rillet's $1B mark puts a price on ERP displacement risk

    Invest · August 18, 2026 · Confirmed4 publishers

  6. Klarna moves its CFO search to New York, and the market reprices it as a lender

    Invest · August 20, 2026 · Confirmed3 publishers

  7. AIR Security banks $50 million six months in on a census of 17,800 untrusted AI add-ons

    Invest · September 1, 2026 · Confirmed2 publishers

  8. Harvey's $550M round prices legal AI at 39 times the ARR it just crossed

    Invest · September 9, 2026 · Confirmed2 publishers

  9. The UAE's $3bn buys about 13 per cent of a tunnelling company with one public loop

    Invest · September 10, 2026 · Confirmed2 publishers

  10. Sequoia and Kleiner Perkins double Profound's valuation to $1.8bn seven months after Lightspeed's round

    Invest · September 16, 2026 · Confirmed2 publishers

  11. Factory's $5B lands at about a tenth of Cognition's mark from seven days earlier

    Invest · September 15, 2026 · Confirmed3 publishers

  12. ElevenLabs' $29 receptionist tier answers one call at a time

    Build · September 16, 2026 · One report1 publisher

  13. Profound raises $180M to sell brands a sampled view of what buyers ask ChatGPT

    Product · September 16, 2026 · Confirmed2 publishers

  14. Chime buys its bank partner of seven years for $590M in cash

    Invest · September 13, 2026 · One report1 publisher

  15. Hugging Face's $13B process puts most teams' model pipeline under a single owner

    Build · August 23, 2026 · Confirmed2 publishers

  16. The $559M-versus-$12.3B quarter matters more than the $65B run rate

    Build · August 19, 2026 · Confirmed4 publishers