Sequoia

Felicis Founder: The Blueprint Behind 50+ Billion-Dollar Startups

Sep 8, 2026 · 1:06:05

Aydin Senkut, founder of Felicis Ventures, argues venture winners must be unconventional, crediting 50+ unicorns to outlier founders outside Silicon Valley like Shopify in Ottawa and Adyen. A former early Google employee, he recalls Larry Page saying 'no' 80% of the time and pushing 10X ideas like Gmail. He cites Felicis research: the top 1% of exits doubled in value every five years while the other 90% stagnated, making venture a needle-in-the-haystack search. He explains the 1% Founders Pledge, which funded coaching for 100+ founders, and his focus on space, defense, manufacturing and energy. He tells Ollie LPs' time-lens underwriting breaks as exits stretch, AI makes trust 10 to 100 times harder to earn, and emerging managers must prove themselves dozens of times to build a 'hit machine.'

The Eventbrite Story | Julia & Kevin Hartz

Jul 5, 2026 · 49:55

Julia and Kevin Hartz, the husband-wife co-founders of Eventbrite, recount building the world's second-largest events marketplace from a windowless phone closet with dog beds for naps, bootstrapping until product market fit emerged from tech meetups and spread organically across categories. They describe Kevin handing the CEO reins to Julia in 2016 after 10 years, the challenging integration of Tickerfly after its acquisition, and the COVID moment when revenue went negative within 14 days, prompting rapid refunds and credits that saved the company. The Hartzes also explain the sale to Bending Spoons for long-term stewardship, Kevin's $450M third fund at A* Star capital, and their joint venture Sauron, a home security business with Atomic.

The Unicorn Nobody Saw Coming | Ahmet Bahadir Ozdemir

Dec 7, 2025 · 56:43

Ahmet Bahadir Ozdemir, the accidental founder of Airalo, built the world's largest eSIM marketplace by pivoting from a ship-supply business after Apple's eSIM announcement in 2018. He started SIM4CREW for 1.7M seafarers, then killed it to launch Airalo, relying on luck and timing. First customers came from unscalable hacks—wearing Airalo shirts, fake elevator calls, and Twitter bots—until a $5,000 influencer investment cracked growth. COVID hit after raising a $5.4M Series A, but overspending forced an early raise that left enough cash to survive zero revenue, panic attacks, and a war on waste. Airalo's culture centers on empathy and individual stories, rejecting 'greater good' logic—every gigabyte used globally is the long-term goal, via a connectivity layer powering devices directly or through partners.