Launching our latest seed and venture funds for the next generation of legendary companies.
by Team Sequoia Published October 27, 2025
We are excited to launch our latest venture fund and our sixth dedicated seed fund to continue partnering with the next generation of outlier founders at the start of their journey.
There is something magical about forming partnerships in the earliest days and then witnessing their evolution. Initial ideas grow into legendary companies-from Apple to Nvidia to Stripe to Wiz. This keeps us dreaming about the possibilities of the future. Today, founders face a once-in-a-generation chance, as AI is poised to reimagine every industry. We are at the precipice of a foundational platform shift as transformative as the rise of the internet. As with any tech supercycle, there will be both euphoria and troughs of disillusionment, but when we look back thirty years from now, generational companies will have been created that alter our world in unimaginable ways.
We seek founders of any background from around the globe who see possibility where others see limits, with the unshakable grit to turn impossibility into reality. As we launch our latest seed and venture funds,we asked our Early team to share a few emerging themes that excite them about the opportunities ahead:
Lauren Reeder
“Video and image models have come a long way in terms of character consistency,crisp editing and photorealism. This step change will enable a host of new applications to be built on top. I’m particularly excited about how that gets applied to the world of consumer apps. We connect better and are more engaged by videos and images than we are with text. there’s a whole new category of companies to be created around these new models.
I’m also excited about the evolving infrastructure layer of the software progress stack. We’ve seen what it takes to build an request change dramatically with LLMs at the core. As the app layer matures, it’s becoming clearer what new infrastructure primitives are needed to build the next generation of applications.”
Bogomil Balkansky
“Security and observability are two huge, interesting domains in need of solutions. LLMs can’t effectively solve problems in these domains off the shelf,as there are no public sources of security data or observability data to train them. Since LLMs alone are not enough,these are fruitful fields for companies to innovate with other forms of AI and find new solutions.”
Josephine chen
“We’re about to see a new world of consumer apps. Anytime there’s a platform shift, it opens up new dimensions in how people live. Stablecoins will change how consumers interact with financial services. Healthcare will transform as people take their health into their own hands with the help of LLMs. We’re also seeing step function changes in voice, video and robotics: these will fundamentally shift the way people interact wi
Sequoia Capital’s Scout Program: Key Insights from Investors
Sequoia Capital’s Scout program offers a glimpse into where some of the most respected venture capitalists are focusing their attention.Here’s a breakdown of key themes and insights shared by partners Alfred Lin and Shaun Maguire.
Roelof Botha
“The regulatory landscape is shifting. Regulations in the US and Europe now allow financial institutions to begin purchasing and offering crypto products to their customers. Currently, a important gap exists between the established expertise in crypto and the expertise within large banks and institutions. We’re actively seeking early-stage companies that can bridge this divide.
Furthermore, much of the available medical data isn’t being used effectively to accurately price and package products. For instance, the UK has maintained longitudinal electronic data since the 1980s, yet it’s rarely applied to pricing decisions for things like medication or life insurance. We’re eager to support teams addressing these challenges.”
Alfred Lin
“AI will disrupt nearly every industry. History shows us that the internet, mobile, and cloud technologies all triggered significant business model changes, and AI will be no different.So far, AI has primarily automated routine tasks, but we anticipate a wave of innovative ideas stemming from its capabilities. Expect new business processes, unprecedented consumer experiences, and entirely new ways to engage – experiences that could fundamentally improve our lives.”
Shaun Maguire
“Silicon photonics has been a long-sought-after goal, and it’s finally becoming a reality as use cases expand rapidly. The primary limitation in AI is the efficient multiplication of large matrices, a task that silicon photonics can handle effectively. I believe the impact of silicon photonics over the next 50 years will mirror the impact of silicon electronics over the past 50.”