person
Roelof Botha
Senior Steward of Sequoia Capital; AI investor
Managing partner at Sequoia and one of Silicon Valley's most influential investors. Has publicly backed frontier labs while cautioning against overhyping near-term revenue.
current Senior Steward, Sequoia Capital
Strategy positions
Techno-optimismmixedtentative
Technology and markets solve risks faster than regulation creates themBullish on AI as a generational investment cycle; publicly notes the gap between AI investment and AI revenue.
The AI investment cycle is real. The revenue cycle is catching up slower than some valuations assume.
Closest strategy neighbours
by jaccard overlapOther people whose strategy tags overlap with Roelof Botha's. Overlap is on tag identity, not stance; opposites can show up if they reference the same tags.
Record last updated 2026-04-25.