{"podcast":{"title":"Uncapped with Jack Altman","slug":"uncapped-with-jack-altman-7251833","podcast_index_feed_id":7251833,"rss_url":"https://feeds.megaphone.fm/PDP4191604852","website_url":null,"image_url":"https://megaphone.imgix.net/podcasts/4f59e046-fc65-11ef-95e4-6f1fe969e3f6/image/f476884f6c283614adac9f78c6a206ec.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress","author":"Alt Capital","episode_count":54,"summary":"Conversations with people I admire about things I’m genuinely interested in.","last_synced_at":"2026-07-15T04:17:37.114625+00:00","page_url":"https://stenobird.com/podcast/uncapped-with-jack-altman-7251833"},"episode":{"title":"Uncapped #36 | Pat Grady & Alfred Lin from Sequoia","slug":"uncapped-36-pat-grady-alfred-lin-from-sequoia","published_at":"2025-12-09T10:00:00+00:00","page_url":"https://stenobird.com/podcast/uncapped-with-jack-altman-7251833/uncapped-36-pat-grady-alfred-lin-from-sequoia","show_page_url":"https://stenobird.com/podcast/uncapped-with-jack-altman-7251833","url":"https://traffic.megaphone.fm/PDP8529751172.mp3","audio_url":"https://traffic.megaphone.fm/PDP8529751172.mp3","summary":"Pat Grady and Alfred Lin are partners at Sequoia and were recently named as the storied firm’s new co-stewards. Alfred joined the firm in 2010, where he has led major investments into category-defining companies like Airbnb, DoorDash, and Kalshi. Pat has been a partner at the firm for nearly 19 years and has led Sequoia’s growth-stage investing since 2015, backing companies like Snowflake, OpenAI, and Harvey. In this episode, we unpack how Sequoia actually works: their partnership model, how they pick outliers, and what stewardship means inside one of the most respected firms in venture capital. Some highlights: Consensus doesn’t matter, conviction does Freedom within frameworks: see, pick, win, help, harvest Mid-funnel decisions are the most important The two fears that lead to bad decisions To do this business well, you need courage --- Timestamps: (0:00) Intro (1:01) Initial mindset as stewards (4:30) The business of outliers (6:27) Managing the inputs in venture (12:11) Sourcing coverage goals (17:57) Seeing the right companies (22:36) Proprietary map of talent (24:39) The impact of great engineers (29:06) Picking winners with conviction (36:26) Coaching asymmetry into picking (43:16) Mentoring younger investors (46:45) Frameworks on picking (53:20) What it takes to win (58:32) How to onboard with a founder (1:02:59) Proudest board seats (1:06:12) 2026 in the new roles --- More on Pat & Alfred: https://sequoiacap.com/ https://x.com/gradypb https://x.com/Alfred_Lin More on Jack: https://www.altcap.com/ https://x.com/jaltma --- https://linktr.ee/uncappedpod Email: friends@uncappedpod.com","meta_description":"Pat Grady and Alfred Lin are partners at Sequoia and were recently named as the storied firm’s new co-stewards. Alfred joined the firm in 2010, where he h…","key_points":[],"chapters":[],"topics":[],"duration_seconds":4178,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/uncapped-with-jack-altman-7251833/episodes/uncapped-36-pat-grady-alfred-lin-from-sequoia/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/uncapped-with-jack-altman-7251833/uncapped-36-pat-grady-alfred-lin-from-sequoia.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}