Sequoia Isn’t Getting Aggressive. It’s Getting Desperate.
Sequoia’s move to raise risk tolerance isn’t about boldness — it’s about fear. The legendary VC is scrambling to keep pace with rivals who already took bigger bets. For entrepreneurs, this means pitch moonshots, not margins. For competitors, brace for a war on terms. The truth: AI investing is still a lottery, and Sequoia just bought a second ticket.