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SC

Sequoia Capital Cast

05/07/25

@ Sequoia Capital

Don't delude yourself into thinking you have real revenue when you only have vibe revenue; it can lead to problems later.

Video

SC

AI's Trillion-Dollar Opportunity: Sequoia AI Ascent 2025 Keynote

@ Sequoia Capital

AI's Trillion-Dollar Opportunity: Sequoia AI Ascent 2025 Keynote

05/07/25

Related Takeaways

SC

Sequoia Capital Cast

05/07/25

@ Sequoia Capital

When evaluating AI companies, it's crucial to differentiate between 'vibe revenue' and sustainable revenue that leads to durable behavior change among users.

YC

Y Combinator Cast

02/13/25

@ Y Combinator

It's crucial for founders to be honest with themselves about their spending and revenue expectations, as unrealistic assumptions can lead to financial failure.

BF

Brad Flora

06/02/22

@ Y Combinator

Founders often mistakenly believe they have customers based on interest, but without revenue, they can't confirm the viability of their ideas.

AC

Adora Cheung

02/24/15

@ Y Combinator

Be cautious with paid growth, as it can be risky; if you pay for users who don't generate enough revenue, you could run out of money.

YC

Y Combinator Cast

11/02/23

@ Y Combinator

Don't let others finesse you into thinking that a small equity share is a great deal, especially if the company isn't growing or generating revenue.

KN

Kirsty Nathoo

08/22/19

@ Y Combinator

In the early stages, it's important to be cautious with spending and have a plan to reach profitability, even if you're reinvesting revenue into growth.

KN

Kirsty Nathoo

08/22/19

@ Y Combinator

It's crucial to be honest about your burn rate; misrepresenting it only leads to self-deception about your financial situation.

GT

Garry Tan

10/18/19

@ Garry Tan

Be aware of your company's growth rate and how much you're spending versus your revenue.

GR

Geoff Ralston

02/07/18

@ Y Combinator

Don't try to be the last money in; it shows a lack of confidence in your investment decision.