Sequoia’s Roelof Botha, who runs the firm’s US business, has a portfolio that’s rather impressive.
It includes 23andMe, MongoDB, Eventbrite, Evernote, Bird, Square, Tumblr, Unity, YouTube, and Xoom to name just a few. And his perspective on the startup ecosystem as a whole is unique in that Sequoia invests in companies at the very early stage and then follows on with later stage investments as they grow, taking part in the full life cycle of a business.
We’re thrilled to have Botha join an absolutely stacked agenda of speakers — including upcoming investors Hunter Walk and Kirsten Green, as well as past speakers Mark Cuban, Aileen Lee and Ted Wang, Charles Hudson and Mitch and Freada Kapor — for our Extra Crunch Live series, which brings together the top minds in tech with our Extra Crunch audience.
Even for a VC as seasoned and accomplished as Botha, the coronavirus pandemic represents a true Black Swan scenario for the tech ecosystem and the economy at large. And the firm felt it coming.
Sequoia published a memo on March 5 warning of a drop in business activity, supply chain disruptions and a significant softening of private financings. One important line in the memo: “nobody ever regrets making fast and decisive adjustments to changing circumstances.”
But what should those adjustments be? How should business leaders go about adapting their strategies and plowing through? What metrics should those leaders focus on both internally and in the process of fundraising?
We’re going to chat with Botha about all that and much more, including his predictions on economic recovery, the sectors he’s particularly bullish on right now, how he’s evaluating companies during this time, and what Silicon Valley may look like in a post-COVID world. (Full Zoom details below.)
I’m not going to be the only one asking questions — Extra Crunch members can (and should!) ask their own questions on the live Zoom call. Of course, you have to be an Extra Crunch member to do so. Folks who are interested can subscribe right here.
There will also be a live YouTube broadcast of the discussion below for anyone who wants to let it play in the background or watch without participating in the Q&A.
You can find the full details of the Zoom after the jump.
- Add the call details directly to your calendar with this link.