Stephanie ZhanStephanie ZhanPartner, Sequoia Capital

Stephanie Zhan's videos and podcasts

342 items

Earlier this month

@stephzhan

💥 “Early indicators suggest Beam will be one of th...

1w ago
@stephzhan

HUGE moment for the US OSS AI ecosystem 🇺🇸

1w ago
@stephzhan

💥 Today @tavus introduced Griffin: the first Human Interaction Model

2w ago

September 2026

@stephzhan

⚽️ 🤝 🤖 @SkildAI is bringing back self-play, this time for physical AI. Inspired by the World Cup this summer, Skild started from S1 to have a humanoid play soccer against increasingly capable versions of itself:

3w ago
@stephzhan

At Sequoia we have a saying: with some founders yo...

1mo ago
@stephzhan

💥 The era of demos is over. The era of deployments has begun

1mo ago
@stephzhan

The interesting leap in Phoenix 4.5 is that behavior is becoming generative too

1mo ago
@stephzhan

The 💥 moment here is that scaling pretraining makes S1 better at acquiring entirely new physical behaviors at inference time

1mo ago

August 2026

@stephzhan

So well deserved! The AI era is compute-constrained, and chip design is one of the deepest bottlenecks. @annadgoldie & @Azaliamirh are true forces of nature: they saw this early (before this has now become obvious!) and built @RicursiveAI to solve for it

1mo ago
@stephzhan

We're still just getting started @linear, defining how real teams (and their agents!) work in an AI era

1mo ago
@stephzhan

A GPT-3 moment for robotics⚡️

1mo ago
@stephzhan

.@tavus magic! https://t.co/ufxWsISWDQ

2mo ago

July 2026

@stephzhan

Leadership at the frontier is incomplete without a...

3mo ago

June 2026

@stephzhan

.@MiddeskHQ 🤝 @Kalshi https://t.co/g9y51gV7Az

4mo ago

May 2026

@stephzhan

Live on YT here: https://t.co/ulcykveonz

5mo ago
@stephzhan

So fun to host @annadgoldie and @Azaliamirh of @Ri...

5mo ago

April 2026

@stephzhan

So fun to chat with design icon and 🐐 @karrisaarin...

5mo ago
@stephzhan

6/ AI is not just “better software.” Karpathy’s S...

5mo ago
@stephzhan

7/ Neural nets may become the host process. Today...

5mo ago
@stephzhan

3/ Vibe coding and agentic engineering are not the...

5mo ago
@stephzhan

5/ AI generated code often works. That does not m...

5mo ago
@stephzhan

4/ Hiring has not caught up. If you want to hire ...

5mo ago
@stephzhan

2/ "You can outsource your thinking, but you can’t...

5mo ago
@stephzhan

1/ The jaggedness is real. A frontier model can r...

5mo ago
@stephzhan

🍳We’re cooking! This is a single end-to-end learne...

6mo ago

March 2026

@stephzhan

🚀Defining a new era where agents are also a first ...

6mo ago
@stephzhan

.@SkildAI defining the new industrial frontier wit...

7mo ago

February 2026

techcrunch.com

Reflection AI raises $2B to be America's open frontier AI lab, challenging DeepSeek

TechCrunch

8mo ago
reuters.com

reuters.com

8mo ago
sequoiacap.com

Partnering with Ricursive Intelligence: A Premier Frontier Lab Pioneering AI for Chip Design

Sequoia Capital

8mo ago