Partner at @Sequoia working with @Wiz_io, @temporalio, @getcortexapp, @chainguard_dev, @Cyera_io, @mutinycorp, @oasissec, @pydantic, @traversal_ai.
San Francisco, CA
Joined July 2009
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Our partner @gradypb making us blush...
1/ We @sequoia have always said that we’re only as good as our next investment.
It’s also true that we’re only as good as our next generation
@Alfred_Lin and I get to work with the best generation yet:
Our partner @roelofbotha is both a towering giant in the world of venture capital, and a wonderful human. He was the first believer of now legendary companies like YouTube, Instagram, and MongoDB, and, on his watch, @sequoia became better and stronger. I have known Roelof for 27 years since our business school days, and his intensity has been unwavering.
If anyone can feel these big shoes, it is
@alfred_lin, and @gradypb who, in their own right, are already legendary investors.
The tradition of generational transitions that Don Valentine began 40 years ago lives on!
As we launch our latest seed and venture funds at @sequoia , sharing a few areas that are ripe for disruption:
1. AI is transforming #security and #DevOps, but LLMs alone aren’t enough.
The real breakthroughs will come from founders combining proprietary data with new forms of AI to solve problems that the models can’t touch.
2. Services businesses used to scale with people. Now they can scale with AI.
Founders who apply automation and intelligence to consulting, marketing, or managed services will redefine what “product leverage” means, and transform industries in the process.
It was such an amazing gathering! A delight to spend time with @assaf_rappaport, @lorenc_dan, @jalehr. @antonosika and many other founders!
For the past five years we have been hosting Europe100 with our partners at Founders Forum Group, a gathering that brings together top founders and some of the greatest minds who care about Europe. This year we met in Tuscany, and the spirit of community and drive blew me away. I left inspired and with a sense of inevitability…
15 years ago the European tech ecosystem was nascent; ambitious founders were asking themselves what it would take to build $1B companies in Europe. Fast-forward to today: @Klarna just went public at $15B, @elevenlabsio raised $100M at $6B, and @lovable_dev set a record reaching $100M in revenue in 8 months – the fastest for any software company anywhere on the planet.
We have proven that we can build world class companies in Europe. Now we need to show that we can build companies that go all the way – generational businesses that can thrive and compound for decades to come. Spending time with this group this weekend made me think that’s inevitable.
“It’s not zero-sum,” one leading founder said this weekend. “The U.S. can win, AND Europe can win. We can have more Silicon Valleys.”
It was fitting that we gathered in Tuscany, home of the renaissance, Michelangelo and Galileo, where art, science and engineering came together to push civilization forward. It’s fair to say that AI is igniting a new renaissance in the European tech ecosystem. Founders are ambitious, companies are growing and thriving, and talent density is higher than ever before.
Thank you to all the founders who make Europe100 special. As a final thought, I can’t help but wonder… if Da Vinci lived today, would he be a European tech founder?
The stars did align for @wiz_io! But that overnight success was more than 20 years in the making. In September 2001, @assaf_rappaport, Yinon Costica, and @amiluttwak met on day 1 as #Talpiot cadets, and were later joined by Roy Reznik. Their first company, Adallom, was acquired by @Microsoft. And by early 2020 they were ready to do their best work yet!
.@wiz_io CEO @assaf_rappaport and his cofounders built a simple but powerful product and landed one of the biggest tech deals of the decade—just months after rejecting another big offer. trib.al/n17pgF5
I can attest to the fact that @assaf_rappaport misses a lot of emails :). The story of @wiz_io is far from written... But what a crew and what a journey so far!
It all started with a missed email from Sundar Pichai... my latest feature story for @FortuneMagazine: Inside the cybersecurity boom, strong team, and bold gamble that helped Wiz CEO Assaf Rappaport win a $32 billion deal with Google fortune.com/article/wiz-clou…
Bogomil Balkansky retweeted
I’m excited to announce that the Chkk Upgrade Agent is now available inside @AnthropicAI Claude Code.
It brings environment-aware context directly into your IDE, automates lifecycle management tasks such as upgrades, and supports over 270 open-source projects.
🧵
Bogomil Balkansky retweeted
I’m excited to announce the launch of the Chkk Upgrade Context Server + Upgrade Agent for Coding Assistants (@cursor_ai)—an environment-aware MCP server with a @chkk_io Upgrade Agent that supercharges your AI coding assistants to open precise, review-ready IaC pull requests.
🧵
The world of #marketing is changing by the day. #AI is upending existing tactics and channels: #SEO no longer works, outbound response rates have plummeted... But at the same time, AI is marketers' new best friend, allowing them to create hyper-targeted campaigns faster and easier than ever before. @mutinycorp is leading the charge in harnessing AI for the marketer. And Mutiny is not just a product, it is every B2B #CMO's trusted advisor in this new world. All of us at @sequoia love working with this hard-charging team! @jalehr, @nikhil_mathew, @henrikberggren
Today is the biggest product launch in Mutiny's history.
Every B2B CMO I talk to says that AI has turned their marketing playbooks upside down:
• Outbound effectiveness is plummeting as AI spam floods inboxes
• Ads that used to work are now just more noise
• Inbound leads are down as LLMs hijack their SEO traffic
But what if instead of spamming buyers with AI, we used AI to deeply understand our buyers and build genuine relationships with them?
That’s why we built 𝗔𝗜 𝗳𝗼𝗿 𝗘𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲 𝗚𝗧𝗠, the fastest place to launch breakthrough campaigns for target accounts. We use AI agents to:
• Research accounts to identify needs and uncover themes across accounts
• Create personalized landing pages and ads based on what’s relevant for each account
• Arm sales with personalized content and engagement insights for their accounts
Companies like Uber, GitLab, Twilio, and LaunchDarkly are transforming how they connect with enterprise buyers with Mutiny.
Early results are insane!
In just 60 days, LaunchDarkly used the product to:
• Book 45 enterprise meetings with Fortune 500 accounts
• Exceeded pipeline goals by 50%
• Operated at 12X the average ABM productivity
Even established enterprises with more complex workflows like BMC Software have hit the ground running, launching breakthrough campaigns in hours.
We're building a world where go-to-market teams can move at the speed of thought, executing every creative idea instantly without dependencies.
Link to the launch blog post: mutinyhq.com/blog/ai-for-ent…
#B2BMarketing #AI #EnterpriseGTM #ABM
And coming from a second-time founder who has products like GitHub Copilot to his credit, this means a lot! Arc is a great way to connect with @sequoia.
Kubernetes has become the defacto infra platform for distributed systems. But as it often happens in the world of tech, by solving one set of problems, you end up creating a host of new ones. Every #DevOps person knows that #Kubernetes is a beast to manage, and upgrading Kubernetes clusters in particular, with the dozens of dependencies, can be a nightmare. @chkk_io has built an elegant solution to that problem. And it is now easy to get started with teh free tier.
We’re thrilled to announce the Chkk Free Tier and CLI Preview—a new way to experience infrastructure lifecycle management and upgrades that are safe, predictable, and quietly powerful.
Chkk helps teams compress upgrade initiatives that once consumed quarters into something you finish in days. Now, with the Free Tier, we’re making that experience available to everyone—from solo operators to startups and scale-ups.
The Free Tier includes full access to Upgrade Assessments—context-aware reports that detect breaking changes, deprecated APIs, and misconfigured Pod Disruption Budgets (PDBs), while recommending curated "next" versions for hundreds of open-source projects (e.g., Elasticsearch, Kafka, Istio, RabbitMQ, Keycloak, ArgoCD, and more)—all contextualized to your running environment.
It also includes live Artifact Registers, which monitor for version drift and EOL timelines, and a persistent Operational Risk Feed that surfaces defects, incompatibilities, misconfigurations, guardrails, and more.
Together, these remove the guesswork from lifecycle management and upgrades.
Meet the `chkk` CLI (Public Preview)
The Chkk CLI is a developer-first terminal UI that lets you run Upgrade Assessments in local mode—no cluster install required.
Just point the CLI at your environment and get started. It’s built for engineers who live in `tmux`, script everything, or just prefer staying close to the shell. Binaries are available today for Linux, macOS, and Windows.
Thank you to the customers who challenged and championed us, and to the ferocious Chkk team who believe boring is the highest praise any upgrade or lifecycle management task can earn.
Now it’s your turn.
Sign up for the Free Tier at chkk.io, download the CLI, and run: chkk start
In under five minutes, you’ll know what stands between you and your next safe upgrade—across 100s of OSS projects like Elasticsearch, Kafka, Istio, RabbitMQ, Keycloak, ArgoCD, and many more.
Let’s make lifecycle management and upgrades boring. At scale.
Download the CLI: chkk.io/chkk-cli
Quick Start: docs.chkk.io/overview/quicks…
#devops #platformengineering #kubernetes
Partnering with @sequoia can start in many ways: We found @GetCortexApp through YC; @oasissec through a landscape on identity security; @mutinycorp through a personal relationship; @pydantic through an intro from another founder, and @traversal_ai through Arc. Your @Sequoia story could also begin with Arc, our bi-annual open call for outlier early-stage founders. Learn more:
Arc, our bi-annual call for pre-seed and seed stage founders, is now open.
If you’re an early-stage founder with the ambition to build the next generational company, we’d love to hear from you
sequoiacap.com/arc/
Hot take from @fawadkhaliq: Context is king in the world of AI
Big day for @figma, founder @zoink, our partner @andrew__reed and @sequoia! Congratulations to all Figmates! It is a story of building a company the old-fashioned way: create a delightful product that people fall in love with, and the rest follows...
Lovely geeking out on #observability, #troubleshooting, and #AI with @traversal_ai co-founders Raj Agrawal and @_anish_agarwal (not related 😀), and my partner @sonyatweetybird .
Some topics we covered:
- Why is troubleshooting still such mess, even after billions invested in observability tools, and still depends on the one engineer -- the oracle who has seen this before.
- How Traversal's accuracy went from 90% to 0%… to 90% again.
- And how to build for a world in which AI models change every six months
Bogomil Balkansky retweeted
Why does the current state of site reliability feels like having two heart attacks a week? Why won’t AI-generated code make it into mission-critical systems?
My cofounder, Raj, and I had a lovely time speaking with @BogieBalkansky and @sonyatweetybird on @sequoia's Training Data podcast about how @traversal_ai is tackling these issues.
Some topics we covered:
- Why troubleshooting still depends on the one engineer who’s “seen this before” (the de facto Sherlock Holmes of the incident Slack channel)
- How our accuracy went from 90% to 0%… to 90% again
- And how to build for a world in which AI models change every six months
Available wherever you listen to podcasts!
YouTube: seq.vc/zqc
Apple: seq.vc/qpp
Spotify: seq.vc/nzg
Bogomil Balkansky retweeted
Test, test. Is this thing on? 🎤
Big week at Traversal: we’re officially out of stealth and we’re kicking it off with a feature in @FortuneMagazine! Huge thanks to @agarfinks for sharing our story.
But we’re not just telling our story—we’re showing it. See firsthand what we’ve been building (and obsessing over) behind the scenes for the last 2 years.
Curious? Check out the Fortune article here:
fortune.com/2025/06/18/trave…
Ready to see Traversal in action? Watch our demo:
