Jason Unpacks Sequoia's New Funds | E2199

Normally here on Twist, we don't talk about earnings because it's not a startup story. And so we just leave it to CNBC, we leave it to Bloomberg, and we let them do it. This week, however, I just want to tell everyone out there who is building a startup that they may want to pay a little bit of attention to a couple of reports. And the reason why is this week we're going to hear from Meta and Alphabet and Microsoft and Amazon, which is essentially the hyperscaler set. And all these companies have been pouring tens of billions of dollars into AI infrastructure.

And as of the end of last quarter, they were saying, we are so compute constrained, it is so tough out here for us to get enough GPUs. And so everyone is buying into the AI boom because there's still needed capacity. And that implies demand. It's gonna be good for NVIDIA, good for open AI, good for everybody. But what we don't know is what they're going to say this time about not only the trailing three months, but also the rest of this year and into early 2026.

All of Wall Street wants to know that they are laser focused on this particular topic. And that means we're going to get a good look. at what they are seeing. So if you pay attention to no public markets whatsoever, and as a founder, I get it, totally fine. But you may want to tune into a couple of these because there's going to be interesting notes about industries that are buying and Yeah, we should cover this for sure because it does relate um to the overall opportunity for AI.

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