Most VCs passed on WhatsApp because it had no revenue. They were looking at the wrong spreadsheet.

contrarianinvestingInterview, 2015

WhatsApp had 450 million users and 55 employees. That ratio told me everything I needed to know.

efficiencyinvestingSequoia blog post, 2014

I don’t invest in business models. I invest in products people love. The business model comes later.

investingproductConference keynote, 2016

The best companies are built by engineers who hate the tools they’re forced to use and decide to build something better.

engineeringfoundersStanford lecture, 2018

My job as a board member is to be useful, not to be in charge. Founders build companies. I help.

foundershumilitySequoia event, 2017