While AI startups are riding a wave of record valuations, a Sequoia Capital partner said investors should examine the numbers more closely. Alfred Lin, a partner at Sequoia Capital, said on an episode ...

Alfred Lin doesn’t just accept contradictions; he searches for answers within them. Less than five minutes after sitting down, he and I are talking about examining contradictory ideas simultaneously.

Alfred Lin is a Partner at Sequoia Capital and works with inspiring founders focused on disrupting the mobile, marketplace, commerce, consumer services, and online-to-offline sectors. He currently ...

DoorDash (DASH): $198.37Market Cap: $85.49BEnterprise Value: $83.68IntroductionA couple of months ago, when covering Lyft (LYFT) as a spotlight idea for our October 2025 Special Situations newsletter, ...

The AI boom has produced a surge of "experimental revenue" that might not last, said a Sequoia partner. Some startups are annualizing that pilot revenue and calling it recurring revenue, Alfred Lin ...