The latest on Outlier's Path - Being Right vs. Getting It Right -- During Thanksgiving Break, I found joy at several friends' and family gatherings. I've learned to sit between the adults' table and the kids' table. The conversations at that intersection are always more interesting. The adults bring experience. The kids bring possibilities. Together, they create a broader aperture of the world. This year, AI and our pending irrelevance were top of mind at both tables, and one question surfaced repeatedly: what should college and teenage students study to remain relevant in the future? People expected me to say math, computer science, or AI. Those subjects are essential foundations, not because of the specific coursework, but because they teach you how to think critically. Yet, almost everything I learned as an undergraduate in those fields became outdated soon after entering the workforce. After some back-and-forth subsided, I offered a different answer: learn how to make good decisions under uncertainty. In competitive arenas, such as entrepreneurship, venture capital, and science, there's no shortage of brilliant experts. The world is full of raw intellect and sharp arguments. Yet, the people who make the most significant impacts share something more profound than intelligence. They consistently make better decisions, and that skill compounds. There is a significant difference between being right and getting it right. The two feel similar but lead to entirely different paths. Being right is about ego, proving you're smart, defending your beliefs, winning the debate, and maintaining status. It's seductive because it rewards the quick intellect of experts and the confident certainty of pundits, but it's also blinding. When consumed with being right, we filter information to confirm our views, sideline dissenting perspectives, and cling to ideas we should have outgrown. We protect our identity rather than evolving our understanding. Getting it right, on the other hand, is about getting to the proper outcomes. It's about truth-seeking. It's about learning, unlearning, and relearning as the world shifts. It's about progress over pride. People who focus on getting it right embrace curiosity. They update their priors when new data emerges. They separate themselves from their ideas so they can discard the ones that no longer serve them. They recognize that adaptability rather than brilliance is the real competitive advantage in a rapidly changing world. That is decision quality in action. Founders and leaders feel the effects of decision quality more directly than most. When leaders prioritize being right, they create cultures where people hold back, avoid risk, and defer to authority. Conformity and groupthink become the default. Dialogue shuts down. Progress slows. Leaders who focus on getting it right, regardless of who provides the solutions, cultivate psychological safety, encourage open debate, and empower teams to contribute meaningfully. These are the environments where people stretch themselves, take ownership, and do their best work. Generally, we will follow the "being right" leaders reluctantly and the "getting it right" leaders willingly. Which do you want to be?
From fringe to mainstream, prediction markets are now part of everyday culture. @Kalshi has created a new asset class and fundamentally changed how people engage with future events. Congrats to @mansourtarek_, @luanalopeslara & team. @Sequoia is proud to be on your...

The interview with Nathan Sobo, founder of the Rust‑based IDE Zed, tackles the hot question of whether integrated development environments are becoming obsolete in the age of AI‑driven coding assistants. Sobo argues that, despite the rise of terminal‑centric, conversational tools,...

Bolt founder Markus Villig recounts the company’s evolution from a modest, €5,000 boot‑strap in Tallinn to the leading mobility platform across Europe, the Middle East and Africa. The narrative begins with his teenage frustration over unreliable, cash‑only taxis and a...

In a recent interview, Wayve CEO Alex Kendall outlined the company’s vision of moving from the traditional, hand‑engineered autonomous‑driving stack (AV 1.0) to an end‑to‑end neural‑network architecture he calls AV 2.0. Wayve’s ambition is to become an embodied AI foundation model...

Parker Conrad, the CEO of HR‑tech firm Rippling, says the company was born out of a "revenge fantasy" after his violent ouster from Zenefits, a narrative that fueled his early drive. He recounts the grueling fundraising process, noting how investors...

Supercell was founded on a reverse‑hierarchy model that puts game‑development teams, dubbed "cells," in charge of vision, a philosophy born from co‑founder Ilkka Paananen’s belief that developers should be the company’s superstars. After an early Facebook MMO, Gunshine, showed promise...

OpenAI’s Sora team unveiled Sora 2, a next‑generation generative video model that uses diffusion transformers and space‑time tokens to simulate entire video sequences with physics‑consistent behavior. By treating video as a world simulator, Sora 2 can maintain object permanence and produce realistic...

NVIDIA CTO Michael Kagan said the AI compute frontier has shifted from squeezing transistors on a chip to stitching thousands—ultimately millions—of GPUs into single, rack‑scale machines connected by high‑performance networks. He credited Mellanox’s interconnect technology (now part of NVIDIA) with...
Today, we're launching @Sequoia's latest seed and venture funds to partner with outlier founders at the start of their journey. There's never been a more exciting time to be a founder. Nearly every industry will be disrupted by AI. So far, the...
When @Keller pivoted his robotic toy company to delivering blood with autonomous drones, he had no experience with aviation or healthcare. ~10 years later, @Zipline has made millions of life-saving deliveries, and is now reinventing global logistics with their Platform 2. Keller...

Zipline co-founder and CEO Keller R. Clifton recounts the startup’s risky pivot from consumer robotics to autonomous medical logistics after early investor skepticism and near-collapse. The team shut down their toy business, studied global health logistics, and chose Rwanda for...

Dan Lahav, founder of Irregular, argues that as AI models evolve into autonomous agents that interact with each other and perform economic tasks, security must be reinvented from first principles. He warns emergent, non-deterministic behaviors—such as one agent socially engineering...