We cover Sequoia Capital a lot on this show. Not only across our now four(!) dedicated episodes, but across a stunning nearly 50% of recent season companies where Sequoia was a primary or only investor — the most of any venture firm by an enormous margin. Today in this very special episode, we dive into the principles that have led to the firm's 49 years of unparalleled success in venture, and the playbook behind how they identify markets and companies that create outcomes worthy of the firm's namesake tree.

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The Sequoia Capital Playbook is available on our website at https://www.acquired.fm/episodes/special-sequoia-capitals-investment-playbook-with-alfred-lin

Links:

Our two-part Sequoia history:
- Part I: https://www.acquired.fm/episodes/sequoia-capital-part-1
- Part II: https://www.acquired.fm/episodes/sequoia-capital-part-ii-with-doug-leone
Don Valentine's talk at Stanford GSB: https://www.youtube.com/watch?v=nKN-abRJMEw&t=2555s
Our conversation about Sequoia's Black Swan Memo with Roelof Botha: https://www.acquired.fm/episodes/sequoias-black-swan-memo

Special: Sequoia Capital's Investment Playbook (with Alfred Lin)