Auri✨

Still not rich.

[Auri✨ @Auri_Yara]

Killed that little child in me that was afraid of disappointing people and that's how I set myself free.

[Kevin Weil 🇺🇸 @kevinweil]

💥 Introducing Warp Sciences, a new company applying AI and robotics to help the world develop new medicines faster.

We’ve raised a $215M Series A led by @lightspeedvp to bring frontier AI out of the browser and into the lab, and build scientific capacity here in America.

I co-founded Warp with my long-time friend @dpatil, FAIR co-founder @manohar_paluri, and drug hunter Sol Reisberg. The early team is full of incredible people like @bkspears9, who helped achieve Q>1 fusion at LLNL.

[Maria Davidson @MariaDavidson]

I'm excited to launch Relational Capital, a $50m solo GP fund.

I spent the last 8 years as a founder, building @usekojo into the largest US construction procurement platform.

Now I'm backing founders at the earliest stages with $1m-$5m checks.

An abundant future lies ahead 🇺🇸

[Chris Dixon @cdixon]

https://t.co/pQssLkjGX8

[Stephanie Zhan @stephzhan]

I’m starting a new early-stage AI fund, doing what I love: partnering with founders from company formation on bold bets, long before consensus.

The fund’s LPs will include Sequoia, Jeff Dean, Sachin Katti, Philip Wong (my Stanford professor and Chief Scientist adviser to TSMC), and others whose work has shaped our industry and how I think about AI’s future.

I’ll remain a partner at Sequoia and keep serving on my boards on Sequoia’s behalf.

Sequoia has been my home for the past 11 years. I joined as the youngest investor the firm had ever hired. I grew up here. Through years of intense debate and shared work, I found lifelong mentors and friends who took me under their wing and taught me this craft. They taught me to aim high and take big swings. I’ll carry that into what I build: outsized ambition, relentless truth-seeking and curiosity, and a refusal to become complacent.

Working alongside founders has made me want to build something of my own: a firm shaped from day one around the convictions I’ve developed over the past decade.

Life has taught me not to take time for granted. This is how I want to spend mine.

Why now

We’re seeing a new way of building companies in today’s AI era. Research and products often advance together. A breakthrough can open a market or accelerate a business far faster than expected. Some companies require extraordinary capital and compute early on. Others reach meaningful scale with remarkably small teams. The rules for how big these businesses can get, and how fast, are being rewritten.

But early on, the technology is unproven, the resources required enormous, and the vision seemingly implausible.

This is what I love most: seeing the potential right from the beginning, and helping founders realize their full scale of ambition.

More than ever, it starts with an extreme willingness to believe early, with bold, independent conviction in a founder’s technical insight before any product or market validation. Then, it means helping founders take the biggest swings, giving the rare, long-term patience to see those bets through uncertainty, ambiguity, and turbulence, and serving as a level head when the stakes are highest.

I learned this kind of partnership at Sequoia. It’s the foundation of the firm I’m building.

Believing before consensus

My fascination with AI’s potential took root at Stanford in the early-to-mid 2010s, studying computer science and working in Andrew Ng’s lab. The friendships I formed connected me to a community whose people and ideas would help shape modern AI and build some of our generation’s defining companies. What stayed with me was the gap between what those people saw was possible and what the wider world could imagine.

I’m drawn to founders pursuing ambitions that sound impossible today.

I start with a simple question: “What if everything goes right?”

Then we work backward together to make it happen.

In 2023, Deepak and Abhinav set out to build a general-purpose robot brain at @SkildAI, before physical AI was a consensus bet. Their sim-to-real breakthroughs gave me conviction where earlier robotics approaches had fallen short. But the data flywheel required deployment at scale. We made commercialization as urgent as research and brought in strategic partners like NVIDIA and SoftBank to support the ambition. Three years in, Skild is advancing the frontier of physical AI with nine figures in annualized revenue.

In 2024, Ioannis and Misha founded @reflection_ai with an insight into scaling reinforcement learning. As that grew into the ambition to build a Western frontier lab for open models, the hard question was how a startup competes with labs spending tens of billions. An introduction to NVIDIA and many compute calls and recruiting events later, the team has built Beam, now one of the leading US open models.

In 2025, Anna and Azalia, the co-creators of AlphaChip, founded @RicursiveAI to design models and hardware together. From day one, we made early customers and ecosystem partners a priority. Today, they are showing order-of-magnitude improvements on real workloads, working with some of the industry’s most consequential players, and reaching a defining inflection point.

The ambition keeps growing as these companies scale.

@linear has always had a kind of magic to it. Now it’s the system a new generation of AI companies builds on, for teams and agents alike.

@tavus saw early that we’d one day talk to AI the way we talk to each other. Today, it’s building the human computing interface for a world of AI colleagues.

@Mach_Industries began as hydrogen experiments in an MIT dorm room. It has since become one of the most exciting next-generation defense companies.

Making the ambition possible

Being a first believer is only the beginning. Compute falls through. A deep-pocketed incumbent makes your mission its top priority. A breakthrough changes the opportunity and the capital required overnight.

These are stomach-churning moments, and early belief carries a responsibility to help make the bet work.

This is the partnership I love: turning the full ambition into concrete steps. Raising capital, securing compute and strategic partners, recruiting exceptional people, and winning the first customers together. Thinking several moves ahead while solving what’s in front of us. And as breakthroughs open new possibilities, helping founders dream even bigger.

Thank you

To the founders I’ve worked with: thank you for trusting me and Sequoia to be your first partner and first believer. It’s been the joy of a lifetime, and I can’t wait to keep building together.

Thank you to Alfred and Pat for your leadership of Sequoia and your support of my next chapter. To Roelof, for bringing me into Sequoia and believing in me from the beginning. Alfred and Roelof, you have been mentors in investing and in life. So much of what I know, and the investor I’ve become, comes from your guidance and generosity over the years. To Bill, for the close partnership and wealth of knowledge, always wrapped in humility. To Shaun, for showing me how to think deeply and imaginatively. To Michael Moritz, for inspiring 22-year-old me to dream big. To Doug, for teaching me to keep things simple. To Bogie and Jess, for bringing joy to the everyday and perspective on what matters. And to all my Sequoia teammates, for the friendship, camaraderie, and lessons I’ll carry with me.

To my family, especially my husband and my brother, who have each started companies of their own: thank you for giving me the courage to take this leap.

Let’s get to work!

[Andrew M. Dai @AndrewDai]

Congratulations on Stephanie's new fund! We wouldn't have been able to build our model without investors that believe in founders early and taking contrarian bets. In the age of vibe coding, contrarian starts being the key differentiator.

[Auri✨ @Auri_Yara]

The future isn’t just connecting software. It’s connecting intelligence.

And we’re only getting started. 🚀

[Auri✨ @Auri_Yara]

Superintelligence won’t just change how we use AI. It will redefine what APIs can do ⚡

Imagine APIs that don’t just respond to requests, but reason, adapt, solve complex problems, and coordinate entire workflows autonomously.

[Auri✨ @Auri_Yara]

Stay curious, keep learning, and experiment with new tools. Small skills today can create big opportunities tomorrow

[Auri✨ @Auri_Yara]

Tech is moving faster than most people realize 🧵

[Auri✨ @Auri_Yara]

The biggest opportunities often come from using new technology before everyone else catches on

[Mwalimu Mūtemi wa Kīama @MutemiWaKiama]

Listen to the clarity of vision! 🔥🔥🔥👌🏾👌🏾👌🏾

[Nawi @Aria_Nawi]

Gemini 3.8 Flash was still thinking about maze 1 when Elorian's agent had finished all five.

5 of 5 vs 1 of 5.

Glimpse is Elorian's first model, built for Visual Thinking by the people who led Gemini and MM-1. @ElorianAI

[Amalia @Amaliarenzy]

Text models got superhuman at code. Images and video are still hard.

Elorian is a whole lab focused on closing that gap, and Glimpse is its first model. Visual Thinking is the missing piece. Here it is counting turtles. @ElorianAI

[Andrew M. Dai @AndrewDai]

Spent years watching models ace a single image and completely whiff on anything that moves or changes angle. Today we’re fixing that.

Try Glimpse now, our first visual thinking model with competitive frontier performance compared to Astra on key public visual reasoning benchmarks.

[JN SHINE { VIII . II } 🇰🇪 @JohnNgeru]

Is there an actual management system that can verify the affordable housing project has employed more than a million people, or are these numbers just being thrown around without any supporting data? We all know Ruto lies about everything

[Edwin Sifuna @edwinsifuna]

Is he done ranting about the 24K I pay for his housing scam because kuna hii 43k I pay every month for his SHA scam we also need to discuss. Tukimaliza hio ndio tuongee juu ya the 500k in PAYE he takes every single month and splashes on tea and mandazi pale state house all the while insulting us the taxpayers that carry the burden of his greed. In 2027 we are cutting the fat out of our budget to bring relief to all Kenyan workers. The housing levy will go with Ruto.

[Auri✨ @Auri_Yara]

All is Well