The Impulso Podcast

E06: Sequoia’s split, Apple’s Vision Pro, SEC vs Binance & Temu’s expansion in Europe

Jun 9, 2023
This week, the hosts tackle Sequoia's strategic split into three firms, exploring the impacts on the startup ecosystem. Apple's Vision Pro is dissected, revealing its unique features and the company's surprising motives behind its late release. The SEC's legal battles with Binance and Coinbase are analyzed, highlighting the implications for the crypto landscape. Finally, Temu's aggressive expansion into Western markets raises questions about its future in Asia and competition with established players.
Ask episode
AI Snips
Chapters
Transcript
Episode notes
INSIGHT

Sequoia Split Driven By Geopolitics

  • Sequoia is splitting into three regional firms due to diverging strategies and regulatory complexity.
  • Geopolitical tensions and portfolio conflicts accelerated a planned separation discussed for years.
ANECDOTE

Sequoia's China Stakes Raise Scrutiny

  • Jianggan Li recalls Sequoia's strong track record in the U.S. and China and its fast IPO track record for portfolio companies.
  • He notes Chinese investments now target sensitive tech like semiconductors and AI, raising scrutiny.
INSIGHT

Vision Pro Is A Platform Signal

  • Apple positioned Vision Pro as a developer signal and future platform, not an immediate mass-market hit.
  • Hardware, displays and processing advances create a plausible multi-year path to mainstream AR/VR.
Get the Snipd Podcast app to discover more snips from this episode
Get the app