Acquired Special: Sequoia Capital's Investment Playbook (with Alfred Lin)
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Feb 1, 2021 
Alfred Lin, Partner at Sequoia Capital, shares insights from nearly five decades of the firm's investment strategies. He discusses the importance of a prepared mindset for evaluating markets, illustrated by case studies of Airbnb and DoorDash. Lin emphasizes the balance between structured thinking and creativity in identifying opportunities. He also highlights key traits Sequoia looks for in potential hires, underscoring the value of learning from success and failure in venture capital.
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Prepared Mind
- Sequoia partners with founders early, focusing on great teams and markets.
- Founders often identify problems they want to solve, leading to market opportunities.
Prepared Mind Examples
- Jim Goetz pioneered Sequoia's thinking on landscapes and prepared minds for mobile and developers.
- He explored white spaces where new companies could thrive, leading to investments like Airbnb and DoorDash.
Key Investment Features
- Don Valentine emphasized understanding market changes, problem-solving, and timing.
- These key features help Sequoia identify promising investment opportunities.