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Pat Grady
Partner at Sequoia Capital focused on enterprise and AI investments, known for investing in companies like Zoom, Okta, Notion and for insights on what makes AI startups succeed.
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12 snips
Nov 14, 2025
• 35min
REPLAY - Pat Grady (Sequoia) - What actually works in AI startups
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In a captivating discussion, Pat Grady, a partner at Sequoia Capital known for investing in AI and enterprise companies, reveals key insights into AI startups' success. He argues that building an AI company is mostly about traditional fundamentals and that trust is often overlooked. Pat highlights how the best AI products build user confidence through transparency and persistence, contrasting effective companies with those chasing fleeting 'vibe revenue.' He also predicts a shift toward outcome-based pricing models, emphasizing the founder's relentless execution as the most significant competitive advantage.
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