20VC: Sequoia Capital's $9BN Global Equities Fund on The Future for NVIDIA, Google & Meta | How to Play AI in the Public Markets | China & Europe: Is the Future Bleak | The Opportunity for Crossover Funds with Jeff Wang, Managing Partner @ SCGE

20VC: Sequoia Capital's $9BN Global Equities Fund on The Future for NVIDIA, Google & Meta | How to Play AI in the Public Markets | China & Europe: Is the Future Bleak | The Opportunity for Crossover Funds with Jeff Wang, Managing Partner @ SCGE

Jeff Wang is the Managing Partner of Sequoia Capital Global Equities (SCGE), a public/private crossover investment firm with investments spanning from late-stage private companies to public companies. As Managing Partner, Jeff has primarily focused on public growth technology companies but has also invested $3 billion in private companies including Bytedance, SpaceX, and Stripe. Prior SCGE private investments that have since gone public include Airbnb, Doordash, MongoDB, Nubank, and Snowflake. Before joining SCGE in 2010, Jeff also worked at TPG Capital and Silver Lake Partners where he focused on investments in technology buyouts.

10 Questions with the Leader of Sequoia's $9BN Global Equities Fund:

1. Crossover Fund Opportunity: Why are crossover funds more attractive today than ever? Have the tourists gone?

2. Public Market Opportunity: Why is the opportunity in the public markets, not the private markets today?

3. IPO Markets: When will IPO markets open? What will cause them to open?

4. Breaking Hedge Fund Rules: What are the biggest ways that Sequoia break the traditional rules of hedge funds?

5. Google: Why does Jeff believe that Google's cash cow of search is under threat?

6. Meta: Why does Jeff believe Meta will be the biggest competitor to Google?

7. NVIDIA: Why is NVIDIA's price today reasonable? What is the bull and bear case?

8. China: Is there a recovery for China? How do Sequoia play China in this market?

9. AI in Public Markets: How are Sequoia playing the AI game in the public markets?

10. Investing Lessons: What have been Jeff's biggest investing lessons from Mike Moritz, Doug Leone and Roelof Botha?

Episoder(1434)

20 VC 018: Seed Stage Investing with Stefan Glaenzer of Passion Capital

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20 VC 017: Nektarios Liolios of Startupbootcamp on Fintech, Pitching and London's Tech Scene

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20 VC 014: Acquired by Salesforce turned VC with Kyle Lui

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20 VC 013: Frank Meehan Series A, Spark Labs and The Future of The Asian Tech Market

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Frank is Co-Founder and General Partner at Spark Labs Global seed fund where he has invested in 40 companies in the US, UK and Asia. Previously, Frank was part of Horizon Ventures where he represented...

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20 VC 012: Angel Investing, Accelerators and AdTech with Clark Landry

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Clark Landry is Founder and Chairman at Shift, the leading social advertising network for brands. He is also Executive Chairman of GraphEffect, a prominent social media marketing firm. In recent years...

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20 VC 011: London's Early Stage Funding Scene with Thomas Jones

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