Topic

Investment Conviction

Latest viewpoints

Horowitz backed Kalanick because of his competitive resilience

Horowitz says his investment conviction developed quickly because he had long observed Kalanick aggressively confronting difficult competition and believed that characteristic remained intact.

Ben Horowitz Investment Conviction Source at 36:45

Investors must update prior beliefs when conditions change

Bek argues that investors should revisit previous judgments when the environment changes, particularly because exponential AI progress can make earlier assumptions obsolete.

Julien Bek Investment Conviction Source at 8:45

Sequoia's strongest investments often begin with exceptional conviction

Bek says Sequoia's historical fund reviews repeatedly show that its best investments tend to be companies where the sponsoring partner held the strongest conviction.

Julien Bek Investment Conviction Source at 17:34

Leaders

Jensen Huang

CEO, Nvidia

Last interview Sep 2, 2026

Howard Lutnick

Public business viewpoint profile

Last interview Sep 2, 2026

Sam Altman

CEO, OpenAI

Last interview Sep 2, 2026

Elon Musk

CEO, SpaceX / Tesla

Last interview Sep 1, 2026

Julien Bek

Partner, Sequoia Capital

Last interview Aug 24, 2026

Thibault Sottiaux

Engineer, OpenAI

Last interview Aug 24, 2026

Matthew Berman

Influencer, Forward Future

Last interview Aug 24, 2026

David Senra

Podcaster, Senra Show

Last interview Aug 23, 2026

LeAnn Foster

Founder, EUTHENICS

Last interview Aug 22, 2026

Eric Ho

CEO, Goodfire

Last interview Aug 21, 2026