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Roelof BothaRoelof Botha

Sequoia Capital

红杉资本前管理合伙人 · Physical AI论点Former Managing Partner · Physical AI Thesis

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南非裔,斯坦福MBA。前PayPal CFO(PayPal黑帮)。2003年加入红杉。领投YouTube、Instagram、Square/Block。成为管理合伙人。2025.11卸任(意外投票),由Alfred Lin和Pat Grady接任。关键AI投资:OpenAI、Anthropic(均可能2026 IPO)、Physical Intelligence(机器人基础模型)。2026.4筹集$70亿扩展基金。
South African-born, Stanford MBA. Former CFO of PayPal (PayPal Mafia). Joined Sequoia Capital 2003. Led investments in YouTube, Instagram, Square/Block. Became Managing Partner/Steward. Stepped down Nov 2025 (surprise vote), succeeded by Alfred Lin and Pat Grady. Key AI investments: OpenAI, Anthropic (both eyeing 2026 IPOs), Physical Intelligence (robot foundation models), Flow Engineering. Raised $7B expansion fund April 2026. For hardware founders: Sequoia under Botha bet early on Physical Intelligence and 'physical AI' — the thesis that AI will move from screens to the real world.
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尼尔·梅塔 Neil Mehta均投资Physical IntelligenceEric Schmidt均投资Anthropic,AI基础设施论点Reid HoffmanPayPal黑帮——Hoffman联创,Botha CFOMarc Andreessen美国超级基金VC——红杉 vs a16zVinod Khosla美国VC创始一代,均上福布斯Midas榜孙正义 Masayoshi Son超级基金同行——红杉 vs 软银黄仁勋 Jensen HuangIneffable $1.1B 种子(2026.4)Sequoia 领投 + NVIDIA 战略跟投,Anthropic 等多次联手Alfred LinSequoia Steward 交接(2025-11 接任)Pat GradySequoia Steward 交接(2025-11 接任)Sonya HuangSequoia partners马蒙·哈米德 Mamoon Hamid老牌 VC 转型 AI ← 返回完整图谱← Back to the graph