From Lecture 10 Culture Brian Chesky, Alfred Lin · · HIEP Tran Hoang
“You are in 190 countries. And so, you have to figure out how to be international. We have to hire people in countries all over the world. We're literally in every country in the world but North Korea, we aren't seeing in Cuba. You're up basically a payments company. We handle billions of dollars through our system every year, and we had to get money transmission licenses state of California. So, we actually are a payments company.”
On , Alfred Lin, Partner at Sequoia at Sequoia Capital, spoke about global operations during Lecture 10 Culture Brian Chesky, Alfred Lin on HIEP Tran Hoang.
Alfred Lin, a partner at Sequoia Capital, appeared on the podcast "Deployed" in April 2026, where he discussed the evolution of robotics and AI. He argued that fears of human obsolescence due to automation are historically unfounded, noting that while the percentage of Americans working on farms dropped from 80% to 2% over two centuries, people found other roles. Lin described autonomous cars as a "ChatGPT moment for robotics," stating they can navigate flexible environments, and suggested that large language models and agentic abilities allow robots to learn in new environments rather than relying on hand-coded instructions. At the 2026 Upfront Summit in March, Lin stated that "software code is no longer a moat" because the marginal cost of generating code is zero. He said Sequoia measures success by being a "net liquidity provider" to its limited partners, focusing on distributions rather than assets under management. Lin advised that companies most vulnerable to failure are those that do not embrace change or recognize a paradigm shift, and he encouraged founders to identify and magnify their unique "spike" while ensuring weaknesses do not become liabilities.