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One of his great talks at Stanford: “Target Big Markets” https://youtu.be/nKN-abRJMEw

I loved watching this talk — After watching this I gained a new level of appreciation for the VC model they pioneered.

If you then also listen to the episode on Acquired, it’s eye-opening on how he / sequoia decide on making investments.

Just listened to it[1] twice; Thanks for the recommendation!

[1] - https://castro.fm/episode/bwHpe7

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