Inside Sequoias Investment Committee | How the SpaceX & Citadel Deals Went Down | Julien Bek @20VC
Inside Sequoias Investment Committee | How the SpaceX & Citadel Deals Went Down | Julien Bek  @20VC
Uploaded August 2026 | Updated September 2026, 2 weeks ago
Julien Bek is a Partner at Sequoia Capital, one of the most renowned venture firms in the world. At Sequoia, he has partnered with companies including Rillet, Tacto, and Auctor. Before joining Sequoia, Julien spent five years at Accel, where he worked with companies including Miro, Melio, and BeReal. He is also an angel investor in Revolut and Attio.

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Timestamps:

00:00 Intro
01:11 What Everyone Gets Wrong About Sequoia
06:32 How Sequoia Won Citadel Securities
08:14 Sequoia's $2.5B Anthropic Bet
10:10 Investing in Neo Labs Today Is Like Backing Stumble Upon After Facebook
12:03 Is Series A the Hardest Place to Invest Right Now?
14:00 Why Julien Won't Compromise on Ownership
38:05 How Julien Uncovered a Fraudulent Founder
40:19 Arrogance Is Not a Red Flag — The Don Valentine 2x2 Matrix
41:07 The Lovable Miss: What Julien Got Wrong on Anton Osaka
44:20 How to Adjust Founder Reads by Country
48:54 Lessons From Doug Leone, Pat Grady, Alfred Lin & Shaun Maguire
01:14:57 Why Julien Won't Back Traditional Businesses "Bolting On" AI
01:15:55 Quick-Fire Round

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Inside Sequoia's Investment Committee | How the SpaceX & Citadel Deals Went Down | Julien Bek

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