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Roelof Botha
Roelof Botha appears in 1 indexed conversation across All-In. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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Sequoia’s Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built
Botha argues venture is “return-free risk” in aggregate: $150–200 billion invested annually would require $700–800 billion of distributions and more than $1 trillion of exits under a 12% net-return assumption.Sequoia responds by keeping funds no larger than five to seven years ago and targeting net IRR over maximum fees, while China’s cited 98% formation decline highlights regulatory uncertainty as a startup-market risk.