Sequoia Capital’s Roelof Botha Shares AI Predictions and Where He’s Investing

After leaving PayPal, Roelof Botha went on to help Sequoia nurture some of the world’s most influential tech companies, including YouTube, Instagram, and Square. Sequoia has been an investor in the AI space for a long time. The firm was an early investor in OpenAI, the company that has accelerated the current AI wave with its groundbreaking generative AI technology, which Botha sees as a foundational shake-up for business. He tells Alan and Michal that he doesn’t think this wave of AI is hype, and that it will be transformational. He shares his thoughts on what sectors he believes this tech will be most impactful in; why it rivals the previous waves of internet, cloud, and mobile; and whether we will see an AI bubble. He also provides insight into the current state of the venture capital industry. Leadership Next is powered by Deloitte.

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Something big is happening in the world of business. CEOs increasingly say their jobs have become less about giving orders, more about inspiring, motivating, setting a north star. They are taking the lead on big issues like climate change, worker retraining, and diversity and inclusion. They are under pressure from employees, customers and investors not just to turn a profit, but to prove they are doing good in the world. And in the process, they are fundamentally redefining the relationship between business and society. Join Fortune CEO Alan Murray and Editor-at-Large Michal Lev-Ram as they probe the best of these leaders for insight into what they're doing, why they're doing it, and what impact it is having.