Stephanie Zhan

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Stephanie Zhan

Stephanie Zhan

@stephzhan

GP @Sequoia, investing in AI, from company formation. 1st partner to @linear @mach_industries @middeskhq @reflection_ai @ricursiveai @skildai @tavus

[email protected] 가입일 Mart 2013
2.5K 팔로잉31.6K 팔로워
고정된 트윗
Stephanie Zhan
Stephanie Zhan@stephzhan·
🔴Excited to share my TED AI talk! How we advance AI into an era of superintelligence, with true *practical* impact in our world. ❓I ask: For all the groundbreaking milestones we’ve reached, all the intelligence benchmarks we’ve shattered, for the $53B invested in generative AI companies 2023-2024 combined, why *hasn’t* AI transformed our day to day lives in more meaningful ways? I dream about a world where AI is capable of taking on human workloads, even superhuman workloads, that produce economically valuable work. I’d like to see AI not just as an intelligent companion, but instead, autonomous agents that do our work better and faster, and advance the frontier of any field. At @sequoia we've partnered with founders to build the future I dream of: ✅ A world of fully autonomous coding agents at the level of a 10x engineer, as Github CEO @ashtom envisions. (We're building this @reflection_ai!) ✅ AI pentesters from @Xbow built by OG Github Copilot creator @oegerikus ✅ A revolution in AI drug design and development from @Xaira_Thera ✅ A world with embodied intelligence in our physical world, with breakthroughs led by @SkildAI Gradually... then suddenly. What a time to be alive! This is the arrival of *accessible supply of superhuman capability*, and it will redefine the frontier of human progress. We’re at the dawn of a new era… So to all the builders out there, this is *your* time to build this era of superintelligence with real *practical* impact. And ask yourself: what is the scale of your ambition? I can’t wait to build this future with you! ✨
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Stephanie Zhan 리트윗함
Ricursive Intelligence
Ricursive Intelligence@RicursiveAI·
The task: rapidly design highly performant chips. The vision: serve intelligence at a price and capability impossible to match. Our co-founder and CEO @annadgoldie sat down with @FounderCoHo to break down the recursive self-improvement loop at the heart of Ricursive's work. The task and vision are ambitious, but so are we. Full conversation: youtube.com/watch?v=kcll9I…
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Drew Houston
Drew Houston@drewhouston·
Today, we're promoting Ashraf Alkarmi to co-CEO of @Dropbox. Ashraf and I will jointly lead the company, and after a transition period, I'll move into the role of executive chairman and Ashraf will be sole CEO. Ashraf has transformed our core business since joining — the business has gotten stronger every quarter under his leadership, and he's the leader I trust to run this company. What’s next for me: my focus right now is making sure Dropbox is in the strongest possible shape. But knowing myself, it won't be long before I'm getting credit card alerts for my Cursor token spend.
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Patrick Hsu
Patrick Hsu@pdhsu·
Thrilled to share I've started at @Stanford's Department of Pathology (@StanfordPath) in addition to @ArcInstitute. Looking forward to a shorter commute after 5 years at @BerkeleyBioE and embarking on daring new projects We're recruiting multiple postdocs and technical staff👇
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Ethan Thornton
Ethan Thornton@ethanrthornton·
Excited to build the next era of energetics.
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Stephanie Zhan
Stephanie Zhan@stephzhan·
@karpathy and I are back! At @sequoia AI Ascent 2026. And a lot has changed. Last year, he coined “vibe coding”. This year, he’s never felt more behind as a programmer. The big shift: vibe coding raised the floor. Agentic engineering raises the ceiling. We talk about what it means to build seriously in the agent era. Not just moving faster. Building new things, with new tools, while preserving the parts that still require human taste, judgment, and understanding.
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Azalia Mirhoseini
Azalia Mirhoseini@Azaliamirh·
@RicursiveAI
Ricursive Intelligence@RicursiveAI

Chips are the fuel for AI. By using AI to design, optimize, and automate chip design, we can close the recursive self-improving loop between AI and its physical substrate. Our co-founders @annadgoldie and @Azaliamirh took the stage at @sequoia AI Ascent 2026 to share more about Ricursive’s vision to accelerate and democratize chip design. Proud of the progress our world-class team has already made. And we’re just getting started!

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Ricursive Intelligence
Ricursive Intelligence@RicursiveAI·
Chips are the fuel for AI. By using AI to design, optimize, and automate chip design, we can close the recursive self-improving loop between AI and its physical substrate. Our co-founders @annadgoldie and @Azaliamirh took the stage at @sequoia AI Ascent 2026 to share more about Ricursive’s vision to accelerate and democratize chip design. Proud of the progress our world-class team has already made. And we’re just getting started!
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Stephanie Zhan 리트윗함
Ricursive Intelligence
Ricursive Intelligence@RicursiveAI·
Building the future of silicon requires the best talent in the world. That's why we’re excited to welcome Mark Lee to the team. Mark is a titan in the chip industry: he led physical design for the iPhone and iPad, helped technically scope Apple's revolutionary M1 chip, and directed RTL-to-GDS efforts for Tenstorrent's leading Ascalon processor. Mark has spent decades pushing the limits of what silicon can do. We’re thrilled to have his expertise as we together reinvent chip design.
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Rhea Voss
Rhea Voss@rhea_voss·
A Stanford CS grad who grew up in Hong Kong and Beijing, Stephanie Zhan is betting Sequoia's money on physical superintelligence - and she's been right so far. All about @stephzhan yespress.io/stephanie-zhan via YesPress
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Jason Z
Jason Z@JasonZX·
人工智能大神Andrej Karpathy最新访谈里讲述了AI时代软件会消失吗？软件3.0时代的形态是什么？人类的角色转变将走向哪里？ 29分钟的访谈非常值得看一遍，Karpathy的核心观点总结如下五条： 1. 软件 3.0：LLM成为新的计算平台 过去软件靠人写死代码；软件3.0里，LLM像一台新电脑，人用自然语言、上下文和工具来驱动它。程序不再只是代码，而是“目标 + 资料 + 指令 + 反馈循环”。 2. 开发者从写代码，变成指挥AI Vibe Coding让普通人也能快速做产品原型；但真正高质量的软件，仍需要专业人士把关。未来开发者更像导演，负责设计架构、分配任务、检查质量，而不是亲手写每一行代码。 3. AI很强，但强得不均匀 AI在代码、数学这类容易验证对错的任务上进步最快。但在常识、商业判断、复杂现实问题上，仍可能犯低级错误。所以关键任务里，人类检查和判断仍不可替代。 4. 未来软件会从“人操作”变成“AI操作” 现在的软件是给人点按钮、看菜单、填表格用的。未来很多软件会变成AI背后的工具层。AI直接读数据、调接口、生成结果，人只负责提出目标和验收结果。 5. 人类价值从执行力转向理解力 AI 会让写代码、查资料、做报告变得很便宜。但真正稀缺的是：你是否知道要什么，能否判断结果好坏，能否设计正确方向。也就是 Karpathy 说的：可以外包思考，但不能外包理解。
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Stephanie Zhan@stephzhan

@karpathy and I are back! At @sequoia AI Ascent 2026. And a lot has changed. Last year, he coined “vibe coding”. This year, he’s never felt more behind as a programmer. The big shift: vibe coding raised the floor. Agentic engineering raises the ceiling. We talk about what it means to build seriously in the agent era. Not just moving faster. Building new things, with new tools, while preserving the parts that still require human taste, judgment, and understanding.

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Alp Özcan
Alp Özcan@alpoezcan·
Karpathy'nin AI Ascent 26' konuşmasını ancak izleme fırsatım oldu. Daha önce üzerine hiç düşünmediğim bazı paradigma değişikliklerini farkettim. Bunlardan birisi yapay sinir ağlarının deterministik araçların etrafında konumlandırılması ve CPU'ların LLM'ler için birer araç/kaynak haline gelmiş olması (x.com/karpathy/statu…). Bir süredir çokça duyduğum diğer konuysa kaliteden ödün vermeden daha hızlı ilerleyebilmenin önündeki bir sonraki mihenk taşı olan doğrulanabilirlik. Doğrulanabilirliğin ileriye dönük olarak bir kısıt olarak görülmesinin ana sebebi ise aradan insan kontrolünü çıkartabilmek için bir gereksinim olması. Yazılım mühendisliği süreçlerini insan odaklı ve agentic odaklı olarak ayırmak gerekebilir. Agentic süreçlere hiç geleneksel SDLC (yazılım geliştirme süreçlerini) dahil etmeden, Karpathy'nin "yazılım mühendisliği 3.0" olarak söz ettiği paradigmayı tamamen agentic odaklı olarak tasarlamak gerekebilir. Çünkü hali hazırda var olan yazılım mühendisliği geliştirme süreçlerinin işlevsiz yönlerini agentic süreçlere bulaştırmak yanlış bir düşünce şekli olabilir. "Agent-Native Engineering" yazısı da bu konuya güzel bir bakış açısı sağlıyor: generalintelligencecompany.com/writing/agent-… Karpathy Sequoia Ascent blog postu: karpathy.bearblog.dev/sequoia-ascent…
Stephanie Zhan@stephzhan

@karpathy and I are back! At @sequoia AI Ascent 2026. And a lot has changed. Last year, he coined “vibe coding”. This year, he’s never felt more behind as a programmer. The big shift: vibe coding raised the floor. Agentic engineering raises the ceiling. We talk about what it means to build seriously in the agent era. Not just moving faster. Building new things, with new tools, while preserving the parts that still require human taste, judgment, and understanding.

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かいじゅう🦖AI x PdM
かいじゅう🦖AI x PdM@week_end_movie·
これはやばい時代の変化。LLMは「既存作業を速くする道具」だけじゃない、という話Sequoiaの対談で、LLMによって生まれる新しい体験の例をいくつか挙げている。ポイントは、コーディング高速化みたいな既存業務の改善ではなく、LLMがあるから初めて成立するアプリやユーザー行動が出てくること。ここを見落とすと、AIプロダクトはだいたい「既存機能にAIを足しただけ」になる。もちろん最初は効率化でいい。でも競争優位になるのは、速くなった部分ではなく、AI前提でユーザーの行動そのものが変わる部分なんだと思う。 「どの作業をAIで速くするか」より、「AIがあることで、今まで存在しなかった使い方は何か」を先に問いたい。
Stephanie Zhan@stephzhan

@karpathy and I are back! At @sequoia AI Ascent 2026. And a lot has changed. Last year, he coined “vibe coding”. This year, he’s never felt more behind as a programmer. The big shift: vibe coding raised the floor. Agentic engineering raises the ceiling. We talk about what it means to build seriously in the agent era. Not just moving faster. Building new things, with new tools, while preserving the parts that still require human taste, judgment, and understanding.

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Sha
Sha@shahjahan_ch·
Stephanie Zhan wrote the first check for Linear, Reflection AI, and Skild AI. She might be the most important investor you've never heard of. @stephzhan - Featured on YesPress yespress.io/stephanie-zhan
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Anna Goldie
Anna Goldie@annadgoldie·
Had a lot of fun speaking at @sequoia ascent! It was an honor to be included in this excellent event - thanks @stephzhan and @sonyatweetybird for inviting us!
Stephanie Zhan@stephzhan

So fun to host @annadgoldie and @Azaliamirh of @RicursiveAI at @sequoia AI Ascent 2026! They share the story of building AlphaChip which was incorporated into multiple generations of the TPU. They walk through their three-phase roadmap: from AI-powered design tools -> a "fabless era" platform for custom silicon -> full vertical integration, and their LT vision of building true recursive AI. 00:00 Neural Nets Meet Chips 00:21 Meet AlphaChip Creators 00:43 Recursive Intelligence Vision 01:31 AlphaChip Real World Impact 02:17 Three Phase Company Roadmap 02:20 Phase One Speeding Design 04:11 Rebuilding Tools for AI 05:05 STA Engine and RL Loop 06:15 Designless Platform and Custom Chips 08:01 Team and Audience Q&A

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Steve Hou
Steve Hou@stevehou·
Great discussion of “agentic engineering” by @karpathy!
Stephanie Zhan@stephzhan

@karpathy and I are back! At @sequoia AI Ascent 2026. And a lot has changed. Last year, he coined “vibe coding”. This year, he’s never felt more behind as a programmer. The big shift: vibe coding raised the floor. Agentic engineering raises the ceiling. We talk about what it means to build seriously in the agent era. Not just moving faster. Building new things, with new tools, while preserving the parts that still require human taste, judgment, and understanding.

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Azalia Mirhoseini
Azalia Mirhoseini@Azaliamirh·
It was great to present at Sequoia AI Ascent! Many thanks to @stephzhan, @sonyatweetybird, and the entire Sequoia team for hosting us!
Stephanie Zhan@stephzhan

So fun to host @annadgoldie and @Azaliamirh of @RicursiveAI at @sequoia AI Ascent 2026! They share the story of building AlphaChip which was incorporated into multiple generations of the TPU. They walk through their three-phase roadmap: from AI-powered design tools -> a "fabless era" platform for custom silicon -> full vertical integration, and their LT vision of building true recursive AI. 00:00 Neural Nets Meet Chips 00:21 Meet AlphaChip Creators 00:43 Recursive Intelligence Vision 01:31 AlphaChip Real World Impact 02:17 Three Phase Company Roadmap 02:20 Phase One Speeding Design 04:11 Rebuilding Tools for AI 05:05 STA Engine and RL Loop 06:15 Designless Platform and Custom Chips 08:01 Team and Audience Q&A

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탐색

@annadgoldie @FounderCoHo @drewhouston @Dropbox @pdhsu @Stanford @StanfordPath @arcinstitute