Michael Moritz — research hub
Former Sequoia Capital chairman (joined c. 1985; led the firm c. 1995–2012/13), ex-Time correspondent and author, founder of the San Francisco Standard — running synthesis of his appearances, with per-video breakdowns and a stock index.
Stock & name index
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► Neutral / referenced
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Overall thesis
In one line: A judge of people before businesses — Moritz reads founders through their first ~14 years and outsider drive, believes in the great-person theory of history (Elon Musk "may well be the greatest industrialist in the history of America"), thinks the 1980s–90s venture edge has largely disappeared, and is more hopeful than most on AI: disruption in specific sectors, but more jobs created than lost.
- Drive comes from the formative years. Childhood imprints — for him, growing up the son of Jewish refugees in Wales — create the survival instinct and grit that great founders harness; the inner being doesn't change, only the outward intensity fades with age (2026-SEP-16).
- Judge people by accumulating marks, not one trait. Many small observations plus one revealing question ("what one thing would you do differently?") build the portrait; true resistors under pressure are rare (2026-SEP-16).
- Monomania creates great work — at a cost. Complete obsession builds companies and art and costs relationships (2026-SEP-16).
- The old venture edge is gone. Imperfect information, few competitors, close founder relationships and being in Silicon Valley were the 1980s advantages; today's market is crowded and intermediated — healthy "if you're a founder" (2026-SEP-16).
- Managers should earn their pay. He rejects being paid handsomely while clients could have matched returns in an index fund (2026-SEP-16).
- AI: hopeful, humbled by the pace. No one foresaw AI-lab growth rates or a six-year-old company worth trillions; AI tools will let rare founders build multiple companies; the doom forecasts echo nuclear and genetic fears that didn't materialize (2026-SEP-16).
- Keep a bolt hole. The West feels uncomfortable for minorities; "you can never have enough passports" (2026-SEP-16).
Transcripts
One dated page per appearance — each has its talking points and the saved transcript. Newest first.
To process — backlog
Michael Moritz appearances discovered via search, not yet processed — verify publish dates, newest first. Limited to the last ~2 years. None queued yet.
For personal study — not investment advice. Source material © the respective shows.