Viewing enriched Twitter post
I asked @Alfred_Lin of @sequoia: Which companies are gonna fail? "I work in a business where our most successful fund had a 50% write-off rate. “The companies that are most vulnerable have very similar characteristics.” “It’s the companies that don’t embrace change.” “They don’t understand that they’re in a paradigm shift. They think what worked yesterday will work today.” “What was a moat yesterday and what is a moat today are completely different.”
{
"media": [
{
"url": "https://crmoxkoizveukayfjuyo.supabase.co/storage/v1/object/public/media/posts/2032963659073470518/media_0.mp4",
"media_url": "https://crmoxkoizveukayfjuyo.supabase.co/storage/v1/object/public/media/posts/2032963659073470518/media_0.mp4",
"type": "video",
"filename": "media_0.mp4"
}
],
"processed_at": "2026-03-15T00:39:33.089113",
"pipeline_version": "2.0"
}{
"type": "tweet",
"id": "2032963659073470518",
"url": "https://x.com/MollySOShea/status/2032963659073470518",
"twitterUrl": "https://twitter.com/MollySOShea/status/2032963659073470518",
"text": "I asked @Alfred_Lin of @sequoia: \n\nWhich companies are gonna fail? \n\n\"I work in a business where our most successful fund had a 50% write-off rate. \n\n“The companies that are most vulnerable have very similar characteristics.”\n\n“It’s the companies that don’t embrace change.”\n\n“They don’t understand that they’re in a paradigm shift. They think what worked yesterday will work today.”\n\n“What was a moat yesterday and what is a moat today are completely different.”",
"source": "Twitter for iPhone",
"retweetCount": 3,
"replyCount": 2,
"likeCount": 21,
"quoteCount": 0,
"viewCount": 4288,
"createdAt": "Sat Mar 14 23:34:41 +0000 2026",
"lang": "en",
"bookmarkCount": 11,
"isReply": false,
"inReplyToId": null,
"conversationId": "2032963659073470518",
"displayTextRange": [
0,
274
],
"inReplyToUserId": null,
"inReplyToUsername": null,
"author": {
"type": "user",
"userName": "MollySOShea",
"url": "https://x.com/MollySOShea",
"twitterUrl": "https://twitter.com/MollySOShea",
"id": "954060455831580672",
"name": "Molly O’Shea",
"isVerified": false,
"isBlueVerified": true,
"verifiedType": null,
"profilePicture": "https://pbs.twimg.com/profile_images/1673061505351450624/2A8YvQ2N_normal.jpg",
"coverPicture": "https://pbs.twimg.com/profile_banners/954060455831580672/1757972425",
"description": "",
"location": "LA / NYC / SF",
"followers": 47137,
"following": 854,
"status": "",
"canDm": true,
"canMediaTag": true,
"createdAt": "Thu Jan 18 18:38:33 +0000 2018",
"entities": {
"description": {
"urls": []
},
"url": {}
},
"fastFollowersCount": 0,
"favouritesCount": 59645,
"hasCustomTimelines": true,
"isTranslator": false,
"mediaCount": 1820,
"statusesCount": 17944,
"withheldInCountries": [],
"affiliatesHighlightedLabel": {},
"possiblySensitive": false,
"pinnedTweetIds": [
"1988252311047504320"
],
"profile_bio": {
"description": "Investing & Tech →Newsletter/Podcast @Sourceryy | HUGE Fan @brexhq @Turingcom @public @deel",
"entities": {
"description": {
"hashtags": [],
"symbols": [],
"urls": [],
"user_mentions": [
{
"id_str": "0",
"indices": [
37,
47
],
"name": "",
"screen_name": "Sourceryy"
},
{
"id_str": "0",
"indices": [
59,
66
],
"name": "",
"screen_name": "brexhq"
},
{
"id_str": "0",
"indices": [
67,
77
],
"name": "",
"screen_name": "Turingcom"
},
{
"id_str": "0",
"indices": [
78,
85
],
"name": "",
"screen_name": "public"
},
{
"id_str": "0",
"indices": [
86,
91
],
"name": "",
"screen_name": "deel"
}
]
},
"url": {
"urls": [
{
"display_url": "linktr.ee/sourceryvc",
"expanded_url": "https://linktr.ee/sourceryvc",
"indices": [
0,
23
],
"url": "https://t.co/XjyydgSkbf"
}
]
}
}
},
"isAutomated": false,
"automatedBy": null
},
"extendedEntities": {
"media": [
{
"additional_media_info": {
"monetizable": false
},
"allow_download_status": {
"allow_download": true
},
"display_url": "pic.twitter.com/s5oFjlDYfv",
"expanded_url": "https://twitter.com/MollySOShea/status/2032963659073470518/video/1",
"ext_media_availability": {
"status": "Available"
},
"id_str": "2032962025438195714",
"indices": [
275,
298
],
"media_key": "13_2032962025438195714",
"media_results": {
"id": "QXBpTWVkaWFSZXN1bHRzOgwABAoAARw2iDDoGjACAAA=",
"result": {
"__typename": "ApiMedia",
"id": "QXBpTWVkaWE6DAAECgABHDaIMOgaMAIAAA==",
"media_key": "13_2032962025438195714"
}
},
"media_url_https": "https://pbs.twimg.com/amplify_video_thumb/2032962025438195714/img/9eDyBnlnbfECEdwk.jpg",
"original_info": {
"focus_rects": [],
"height": 1080,
"width": 1920
},
"sizes": {
"large": {
"h": 1080,
"w": 1920
}
},
"type": "video",
"url": "https://t.co/s5oFjlDYfv",
"video_info": {
"aspect_ratio": [
16,
9
],
"duration_millis": 354869,
"variants": [
{
"content_type": "application/x-mpegURL",
"url": "https://video.twimg.com/amplify_video/2032962025438195714/pl/6gCvg1Kvu7p_ruXr.m3u8?tag=21"
},
{
"bitrate": 256000,
"content_type": "video/mp4",
"url": "https://video.twimg.com/amplify_video/2032962025438195714/vid/avc1/480x270/mxt015ffcMT8iU3-.mp4?tag=21"
},
{
"bitrate": 832000,
"content_type": "video/mp4",
"url": "https://video.twimg.com/amplify_video/2032962025438195714/vid/avc1/640x360/AR2raHm5ljCGKDfh.mp4?tag=21"
},
{
"bitrate": 2176000,
"content_type": "video/mp4",
"url": "https://video.twimg.com/amplify_video/2032962025438195714/vid/avc1/1280x720/F37SJbMd9wKr27nq.mp4?tag=21"
},
{
"bitrate": 10368000,
"content_type": "video/mp4",
"url": "https://video.twimg.com/amplify_video/2032962025438195714/vid/avc1/1920x1080/TwiwZ8q4_Zz0jqbJ.mp4?tag=21"
}
]
}
}
]
},
"card": null,
"place": {},
"entities": {
"hashtags": [],
"symbols": [],
"timestamps": [],
"urls": [],
"user_mentions": [
{
"id_str": "14100237",
"indices": [
8,
19
],
"name": "Alfred Lin",
"screen_name": "Alfred_Lin"
},
{
"id_str": "24775410",
"indices": [
23,
31
],
"name": "Sequoia Capital",
"screen_name": "sequoia"
}
]
},
"quoted_tweet": {
"type": "tweet",
"id": "2031012398174188013",
"url": "https://x.com/MollySOShea/status/2031012398174188013",
"twitterUrl": "https://twitter.com/MollySOShea/status/2031012398174188013",
"text": "BREAKING: The Future According to Sequoia\n\n$10 Trillion Companies Are Coming..\n\nAlfred Lin, Partner & new Co-Steward of Sequoia \n(#1 investor on the Midas List)\n\n“When I joined Sequoia the largest market cap company was probably $300B or $400B dollars. Today we have companies that are worth $4-5T.”\n\n“If you give it another 5-10 years… those companies continue to compound, it’ll be worth $10 trillion or more.”\n\nFor more than 5 decades, @sequoia has backed many of the most consequential companies in technology, from Apple, Nvidia, Airbnb, DoorDash, Stripe, & more. \n\nBut as @Alfred_Lin explains in this conversation, Sequoia does not think about the 54-year-old firm the way many others do. Rather than optimizing around AUM, Sequoia focuses on DPI & being a net liquidity provider to LPs. \n\nSince 2020, the firm has distributed more than $43 billion back to investors (as of Oct 27, 2025).\n\nIn this conversation, Alfred breaks down:\n- Why AI is accelerating startup growth and product velocity\n- Why “AI kills SaaS” is the wrong framework\n- How moats change during paradigm shifts\n- What Alfred is hearing in boardrooms right now\n- Which companies are most vulnerable in the AI era\n- Founder-market fit & the importance of “spikes”\n- Why the next generation of companies could be much bigger than today’s giants\n- How Sequoia identifies outlier founders across companies like Airbnb, DoorDash, Kalshi, Zipline, Clay, Commure, Nominal, Physical Intelligence, Crosby, OpenAI, and Citadel Securities.\n\nRecorded live Feb 26th at the @upfrontvc Summit 2026\n\n𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒\n(00:00) Alfred Lin, Partner & Co-Steward at Sequoia Capital\n(01:00) The metric Sequoia actually cares about\n(02:54) $43B distributed since 2020\n(05:41) The biggest wave Alfred has seen in his career\n(08:19) Amazon did not k*ll Walmart\n(10:09) Paradigm shifts and changing moats\n(14:38) Boardroom conversations about the future\n(17:11) Companies that fail to adapt fall behind\n(19:31) From waterfall development to agile teams\n(23:06) Sequoia’s AI investment strategy\n(24:48) Managing context switching between portfolio companies\n(26:00) Becoming Co-Steward of Sequoia Capital\n(29:31) How to navigate the AI wave",
"source": "Twitter for iPhone",
"retweetCount": 82,
"replyCount": 21,
"likeCount": 486,
"quoteCount": 20,
"viewCount": 216783,
"createdAt": "Mon Mar 09 14:21:04 +0000 2026",
"lang": "en",
"bookmarkCount": 719,
"isReply": false,
"inReplyToId": null,
"conversationId": "2031012398174188013",
"displayTextRange": [
0,
280
],
"inReplyToUserId": null,
"inReplyToUsername": null,
"author": {
"type": "user",
"userName": "MollySOShea",
"url": "https://x.com/MollySOShea",
"twitterUrl": "https://twitter.com/MollySOShea",
"id": "954060455831580672",
"name": "Molly O’Shea",
"isVerified": false,
"isBlueVerified": true,
"verifiedType": null,
"profilePicture": "https://pbs.twimg.com/profile_images/1673061505351450624/2A8YvQ2N_normal.jpg",
"coverPicture": "https://pbs.twimg.com/profile_banners/954060455831580672/1757972425",
"description": "",
"location": "LA / NYC / SF",
"followers": 47137,
"following": 854,
"status": "",
"canDm": true,
"canMediaTag": true,
"createdAt": "Thu Jan 18 18:38:33 +0000 2018",
"entities": {
"description": {
"urls": []
},
"url": {}
},
"fastFollowersCount": 0,
"favouritesCount": 59645,
"hasCustomTimelines": true,
"isTranslator": false,
"mediaCount": 1820,
"statusesCount": 17944,
"withheldInCountries": [],
"affiliatesHighlightedLabel": {},
"possiblySensitive": false,
"pinnedTweetIds": [
"1988252311047504320"
],
"profile_bio": {
"description": "Investing & Tech →Newsletter/Podcast @Sourceryy | HUGE Fan @brexhq @Turingcom @public @deel",
"entities": {
"description": {
"hashtags": [],
"symbols": [],
"urls": [],
"user_mentions": [
{
"id_str": "0",
"indices": [
37,
47
],
"name": "",
"screen_name": "Sourceryy"
},
{
"id_str": "0",
"indices": [
59,
66
],
"name": "",
"screen_name": "brexhq"
},
{
"id_str": "0",
"indices": [
67,
77
],
"name": "",
"screen_name": "Turingcom"
},
{
"id_str": "0",
"indices": [
78,
85
],
"name": "",
"screen_name": "public"
},
{
"id_str": "0",
"indices": [
86,
91
],
"name": "",
"screen_name": "deel"
}
]
},
"url": {
"urls": [
{
"display_url": "linktr.ee/sourceryvc",
"expanded_url": "https://linktr.ee/sourceryvc",
"indices": [
0,
23
],
"url": "https://t.co/XjyydgSkbf"
}
]
}
}
},
"isAutomated": false,
"automatedBy": null
},
"extendedEntities": {
"media": [
{
"additional_media_info": {
"monetizable": false
},
"allow_download_status": {
"allow_download": true
},
"display_url": "pic.twitter.com/sKzObHAvjy",
"expanded_url": "https://twitter.com/MollySOShea/status/2031012398174188013/video/1",
"ext_media_availability": {
"status": "Available"
},
"id_str": "2031011135663865856",
"indices": [
281,
304
],
"media_key": "13_2031011135663865856",
"media_results": {
"id": "QXBpTWVkaWFSZXN1bHRzOgwABAoAARwvmd38G4AAAAA=",
"result": {
"__typename": "ApiMedia",
"id": "QXBpTWVkaWE6DAAECgABHC+Z3fwbgAAAAA==",
"media_key": "13_2031011135663865856"
}
},
"media_url_https": "https://pbs.twimg.com/amplify_video_thumb/2031011135663865856/img/r2_SjzmA7FB3UliA.jpg",
"original_info": {
"focus_rects": [],
"height": 1080,
"width": 1920
},
"sizes": {
"large": {
"h": 1080,
"w": 1920
}
},
"type": "video",
"url": "https://t.co/sKzObHAvjy",
"video_info": {
"aspect_ratio": [
16,
9
],
"duration_millis": 1941066,
"variants": [
{
"content_type": "application/x-mpegURL",
"url": "https://video.twimg.com/amplify_video/2031011135663865856/pl/sUTeQpwZ7RR22Ekk.m3u8?tag=21"
},
{
"bitrate": 256000,
"content_type": "video/mp4",
"url": "https://video.twimg.com/amplify_video/2031011135663865856/vid/avc1/480x270/UWTjjLwZlbbyAQKk.mp4?tag=21"
},
{
"bitrate": 832000,
"content_type": "video/mp4",
"url": "https://video.twimg.com/amplify_video/2031011135663865856/vid/avc1/640x360/eQVTIXErouyHybXT.mp4?tag=21"
},
{
"bitrate": 2176000,
"content_type": "video/mp4",
"url": "https://video.twimg.com/amplify_video/2031011135663865856/vid/avc1/1280x720/83YB0VTAwYrgkGZ2.mp4?tag=21"
},
{
"bitrate": 10368000,
"content_type": "video/mp4",
"url": "https://video.twimg.com/amplify_video/2031011135663865856/vid/avc1/1920x1080/vvS7MuqMv2L467lx.mp4?tag=21"
}
]
}
}
]
},
"card": null,
"place": {},
"entities": {
"hashtags": [],
"symbols": [],
"timestamps": [
{
"indices": [
1570,
1575
],
"seconds": 0,
"text": "00:00"
},
{
"indices": [
1630,
1635
],
"seconds": 60,
"text": "01:00"
},
{
"indices": [
1678,
1683
],
"seconds": 174,
"text": "02:54"
},
{
"indices": [
1714,
1719
],
"seconds": 341,
"text": "05:41"
},
{
"indices": [
1769,
1774
],
"seconds": 499,
"text": "08:19"
},
{
"indices": [
1805,
1810
],
"seconds": 609,
"text": "10:09"
},
{
"indices": [
1848,
1853
],
"seconds": 878,
"text": "14:38"
},
{
"indices": [
1897,
1902
],
"seconds": 1031,
"text": "17:11"
},
{
"indices": [
1946,
1951
],
"seconds": 1171,
"text": "19:31"
},
{
"indices": [
1996,
2001
],
"seconds": 1386,
"text": "23:06"
},
{
"indices": [
2037,
2042
],
"seconds": 1488,
"text": "24:48"
},
{
"indices": [
2100,
2105
],
"seconds": 1560,
"text": "26:00"
},
{
"indices": [
2147,
2152
],
"seconds": 1771,
"text": "29:31"
}
],
"urls": [],
"user_mentions": [
{
"id_str": "24775410",
"indices": [
439,
447
],
"name": "Sequoia Capital",
"screen_name": "sequoia"
},
{
"id_str": "14100237",
"indices": [
578,
589
],
"name": "Alfred Lin",
"screen_name": "Alfred_Lin"
},
{
"id_str": "43161871",
"indices": [
1534,
1544
],
"name": "Upfront Ventures",
"screen_name": "upfrontvc"
}
]
},
"quoted_tweet": null,
"retweeted_tweet": null,
"isLimitedReply": false,
"article": null
},
"retweeted_tweet": null,
"isLimitedReply": false,
"article": null
}