
20VC: The Memo: Sequoia's Alfred Lin on Why Chasing GMV Leads To Bad Behaviours, How To Approach Competition and Capital Efficiency & The Core Importance of Understanding the Difference Between Input and Output Metrics
Alfred Lin from Sequoia discusses the firm's Series A investment in DoorDash, reflecting on lessons learned from initially passing on the seed round. Lin emphasizes the importance of founder-market fit, particularly Tony Xu's operational obsession and insight into suburban market density. The conversation explores Door...




















