Sequoia Capital

Deals & regulation

1. Oct 7

   Invested in Mecka AI · $60M

2. Sep 9

   Invested in Cymphony · $25M

3. Jul 23

   Invested in Etched · $300M at $10.3B

4. May 28

   Invested in Anthropic · $65B at $965B

Trends

• Frontier labs head toward public listings
• AI labs move inference onto custom silicon
• Offensive AI cyber risk moves from evaluations into the wild
• Agent infrastructure consolidates into provider platforms

Items

1. Oct 7

   Mecka AI raises $60M for robot data

   The startup collecting and analyzing human-motion data to train humanoid and other robots raised a Sequoia-led round (with NVIDIA, M12, Qualcomm Ventures, and Samsung) to scale its data pipeline for physical AI.

2. Sep 9

   Cymphony raises $25M for agent security

   Sequoia and SMBC co-led a Series A valuing the New York and Tel Aviv startup above $100M, the third major agent-security raise in three weeks, to help enterprises govern their growing AI-agent workforce.

3. Jul 23

   Etched raises $300M at $10.3B

   The two-year-old maker of Sohu, a transformer-specific inference ASIC on TSMC's 4nm process, raised a Sequoia-led Series C with SK Hynix participating, on roughly $1B of signed customer orders.

4. May 28

   Anthropic raises $65B at $965B

   The Series H, including $15B from hyperscalers and strategic stakes from Samsung, SK Hynix, and Micron, comes at a $47B ARR run-rate with 130% projected growth; Bloomberg reports an October 2026 IPO target.