Sequoia's Lin on Airbnb, DoorDash IPOs

The transcript covers a discussion on the market cap of Airbnb and DoorDash, with insights from a Sequoia board member. It explores the unexpected market reactions, the investment strategies of Sequoia, and the challenges faced during the pandemic. The conversation also touches on the Black Swan memo issued by Sequoia, which advised caution during the pandemic, and the subsequent market recovery.

How did the speaker view the market potential for Airbnb and DoorDash?

What was the significance of the memo sent by Sequoia to entrepreneurs?

What lessons did the speaker mention regarding the Black Swan memo?