🎉 We're hugely excited to announce that we have raised $700m to invest in the next generation of European #B2BSoftware winners. We’re at the beginning of another major technology shift with #AI, and we believe the B2B opportunity in Europe has never been greater... 🧵👇

Dawn-backed Garrison has been acquired by high assurance cybersecurity leader @EverfoxSec. As part of the acquisition, we look forward to continuing the journey as a new investor in Everfox! 🔗 Find out more: garrison.com/press-release/…

We’re reinvesting in Omi! 🚀 Omi’s ambitions have become even bigger and we are confident that Hugo, Paul and their team possess the vision, drive and skills to disrupt an entire industry with their suite of 3D design products. 🔗 Find out more: medium.com/@dawncapitalte…

.Sifted has today released its annual B2B SaaS Rising 100 list, highlighting the 100 most promising software startups. It’s great to see Brite, Fonoa, Elwood and Swimm in this year’s list. We’re excited for what’s ahead! 🚀 Full report 👇 sifted.eu/intelligence/r…

Our GP Evgenia was featured in IMD’s podcast series, ‘Capital Conversations’, in the episode, ‘Specialisation in Action: Inside a Specialist VC’s Playbook for Success’. 🧵👇

🔗 In Part 1, Evgenia speaks to Raphaël about the ‘Dawn Map’ and insights as a specialist investor: imd.org/ibyimd/iauthor…

You can also listen on the following platforms... 🎧 Apple Podcast: podcasts.apple.com/us/podcast/spe… 🎧 Spotify: open.spotify.com/episode/6geWoU…

👋 Join us at our London office on 9th July, 6pm alongside LifeX Ventures for ‘AI x Bio: Scaling in Techbio Today’! Get an insider look of how AI is changing the game in bio and what really works to scale up in health. 🎟️Register here: gatsby.events/rsvp/ai-x-bio-…

💡 Our latest deep dive looks at the potential of AI agents and its impact on software development and beyond. We interviewed leaders at five of the most exciting companies in the space: Cogna, @Lovable_dev, Gradient Labs, 11x and Zylon. 🔗👉medium.com/@dawncapitalte…

Sequoia's next generation: the apprentice to mentor harmonic of Valentine's ethos. Although DTV would be disappointed in their golf acumen. @Sequoia Roelof Botha Alfred Lin Pat Grady Andrew Reed Luciana Lixandru

I’ve been fortunate enough to do AI shows with @Sama, Yann LeCun & Arthur Mensch. But this show today with David Cahn at Sequoia Capital is the best of all of them: 🧠 AI’s $600BN question 🏃 Why no one will never train a frontier model on the same data center twice 🏗️ Servers, steel

Thanks Harry Stebbings for a great discussion & deep dive on AI's $600B question: 👉 The revenue hole that needs to get filled 👉 The AI arms race and cloud oligopoly 👉 Why overbuilding is good for startups 👉 Steel, servers & power 👉 The need for a cash machine to fund AI

On a new episode of Training Data GitHub CEO Thomas Dohmke spoke to Stephanie Zhan and Sonya Huang 🐥 about how a small team at GitHub built on top of GPT-3 and quickly created a product that developers love—and can’t live without. 🔊 seq.vc/tde8tdsp

Available wherever you listen to podcasts: YouTube: seq.vc/tde8tdyt Apple Podcasts: seq.vc/tde8tda

🤖 New Sequoia Capital Training Data pod drop with GitHub CEO Thomas Dohmke! A legendary company now at $2B ARR, with 2-year old Copilot now adopted by 77K+ orgs. CEO Thomas Dohmke chats with me and Sonya Huang 🐥 about: 1⃣Github Copilot and Workspace ushering in a new era of 1B

I truly loved sitting down with Stephanie Zhan & Sonya Huang 🐥 on Seqouia's Training Data Podcast. AI Agents are an inextricable part of GitHub Copilot. And we will see a flurry of them soon. 👇

Listen to a new episode of Training Data ft GitHub CEO Thomas Dohmke Available wherever you listen to podcasts. YouTube: seq.vc/tde8tdyt Apple Podcasts: seq.vc/tde8tda Spotify: seq.vc/tde8tdsp

❓Fave nugget from our chat w GitHub CEO Thomas Dohmke on our latest Sequoia Capital Training Data episode with me & Sonya Huang 🐥: On what timeframe do you think AI will be as good as an average developer, and a 10x developer? 1⃣ Models today are able to write better code than the

Next week I am sitting down with Florian Douetteau, co-founder and CEO of Dataiku to chat all things US expansion, focusing on building the right team. What does it take for a European founder to build a big business on the other side of the Atlantic and to make it truly global? Dear

Read Haakon Overli and Dr Jussi Westergren for Sifted on investing in AI hardware — and why the Budget tomorrow is a make or break moment for UK tech sifted.eu/articles/ai-co…