Shaun Maguire
Sequoia Capital Seed/Early partner who invests in frontier technology, including Neros, a developer and manufacturer of U.S.-supply-chain unmanned drone systems for battlefield defense. Previously founded companies in space technology and global internet security.
SpaceX’s Underappreciated Compute Business Anchors a Five-Layer Growth Thesis
Shaun Maguire, a Sequoia Capital partner and SpaceX investor, told Bloomberg that he plans to hold his personal SpaceX shares “forever” because he sees the company’s launch capability, hardware culture and compute ambitions as a compounding advantage most investors are underestimating. He argued that SpaceX should be understood as five businesses — launch, connectivity, compute, models and other long-dated bets — with Starship as the core moat and terrestrial and orbital AI compute as the expansion layer that could reshape how the company is valued.
Neuralink Says 20-Patient Scale Is Advancing Brain-AI Interfaces
Neuralink co-founder and president DJ Seo told Sequoia partner Shaun Maguire at AI Ascent 2026 that the company has moved from a single human implant demonstration to more than 20 patients, while still treating its current work as restoration of lost function rather than elective enhancement. Seo argued that Neuralink’s larger aim is not faster computer control but a higher-bandwidth interface between brains and AI, eventually enabling direct, multimodal transfer of concepts. The path there, he said, depends less on a single implant breakthrough than on scaling surgery, robotics, manufacturing, clinical evidence and neural-data models.