Amir goes deep on the companies that have invested the most in self-driving car technology over the past decade. We talked about advances in self-driving technology and where it is today. A big chunk of the more than $16 billion invested has come from the top three companies, each of which has a different strategy. Amir also explains why he intentionally left Tesla off the chart, much to the chargin of Elon-fans on Twitter.

Then Kate joins to talks about Sequoia's big expansion into seed investing. The firm has hired four partners to help manage the seed fund. We discussed why big firms like Sequoia could pose a hazard for smaller seed-only funds and what those funds might to do keep their edge in this competitive space.