David Cahn is a Partner at Sequoia Capital and one of the world’s leading AI investors. At Sequoia David has led investments in Clay, Juicebox, Sesame, Kela, Stark, etc.. Before Sequoia, David was a General Partner at Coatue where he led investments in Notion and Hugging Face.
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In Today’s Episode We Discuss:
00:00 Intro
01:09 Why Building Physical Data Centres is a Moat
10:36 Are We In an AI Bubble?
14:42 Winners and Losers in a World of AI
16:09 The Role of Big Tech and Monopolies
22:22 Breaking Down Circular Deals in AI: The Truth No One Sees?
34:26 Why Kingmaking is BS and VCs Do Not Make or Break Companies
37:53 The Importance of Margins in AI Investments
39:54 The $0-$100M Revenue Club: Is Triple, Triple, Double, Double Dead?
49:13 Why the Most Important Hire for Startups Today is 23 Year Olds
58:29 The Future of Defence: Who Wins and Who Loses
01:07:33 Quick-Fire Round
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