This podcast episode delves into the complexities of artificial intelligence investment, evaluating whether current capital expenditures are justified by AI's potential, and highlighting the challenges faced by startups in a landscape dominated by large tech companies. Cahn emphasizes the need for continuous infrastructure advancements, the dynamic nature of AI, the implications of the chip wars, and the duality of open-source and closed-source models, while also discussing the importance of founder assessments and the unique contributions of different generations in venture capital.
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