20VC: Sequoia's David Cahn on The Winners and Losers in AI | The $0-$100M Revenue Club: Is Triple, Triple, Double, Double Dead? | The Future of Defence: Who Wins and Who Loses | How to Analyse Margins and Growth Rates in a World of AI | The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

In this episode of 20VC, Harry Stebbings interviews David Cahn, a partner at Sequoia Capital, about the current state of AI, reflecting on past predictions and future expectations. Cahn discusses the AI bubble, the importance of physical infrastructure, and the shift from compute production to consumption. He also touches on talent acquisition, the role of vertical integration, and the potential impact of AI on GDP. The conversation explores investment strategies, the dynamics of market cycles, and the balance between short-term gains and long-term vision in the AI landscape, as well as the importance of defense as the next AI frontier.

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20VC: Sequoia's David Cahn on The Winners and Losers in AI | The $0-$100M Revenue Club: Is Triple, Triple, Double, Double Dead? | The Future of Defence: Who Wins and Who Loses | How to Analyse Margins and Growth Rates in a World of AI

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

AI Bubble and the Physicality of Data Centers

Data Center Construction Moats and Talent Acquisition

Vertical Integration, AI Bubbles, and Long-Term Investment

Monopoly Era and Game Theory in AI

AI Bubble Fragility and Circular Deals

GDP Impact, Demand Overestimation, and Kingmaking

Margins, Growth Rates, and Long-Term Company Building

Capitalization, Risk Assessment, and Talent Acquisition

Career Advice, Mimetic Algorithm, and Defense as the Next AI

Defense Market and Quick Fire Round

Quick Fire Round Continued and Sponsor Messages

20VC: Sequoia's David Cahn on The Winners and Losers in AI | The $0-$100M Revenue Club: Is Triple, Triple, Double, Double Dead? | The Future of Defence: Who Wins and Who Loses | How to Analyse Margins and Growth Rates in a World of AI

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

00:00AI Bubble and the Physicality of Data Centers

AI Bubble and the Physicality of Data Centers

08:10Data Center Construction Moats and Talent Acquisition

Data Center Construction Moats and Talent Acquisition

12:25Vertical Integration, AI Bubbles, and Long-Term Investment

Vertical Integration, AI Bubbles, and Long-Term Investment

19:02Monopoly Era and Game Theory in AI

Monopoly Era and Game Theory in AI

24:05AI Bubble Fragility and Circular Deals

AI Bubble Fragility and Circular Deals

31:03GDP Impact, Demand Overestimation, and Kingmaking

GDP Impact, Demand Overestimation, and Kingmaking

37:08Margins, Growth Rates, and Long-Term Company Building

Margins, Growth Rates, and Long-Term Company Building

44:54Capitalization, Risk Assessment, and Talent Acquisition

Capitalization, Risk Assessment, and Talent Acquisition

52:42Career Advice, Mimetic Algorithm, and Defense as the Next AI

Career Advice, Mimetic Algorithm, and Defense as the Next AI

1:02:17Defense Market and Quick Fire Round

Defense Market and Quick Fire Round

1:10:00Quick Fire Round Continued and Sponsor Messages

Quick Fire Round Continued and Sponsor Messages