In this interview, David Cahn discusses the current AI bubble, emphasizing the importance of focusing on consumers rather than producers of compute. He reflects on past predictions, including the rise of data centers and the significance of AI power, while acknowledging misses like Meta's performance and the scale of talent acquisitions. Cahn explores the fragility of the AI ecosystem, circular deals, and the concentration of value in major tech companies, while also touching on the potential impact of AI on GDP and productivity. He shares insights on talent acquisition, the mimetic algorithm in career choices, and his perspective on defense as the next AI frontier, highlighting the need for national champions in a consolidated market. Cahn expresses excitement about the transformative potential of AI, despite the risks and challenges, and stresses the importance of adapting to market changes and focusing on long-term success.
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