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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

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Manage episode 516035603 series 73567
Content provided by The Twenty Minute VC and Harry Stebbings. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Twenty Minute VC and Harry Stebbings or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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 @ Coatue where he led investments in Notion and Hugging Face.

AGENDA:

00:00 We Are in an AI Bubble

05:04 Why Building Physical Data Centres is a Moat

13:58 Winners and Losers in a World of AI

19:13 The Role of Big Tech and Monopolies

23:37 Breaking Down Circular Deals in AI: The Truth No One Sees?

38:19 Why Kingmaking is BS and VCs Do Not Make or Break Companies

41:30 The Importance of Margins in AI Investments

43:41 The Required Growth Rates in AI to Get Funded by Sequoia

45:30 The $0-$100M Revenue Club: Is Triple, Triple, Double, Double Dead?

51:53 Why the Most Important Hire for Startups Today is 23 Year Olds

01:01:19 The Future of Defence: Who Wins and Who Loses

01:10:15 Quickfire: Biggest Miss, Parenting Advice, Doug Leone Advice

  continue reading

1397 episodes

Artwork
iconShare
 
Manage episode 516035603 series 73567
Content provided by The Twenty Minute VC and Harry Stebbings. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Twenty Minute VC and Harry Stebbings or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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 @ Coatue where he led investments in Notion and Hugging Face.

AGENDA:

00:00 We Are in an AI Bubble

05:04 Why Building Physical Data Centres is a Moat

13:58 Winners and Losers in a World of AI

19:13 The Role of Big Tech and Monopolies

23:37 Breaking Down Circular Deals in AI: The Truth No One Sees?

38:19 Why Kingmaking is BS and VCs Do Not Make or Break Companies

41:30 The Importance of Margins in AI Investments

43:41 The Required Growth Rates in AI to Get Funded by Sequoia

45:30 The $0-$100M Revenue Club: Is Triple, Triple, Double, Double Dead?

51:53 Why the Most Important Hire for Startups Today is 23 Year Olds

01:01:19 The Future of Defence: Who Wins and Who Loses

01:10:15 Quickfire: Biggest Miss, Parenting Advice, Doug Leone Advice

  continue reading

1397 episodes

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