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