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
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…
We score an episode from what we can actually measure — its reach and engagement, what listeners say about it, and what it covers. We don't have those signals for this one yet, so it doesn't get a number.
Buzzmeter says it's buzzing across platforms — the Hive Vote says whether the people who actually listened liked it.
Rate this episode
Add your vote to the Hive — listeners rate every episode after they finish.
- No reviews yet — be the first.
More from The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
See all episodes →
20VC: Meta's Muse Hits No. 1. ChatGPT Finally Has a Rival | Menlo Sounds the AI Bubble Alarm | Factory Triples Its Valuation to $5 Billion | Keith Rabois vs Airwallex: Who is Right? | Crusoe's $3.9 Billion Round. Is the Data Centre Trade Overheating?
20VC: Why AI Cannot Replace Humans in Enterprise | Why Work Processes Not Models Will Be The Most Valuable Asset in AI | Why Europe Has Lost and Building in the US vs EU with Daniel Dines, UiPath
20VC: "Anti-Data Centres is a Chinese Psyop" | How Many Planned Data Centers Will Actually Get Built? | Is Energy AI's Biggest Bottleneck? With Thomas Sohmers, Co-Founder @ Positron
Similar episodes from other shows
More like The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch →
Sequoia's Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built
Monopolies vs Oligopolies in AI
Josh Wolfe on Where Investors Will Make Money in AI
E383:Why the Next Fortune 500 Companies Will Be Built on AI
One great episode in your inbox, daily — free.
One email a day, unsubscribe anytime. No spam, ever.