Sequoia Partner, David Cahn on Who Wins in AI, Defence & The New $0–$100M Playbook

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 at Coatue where he led investments in Notion and Hugging Face.  ---------------------------------------------- In Today’s Episode We Discuss: 00:00 Intro 01:09 Why Building Physical Data Centres is a Moat 10:36 Are We In an AI Bubble? 14:42 Winners and Losers in a World of AI 16:09 The Role of Big Tech and Monopolies 22:22 Breaking Down Circular Deals in AI: The Truth No One Sees? 34:26 Why Kingmaking is BS and VCs Do Not Make or Break Companies 37:53 The Importance of Margins in AI Investments 39:54 The $0-$100M Revenue Club: Is Triple, Triple, Double, Double Dead? 49:13 Why the Most Important Hire for Startups Today is 23 Year Olds 58:29 The Future of Defence: Who Wins and Who Loses 01:07:33 Quick-Fire Round ----------------------------------------------- Subscribe on Spotify: https://open.spotify.com/show/3j2KMcZTtgTNBKwtZBMHvl?si=85bc9196860e4466 Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-twenty-minute-vc-20vc-venture-capital-startup/id958230465 Follow Harry Stebbings on X: https://x.com/HarryStebbings Follow David Cahn on X: https://twitter.com/DavidCahn6 Follow 20VC on Instagram: https://www.instagram.com/20vchq Follow 20VC on TikTok: https://www.tiktok.com/@20vc_tok Visit our Website: https://www.20vc.com Subscribe to our Newsletter: https://www.thetwentyminutevc.com/contact ----------------------------------------------- #20vc #harrystebbings #davidcahn #sequoia #partner #aibubble