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

<p dir="ltr">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. </p> <p dir="ltr">AGENDA: </p> <p dir="ltr">00:00 We Are in an AI Bubble</p> <p dir="ltr">05:04 Why Building Physical Data Centres is a Moat</p> <p dir="ltr">13:58 Winners and Losers in a World of AI</p> <p dir="ltr">19:13 The Role of Big Tech and Monopolies</p> <p dir="ltr">23:37 Breaking Down Circular Deals in AI: The Truth No One Sees?</p> <p dir="ltr">38:19 Why Kingmaking is BS and VCs Do Not Make or Break Companies</p> <p dir="ltr">41:30 The Importance of Margins in AI Investments</p> <p dir="ltr">43:41 The Required Growth Rates in AI to Get Funded by Sequoia</p> <p dir="ltr">45:30 The $0-$100M Revenue Club: Is Triple, Triple, Double, Double Dead? </p> <p dir="ltr">51:53 Why the Most Important Hi...