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

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 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

Jaksot(1417)

20 VC 033: The Pros and Cons of Venture Capital, Atomico and Entrepreneurship with Chris Dark, President International @ C2FO

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20 VC 031: Investing in Gaming, Luxury Goods and Disruption with Maha Ibrahim, General Partner @ Canaan Partners

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Maha Ibrahim is General Partner at Canaan Partners. Maha is renowned in the venture industry for her ability to to spot technology trends extremely early, proven through Maha being one of the 1st inve...

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20 VC 030: VC Funds, Angels and IPOs with John Taylor, Head of Research @ NVCA

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23 Huhti 201522min

20 VC 029: The Potential Upside To A Technology Bubble with TechCrunch's Brandon Lipman

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The debate over whether or not we are in a tech bubble is dominating the minds of many in the tech world and today Harry talks to major player, Brandon Lipman, Co-Founder of 3DLT and writer of the rec...

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20 VC 028: Co-Founding TechCrunch and The Benefits of Not Raising Venture Funding with Keith Teare

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20 VC 027: Greg Rogers on Techstars, Mentors and The Potential for Fintech

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Greg Rogers is Managing Director at Techstars, the world’s leading accelerator programme for early stage technology start-ups and is responsible for the Barclays Accelerator. Prior to joining Techstar...

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20 VC 026: Chris Redlitz on The Importance of People, Pivoting and The Last Mile

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Chris Redlitz is Managing Partner at Transmedia Capital, an early stage venture fund specializing in digital media. Their portfolio includes the likes of Snapchat, Twitter, Linkedin and Facebook, just...

9 Huhti 201514min

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