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

Avsnitt(1449)

20 VC 069: Jeff Clavier, King of Seed Funding @ SoftTech VC on Brad Feld, Fitbit and Standout Startups

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Jeff Clavier is the Founder and Managing Partner of SoftTech VC, one of the most established seed VC firms in Silicon Valley, having closed 150 investments since 2004. An early angel investor in Web 2...

7 Sep 201526min

FF 012: Acquired by Microsoft for $200m with Javier Soltero @ Microsoft

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Javier Soltero is Corporate Vice President of Outlook @ Microsoft. This position arose due to Javier's startup, Acompli, being acquired by Microsoft for $200m in 2014. Prior to Acompli, Javier spent a...

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FF 011: 'The Savviest Investors Don't Ask What If' with Ben Nader, CEO & Founder @ Butterfleye

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20 VC 068: Why Now Is The Best Time To Be An Entrepreneur with Sean Seton-Rogers @ PROfounders Capital

20 VC 068: Why Now Is The Best Time To Be An Entrepreneur with Sean Seton-Rogers @ PROfounders Capital

Sean Seton-Rogers is a founding Partner at PROfounders Capital, a venture capital fund for entrepreneurs powered by entrepreneurs. Their investors and principals number some of the best-known players ...

2 Sep 201529min

20 VC 067: Scaling Startups Into Unicorns with Atomico's Mattias Ljungman and Carolina Brochado

20 VC 067: Scaling Startups Into Unicorns with Atomico's Mattias Ljungman and Carolina Brochado

Mattias launched Atomico in 2006 alongside Niklas Zennström. In that time, Mattias has been involved with exits including Supercell (sold a majority stake to SoftBank), 6Wunderkinder (acquired by Micr...

31 Aug 201528min

FF 010: Becoming Europe's Hottest Startup with Carl Waldekranz, Co-Founder and CEO @ Tictail

FF 010: Becoming Europe's Hottest Startup with Carl Waldekranz, Co-Founder and CEO @ Tictail

Carl Waldekranz is the CEO and co-founder of Tictail. With the vision of creating the worlds most used and loved e-commerce platform Tictail has been called the Tumblr of e-commerce and been celebrate...

28 Aug 201526min

20 VC 066: FOUNDRY GROUP WEEK 1: Seth Levine: 'VC Is Not A Scalable Business'

20 VC 066: FOUNDRY GROUP WEEK 1: Seth Levine: 'VC Is Not A Scalable Business'

Seth Levine is one of the most successful VCs on the planet having Co-Founded Foundry Group, Seth has made investments in the likes of Fitbit (IPO), Admeld (acquired by Google), Zynga (IPO) and Gnip (...

26 Aug 201527min

20 VC 065: FOUNDRY GROUP WEEK 1: Brad Feld: Founders Should Be Obsessed, Passion Belongs In The Bedroom

20 VC 065: FOUNDRY GROUP WEEK 1: Brad Feld: Founders Should Be Obsessed, Passion Belongs In The Bedroom

Brad Feld is one of the world's leading VCs having Co-Founded Foundry Group, Brad has made investments in the likes of Zynga, Makerbot and Fitbit, just to name a few. Brad is also Co-Founder of Techst...

24 Aug 201531min

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