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 ...