# @20vc on YouTube

- **Type:** Video
- **Original URL:** https://youtube.com/watch?v=aGoUu5VLvLY
- **Gondola URL:** https://gondola.cc/posts/36230196-20vc-youtube
- **Thumbnail:** https://img.gondola.cc/tr:w-,h-,fo-auto/postThumbnails/6e38c9dda9.jpg
- **Posted:** 2025-10-27T15:01:20.000+00:00
- **Account Owner:** 20VC with Harry Stebbings (@20vc) — https://gondola.cc/20vc

## Caption

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. 
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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

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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
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#20vc #harrystebbings #davidcahn #sequoia #partner #aibubble

## Stats

- **Views:** 16,672
- **Likes:** 248
- **Shares:** 0
- **Comments:** 20

## Credits

| Name | Username | Profile | Role |
| --- | --- | --- | --- |
| 20VC with Harry Stebbings | @20vc | https://gondola.cc/20vc | Podcast |

## Tags

sequoia, harrystebbings, partner, aibubble, davidcahn, 20vc

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