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

I do think we're in an AI bubble. You can see the fragility. Everybody can see the fragility. The thing that I think is more interesting is who's going to survive the bubble? Consumers of compute benefit from a bubble.

Because if we overproduce compute, prices go down, your cogs goes down, and your gross margin goes up. The lesson that punches you in the stomach adventure is you can't make a company succeed. How would you respond to Sequoia were asleep at the wheel when it came to defense, not being in Helsing and Andrew, the two clear market leaders in the category? This is 20 VC with me, Harry Stebbings, and one of the most downloaded episodes of last year was David Kahn at Sequoia. So much has changed in the last year.

I wanted to have David back for a refresh. I wanted to understand how he thought about where we were today. For those that missed the last show, first it's a must, but David is a partner at Sequoia Capital and one of the world's leading AI investors. And before Sequoia, David was a general partner at Co2. I loved this conversation today.

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