Sequoia Partner, David Cahn: Who Wins in AI, Defence & The New $0–$100M Playbook

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. 

In Today's Episode We Discuss:

• Why Building Physical Data Centres is a Moat

• Winners and Losers in a World of AI

• The Role of Big Tech and Monopolies

• Breaking Down Circular Deals in AI: The Truth No One Sees?

• Why Kingmaking is BS and VCs Do Not Make or Break Companies

• The Importance of Margins in AI Investments

• The Required Growth Rates in AI to Get Funded by Sequoia

• The $0-$100M Revenue Club: Is Triple, Triple, Double, Double Dead? 

• Why the Most Important Hire for Startups Today is 23 Year Olds

• The Future of Defence: Who Wins and Who Loses

• Biggest Miss, Parenting Advice, Doug Leone Advice