David Cahn is a partner at Sequoia Capital. Cahn joins Big Technology Podcast to discuss how much revenue the AI industry must generate to pay back its massive infrastructure investments and why the pursuit of AGI is driving companies to keep spending. Tune in to hear his assessment of the strategies guiding OpenAI, Anthropic, Google, Meta, Microsoft, Amazon, Apple, Nvidia, and SpaceX. We also cover the risk of an investment-timeline mismatch, the value of AI talent and proprietary chips, and whether building artificial intelligence could change religion and spirituality. Hit play for a cool-headed examination of the enormous financial and strategic bets shaping the future of AI. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Watch the full documentary here: https://www.gravitee.io/ai-agent-documentary Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Learn more about your ad choices. Visit megaphone.fm/adchoices

How The AI Bet Pays Off + AI Lab Strategy Game — With David Cahn

Big Technology Podcast

[SPEAKER_02] How much money does the AI industry need to generate to pay back its investments? And which company is employing the winning strategy? That's coming up with Sequoia partner David Cahn right after this.

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[SPEAKER_02] Welcome to Big Technology Podcast, a show for cool-headed and nuanced conversation of the tech world and beyond. We have a great show for you today. David Cahn, who's writing we've read on the show week after week, is here with us today to talk about what it's going to take to pay back all the investment going into AI. And then we'll go company by company and decide which ones have the winning strategy and which ones might not. So David, it's great to see you. Finally, welcome to the show.

[SPEAKER_01] Thanks for having me, Alex.

How The AI Bet Pays Off + AI Lab Strategy Game — With David Cahn

Read the full transcript

The candid version is on a podcast,
not the earnings call.

How The AI Bet Pays Off + AI Lab Strategy Game — With David Cahn

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.