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

Transcript

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 i... Read More