The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
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
The Twenty Minute VC (20VC) interviews the world's greatest venture capitalists with prior guests including Sequoia's Doug Leone and Benchmark's Bill Gurley. Once per week, 20VC Host, Harry Stebbings is also joined by one of the great founders of our time with prior founder episodes from Spotify's Daniel Ek, Linkedin's Reid Hoffman, and Snowflake's Frank Slootman.
If you would like to see more of The Twenty Minute VC (20VC), head to www.20vc.com for more information on the podcast, show notes, resources and more.
Show Notes
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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.
AGENDA:
We Are in an AI Bubble
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
Quickfire: Biggest Miss, Parenting Advice, Doug Leone Advice
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