AI compute end users

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Oct 27, 2025 by David Cahn · across every show →

Everything said about AI compute end users, oldest first

Oct 27, 2025 bearish
Opinion
Cahn: Whether real end-user demand exists for AI compute remains unanswered
“Is there actually an end user for this compute? I don't think that's been answered.”
David Cahn Oct 27, 2025 ▶ 4:00 Sequoia Partner, David Cahn on Who Wins in AI, Defence & The New $0–$100M Playbook · 20VC with Harry Stebbings
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