AI market bubble

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

Everything said about AI market bubble, oldest first

Oct 27, 2025 neutral

Prediction Not checkable as stated

Cahn: Big Tech AI spending will not stop without incentive changes

“And so I think until the incentives change, the behavior is not going to change. And so there is no coordinating mechanism.”

David Cahn Oct 27, 2025 ▶ 21:17 Sequoia Partner, David Cahn on Who Wins in AI, Defence & The New $0–$100M Playbook · 20VC with Harry Stebbings

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AI market bubble

Everything said about AI market bubble, oldest first

Turn any episode into a week of clips.