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Consumers of compute

2 statements across 1 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Oct 27, 2025 by David Cahn · across every show →

Everything said about Consumers of compute, oldest first

Oct 27, 2025 positive
Insight
Cahn: Infrastructure oversupply in an AI bubble benefits compute consumers
“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.”
David Cahn Oct 27, 2025 ▶ 15:02 Sequoia Partner, David Cahn on Who Wins in AI, Defence & The New $0–$100M Playbook · 20VC with Harry Stebbings
Oct 27, 2025 bullish
Prediction Not checkable as stated
Cahn: Compute-consuming AI products will outperform compute producers long-term
“So I think if you're a producer of compute, you're fundamentally in a commodity business, just like an oil company is in a commodity business, and that is going to trade a different way, and that is going to have more cyclicality than if you're in a non-commod…”
David Cahn Oct 27, 2025 ▶ 15:41 Sequoia Partner, David Cahn on Who Wins in AI, Defence & The New $0–$100M Playbook · 20VC with Harry Stebbings
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