David Cahn, every mention
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every year anyone Harry Stebbings 16Jeff Wang 4Shaun Maguire 1Julien Bek 1Alex Schultz 1
Verbatim, from the transcripts: the passages where David Cahn comes up
Inside Sequoia's Investment Committee | How the SpaceX & Citadel Deals Went Down | Julien Bek
- ▶ 1:26:14 Julien Bek David Kahn talking about the six hundred billion dollar question, uh, and simultaneously Pat and Sonia are saying, this is AGI, you know.
DeepSeek Raises at $50B | The Rise of Open Source vs OpenAI & Anthropic | OpenAI Builds Own Chip · 20VC with Harry Stebbings
- ▶ 30:09 Harry Stebbings I remember David Kahn from Sequoia. 2 times in the scene
AI Fund’s GP, Andrew Ng: LLMs as the Next Geopolitical Weapon & Do Margins Still Matter in AI? · 20VC with Harry Stebbings
- ▶ 10:57 Harry Stebbings David Kahn from Sequoia said, hey, a really useful barometer for effectiveness is, can AI replace the bottom five percent of capabilities of what workforce does?
20Growth: Meta CMO Alex Schultz on How All Founders Have to Change Their Marketing Playbook in a World of AI | Is AI Plateauing, What it Means if China Wins the AI Race and Why Zuck is a Generational Leader
- ▶ 19:26 Alex Schultz That you had with Khan, wasn't it, from Sequoia?
Figma's 250% Pop - The Greatest IPO Mispricing Ever? Meta & Microsoft Blowout Quarters: Broken Down · 20VC with Harry Stebbings
- ▶ 56:44 Harry Stebbings I mean, David Kohn wrote the piece about the gap between cap at spend and revenue.
Why Apple Needs a Management Overhaul & Why Google is Catching Up with Hyperscalers · 20VC with Harry Stebbings
- ▶ 48:53 Harry Stebbings David Kahn from Sequoia.
Mamoon Hamid: AI - Where Value Accrues, Startups vs Incumbents & Scaling Laws | E1217 · 20VC with Harry Stebbings
- ▶ 17:59 Harry Stebbings David Kahn at Sequoia wrote this article, The Six Hundred Billion Dollar AI Question, kind of pointing out the chasm, as you know, between, you know, bluntly the costs and the capex, and then the revenues that are incredibly lagging from,… 2 times in the scene
David Frankel, MP @Founder Collective: Investing Lessons from Seeding Coupang, Pillpack & Suno|E1214 · 20VC with Harry Stebbings
- ▶ 53:35 Harry Stebbings David Kahn, it's a good, it's a six hundred billion dollar AI question, which is exactly that. 2 times in the scene
Jeff Wang: Sequoia Capital's $9BN Global Equities Fund on The Future for NVIDIA, Google & Meta|E1212 · 20VC with Harry Stebbings
Eiso Kant, CTO @Poolside: Raising $600M To Compete in the Race for AGI | E1211 · 20VC with Harry Stebbings
- ▶ 34:46 Harry Stebbings It was David Kahn. 4 times in the scene
Eric Vishria: Where is the Value in AI - Chips, Models or Apps? | E1206 · 20VC with Harry Stebbings
- ▶ 27:33 Harry Stebbings Thanks, David Kahn.
Arvind Narayanan: AI Scaling Myths, The Core Bottlenecks in AI Today & The Future of Models | E1195 · 20VC with Harry Stebbings
- ▶ 16:32 Harry Stebbings When we think about the alignment in compute and models, uh, we had David Kahn from Sikora on the show, and he said that you would never train a frontier model on the same data center twice, meaning that essentially there is now a…
Imran Khan: Why the IPO Market is Not Closed & Lessons From Taking Snap & Alibaba Public | E1194 · 20VC with Harry Stebbings
- ▶ 41:39 Harry Stebbings I mean, I had David Kahn on the show from Sequoia, who you actually kind of quote tweeted one of his, uh, and it's the six hundred billion dollar question in AI he references.
Shaun Maguire: Why Iran is the World's Greatest Evil & Trump is the Only Hope for Peace | E1189 · 20VC with Harry Stebbings
- ▶ 1:05:25 Shaun Maguire If it's a AI company, it's David Kahn, Sonia, and Constantine.