producers of compute

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 producers of compute, oldest first

Oct 27, 2025 bearish

Assertion Partly supported

Cahn: Over 80% of AI venture capital goes to compute producers

“And I think probably 80% plus of the dollars in AI are still going to producers of compute. Not consumers of compute.”

David Cahn Oct 27, 2025 ▶ 19:49 Sequoia Partner, David Cahn on Who Wins in AI, Defence & The New $0–$100M Playbook · 20VC with Harry Stebbings

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producers of compute

Everything said about producers of compute, oldest first

Turn any episode into a week of clips.