AI Compute End Users

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20VC 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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