David Cahn, every mention
27 scenes across 8 shows · ← back to David Cahn
tap a year for its mentions
20VC 23
Big Technology 9
Catalyst 5
BG2 Pod 3
TBPN 3
All-In 2
the MAD Podcast 2
No Priors 1
every year every show 20VC 23 Big Technology 9 Catalyst 5 BG2 Pod 3 TBPN 3 the MAD Podcast 2 All-In 2 No Priors 1
Verbatim, from the transcripts: passages where David Cahn comes up on 20VC, Big Technology, Catalyst, BG2 Pod, TBPN
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.
Leopold Blows Up, OpenAI Drastically Cuts Prices, Microsoft’s Best Day
- ▶ 1:01:08 Alex Kantrowitz Uh, on Wednesday, Dave Kahn, partner at Sequoia will come on to talk about what AI needs to do to make the bet pay off.
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?
Sequoia Capital Partner Shaun Maguire Live on TBPN
- ▶ 10:26 Shaun Maguire My partner, David Kahn played a big role in bringing Kella together, for example. 2 times in the scene
Five big questions about the future of energy
- ▶ 7:26 Shayle Kann Um, David Kahn from Sequoia, who's a friend of mine has been putting out this kind of like series of posts. 3 times in the scene
AGI or Bust, OpenAI’s $1 Trillion Gamble, Apple’s Next CEO?
- ▶ 2:22 Alex Kantrowitz And let us return to Dave Kahn, the Sequoia partner who wrote, of course, a great piece a couple of years ago or a year ago, even about the six hundred billion dollar question 4 times in the scene
- ▶ 12:52 Ranjan Roy I, I can, I can see that it can go both ways, and, and on that question of AGI, because I think, like, Dave Connard even kind of pointed out three things, three kind of, like, underlying factors that make things even less likely, and I… 3 times in the scene
OpenAI’s & NVIDIA's $100 Billion Marriage, Meta’s Sloppy Vibes, TikTok Deal Arrives?
- ▶ 24:42 Alex Kantrowitz Dave Kahn, a partner at venture capital firm Sequoia,
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.
Shaun Maguire breaks down Wiz investment, building great teams, and the Everything App.
- ▶ 8:31 Shaun Maguire Um, anyways, so Kella, my partner, David Kahn led the investment, and I'm his wingman there.
A skeptic’s take on AI electricity load growth
- ▶ 31:48 Shayle Kann My, uh, my friend David Kahn at Sequoia wrote this piece a while back called the six hundred billion dollar question, which is probably now like a two trillion dollar question.
Explaining the 'Watt-Bit Spread'
- ▶ 8:09 Shayle Kann My, my friend David Kahn, different Kahn, but David Kahn from Sequoia coined this term, the six hundred billion dollar question talking about this, which is like,
Superintelligence, Bubbles And Big Bets: AI Investing in 2024 | Matt Turck & Aman Kabeer, FirstMark
- ▶ 18:59 Matt Turck So named after, uh, you know, a great essay by David Kahn. 2 times in the scene
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.
Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections
- ▶ 24:10 Jason Calacanis And so I think inspired in part by that, David Kahn from Sequoia Capital, legendary venture firm here in Silicon Valley, published a blog titled AI six hundred billion dollar question. 2 times in the scene
Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 23:47 Brad Gerstner We go back and forth, but there was, you know, maybe the first piece that came out, David Kahn over at Sequoia. 3 times in the scene