Dave Kahn
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Sep 29, 2025 by Alex Kantrowitz · said 2 times in 2 episodes since 2025 · across every show →
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brought up most by Alex Kantrowitz (2)
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2026 1 mention in 1 episode
2025 1 mention in 1 episode
Everything said about Dave Kahn, oldest first
Sep 29, 2025 bearish
Kantrowitz: Sequoia Estimates 2023-2024 AI Spend Requires $800B Revenue
“Dave Kahn, a partner at venture capital firm Sequoia, Estimates that the money invested in AI infrastructure in 2023 and 20 24 alone requires consumers and companies to buy roughly eight hundred billion in AI products over the life of these chips and data cent…”