• DeepSeek, Stargate and AI's $600 Billion Question with Sequoia's David Cahn

  • Jan 28 2025
  • Duración: 58 m
  • Podcast

DeepSeek, Stargate and AI's $600 Billion Question with Sequoia's David Cahn

  • Resumen

  • In this episode of Gradient Dissent, host Lukas Biewald sits down with David Cahn, partner at Sequoia Capital, for a compelling discussion on the dynamic world of AI investments. They dive into recent developments, including DeepSeek and Stargate, exploring their implications for the AI industry. Drawing from his articles, "AI's $200 Billion Question" and "AI's $600 Billion Question," David unpacks the financial challenges and opportunities surrounding AI infrastructure spending and the staggering revenue required to sustain these investments. Together, they examine the competitive strategies of cloud providers, the transformative impact of AI on business models, and predictions for the next wave of AI-driven growth. This episode offers an in-depth look at the crossroads of AI innovation and financial strategy.

    Mentioned Articles:

    AI’s $200B Question

    AI’s $600B Question

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