20VC: Sequoia's David Cahn on The Winners and Losers in AI | The $0-$100M Revenue Club: Is Triple, Triple, Double, Double Dead? | The Future of Defence: Who Wins and Who Loses | How to Analyse Margins and Growth Rates in a World of AI
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
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Will Spending Coordinate to Stop the Bubble?
David explains AI spending is uncoordinated, driven by incentives of major players, so a clean coordination mechanism likely won't appear.
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