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17min chapter
DeepSeek, Stargate and AI's $600 Billion Question with Sequoia's David Cahn
Gradient Dissent: Conversations on AI
Evolving Insights in Developer Infrastructure and AI Investment
This chapter explores the speaker's journey through early career decisions in developer infrastructure, emphasizing investments in companies like Supabase and Replit. The discussion shifts to the AI sector, covering key experiences and lessons learned, including the critical importance of long-term vision and product-market fit. Personal reflections highlight the need for patience and commitment to founders, even in the face of challenges, showcasing a deeper understanding of the complexities in venture capital.
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AI-powered
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode