16min chapter

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch cover image

20VC: Sequoia Capital's $9BN Global Equities Fund on The Future for NVIDIA, Google & Meta | How to Play AI in the Public Markets | China & Europe: Is the Future Bleak | The Opportunity for Crossover Funds with Jeff Wang, Managing Partner @ SCGE

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

CHAPTER

AI and the Competitive Tech Landscape

This chapter explores the impact of AI on major tech companies, particularly the 'Mag7,' and their strategies for enhancing ad performance through data utilization. It discusses the challenges and opportunities in navigating the competitive dynamics between leaders like Google, Meta, and emerging players like OpenAI. The conversation further examines investment strategies in AI infrastructure and the implications of global market shifts, particularly focusing on the risks in China and the growth potential in India.

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