David Cahn, a Partner at Sequoia Capital and former COO at Coatue, discusses game-changing topics around AI and data centers. He dives into the $600BN question impacting AI's future, examining the capital investments required from tech giants. Cahn argues that data centers are crucial assets, highlighting the interplay of servers, steel, and power as foundational pillars for AI's growth. He also shares that the biggest opportunities lie in building out infrastructure, emphasizing the strategic dynamics amid supply chain challenges and competitive threats.

David Cahn, a Partner at Sequoia Capital known for his expertise in AI investments, joins the discussion to unravel the latest AI trends. He explores the launch of DeepSeek and its impact on the AI landscape, emphasizing the shift towards smaller, more efficient models. Cahn contrasts the high stakes of AI infrastructure investments with the challenges of commoditization. He also delves into the intersection of AI and global supply chains, speculating on future breakthroughs and the relationship between AI technology and our understanding of consciousness.