David Cahn

David Cahn, a Partner at Sequoia Capital with a rich history in AI investments, dives deep into the future of artificial intelligence. He discusses the $600BN question in AI and how high capital expenditures are reshaping the competitive landscape. Cahn believes data centers are the backbone of AI's evolution, emphasizing the crucial role of 'servers, steel, and power.' He reveals that the biggest opportunities lie in building out data centers and navigating supply chain challenges, urging startups to seize the moment amidst the shifting tech dynamics.

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.

Mike Knoop, co-founder of Zapier, dives into AI reasoning models, weighing the accuracy versus efficiency dilemma. He highlights innovative approaches necessary for achieving artificial general intelligence. Walden Yan discusses the balance required in product development when integrating AI. Eoghan McCabe shares insights on enhancing SaaS with customer-centric pricing thanks to AI innovations, while Jeff Weinstein addresses AI's transformative role in commerce. David Cahn explores the competitive AI landscape, and Tanay Tandon outlines their healthcare tech merger aimed at revolutionizing medical processes.