AI is Now Shovel Ready - David Cahn's Substack

Aug 13, 2024 · David Cahn's Substack. AI is Now Shovel Ready. Copy link. Facebook. Email. Notes. More. AI is Now Shovel Ready Five predictions for the upcoming data center …

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AI's $600B Question - David Cahn's Substack

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Aug 13, 2024 · Note: It’s easy to calculate this metric directly. All you have to do is to take Nvidia’s run-rate revenue forecast and multiply it by 2x to reflect the total cost of AI data centers (GPUs …

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David Cahn - Substack

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Writing about AI, tech, and startups. Partner at Sequoia. Author of AI's $600B Question. Activity. Posts. Likes. Reads (1) Get app ... David Cahn's Substack. By David Cahn. Writing about AI, …

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David Cahn's Substack | Substack

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Writing about AI, tech, and startups. Partner at Sequoia. Author of AI's $600B Question. Click to read David Cahn's Substack, a Substack publication with hundreds of subscribers.

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David Cahn On LinkedIn: David Cahn's Substack | Substack

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But this show today with David Cahn at Sequoia Capital is the best of all of them: 🧠 AI’s $600BN question 🏃 Why no one will never train a frontier model on the same data center twice 🏗 ...

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AI's $200B Question - David Cahn's Substack

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Aug 13, 2024 · AI hype has finally caught up to the deep learning technology breakthroughs in development since 2017. This is good news. A major CapEx buildout is happening. This …

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Why ROI For GenAI Is Hard: Part 1 - ThetaRho Inc Substack

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Oct 8, 2024 · It Is Easy to Over-Estimate Benefits. David Cahn of Sequoia Capital wrote AI’s 600B Question in June 2024, where he pointed out that it was AI’s $200B question as recently as …

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The Next Billion Developers - David Cahn's Substack

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Aug 28, 2024 · Third, AI has been an unanticipated accelerator. Today, Github Copilot is writing 46% of users’ code. Zapier enables developers to build automations with text descriptions. …

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David Cahn On LinkedIn: The AI Supply Chain Tug Of War

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But this show today with David Cahn at Sequoia Capital is the best of all of them: 🧠 AI’s $600BN question 🏃 Why no one will never train a frontier model on the same data center twice 🏗 ...

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The AI Hype: $600B Question Or $4.6T+ Opportunity? - Substack

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Aug 30, 2024 · At the heart of this debate lies what David Cahn at Sequoia calls the "$600B question": the revenue gap that must be filled annually to justify current AI investment levels. …

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Morning After The AI Super Bowl - David Cahn's Substack

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Aug 29, 2024 · Here's where the Big Tech companies stand on AI's $600B question. Here's where the Big Tech companies stand on AI's $600B question ... David Cahn's Substack. Morning …

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About - David Cahn's Substack

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Writing about AI, tech, and startups. Partner at Sequoia. Author of AI's $600B Question. Click to read David Cahn's Substack, a Substack publication with hundreds of subscribers.

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FAQs about AI is Now Shovel Ready - David Cahn's Substack Coupon?

Will new industrial AI players be able to fill a 'demand shock'?

New industrial AI players will have an opportunity to fill any operational gaps. Existing market participants like Equinix, Digital Realty and CyrusOne are experiencing a “demand shock”—either they will step up and benefit from this, or they will lose share to new entrants. ...

What is AI's \$200B question?

In September 2023, I published AI’s $200B Question. The goal of the piece was to ask the question: “Where is all the revenue?” ...

What will the future of AI look like?

New solar construction, battery innovation, a resurgence in nuclear energy—these will be long-term effects of the AI wave In contrast to the big technical unknowns about the future of AI, there is a glimmer of clarity here: we can begin to plan for a 2-3 year period of industrial scaling. ...

Will we have a lot of AI factories?

Many private equity firms are happy to provide upfront capital for construction and GPU purchases, in return for an IOU from Microsoft and a reasonable yield. When all is said and done, we’re going to have a lot of AI factories. Whether there will be enough demand to fill them, we still don’t know yet. ...

Is the AI bubble reaching a tipping point?

The AI bubble is reaching a tipping point. Navigating what comes next will be essential. In September 2023, I published AI’s $200B Question, which aimed to ask: “Where is all the revenue?” ...

Is AI the next transformative technology wave?

AI is likely to be the next transformative technology wave." The declining prices for GPU computing are good for long-term innovation and beneficial for startups. If this forecast comes to pass, it will mainly affect investors. ...