AI’s $200B Question | Sequoia Capital

Sep 20, 2023 · The end user of the GPU—for example, Starbucks, X, Tesla, Github Copilot or a new startup—needs to earn a margin too. Let’s assume they need to earn a 50% margin. This …

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AI’s $200B Question | Sequoia Capital

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Sep 20, 2023 · The end user of the GPU—for example, Starbucks, X, Tesla, Github Copilot or a new startup—needs to earn a margin too. Let’s assume they need to earn a 50% margin. This …

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Sequoia Capital On LinkedIn: AI’s $200B Question

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AI’s $200B Question https://www.sequoiacap.com 266 ... Listen to a new episode of Crucible Moments from Sequoia Capital to learn how he turned it into a $150B SAAS giant.

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Sequoia Asks The $600B Question (Clip) - YouTube

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Jul 12, 2024 · Bubble Wrap: Chris and Yaniv discuss a recent article from Sequoia, summarizing the risks of a potential AI investment bubble and its implications for startu...

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AI's $200 Billion Question - Superhuman AI

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Oct 9, 2023 · Venture Capital firm Sequoia thinks that these companies need to generate about $200 Billion in revenue to justify their current investments. ... AI’S $200B QUESTION. ... But …

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AI’s $600B Question - Machine Learning Times

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Jul 8, 2024 · Originally published in Sequoia Stories, June 20, 2024. The AI bubble is reaching a tipping point. Navigating what comes next will be essential. ... Has AI’s $200B question been …

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Paul Lopez On LinkedIn: AI’s $200B Question

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I am picking a summary from an excellent Sequoia capital blog by David Cahn AI’s $200B Question in September 2023, highlighted the gap between AI infrastructure investments and …

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Sequoia Capital On LinkedIn: AI’s $600B Question | 20 Comments

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AI’s $200B question has turned into AI’s $600B question. ... Finally, some new key insights from Sequoia Capital: 🔸 "A huge amount of economic value is going to be created by AI. Company ...

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AI's $200B Question : R/artificial - Reddit

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The end user of the GPU needs to generate a margin, which implies that $200B of lifetime revenue would need to be generated by these GPUs to pay back the upfront capital …

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20VC: Sequoia's David Cahn On AI's $600BN Question - Chartable

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6 days ago · David Cahn is a Partner @ Sequoia Capital, one of the great venture firms of the last 5 decades. Before joining the Sequoia partnership, David led Coatue's venture business as a …

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Driverless Tech Firm Pony AI’s Shares Climb 19% After US IPO

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15 hours ago · Pony.ai’s backers also include Saudi Arabia’s Neom Co., the Ontario Teachers’ Pension Plan Board and HongShan Capital Group, the firm formerly known as Sequoia Capital …

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FAQs about AI’s $200B Question | Sequoia Capital Coupon?

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?” At that time, I noticed a big gap between the revenue expectations implied by the AI infrastructure build-out, and actual revenue growth in the AI ecosystem, which is also a proxy for end-user value. ...

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. The goal of the piece was to ask the question: “Where is all the revenue?” ...

How much of Sequoia's revenue is linked to end customer demand?

It is unclear how much of this expenditure is linked to end customer demand. Based on current earnings expectations from AI products, Sequoia estimates that there is going to be a roughly $125B shortfall in required revenue. While Sequoia thinks this will cause problems in the short run, they see this as a positive trend in the long run. ...

What will the AI research labs look like in 2024?

We will see innovation in the company formation process itself—the AI research labs are one expression of that creativity. In 2024, we will build from the substrate of Transformers, GPUs, RAG, Diffusers, open source and everything else that has been floating around the ecosystem in 2023. ...

How did Nvidia's Q2 earnings guide affect AI?

The catalyst for this double acceleration was Nvidia’s Q2 earnings guide and subsequent beat. This signaled to the market an insatiable level of demand for GPUs and AI model training. Before Nvidia’s announcement, consumer launches like ChatGPT, Midjourney and Stable Diffusion had raised AI into the public consciousness. ...

Can AI solve deep societal problems?

The goal of solving deep societal problems by building hard technology will reshape the culture of these companies, how they are built and the type of talent they attract. We will see innovation in the company formation process itself—the AI research labs are one expression of that creativity. ...