AI's $600B Question - David Cahn's Substack
Aug 13, 2024 · AI's $600B Question The AI bubble is reaching a tipping point. Navigating what comes next will be essential. David Cahn. Aug 13, 2024. 1. Share this post. David Cahn's …
OFF
AI's $600B Question - David Cahn's Substack
1 day from now
Aug 13, 2024 · AI's $600B Question The AI bubble is reaching a tipping point. Navigating what comes next will be essential. David Cahn. Aug 13, 2024. 1. Share this post. David Cahn's …
substack.com
OFF
David Cahn's Substack | Substack
1 day from now
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.
substack.com
OFF
David Cahn - Substack
1 day from now
David Cahn's Substack. By David Cahn. Writing about AI, tech, and startups. Partner at Sequoia. Author of AI's $600B Question. Activity. Posts. Likes. Reads (1) Get app
substack.com
OFF
Morning After The AI Super Bowl - David Cahn's Substack
1 day from now
Aug 29, 2024 · Here's where the Big Tech companies stand on AI's $600B question. David Cahn's Substack. Subscribe Sign in. Share this post. David Cahn's Substack. Morning After …
substack.com
OFF
20VC: Sequoia's David Cahn On AI's $600BN Question | Why The …
1 day from now
Before joining the Sequoia partnership, David led Coatue’s venture business as a General Partner and COO where he led investments in Hugging Face, Runway and Supabase. David also …
thetwentyminutevc.com
OFF
AI’s $600B Question - Machine Learning Times
1 day from now
Jul 8, 2024 · 5 months ago AI’s $600B Question. By David Cahn : Originally published in Sequoia Stories, June 20, 2024. The AI bubble is reaching a tipping point. Navigating what comes next …
predictiveanalyticsworld.com
OFF
David Cahn On LinkedIn: AI’s $600B Question
1 day from now
Simple math needs a simple answer : displace 4M jobs at 150K/year = $600B value. With 20M devs in the US, companies probably could move 25% of software development in-house with …
linkedin.com
OFF
Why ROI For GenAI Is Hard: Part 1 - ThetaRho Inc Substack
1 day from now
Oct 8, 2024 · 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 September 2023. Net-net, his point …
substack.com
OFF
Thoughts On Sequoia's AI's $600B Question
1 day from now
Aug 4, 2024 · In recent weeks, I've had dozens of people come to me and question the feasibility of the AI ecosystem. This skepticism stems from Sequoia’s famouse article, “AI’s $600B …
substack.com
OFF
The AI Capex Buildout And Pockets Of Value Along The Way
1 day from now
Aug 16, 2024 · Everyone has read David Cahn’s article, AI’s $600B Question regarding the sheer costs of CapEx required to build out massive data centers used to train modern LLMs. To …
substack.com
OFF
The AI Supply Chain Tug Of War - David Cahn's Substack
1 day from now
Aug 14, 2024 · Supply chain players understand AI’s $600B question, and they are working to navigate it—maximizing their profit margins and minimizing their demand risk. The result is a …
substack.com
OFF
About - David Cahn's Substack
1 day from now
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.
substack.com
OFF
AI's $200B Question - David Cahn's Substack
1 day from now
Aug 13, 2024 · The important question to be asking is: How much of this CapEx build out is linked to true end-customer demand, and how much of it is being built in anticipation of future end …
substack.com
Install CouponFollow Extension on Chrome
Install the CouponFollow extension to search for discount codes when shopping the fastest!
Install CouponFollow Chrome Extension
Listing Store by Characters
