AI’s $600B Question - Sequoia Capital

Jun 20, 2024 · 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 …

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AI’s $600B Question - Sequoia Capital

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Jun 20, 2024 · 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 …

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AI 600B | Sequoia Capital

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Series: AI’s $600B Question. AI’s $600B Question. By David Cahn. Perspective. Read. The AI Supply Chain Tug of War. By David Cahn. Perspective. Read. Steel, Servers and Power: …

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20VC: Sequoia's David Cahn On AI's $600BN Question | Why The …

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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 …

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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. ... AI’s $200B question is now AI’s …

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

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Great insights from Sequoia on AI's $600B question. Balancing strategic investment, ethical considerations, and economic impact is pivotal as we navigate AI's transformative potential.

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GenAI Must Generate $600B A Year To Justify Hardware Costs, …

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Jul 9, 2024 · Sequoia’s Report: A report from Sequoia Capital written by David Cahn estimated that AI needs to generate $600 billion a year to justify its immense hardware costs.

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Thoughts On Sequoia's AI's $600B Question

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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 …

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Sequoia - AI's $600B Question - The Community Forum

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MUST READ! This gives you an idea of how far in front of the curve we might be. https://www.sequoiacap.com/article/ais-600b-question/ AI’s $600B Question

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AI's $600B Question - Hacker News

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Generative AI's Act O1: The Reasoning Era Begins | Sequoia Capital

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Oct 9, 2024 · AI’s $600B Question. By David Cahn. Perspective. Read. Partnering with Decart: The Future of AI-Generated Experiences. By Shaun Maguire and Dean Meyer. News. Read. …

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AI’s $200B Question | Sequoia Capital

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Sep 20, 2023 · 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 …

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FAQs about AI’s $600B Question - Sequoia Capital Coupon?

Is Ai's $200B question solved or exacerbated?

Has AI’s $200B question been solved, or exacerbated? If you run this analysis again today, here are the results you get: AI’s $200B question is now AI’s $600B question. To continue reading this article, click here. ...

Can AI lead to economic output beyond where we are now?

One of the more intriguing conversations as we head into the back half of the year was a piece published earlier this week by Sequoia Capital, which posited the $600 billion AI challenge. In short, it advocates the sell-in of infrastructure to lead to economic output far beyond where we are now. ...

Will AI payback reach $100 billion?

Furthermore Cahn is projecting that AI revenue required for payback will eventually reach $100 billion, pointing to Nvidia's recently announced B100 chip, which will have 2.5x better performance for only 25% more cost. "I expect this will lead to a final surge in demand for Nvidia chips," says Cahn. ...

Should big tech companies stop investing in AI?

Big Tech companies have been plowing huge sums to build out the necessary infrastructure to meet what they perceive demand will be for these products in the coming years. One analyst warns however that the industry needs to stop and consider whether the actual revenue generated by AI will be enough to support these investments. ...

Can AI drive revenue growth?

GPU capex is like building railroads, he said, meaning eventually the trains will come, along with the destinations. Certainly executives from major tech companies have been expressing confidence in AI's potential to drive revenue growth with Big Tech's reported revenue growth rates in Q1 much higher than anticipated just over two quarters ago. ...

Will AI fill a $5B hole in Capex?

Let’s use a $5B placeholder for Oracle, Bytedance, Alibaba, Tencent, X and Tesla. These are all dummy assumptions—the point is that even if you assume extremely generous gains from AI, there’s a $125B+ hole that needs to be filled for each year of CapEx at today’s levels. There is a large opportunity for the startup ecosystem to fill this hole. ...