The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

20VC: Sequoia's David Cahn on The Winners and Losers in AI | The $0-$100M Revenue Club: Is Triple, Triple, Double, Double Dead? | The Future of Defence: Who Wins and Who Loses | How to Analyse Margins and Growth Rates in a World of AI

Oct 27, 2025 · 01:14:23

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✨ AI Summary

David Cahn believes an AI bubble exists; physical data centers are a moat.
Analysis of winners and losers in the AI landscape.
Discussion on big tech's role and circular deals in AI.

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