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CoatueVC firm · US86cheques in 12 months399all time23ledHear them before you pitch them
Apple Unveils iPhone Duo, Muse AI Agent, Keith Rabois Joins | David Cahn, Mikey Shulman, David Perell, Jim Reilly, Fletcher Richman
WithDavid Cahn
MentionsKeith RaboisSequoia Capital
About this episode
(01:44) - Apple Unveils iPhone Duo (13:08) - Steve Jobs Predicts ChatGPT (21:38) - Apple Kicks off Ternus Era (30:03) - Meta Launches Muse AI Agent (45:41) - Anthropic Researcher Quits Over AI (54:08) - David Cahn discusses how AI is reshaping venture capital through concentrated… More on the show's page
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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
WithDavid Cahn
MentionsCoatueSequoia CapitalDoug Leone
About this episode
David Cahn is a Partner at Sequoia Capital and one of the world's leading AI investors. At Sequoia David has led investments in Clay, Juicebox, Sesame, Kela, Stark, etc.. Before Sequoia, David was a General Partner @ Coatue where he led investments in Notion and Hugging Face. AGENDA: 00:00 We… More on the show's page
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Apple PodcastsThe show's pageMeta Taps Nat Friedman & Daniel Gross for AI Push, Starship Rocket Explodes | Mike Knoop, David Cahn, Walden Yan, Eoghan McCabe, Jeff Weinstein, Garrett Lord, Tanay Tandon
WithDavid CahnGarrett LordJeff WeinsteinNat Friedman
MentionsEoghan McCabeCoatueSequoia Capital
About this episode
(04:10) - Meta Eyes Nat Friedman & Daniel Gross for AI Push (37:47) - Lakers Sold to Mark Walter (43:39) - Surge Hits $1B+ in Capital Without Outside Revenue (56:20) - Mike Knoop, co-founder of Zapier and CEO of Ndea, discusses the evolving landscape of AI reasoning models, highlighting… More on the show's page
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Apple PodcastsThe show's page20VC: Sequoia's David Cahn on AI's $600BN Question | Why the Data Centre is the Most Important Asset | Servers, Steel and Power: The Core Pillars Powering the Future of AI
WithDavid Cahn
MentionsCoatueSequoia Capital
About this episode
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 General Partner and COO where he led investments in Hugging Face, Runway and Supabase. David also joined the boards of… More on the show's page
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20VC: OpenAI's Newest Board Member, Zico Colter on The Biggest Bottlenecks to the Performance of Foundation Models | The Biggest Questions and Concerns in AI Safety | How to Regulate an AI-Centric World
MentionsCarnegie Mellon UniversitySam AltmanDavid Cahn
About this episode
Zico Colter is a Professor and the Director of the Machine Learning Department at Carnegie Mellon University. His research spans several topics in AI and machine learning, including work in AI safety and robustness, LLM security, the impact of data on models, implicit models, and more. He also… More on the show's page
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Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner
MentionsDavid Cahn
About this episode
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss the looming presidential election and its impact on public market tech funds, public market dispersion, AI hype versus reality, Calcium CT scans, and more. Enjoy… More on the show's page
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