In this episode of Gradient Dissent, host Lukas Biewald sits down with David Cahn, partner at Sequoia Capital, for a compelling discussion on the dynamic world of AI investments. They dive into recent developments, including DeepSeek and Stargate, exploring their implications for the AI industry. Drawing from his articles, "AI's $200 Billion Question" and "AI's $600 Billion Question," David unpacks the financial challenges and opportunities surrounding AI infrastructure spending and the staggering revenue required to sustain these investments. Together, they examine the competitive strategies of cloud providers, the transformative impact of AI on business models, and predictions for the next wave of AI-driven growth. This episode offers an in-depth look at the crossroads of AI innovation and financial strategy.

Mentioned Articles:

AI’s $200B Question

AI’s $600B Question

🎙 Get our podcasts on these platforms:

Apple Podcasts: http://wandb.me/apple-podcasts

Spotify: http://wandb.me/spotify

Google: http://wandb.me/gd_google

YouTube: http://wandb.me/youtube

Connect with David Cahn:

@DavidCahn6

Follow Weights & Biases:

https://twitter.com/weights_biases 

https://www.linkedin.com/company/wandb  

Join the Weights & Biases Discord Server:

https://discord.gg/CkZKRNnaf3