Quotesby GlyphDavid Cahn quotes on AI, with sources
Partner, Sequoia Capital · 7 quotes · latest Dec 3, 2025
- Dwarkesh Patel’s recent podcast interviews with Richard Sutton, Andrej Karpathy, and Ilya Sutskever are a demarcating line; the new consensus is that the AGI window will be in the 2030s, at earliest.
- In 2026, we’re going to see the emergence of a $0 to $1B club.
- My prediction, especially coming off of the successful Gemini 3 launch and hype around TPUs, is that the TSMC constraint could become material in 2026.
- On the one hand, it will be a year of delays, first in data center buildouts, many of which will fall behind schedule, and second, in the AGI timeline. At the same time, AI adoption will continue its relentless rise.
- AI’s $200B question is now AI’s $600B question.
- But we need to make sure not to believe in the delusion that has now spread from Silicon Valley to the rest of the country, and indeed the world. That delusion says that we’re all going to get rich quick, because AGI is coming tomorrow, and we all need to stockpile the only valuable resource, which is GPUs.
- GPU computing is increasingly turning into a commodity, metered per hour. Unlike the CPU cloud, which became an oligopoly, new entrants building dedicated AI clouds continue to flood the market. Without a monopoly or oligopoly, high fixed cost + low marginal cost businesses almost always see prices competed down to marginal cost (e.g., airlines).