David Cahn quotes on AI, with sources

Partner, Sequoia Capital · 7 quotes · latest Dec 3, 2025

Quotes

7 of 7 quotes, newest first

Date	Quote	Context	Source
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.Dec 3, 2025· Essay	EssayAI in 2026: A Tale of Two AIs	Source
Dec 3, 2025	In 2026, we’re going to see the emergence of a $0 to $1B club.Dec 3, 2025· Essay	EssayAI in 2026: A Tale of Two AIs	Source
Dec 3, 2025	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.Dec 3, 2025· Essay	EssayAI in 2026: A Tale of Two AIs	Source
Dec 3, 2025	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.Dec 3, 2025· Essay	EssayAI in 2026: A Tale of Two AIs	Source
Jun 20, 2024	AI’s $200B question is now AI’s $600B question.Jun 20, 2024· Essay	EssayAI's $600B Question	Source
Jun 20, 2024	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.Jun 20, 2024· Essay	EssayAI's $600B Question	Source
Jun 20, 2024	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).Jun 20, 2024· Essay	EssayAI's $600B Question	Source

About David Cahn

Partner, Sequoia Capital. Listed here for public statements only; no personal details. Initials instead of a photo.

Topics: AGI, Startups, Chips, Compute, Investment, Economics

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