Alex Kantrowitz
@alex.kantrowitz·59K subscribers·563 videos
How The AI Bet Pays Off + AI Lab Strategy Game — With David Cahn
Posted
August 5, 2026
Views
5,308
Likes
131
Comments
31
Engagement
3.05%
August 5, 2026
5,308
131
31
3.05%
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1:08:16Now PlayingDavid Cahn is a partner at Sequoia Capital. Cahn joins Big Technology Podcast to discuss how much revenue the AI industry must generate to pay back its massive infrastructure investments and why the pursuit of AGI is driving companies to keep spending. Tune in to hear his assessment of the strategies guiding OpenAI, Anthropic, Google, Meta, Microsoft, Amazon, Apple, Nvidia, and SpaceX. We also cover the risk of an investment-timeline mismatch, the value of AI talent and proprietary chips, and whether building artificial intelligence could change religion and spirituality. Hit play for a cool-headed examination of the enormous financial and strategic bets shaping the future of AI.
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