David Cahn (@DavidCahn6) on what actually drives Elon: "I don't think @elonmusk is fundamentally dollar motivated. I think Elon is fundamentally mission motivated." @SpaceX as proof — a company that makes money *because* it's trying to move civilization forward, not the other way
Clips from Big Technology Podcast and other content we find enjoyable. Subscribe to the show in your app of choice.
- David Cahn (@DavidCahn6), Partner at @sequoia, on why the "AI bubble" framing is intellectually useless: "Bubble, no bubble, is irrelevant. At some point there'll be corrections. We need to survive those corrections."
- David Cahn (@DavidCahn6), Partner at @sequoia: "@JensenHuang is leaving so much money on the table" with Nvidia's circular strategy of investing in competitors. Cahn argues that while @nvidia may be "one of the greatest businesses in human history," its approach prioritizesThanks to @Kantrowitz for having me on the @BigTechPod last Monday. We discussed the strategies of each of the big tech companies, and why I think AI is turning into the greatest strategy game in history, a la StarCraft or Azad.
- Grace Shao (@Gracemzshao), on the China AI theft debate: "Dumb distillation is something the layman thinks of — literally take model A's answer and plug it into model B. It's so obvious it's like copycatting. I don't think anyone is quite literally doing that because frankly it's
- Grace Shao (@Gracemzshao) on the sudden US AI industry reversal on open source: "It was a huge 180." The fear that open source favors China dissolves once you realize US companies building on these models can self-host them or use providers like Fireworks — making them



