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AI’s $600B Question
Cahn compares infrastructure spending with the revenue needed to support it. His headline is a calculation, not observed sales.
His calculation depends on assumptions about data-center costs and gross margins. Change the assumptions and the revenue requirement changes.
Cahn separates useful AI applications from successful infrastructure investments: cheaper computing can help builders while hurting some investors.
Sequoia Capital · Jun 20, 2024 ↗01 / A BETTER WAY TO FOLLOW BUSINESS
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