Sequoia Partner Breaks Down Strategies of 7 Major AI Giants
DavidCahn6 · x · 2026-08-15
Sequoia partner David Cahn breaks down the strategic positioning of seven major AI giants:
- Anthropic: Cornering the talent market.
- OpenAI: All-in on AGI.
- Microsoft: The win-either-way hedge.
- Nvidia: Jensen's "You Win, I Win" philosophy.
- Meta: Losing the talent war.
- Amazon: Heads I lose, tails I lose.
- Google & TPU: Sitting on a hardware advantage.
- Elon Musk: Mission over money.
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