The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Sequoia Capital's $9BN Global Equities Fund on The Future for NVIDIA, Google & Meta | How to Play AI in the Public Markets | China & Europe: Is the Future Bleak | The Opportunity for Crossover Funds with Jeff Wang, Managing Partner @ SCGE
Harry Stebbings
A lot of flow through, I think. Can I ask, on the infrastructure layer, do you agree with David in terms of the $600 billion question and the divergence between revenue and CapEx? How do you feel about that?
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