Shaun Maguire Dinner
Insights from a contrarian investor and founder
It was a great honor to host an Icons dinner with Shaun Maguire, partner at Sequoia Capital. Thanks so much Shaun for sharing your insights with us. This was an epic conversation and one of our best Icons dinners ever. Thanks also to Asset Abdualiyev and Asror Arabjanov for hosting us at Silkroad Innovation Hub! Key takeaways from Shaun below:
Growth-stage hardware and early-stage software are the two most attractive investment categories
The best way to prevent war is to have strong militaries
The biggest source of Nvidia’s moat comes from their acquisition of Melanox, which they turned into NVLink, enabling high-bandwith, low latency communication between GPUs
Stablecoins will be the best way for AI agents to pay each other
AI is the most transformative technology of the next decades, but we are in a bubble now
You don’t learn if you don’t take risks
