David Cahn's Substack
David CahnWriting about AI, tech, and startups. Partner at Sequoia. Author of AI's $600B Question.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 35 | Founded | 2 years ago | Last Issue | 7 days ago |
| Active | |||||
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dcahn.substack.comLatest Issues
New Podcast: How The AI Bet Pays Off + AI Lab Strategy Game
Last Monday, I joined Alex Kantrowitz on the Big Technology Podcast to discuss the latest on AI ROI debate, as well as deep dives into each of the major tech companies’ strategies. We fleshed out some of the parallels from The Greatest Stra...
Why College Degrees Don’t Matter Anymore
There has always been the meme of college dropouts running Silicon Valley companies. But for every Mark Zuckerberg, Silicon Valley is filled with dozens of founders like Jeff Bezos or Larry Page or Sergey Brin — highly educated founders wit...
AI’s $1.5T Question
This is a repetitive blog post and so I will keep it brief. A lot of people have reached out to me for the updated math behind AI’s $600B question. It is now AI’s $1.5T question.
I have been tracking AI data center spending as compared wit...
The Great AI Irony
“We’re in the vertical ascent phase” is a phrase you hear often in the Valley right now. But it’s not the vertical takeoff of capabilities people are talking about — it’s the vertical takeoff of stock prices!
The AI bottleneck trade has be...
What are you serving?
The best founders serve a higher power.
I am reminded of the Stuyvesant High School math team coach, Mr. Geller, who would start each year writing “Math is #1” on the chalk board. Winning was a byproduct of loving the game.
Thanks for rea...
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