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 | 30 | Founded | 2 years ago | Last Issue | 21 days ago |
| Active | |||||
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dcahn.substack.comLatest Issues
Investing in Astrocade
I’ve known Amir Sadeghian, PhD and Ali Sadeghian for almost 4 years now. I met them as they were just getting started on Astrocade. What immediately stood out to me about these founders was their infectious energy, passion for the problem,...
After Certainty
There was a time when growth stage investing was as simple as looking at ARR growth rate, net dollar retention and magic number and spitting out a valuation.
It was never that simple, of course, but there’s something to be said for the fac...
A Simple Edge: Help People Early
When I was 20 years old, I met a senior person in the investment industry who changed my life. I was an intern at the time, and that person picked up the phone and got me my first job in Silicon Valley. It all happened in a matter of days....
How Inconceivable Startups Happen
Before they start companies, the best founders have already done something most people would never even attempt.
Immigration is the canonical example. For most people, moving to a new country where you know no one and may not even speak th...
Power & Transcendence in the Intelligence Age
Two intertwined threads are central to human culture. The first braid is materialism, which today takes the form of technocapitalism. The second braid is transcendence, which in prior ages was embodied in religion, and today is embodied in...
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