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 | 21 | Subscribers | Read | dcahn.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
AI in 2026: A Tale of Two AIs
December ushers in a period of reflection in the investment world, as investors take stock of the previous year and begin to position themselves for the year to come. This is more true than ever right now, as we seem to be in a liminal peri...
Who Wins in AI? Podcast with Harry Stebbings
Today, we published a new podcast with Harry Stebbings on 20VC. The new conversation comes 15 months after we coined the phrase “Steel, Servers & Power” together on the podcast last year.
Circular Deals & Supply Chain Dynamics
Last year, in “The AI Supply Chain Tug of War”, I wrote about pairwise game theoretic dynamics up and down the supply chain:
AI CapEx Now Hinges on Deus ex machina
When I published AI’s $600B question a year ago, the question was whether AI could ever generate enough revenue to justify the money being put in the ground.
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