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 | 37 | Founded | 2 years ago | Last Issue | 21 days ago |
| Active | |||||
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dcahn.substack.comLatest Issues
Investing in Form Energy: America’s Battery Champion for the AI Grid
There are certain companies you can’t stop thinking about.
During my garden leave before joining Sequoia, I kept thinking about Form Energy. During my family vacations, I’d tell my siblings about Form Energy. For me, it was always one of t...
They Built the Team. They Raised the Money. Now What?
Every era of startups brings with it new canonical challenges.
The 2010s was a period dominated by Enterprise software, and the main challenge was finding a big enough market and broad enough surface area to build a large company that coul...
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...
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