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 | Daily |
|---|---|---|---|---|---|
| Issues | 11 | Subscribers | Read | dcahn.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Morning After the AI Super Bowl
It’s a wrap on this earnings season for AI. With Nvidia reporting yesterday, all of the Big Tech companies have now opined on AI’s $600B question.
AI in 2024: From Big Bang to Primordial Soup
As we all await the “AI Superbowl” tonight, reposting this piece from January 2024. The debate over exploitation vs. exploration in AI is now more relevant than ever.
The Next Billion Developers
Artificial general intelligence (AGI) is Silicon Valley’s latest obsession. Brilliant minds like Elon Musk and Sam Altman believe achieving AGI is not just likely, but inevitable. Others disagree. Yann LeCun, one of the godfathers of machin...
The AI Supply Chain Tug of War
Here’s the question now being asked all across the AI ecosystem: Is there a way for someone else to take on the demand risk from AI, while I capture the profits?
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