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 | 17 | Subscribers | Read | dcahn.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Where should you work?
I meet with 200-300 recent college grads per year. I do this because a) I think these people can contribute a lot to the startups I work with, b) I genuinely enjoy it, and c) These conversations help me understand the world better.
Reasonable Person's AGI
Last year, the debate over AGI’s imminent arrival was raging. For a while, phrases like “we are 1000 days away from AGI” were commonly heard in Silicon Valley — only to be met by heated debate about whether it was in fact 500 days or 1500 d...
Why AI Labs Are Starting to Look Like Sports Teams
I wrote extensively about AI last summer, starting with AI’s $600B Question, The Game Theory of AI CapEx, AI is Shovel Ready, Steel, Servers & Power, and ending with AI’s Supply Chain Tug of War.
Partnering with Kela: Modern Defense for Israel and Western Allies
One year ago, sitting with Alon Dror at a cafe in Tel Aviv, I was captivated by a vision of an Israel ascendant: Reclaiming deterrence at home, and lending support to allies abroad. Alon, an elite graduate of Israel’s Talpiot program (think...
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