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 | 13 |
| Subscribers | Read | dcahn.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
It’s All One Bubble
“The market feels toppy,” wrote the Wall Street Journal’s James Mackintosh back in December. With the AI bubble now on increasingly shaky ground post-DeepSeek, it seems credible that a correction is coming.
AI in 2025: Building Blocks Firmly in Place
Last January, we compared ChatGPT to AI’s “Big Bang” and predicted that 2024 would be AI’s “primordial soup” year. The AI ecosystem was abounding with new ideas and potential energy. It was a ripe moment for new entrepreneurs. “There is muc...
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.
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