PERSON DIRECTORY
David Cahn
David Cahn appears in 2 indexed conversations across 20VC, Gradient Dissent. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Sequoia Partner, David Cahn on Who Wins in AI, Defence & The New $0–$100M Playbook
AI’s bottleneck has shifted from dollars to gigawatts, making power and construction execution scarce advantages while announced capacity implies unfunded multi-trillion-dollar commitments.Cahn sees a real bubble whose timeline may incinerate capital: compute consumers could gain from falling costs, but circular financing, legacy-chip warehouses, uncertain demand, and delayed agents make survivorship and customer love more important than scale alone.
Deepseek, Stargate and AI’s $600 billion question with Sequoia Capital’s David Cahn
DeepSeek suggests GPT-4 parity can emerge with cheaper models and challenges the assumption that ever-larger data centers will produce the next breakthrough.Cahn estimates one year of infrastructure investment requires roughly $600 billion of downstream revenue, while Microsoft’s $80 billion commitment and application-specific AI search offer competing signals for capital allocation.