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.
2 EPISODES2 SHOWS
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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.