David Cahn
Partner at Sequoia Capital and a leading AI investor with prior experience at Coatue; known for investments in AI and defense-related startups such as Clay, Juicebox, Sesame, Kela, Stark, Notion, and Hugging Face.
Top 3 podcasts with David Cahn
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523 snips
Aug 5, 2024 • 1h 13min
20VC: Sequoia's David Cahn on AI's $600BN Question | Why the Data Centre is the Most Important Asset | Servers, Steel and Power: The Core Pillars Powering the Future of AI
David Cahn, a Partner at Sequoia Capital with a rich history in AI investments, dives deep into the future of artificial intelligence. He discusses the $600BN question in AI and how high capital expenditures are reshaping the competitive landscape. Cahn believes data centers are the backbone of AI's evolution, emphasizing the crucial role of 'servers, steel, and power.' He reveals that the biggest opportunities lie in building out data centers and navigating supply chain challenges, urging startups to seize the moment amidst the shifting tech dynamics.
502 snips
Oct 27, 2025 • 1h 14min
20VC: Sequoia's David Cahn on The Winners and Losers in AI | The $0-$100M Revenue Club: Is Triple, Triple, Double, Double Dead? | The Future of Defence: Who Wins and Who Loses | How to Analyse Margins and Growth Rates in a World of AI
David Cahn, Partner at Sequoia Capital and renowned AI investor, dives into the fascinating world of artificial intelligence and defense. He explores the existence of an AI bubble and the critical importance of physical infrastructure like data centers for economic impact. Cahn discusses the risks of circular deals and overcapitalization in the AI landscape, plus the implications of AI on GDP growth. He also emphasizes the necessity of hiring young AI talent and outlines the potential for significant gains in defense technology, spotlighting companies like Kela and Stark.
69 snips
Jan 28, 2025 • 58min
DeepSeek, Stargate and AI's $600 Billion Question with Sequoia's David Cahn
David Cahn, a Partner at Sequoia Capital known for his expertise in AI investments, joins the discussion to unravel the latest AI trends. He explores the launch of DeepSeek and its impact on the AI landscape, emphasizing the shift towards smaller, more efficient models. Cahn contrasts the high stakes of AI infrastructure investments with the challenges of commoditization. He also delves into the intersection of AI and global supply chains, speculating on future breakthroughs and the relationship between AI technology and our understanding of consciousness.
