David Cahn

@DavidCahn6

Partner at Sequoia

Palo Alto

Joined June 2022

David Cahn
@DavidCahn6
Aug 5
Thanks to @Kantrowitz for having me on the @BigTechPod last Monday. We discussed the strategies of each of the big tech companies, and why I think AI is turning into the greatest strategy game in history, a la StarCraft or Azad.
David Cahn
@DavidCahn6
Jul 27
Article
Why College Degrees Don’t Matter Anymore
Colleges cannot adapt fast enough to the AI age, and smart young people know it already There has always been the meme of college dropouts running Silicon Valley companies. But for every Mark...
David Cahn
@DavidCahn6
Jul 16
There is a web of interdependence in AI right now. It is interesting that Chinese open-source is playing such a meaningful intermediary role. Long-term equilibrium has not been reached yet.
Dean Meyer
@DeanMeyerrr
Jul 16
Article
America’s Open-Model Paradox
Co-written with my partner, @Konstantine Buhler. To Distill, or Not to Distill? China increasingly supplies the models Western companies use to serve, train, and build AI. Qwen’s share of new...
David Cahn
@DavidCahn6
Jul 8
I decided to update AI's $600B Question, since it's that time of year. Some napkin math on how AI CapEx has evolved since ChatGPT:
David Cahn
@DavidCahn6
Jul 7
Samsung quarterly profit now exceeds Apple and Nvidia. Amazon launching 4th debt raise of the year for $25B +. Just another Tuesday.