David Cahn

Every year, I meet with 200–300 recent college grads. Their #1 question is always the same: Where should I work? For years, the answer has followed what I call the Algorithm: 👉 “Go where the sma...

When we first heard about Juicebox, an early-stage founder told us he was “obsessed.” It didn’t take long to see why. Thousands of recruiters—including Sequoia’s own team—already use Juicebox to s...

Last year, Silicon Valley was gripped by predictions of an imminent “AGI takeoff.” Today, the narrative has shifted. Instead of sudden superintelligence, the focus is on a more gradual, practical t...

Excited to announce Sequoia Capital's investment in Sesame (along with Roelof Botha) and the launching of their private iOS beta. Every time a new AI interface comes out, I try it. I'm convinced t...

Today, I'm excited to announce our investment in Flapping Airplanes, and our partnership with Benjamin S., best known for being a founder of Prod, and Asher Spector, a former debate champion and St...

A year ago, I asked whether AI could ever generate the $600B of revenue needed to justify what was then a skyrocketing level of data center investment. Now, with talk of 100 GW or even 250 GW of e...

2026 will be the “Year of Delays” for data centers and AGI. It will also see accelerating AI adoption by end-users. 1/ Year of Delays – Data center buildouts hit supply-chain + labor bottlenecks ...

When I was 20, someone made a five-minute phone call that changed my life. It’s taken me years to fully understand what happened. Helping people early is: - cheap - repeatable - and usually non-t...

This blog post has been slowly writing itself in my mind for the last few years. I finally was able to put words to the sense that we are witnessing the greatest strategy game in the history of the...

Recruiting doesn't need to be a guessing game anymore. Congrats to Juicebox on a fantastic growth year in 2025 and a strong $80M Series B on the back of that. 5,000+ customers and counting!

Last year, Silicon Valley was gripped by predictions of an imminent “AGI takeoff.” Today, the narrative has shifted. Instead of sudden superintelligence, the focus is on a more gradual, practical t...

2026 will be the “Year of Delays” for data centers and AGI. It will also see accelerating AI adoption by end-users. 1/ Year of Delays – Data center buildouts hit supply-chain + labor bottlenecks ...

Every year, I meet with 200–300 recent college grads. Their #1 question is always the same: Where should I work? For years, the answer has followed what I call the Algorithm: 👉 “Go where the sma...

When I was 20, someone made a five-minute phone call that changed my life. It’s taken me years to fully understand what happened. Helping people early is: - cheap - repeatable - and usually non-t...

Outside observers see startups as temporally sequential, with a beginning (inception/ seed stage), middle (product-market fit/ growth stage), and end (IPO/ scale-up). The best founders actually liv...

This blog post has been slowly writing itself in my mind for the last few years. I finally was able to put words to the sense that we are witnessing the greatest strategy game in the history of the...

A year ago, I asked whether AI could ever generate the $600B of revenue needed to justify what was then a skyrocketing level of data center investment. Now, with talk of 100 GW or even 250 GW of e...

The best startups often begin as ideas that seem completely inconceivable. Airbnb renting air mattresses to strangers. Cerebras building a wafer-scale chip. OpenAI attempting to build AGI. At the...

Excited to announce Sequoia Capital's investment in Sesame (along with Roelof Botha) and the launching of their private iOS beta. Every time a new AI interface comes out, I try it. I'm convinced t...

When we first heard about Juicebox, an early-stage founder told us he was “obsessed.” It didn’t take long to see why. Thousands of recruiters—including Sequoia’s own team—already use Juicebox to s...