David Cahn

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...

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...

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 ...

Nice to be back on Harry Stebbings this morning, 15 months after we coined the phrase "Steel, Servers & Power" on the podcast last year. The forecast that came true from that discussion was the s...

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...

New Post: Circular Deals & Supply Chain Dynamics 1/ The big story of 2025 has been the direct transfer of data center demand risk from hyperscalers to NeoClouds and chip companies ("the demand hot...

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...

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...

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...

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...