David Cahn
@DavidCahn6
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Partner at Sequoia
Palo Alto
Joined June 2022
Year of Adoption 1/ $0→$100M AI startups hit escape velocity 2/ The $0→$1B club emerges 3/ Enterprises shift from DIY fatigue to startup solutions
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Year of Delays 1/ Data center buildouts hit supply-chain + labor bottlenecks 2/ TSMC constraint becomes real, especially in light of Gemini 3 and TPU performance 3/ AGI timelines push into the 2030s
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2026 will be a tale of two AIs. Prediction 1: Year of delays for data center buildouts and for AGI timelines Prediction 2: Continued acceleration in the $0-100m revenue AI cohort, new $0-1B club
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Wonderful thread from @gradypb on the next generation of @sequoia. What makes Sequoia great is the depth of the team, the rigor of our collaboration, and the relentless effort to leave the firm better than we found it. Steel sharpens steel. It’s a privilege to be pushed and
1/ We @sequoia have always said that we’re only as good as our next investment. It’s also true that we’re only as good as our next generation @Alfred_Lin and I get to work with the best generation yet:
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Santa’s gone digital. Get your personalized Cameo from Santa, and give the special ones in your life a surprise they’ll never forget.
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It has been a true honor to study under one of the all time legends of the investment business, @roelofbotha. Excited for the next generation of stewards with @gradypb and @Alfred_Lin. Sequoia's track record of generational transition is unmatched.
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Thanks for having me back @HarryStebbings. Really enjoyed the conversation, which ended up being quite timely. We coined "Steel, Servers & Power" last time. Will be interesting to see what stands the test of time from this one.
Our last episode with David Cahn was one of the most downloaded of last year. This episode today is even better. - The Winners & Losers in AI - The $0-$100M Club: Is Triple, triple, double, double dead? - The Future of Defence: Who Wins & Who Loses - How to Analyze Margins &
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Thanks to @HarryStebbings for having me back on the podcast for a sequel to our "Steel, Servers & Power" episode last year. In this episode, we turn to the AI bubble narrative, which has gone from contrarian one year ago to consensus today, and discuss who will win long-term.
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Full writeup on why we invested is here, with more details on the vision for fashionable eyewear as the ultimate interface: https://t.co/Dn5MNGcL62
sequoiacap.com
Sesame is transforming how we engage with AI by building an authentic, expressive agent you’ll want to talk to.
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Excited to announce Sequoia's investment alongside @roelofbotha. You can find the private beta at
sesame.com
We’d love your help beta testing the upcoming Sesame app for iOS. The iOS app gives Maya & Miles new tools and capabilities.
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After getting to know the team, it’s clear why they were able to produce something so special: They are craftsmen with taste. Their ambition is impact. They pay attention to every little detail. Nothing is ever good enough for them. @brendaniribe @_apkumar @2rhb @natemitchell
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I knew within 10 minutes of using Sesame that it was different. It ended up getting over 1M users in a few weeks, and more than 5M conversational minutes. It was the first time an AI felt lifelike and dynamic, the tonality and cadence was incredible.
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My rule has been: When I find an AI that’s actually enjoyable to talk to, we should invest. So many of these are painful and repetitive and lack memory. The conversation is choppy and it feels robotic.
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Every time a new AI interface comes out, I try it. I'm convinced that the right conversational interface for AI will have tremendous demand and will change the way we interact with the digital world.
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6/ A lot of people have been talking about how the AI CapEx buildout is debt financed, but in reality, what’s interesting about the circular deals is precisely that they are not debt financed. For now, debt investors are unwilling to bet on data center demand 15-years out
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5/ All of these deals are quoted in GW, which obfuscates just how massive they are. And how much money is still needed to a) Pay for them, and then b) Generate an ROI. Below is a table that converts from GW to $:
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4/ But these companies, even combined, are much smaller than Microsoft and Amazon, and so now Nvidia, AMD and Broadcom are stepping up to absorb some demand risk, too. There is also a sense in which these deals are “priming the pump” to attract further investment.
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3/ At that time, the hyperscalers were funding everything and taking on all the risk, driving the supply chain to greater and greater output. What’s changed this year is that Microsoft and Amazon have stepped back, leaving Oracle and Coreweave to fill the void.
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