David Cahn's Substack | Substack

Writing about AI, tech, and startups. Partner at Sequoia. Author of AI's $600B Question. Click to read David Cahn's Substack, a Substack publication with hundreds of subscribers.

CouponFollow Extension

$600
OFF

David Cahn's Substack | Substack

1 day from now

Writing about AI, tech, and startups. Partner at Sequoia. Author of AI's $600B Question. Click to read David Cahn's Substack, a Substack publication with hundreds of subscribers.

substack.com

$600
OFF

David Cahn - Substack

1 day from now

David Cahn's Substack. By David Cahn. Writing about AI, tech, and startups. Partner at Sequoia. Author of AI's $600B Question. Activity. Posts. Likes. Reads (1) Get app

substack.com

$600
OFF

About - David Cahn's Substack

1 day from now

Writing about AI, tech, and startups. Partner at Sequoia. Author of AI's $600B Question. Click to read David Cahn's Substack, a Substack publication with hundreds of subscribers.

substack.com

$600
OFF

David Cahn On LinkedIn: David Cahn's Substack | Substack

1 day from now

David Cahn's Substack | Substack dcahn.substack.com 43 1 Comment Like Comment ... But this show today with David Cahn at Sequoia Capital is the best of all of them: 🧠 AI’s $600BN …

linkedin.com

$600
OFF

AI's $600Bn Hole..but Look Who Is Making Money In The AI Boom

1 day from now

Jun 27, 2024 · cnha.substack.com. Copy link. Facebook. Email. Note. Other. 1. Share. Gen AI is resulting in $600Bn capex hole globally. Here is a simple calculation by David Cahn of …

substack.com

$600
OFF

AI's $600B Question - David Cahn's Substack

1 day from now

Aug 13, 2024 · Note: It’s easy to calculate this metric directly. All you have to do is to take Nvidia’s run-rate revenue forecast and multiply it by 2x to reflect the total cost of AI data centers (GPUs …

substack.com

$200
OFF

AI's $200B Question - David Cahn's Substack

1 day from now

Aug 13, 2024 · David Cahn's Substack. Subscribe Sign in. Share this post. AI's $200B Question. dcahn.substack.com. Copy link. Facebook. Email. Note. Other. ... Short-term, things could get …

substack.com

$600
OFF

20VC Interview W/ Harry Stebbings - David Cahn's Substack

1 day from now

Aug 14, 2024 · Thanks to Harry Stebbings for a great discussion & deep dive on AI's $600B question. Includes latest updates from the last few weeks: 👉 The revenue hole that needs to get …

substack.com