/People

David Cahn

Investor

Partner at Sequoia Capital · Board director at Stackwatch

San Francisco Bay Area

Writes $1M – $200M checks · typically $25M

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About

David Cahn is an investor focused on AI infrastructure who prioritizes ownership of compute (servers, steel, power), frames AI as a capex super‑cycle, and publishes detailed public essays.

Invests in

ConsumerDeep TechEnterprise SoftwareFintechHardwareSaaS

Board director at Stackwatch

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Co-founders at Stackwatch

DW
David Webb BrownExecutive Officer, Director
AT
Ajay TripathyDirector

Experience

  1. Sequoia CapitalPartnercurrent2023 — presentMenlo Park, California, United States
  2. AstrocadeBoard Directorcurrent2025 — present
  3. Flapping AirplanesInvestor & Advisorcurrent2025 — present
  4. JuiceboxBoard Directorcurrent2025 — present
  5. SesameBoard Observercurrent2025 — present
  6. STARKBoard Observercurrent2025 — present
  7. ClayBoard Observercurrent2024 — present
  8. Kela TechnologiesBoard Directorcurrent2024 — present
  9. Hugging FaceInvestorcurrent2022 — present
  10. NotionInvestorcurrent2021 — present
  11. Coatue ManagementGeneral Partner & COO of Venture2018 — 2023Menlo Park, California
  12. RunwayBoard Director2021 — 2023
  13. ReplitBoard Observer2021 — 2023
  14. Abacus.AIBoard Director2021 — 2023
  15. Aurora SolarBoard Observer2021 — 2023
  16. ClickHouseInvestor2021 — 2023
  17. ConfluentInvestor2020 — 2023
  18. Starburst DataBoard Observer2020 — 2023
  19. SupabaseBoard Observer2020 — 2023
  20. Form EnergyBoard Observer2020 — 2023

Skills & more

Public Speaking58Leadership53Entrepreneurship39Financial Analysis17Investments15Research13Management9Data Analysis5Teamwork14

From David's professional profile.

Deals · 1

StackwatchBoard seat

via Sequoia Capital · filed Dec 2021 · $26.5M raise

Attribution from SEC filings, press coverage, and firm rosters.

Other disclosed investments

Investor

Abacus.AICausalClayCoveEdge ImpulseFlapping AirplanesHugging FaceJuiceboxKela TechnologiesKubecostLatchBioNotionRaycastRunwaySesameSlingshot AISupabaseWeights & Biases

Sources: SEC Form D filings · curated public sources.

Colleagues at Sequoia Capital

Network3

Investors connected to David in public investor directories — a warm-intro map.

Frequently asked questions

Who is David Cahn?
David Cahn is an investor focused on AI infrastructure who prioritizes ownership of compute (servers, steel, power), frames AI as a capex super‑cycle, and publishes detailed public essays.
Where does David Cahn work?
David Cahn is Partner at Sequoia Capital and Board director at Stackwatch.
What does David Cahn invest in?
David Cahn invests in Consumer, Deep Tech, Enterprise Software, Fintech, Hardware, SaaS.
What check size does David Cahn write?
David Cahn typically writes checks of $1M – $200M.
What boards does David Cahn sit on?
David Cahn holds tracked board seats at Stackwatch.
What companies has David Cahn invested in?
Investments tracked here include Abacus.AI, Causal, Clay, Cove, Edge Impulse, Flapping Airplanes, Hugging Face, Juicebox, Kela Technologies, Kubecost, LatchBio, Notion, and 6 more.
Where did David Cahn go to school?
David Cahn studied at The Wharton School (Bachelor of Science (B.S.), Economics); University of Pennsylvania (Bachelor of Applied Science - BASc, Computer Science); Stuyvesant High School.

Same school

Shared employers