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
Colleagues at Sequoia Capital
Abhishek Malani
Investor at Sequoia Capital
Ajey Gore
Partner at Sequoia Capital
Alexandre Berriche
Scout at Sequoia Capital
Alfred Lin
Partner at Sequoia Capital
Amira Yahyaoui
Scout at Sequoia Capital
Anas Biad
Partner at Sequoia Capital
Andrew Reed
Partner at Sequoia Capital
Andrew Song
Scout at Sequoia Capital