David Cahn

@DavidCahn6

Partner at Sequoia

Palo Alto

Joined June 2022

59Following

5KFollowers

David Cahn@DavidCahn6 · Jun 20

At Fully Connected, I talked with @LavanyaShu97869 about building AI startups: how to recruit top talent when Big Tech is offering massive packages, why mission still wins, and what founders should focus on right now. Thanks for having me youtu.be/DmfVlf1yHb4

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David Cahn Retweeted

TBPN@tbpn · Jun 19

We asked @DavidCahn6 (Partner at Sequoia) about $100M+ salaries for AI researchers. “The question is: what is the marginal benefit of an AI researcher? The revealed preference from these orgs is that it's incredibly high.” “If you have a team of all-stars, what does that do for…

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David Cahn@DavidCahn6 · Jun 19

Joining @tbpn today to talk about the AI talent race. Since our blog dropped Tuesday, news broke on Meta's $100M+ signing bonuses and there are fresh rumors of an NFDG acquisition. The pace has gone from fast to breakneck.

TTBPN@tbpn · Jun 19

Morning. Here are our guest call-ins today: - @mikeknoop (ARC Prize) - @DavidCahn6 (Sequoia) - @walden_yan (Cognition) - @eoghan (Intercom) - @jeff_weinstein (Stripe) - @GarrettLord (Handshake) - @tanay_tandon (Commure) See you all on the stream.

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David Cahn@DavidCahn6 · Jun 17

AI labs are starting to look like pro sports teams. Backed by deep-pocketed owners. Star players making 8-figure packages. Fierce, fluid battles for top talent New “draft class" each year Why talent — not compute — is now the AI bottleneck: sequoiacap.com/article/why-ai…

DavidCahn6's tweet card. With compute more abundant, talent is the new bottleneck in AI. Star players are signing pay packages that resemble those of professional athletes.

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David Cahn@DavidCahn6 · May 8

Great to interview @chaselochmiller on Friday at #AIAscent about the AI industrial revolution. I've been following the "Steel, Servers, and Power" world closely, and Chase is at the absolute center. I learn something new every time we speak. bit.ly/4d9KYSA

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David Cahn@DavidCahn6 · Mar 5

Congrats to the W&B team @l2k @shawnup @vanpelt @lavanyaai! Amazing to see the journey from <$1m ARR six years ago to more than 1M users and a pivotal place in the AI ecosystem in 2025.

WWeights & Biases@weights_biases · Mar 5

Today we announced that we are being acquired by @CoreWeave, the AI Hyperscaler. 🪄🐝 We could not be prouder or more excited to join forces with this team. Our CEO, @l2k, wrote a blog post with more details: wandb.ai/wandb/wb-annou…

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David Cahn@DavidCahn6 · Jan 28

Thanks to @l2k for hosting me on the Gradient Dissent podcast. We start on the recent Stargate and DeepSeek news, revisit the $600B question, and go deep on topics like how religion and AI intersect.

WWeights & Biases@weights_biases · Jan 28

🎙️ DeepSeek, Stargate, and AI’s $600 Billion Question On this episode of Gradient Dissent, @l2k sits down with @sequoia’s @DavidCahn6 for a discussion on current AI investments and its evolving landscape. What does this mean for AI spending and growth strategies? Tune in! 👇

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David Cahn@DavidCahn6 · Jan 22

I’m not convinced by the game theory of Stargate: - OpenAI wants maximum CapEx - Microsoft wants optimal CapEx (ROI matters for them) This will always be a natural tension. Outsourcing CapEx to Stargate doesn’t resolve this. It only moves the financial burden. Good chess…

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