David Cahn

Venture capitalists are growing skeptical of AI wrapper startups—companies that build products on top of foundation models like OpenAI's GPT without proprietary data or workflow lock-in. The skepticis…

Apple is preparing for a potential downturn in the AI industry, which is currently fueled by massive debt and unsustainable spending on data center infrastructure. The company anticipates a slowdown i…

Sequoia partner David Cahn estimates the AI industry must earn $3 trillion to justify $1.5 trillion in infrastructure spending by 2026, while Apollo economist Torsten Slok warns that a slower payoff c…