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David Cahn

Sequoia Capital partner investing in AI infrastructure

Every podcast episode featuring David Cahn that Attunex has found: 8 interviews and appearances across 6 shows between 2024 and 2026. Most often on TBPN (2) and The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch (2). Follow David in Attunex to get new appearances automatically, each with an on-device transcript and summary.

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Updated 2026-10-14.

  1. Episode #94: The Middle Ground Is Gone, Funded Teams With No Plan, Being Legible to Capital
    The Learning Corner by Precursor

    This week Mia and Charles dig into a market that only seems to have two speeds. Ethan Kurzweil of Chemistry argues the trillion dollar startup is a pink elephant nobody can unsee, and that the…

    2026-09-10
  2. Apple Unveils iPhone Duo, Muse AI Agent, Keith Rabois Joins | David Cahn, Mikey Shulman, David Perell, Jim Reilly, Fletcher Richman
    TBPN

    (01:44) - Apple Unveils iPhone Duo (13:08) - Steve Jobs Predicts ChatGPT (21:38) - Apple Kicks off Ternus Era (30:03) - Meta Launches Muse AI Agent (45:41) - Anthropic Researcher Quits Over AI…

    2026-09-09
  3. How The AI Bet Pays Off + AI Lab Strategy Game — With David Cahn
    Big Technology Podcast

    David Cahn is a partner at Sequoia Capital. Cahn joins Big Technology Podcast to discuss how much revenue the AI industry must generate to pay back its massive infrastructure investments and why the…

    2026-08-05
  4. 20VC: Sequoia's David Cahn on The Winners and Losers in AI | The $0-$100M Revenue Club: Is Triple, Triple, Double, Double Dead? | The Future of Defence: Who Wins and Who Loses | How to Analyse Margins and Growth Rates in a World of AI
    The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

    David Cahn is a Partner at Sequoia Capital and one of the world's leading AI investors. At Sequoia David has led investments in Clay, Juicebox, Sesame, Kela, Stark, etc.. Before Sequoia, David was a…

    2025-10-27
  5. Meta Taps Nat Friedman & Daniel Gross for AI Push, Starship Rocket Explodes | Mike Knoop, David Cahn, Walden Yan, Eoghan McCabe, Jeff Weinstein, Garrett Lord, Tanay Tandon
    TBPN

    (04:10) - Meta Eyes Nat Friedman & Daniel Gross for AI Push (37:47) - Lakers Sold to Mark Walter (43:39) - Surge Hits $1B+ in Capital Without Outside Revenue (56:20) - Mike Knoop, co-founder of…

    2025-06-19
  6. Replit CEO Amjad Masad on 1 Billion Developers: A Better End State than AGI?
    Training Data

    Amjad Masad set out more than a decade ago to pursue the dream of unleashing 1B software creators around the world. With millions of Replit users pre-ChatGPT, that vision was already becoming a…

    2025-04-08
  7. DeepSeek, Stargate and AI's $600 Billion Question with Sequoia's David Cahn
    Gradient Dissent: Conversations on AI

    In this episode of Gradient Dissent, host Lukas Biewald sits down with David Cahn, partner at Sequoia Capital, for a compelling discussion on the dynamic world of AI investments. They dive into…

    2025-01-28
  8. 20VC: Sequoia's David Cahn on AI's $600BN Question | Why the Data Centre is the Most Important Asset | Servers, Steel and Power: The Core Pillars Powering the Future of AI
    The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

    David Cahn is a Partner @ Sequoia Capital, one of the great venture firms of the last 5 decades. Before joining the Sequoia partnership, David led Coatue's venture business as a General Partner and…

    2024-08-05