absorb.md

About David Cahn

Partner at Sequoia Capital writing on AI infrastructure and data centers.

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  1. AI in 2025: From Infrastructure Buildout to Specialized Application and CapEx Stabilizationblog · 2026-05-13
  2. AI's Bottleneck Shifts from Compute Scarcity to a Liquid Talent Warblog · 2026-05-13
  3. Kela: Operationalizing Israel's 'Technowarrior' Talent for Modern Defenseblog · 2026-05-13