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What comes next after therapy culture?
Why sixty years of criticism help explain its rise—and its growing exhaustion
Jan 11
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David Cahn
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AI in 2026: A Tale of Two AIs
2026 will be the “Year of Delays” for data centers and AGI; it will also see accelerating AI adoption by end-users.
Dec 3, 2025
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David Cahn
17
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Who Wins in AI? Podcast with Harry Stebbings
After our popular discussion last year on "Steel, Servers, & Power," Harry & I return with a sequel on the current state of the AI bubble, and who the…
Oct 27, 2025
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David Cahn
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Circular Deals & Supply Chain Dynamics
The big story of 2025 has been the direct transfer of data center demand risk from hyperscalers to NeoClouds and chip companies. Circular deals…
Oct 13, 2025
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David Cahn
24
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AI CapEx Now Hinges on Deus ex machina
We are making great strides on AI adoption, but new investment is largely AGI focused. This is surprising, since luminaries have been walking back their…
Oct 6, 2025
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David Cahn
54
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Where should you work?
New college grads are changing their preferences quickly in the age of AI.
Sep 22, 2025
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David Cahn
59
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Reasonable Person's AGI
The definition of AGI has changed over the last year. As the probability of “takeoff” decreases, the real test for AGI will be the ability to automate…
Aug 27, 2025
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David Cahn
33
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Why AI Labs Are Starting to Look Like Sports Teams
With compute more abundant, talent is the new bottleneck in AI. Star players are signing pay packages that resemble those of professional athletes.
Jun 17, 2025
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David Cahn
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David Cahn's Substack
Writing about AI, tech, and startups. Partner at Sequoia. Author of AI's $600B Question.
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