Dan Cahana is a Principal at Notable Capital who specializes narrowly in early-stage AI and infrastructure software, publicly branding himself around this focus through his Substack newsletter The Inframation where he writes deep-dive theses on infra and AI rather than generalist venture topics. He actively open-sources his thinking to founders through long-form content and talks, sharing detailed views on infra trends and AI-native architectures while frequently using public platforms to walk through concrete examples like what a great cold email looks like and how to pitch infra and AI to VCs, positioning himself as a tactical coach for founders on communication and outreach.