David Cahn is a Sequoia Capital investor who specializes in AI infrastructure and believes the most durable value in AI will come from owning compute resources like servers, steel, and power rather than application-layer tools. He frames the current AI boom as a capital-expenditure super-cycle comparable to railroad buildouts and actively writes detailed public essays to refine his investment theses, while focusing on companies positioned at the intersection of AI, infrastructure, and strategic industries.
About their Fund
Sequoia Capital
Sectors
Enterprise, Consumer, SaaS, Fintech, Deeptech / Hardware
Rounds
Seed - Series B+
Avg Check Size
$1M - $200M
Notable Investments
Sequoia Capital pioneered a "market-first" investing philosophy focused on targeting big markets rather than just picking the best people, which they've industrialized into a repeatable company-building playbook with structured founder support programs like Company Design and Arc. The firm broke from traditional venture capital by creating an evergreen fund structure in 2021 and operating a global Scout Program that has quietly backed over 1,000 startups through a network of seeded operators and founders.
Other partners at the fund
Notable Fund
Investments
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Popular Investors
investor name
Active in
Rounds
Avg. Check
Links
Deeptech / Hardware
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Robotics
Biotech
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12
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Unknown
Pre-Seed - Seed
Unknown
$400K - $2M
Unknown
Defense
Deeptech / Hardware
Energy
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7
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Unknown
Pre-Seed - Series A
Unknown
$100K - $5M
Unknown
Defense
Deeptech / Hardware
Energy
+
7
View more in profile...
Unknown
Pre-Seed - Series A
Unknown
$100K - $5M
Unknown
Biotech
Health
Deeptech / Hardware
+
2
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Unknown
Pre-Seed - Seed
Unknown
$250K - $2M
Unknown
Climate
Deeptech / Hardware
Materials
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4
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Unknown
Pre-Seed - Seed
Unknown
$400K - $1.5M
Unknown
Deeptech / Hardware
Robotics
Biotech
+
7
View more in profile...
Unknown
Pre-Seed - Seed
Unknown
$400K - $2M
Unknown
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Deeptech / Hardware
Robotics
Biotech
+
2
View more in profile...
Unknown
Pre-Seed - Seed
Unknown
~$750K
Unknown
Fintech
Deeptech / Hardware
Devtools
+
2
View more in profile...
Unknown
Pre-Seed - Series A
Unknown
$250K-$1M
Unknown
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