David Cahn (@DavidCahn6) — Software on X (Twitter)

David Cahn is a Software creator on X (Twitter) in the 7K–8K follower range, publishing for AI investors, VCs, and tech executives tracking big tech strategies and AI infrastructure spending. Profile last checked 2026-06-24.

| Field | Value |

| --- | --- |

| Platform | X (Twitter) |

| Handle | @DavidCahn6 |

| Followers | 7K–8K |

| Category | Software |

| Audience function | general AI enthusiasts |

Profile bio

Partner at Sequoia

What this creator posts about, and who reads it

Recurring topics: AI CapEx and investment math, Big tech company strategies, AI market interdependence and Chinese open-source role, Data efficiency in AI

Audience: AI investors, VCs, and tech executives tracking big tech strategies and AI infrastructure spending

Audience read from this creator’s own recent posts, not from platform-declared categories. It is our reading, and it can be wrong.

Recent content samples

Thanks to @Kantrowitz for having me on the @BigTechPod last Monday. We discussed the strategies of each of the big tech companies, and why I think AI is turning into the greatest strategy game in history, a la StarCraft…

https://t.co/AvSDJQELFO

There is a web of interdependence in AI right now. It is interesting that Chinese open-source is playing such a meaningful intermediary role. Long-term equilibrium has not been reached yet.

I decided to update AI's $600B Question, since it's that time of year. Some napkin math on how AI CapEx has evolved since ChatGPT: https://t.co/J65mTvZiC8

See the original post on X (Twitter)

Where this creator sits in the wider pool

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