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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
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David Cahn
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Why AI Labs Are Starting to Look Like Sports Teams
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March 2025
Partnering with Kela: Modern Defense for Israel and Western Allies
One year ago, sitting with Alon Dror at a cafe in Tel Aviv, I was captivated by a vision of an Israel ascendant: Reclaiming deterrence at home, and…
Mar 17
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David Cahn
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Partnering with Kela: Modern Defense for Israel and Western Allies
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January 2025
It’s All One Bubble
America’s bubble economy has been hiding its economic weaknesses. What happens when it pops?
Jan 28
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David Cahn
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It’s All One Bubble
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December 2024
AI in 2025: Building Blocks Firmly in Place
2024 was AI’s primordial soup year. In 2025, AI’s foundations are solidifying.
Dec 9, 2024
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David Cahn
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AI in 2025: Building Blocks Firmly in Place
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August 2024
Morning After the AI Super Bowl
Here's where the Big Tech companies stand on AI's $600B question
Aug 29, 2024
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David Cahn
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Morning After the AI Super Bowl
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AI in 2024: From Big Bang to Primordial Soup
2023 was a frenzied year in AI. 2024 will be a year of exploration and discovery.
Aug 28, 2024
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David Cahn
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AI in 2024: From Big Bang to Primordial Soup
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The Next Billion Developers
The developer revolution will be as important as the AI revolution.
Aug 28, 2024
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David Cahn
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The Next Billion Developers
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The AI Supply Chain Tug of War
Big Tech is absorbing demand risk from the AI supply chain. How long can it last?
Aug 14, 2024
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David Cahn
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The AI Supply Chain Tug of War
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From Hardcore to Visionary
Characteristics of great founders at the intersection of science and intuition.
Aug 14, 2024
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David Cahn
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From Hardcore to Visionary
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20VC Interview w/ Harry Stebbings
Thanks to Harry Stebbings for a great discussion & deep dive on AI's $600B question.
Aug 14, 2024
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David Cahn
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20VC Interview w/ Harry Stebbings
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Steel, Servers and Power: What it Takes to Win the Next Phase of AI
The qualifying round is over—in the new era construction is king.
Aug 13, 2024
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David Cahn
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Steel, Servers and Power: What it Takes to Win the Next Phase of AI
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The Game Theory of AI CapEx
“Will AI change the world” and “Are CapEx levels too high” are different questions.
Aug 13, 2024
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David Cahn
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The Game Theory of AI CapEx
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