David Cahn is a Partner at Sequoia Capital and one of the most closely-watched voices in AI infrastructure investing. A former General Partner and COO of Venture at Coatue Management, he backed foundational AI companies including HuggingFace, Runway, and Supabase before joining Sequoia in 2023. Known for his sharp, data-driven essays — most notably 'AI's $600B Question' — Cahn argues that the durability of the AI wave depends not on clever applications but on who controls the physical stack: servers, steel, and power. A University of Pennsylvania graduate, NYC native, and self-described iterative thinker, he is backing the next generation of AI-native companies from Sequoia's Menlo Park headquarters.
David George is a General Partner at Andreessen Horowitz (a16z), where he leads the firm's Growth investing practice - a $15 billion operation he built from scratch after joining in 2019. A former General Atlantic investor who backed Airbnb, Slack, CrowdStrike, and Uber at growth stage, George brings a ruthlessly analytical, 'business model snob' approach to late-stage venture. He has since backed Roblox, Databricks, SpaceX, Stripe, Figma, OpenAI, and Anduril, developing distinctive frameworks around 'what vs. how' innovations, push vs. pull market dynamics, and winner-take-all market structures. A Kentucky native with a wrestling background, a Notre Dame summa cum laude degree, and an MBA from Stanford GSB, George is known for his competitive intensity, deep intellectual frameworks, and a Post-it note on his computer that reads: 'Is the market demanding more of my product?'