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David Cahn writes about AI, tech, and startups.
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Jun 2026 — Jul 2026
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Can AI answer the $3 trillion question?
TechCrunchcautiousJul 13, 2026
“Sequoia investor who calculated that AI industry needs $3 trillion in revenue to justify $1.5 trillion in 2026 infrastructure spending.”
Ai Industry Needs to Earn Dollar600 Billion per Year to Pay for Massive Hardware Spend
Tom's HardwarecautiousJun 7, 2026
“Analyzes AI infrastructure economics, arguing that AI companies need to earn about $600 billion per year to justify hardware spending and infrastructure costs.”