David Cahn
4 statements across 1 episodes · 1 bullish · 2 bearish · 1 people on the record · first statement Aug 5, 2026 by David Cahn · said 9 times in 3 episodes since 2025 · across every show →
On the record as a speaker too: David Cahn's record, appearances and statements → this page counts the times other people say the name.
Mentions by year
brought up most by Alex Kantrowitz (6), Ranjan Roy (3)
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2026 1 mention in 1 episode
2025 8 mentions in 2 episodes 4 per episode
Everything said about David Cahn, oldest first
Aug 5, 2026 negative
Aug 5, 2026
Aug 5, 2026 bearish
Cahn: Spending $200B a year on AI CapEx without new business lines is unsustainable
“The current status quo of we're spending two hundred billion dollars a year on CapEx. And, you know, yes, we're renting our GPUs, so revenue is accelerating, but fundamentally there's no There's not a new business line coming out of it. That is not sustainable…”