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“Is there an AI bubble?” Gavin Baker and David George In this conversation from a16z’s Runtime conference, Gavin Baker, Managing Partner and CIO of Atreides Management, joins David George, General Partner at a16z, to unpack the macro view of AI: the trillion-dollar data center buildout, the new economics of...

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a16z

42,120 views • 2 months ago

Everyone's asking if we're in an AI bubble. Gavin Baker gave a reasoned take at a16z Runtime on why this isn't like the 2000s. "At the peak of the [Internet] bubble, 97% of the fiber that had been laid in America was dark. Contrast that with today - there are no dark GPUs."
2:10

Everyone's asking if we're in an AI bubble. Gavin Baker gave a reasoned take at a16z Runtime on why this isn't like the 2000s. "At the peak of the [Internet] bubble, 97% of the fiber that had been laid in America was dark. Contrast that with today - there are no dark GPUs."

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102,487 views • 9 months ago

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a16z

195,623 views • 9 months ago

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1,675,536 views • 2 months ago

“Reasoning has fundamentally changed the economics of these frontier models.” Gavin Baker says reasoning lets scaled user bases unlock a new flywheel. Users improve the model, and the model improves the product. Gavin Baker
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a16z

23,671 views • 9 months ago

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AI is scaling faster than anyone expected. In this conversation with a16z's David George and Jen Kha, they cover: - Why AI can capture larger markets than previous technologies - The unprecedented scale of the AI infrastructure buildout - The implications of companies staying private longer - The kinds of companies that will find durable value creation from AI and more. 00:00 Introduction 04:21 The market opportunity for AI 26:48 Pricing, monetization, and cash burn 43:15 Companies staying private longer 51:30 Portfolio composition and construction 57:18 Team culture and collaboration David George Jen Kha

a16z

107,590 views • 6 months ago

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This is my fifth conversation with Gavin Baker. Gavin understands semiconductors and AI as well as anyone I know and has a gift for making sense of the industry's complexity and nuance. We discuss: - Nvidia vs Google (GPUs + TPUs) - Scaling laws and reasoning models - The economics of AI compute - Why Blackwell's delay mattered - The bear case on the AI capex buildout - Data centers in space - The mistake SaaS companies are making Few people love investing more than Gavin. His closing answer about why he loves it turned into a full reflection on his investing origin story, which I had never heard before. Enjoy! Timestamps: 0:00 Intro 5:03 The Blackwell Transition 23:15 The Prisoner's Dilemma 27:12 The Bear Case: Edge AI 37:19 Meta, Open Source, and Model Depreciation 43:08 Geopolitics and Rare Earths 50:42 Data Centers in Space 56:06 Power Constraints as a Governor 1:11:31 The SaaS Mistake 1:16:17 Nuclear and Quantum 1:22:25 Gavin’s Investing Origins

Patrick OShaughnessy

2,857,931 views • 8 months ago

Gavin Baker, CIO of the $6.5 billion fund Atreides Management, revealed at Sohn 2026 how he makes money on tech and AI the man who previously managed $17 billion at Fidelity and posted one of the best returns in the industry in the interview he explains why the AI cycle is only just beginning, which chip is the most underrated right now, and why the shortage of power and chips is actually a plus for investors bookmark it if you follow tech and AI, real insights here from a man who manages billions ↓
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Gavin Baker, CIO of the $6.5 billion fund Atreides Management, revealed at Sohn 2026 how he makes money on tech and AI the man who previously managed $17 billion at Fidelity and posted one of the best returns in the industry in the interview he explains why the AI cycle is only just beginning, which chip is the most underrated right now, and why the shortage of power and chips is actually a plus for investors bookmark it if you follow tech and AI, real insights here from a man who manages billions ↓

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728,763 views • 1 month ago

Inside Block: How AI Changes Software Development Block's Owen Jennings sat down with a16z GP David Haber to discuss how AI is changing software businesses, including the end of handwritten code, why Block reduced its workforce by 40%, how small teams are doing more with agents, and more. 00:00 Introduction 09:08 The most meaningful difference in how Block is operating 12:57 AI infrastructure build across the org 17:09 The shape of the business: Square, Cash App, Afterpay 20:00 From static UI to generative UI 23:23 Defensibility in the AI era OBJ David Haber Block
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Inside Block: How AI Changes Software Development Block's Owen Jennings sat down with a16z GP David Haber to discuss how AI is changing software businesses, including the end of handwritten code, why Block reduced its workforce by 40%, how small teams are doing more with agents, and more. 00:00 Introduction 09:08 The most meaningful difference in how Block is operating 12:57 AI infrastructure build across the org 17:09 The shape of the business: Square, Cash App, Afterpay 20:00 From static UI to generative UI 23:23 Defensibility in the AI era OBJ David Haber Block

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93,210 views • 4 months ago

2025 was the year AI stopped feeling chaotic and started feeling buildable. On the Lightcone Podcast, Garry Tan, Harj Taggar, Diana, and Jared Friedman break down the surprises of the year, from shifting model dominance to why the real opportunity is moving back to the application layer, and why the next wave of AI startups may be just getting started. 00:50 - Anthropic models are most preferred in the latest YC batch 05:36 - Why aren’t there more AI consumer apps? 07:01 - Swapping models in and out is becoming the norm 09:08 - The big AI bubble question 14:37 - Space as the solve for data centers and energy 17:29 - Interest in starting model companies 21:01 - Vibe coding became a big category 22:23 - AI economy has stabilized 23:38 - The AI 2027 piece 25:49 - Founders still need to hire teams
30:22

2025 was the year AI stopped feeling chaotic and started feeling buildable. On the Lightcone Podcast, Garry Tan, Harj Taggar, Diana, and Jared Friedman break down the surprises of the year, from shifting model dominance to why the real opportunity is moving back to the application layer, and why the next wave of AI startups may be just getting started. 00:50 - Anthropic models are most preferred in the latest YC batch 05:36 - Why aren’t there more AI consumer apps? 07:01 - Swapping models in and out is becoming the norm 09:08 - The big AI bubble question 14:37 - Space as the solve for data centers and energy 17:29 - Interest in starting model companies 21:01 - Vibe coding became a big category 22:23 - AI economy has stabilized 23:38 - The AI 2027 piece 25:49 - Founders still need to hire teams

Y Combinator

102,635 views • 7 months ago

Another mindblowing conversation with my good friend .Emad... Enjoy!! 00:00 - Introduction 00:22 - AI: The Biggest Shift in Human History 00:42 - AI’s Impact on Society and the Economy 01:03 - Conversation with Emad Mostaque Begins 01:50 - The Acceleration of AI and Economic Takeoff 03:07 - AI Intelligence: Beyond Human IQ 04:08 - The Rise of AI Chefs and Super Cooks 05:07 - Breaking AI Constraints: Compute and Energy 07:03 - The Future of AI: Ubiquitous Intelligence 08:04 - The Shift to Local AI Models 10:07 - Why Has Apple Lagged in AI? 11:21 - The AI Race: OpenAI, Grok, Gemini, and More 13:11 - China’s Open-Source AI Strategy 14:57 - AI Bias and Ethical Challenges 16:57 - AI’s Cross-Pollination and Memory 18:02 - Are AI Models Becoming Self-Aware? 19:16 - AI, Bitcoin, and Self-Sustaining Algorithms 21:26 - AI-Driven Economies and Autonomous Companies 23:41 - The Future of Labor: A World Without Jobs? 25:26 - AI-Powered Robots: The Next Workforce Revolution 27:28 - The End of Traditional Economic Models 30:27 - The Political Shift: Humanist vs. Transhumanist 33:04 - AI in Financial Markets: The End of Human Traders? 36:03 - The Evolution of Investing in an AI World 38:33 - AI’s Impact on Capital Formation and Business Disruption 40:01 - The Rise of Digital Twins and Post-Capital Society 42:45 - Building AI for Education, Healthcare, and Governance 46:42 - The Future of Money in an AI-Driven World 50:11 - Universal Basic AI: A New Economic Model 54:29 - The Deflationary Impact of AI and Crypto’s Role 57:02 - The AI Singularity: Five Years Until Everything Changes 58:56 - The Road Ahead: AI, Crypto, and the Future of Civilization 01:02:24 - Final Thoughts: The Most Exciting and Terrifying Time in History
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Raoul Pal

326,827 views • 1 year ago

Where are all the consumer AI apps??? This is the question I posed to s-tier consumer investors scott belsky (Uber, Pinterest) and steve jang (Coinbase, Postmates). We're almost 3 years into the AI hype the we're still all mostly just talking about ChatGPT, Perplexity, and Claude. We explore the answer through the ways in which the entire consumer stack (input, memory, personalization, browsers, hardware) are being re-written by AI and how that may give birth to the consumer opportunity we've all been waiting for. Chapters: 00:00 Welcome and Introductions 00:43 The Current State of AI Products 02:48 Surprises and Challenges with LLMs 05:24 Future of Consumer AI and Personal AI 15:49 Memory and Personalization in AI 21:52 Potential Risks and Business Models 24:22 The Battle for User Data in AI 25:11 Optimism in AI Model Inference 27:00 The Role of Open Source Models 28:13 The Future of AI Hardware 28:54 Challenges and Opportunities in AI Hardware Startups 30:29 The Evolution of Consumer Hardware 38:36 The Reinvention of Browsers 46:23 The Potential of AI-Enhanced Browsers 47:54 Conclusion and Final Thoughts Many thanks to my good friends for joining me in this discussion 🙏
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Michael Mignano

25,155 views • 1 year ago

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1:05:44

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a16z

162,795 views • 4 months ago

The next computing shift is already underway — and it’s happening faster than even the people building it expected. Meta CTO Boz joins David George to talk about how the team is rooted in solving real-world problems — and how this new wave of AI is unlike any before, ushering us towards a future beyond the smartphone. Boz says AI isn’t just making things faster or cheaper, it’s making everything better. From interfaces to interaction design, AI is transforming how we build — and how we compute. For more on the future of computing, wearables, and AI-native UX, watch the full conversation with Boz and David:
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The next computing shift is already underway — and it’s happening faster than even the people building it expected. Meta CTO Boz joins David George to talk about how the team is rooted in solving real-world problems — and how this new wave of AI is unlike any before, ushering us towards a future beyond the smartphone. Boz says AI isn’t just making things faster or cheaper, it’s making everything better. From interfaces to interaction design, AI is transforming how we build — and how we compute. For more on the future of computing, wearables, and AI-native UX, watch the full conversation with Boz and David:

a16z

17,480 views • 1 year ago

For nearly two decades, Box co-founder and CEO Aaron Levie (Aaron Levie) has been at the frontlines of how technology reshapes work—guiding the company through the rise of mobile, the cloud, and now the age of AI. In his fireside with YC's David Lieb at AI Startup School, Aaron reflects on adapting a company for the long term, staying relevant across multiple waves, and why he believes AI is the most transformative shift yet. 00:00 – AI hype vs. reality inside companies 01:00 – Early days: starting Box in 2005 03:30 – Pivoting from consumer storage to enterprise cloud 05:45 – Cloud transition lessons vs. AI today 07:10 – Why unstructured data is AI’s biggest opportunity 09:05 – Will AI replace jobs or create more work? 13:15 – Startups vs. incumbents in the AI era 15:20 – Finding the next “nouns and verbs” for startups 20:25 – Rethinking SaaS business models for AI agents 27:05 – Why companies won’t just build everything in-house 31:15 – Advice to young founders 35:40 – Fulfillment and meaning of life 36:40 – Enterprise design and craft in SaaS 39:00 – Competing with incumbents
40:27

For nearly two decades, Box co-founder and CEO Aaron Levie (Aaron Levie) has been at the frontlines of how technology reshapes work—guiding the company through the rise of mobile, the cloud, and now the age of AI. In his fireside with YC's David Lieb at AI Startup School, Aaron reflects on adapting a company for the long term, staying relevant across multiple waves, and why he believes AI is the most transformative shift yet. 00:00 – AI hype vs. reality inside companies 01:00 – Early days: starting Box in 2005 03:30 – Pivoting from consumer storage to enterprise cloud 05:45 – Cloud transition lessons vs. AI today 07:10 – Why unstructured data is AI’s biggest opportunity 09:05 – Will AI replace jobs or create more work? 13:15 – Startups vs. incumbents in the AI era 15:20 – Finding the next “nouns and verbs” for startups 20:25 – Rethinking SaaS business models for AI agents 27:05 – Why companies won’t just build everything in-house 31:15 – Advice to young founders 35:40 – Fulfillment and meaning of life 36:40 – Enterprise design and craft in SaaS 39:00 – Competing with incumbents

Y Combinator

236,530 views • 10 months ago

As ever, a fascinating chat with my friend Jordi Visser on AI, crypto, and hedge funds' future... Enjoy! 00:00:00 Introduction 00:00:54 The Big Picture: AI, Crypto, and Macro 00:02:25 Jordie Visser’s Background in Macro and Finance 00:03:30 AI’s Disruptive Impact on the Economy 00:06:32 Rethinking GDP and Productivity 00:08:59 The Future of Labor and Profit Margins 00:10:49 The Rise of the Speculative Economy 00:14:41 Generational Shifts in Investing and Risk-taking 00:16:18 AI and Crypto: A Global Network Effect 00:19:38 Stablecoins and AI-Driven Market Volume Growth 00:24:28 The End of Traditional Hedge Funds? 00:31:16 Deep Research and the Power of AI Analysis 00:35:29 The Acceleration of AI and its Economic Impact 00:41:02 The Growing Crypto Adoption and Its Role in the Future Economy 00:44:22 Shifting from Fear to Optimism in Markets 00:50:27 The Political and Economic Challenges Ahead 00:56:01 Quantum Computing and the Next Leap in AI 01:02:06 Closing Thoughts: Preparing for a Radical Future
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As ever, a fascinating chat with my friend Jordi Visser on AI, crypto, and hedge funds' future... Enjoy! 00:00:00 Introduction 00:00:54 The Big Picture: AI, Crypto, and Macro 00:02:25 Jordie Visser’s Background in Macro and Finance 00:03:30 AI’s Disruptive Impact on the Economy 00:06:32 Rethinking GDP and Productivity 00:08:59 The Future of Labor and Profit Margins 00:10:49 The Rise of the Speculative Economy 00:14:41 Generational Shifts in Investing and Risk-taking 00:16:18 AI and Crypto: A Global Network Effect 00:19:38 Stablecoins and AI-Driven Market Volume Growth 00:24:28 The End of Traditional Hedge Funds? 00:31:16 Deep Research and the Power of AI Analysis 00:35:29 The Acceleration of AI and its Economic Impact 00:41:02 The Growing Crypto Adoption and Its Role in the Future Economy 00:44:22 Shifting from Fear to Optimism in Markets 00:50:27 The Political and Economic Challenges Ahead 00:56:01 Quantum Computing and the Next Leap in AI 01:02:06 Closing Thoughts: Preparing for a Radical Future

Raoul Pal

280,175 views • 1 year ago

FULL INTERVIEW: Airbnb CEO Brian Chesky joins TBPN to discuss recent earnings, founder mode, the future of consumer AI, marketing, and more. 01:04 How Airbnb got its startup energy back 03:40 Founder mode and fixing one corner of the business at a time 06:14 How Chesky would disrupt Airbnb today 07:18 Why chatbots are wrong for travel 09:37 The SaaSpocalypse and AI interfaces 12:25 Why everyone is building enterprise AI 17:05 Why consumer AI hasn’t broken out yet 18:15 Why Silicon Valley keeps chasing trends 23:08 Advice for designers in the AI era 31:43 Why different marketing works best
35:18

FULL INTERVIEW: Airbnb CEO Brian Chesky joins TBPN to discuss recent earnings, founder mode, the future of consumer AI, marketing, and more. 01:04 How Airbnb got its startup energy back 03:40 Founder mode and fixing one corner of the business at a time 06:14 How Chesky would disrupt Airbnb today 07:18 Why chatbots are wrong for travel 09:37 The SaaSpocalypse and AI interfaces 12:25 Why everyone is building enterprise AI 17:05 Why consumer AI hasn’t broken out yet 18:15 Why Silicon Valley keeps chasing trends 23:08 Advice for designers in the AI era 31:43 Why different marketing works best

TBPN

15,497 views • 3 months ago

David Sacks on Polytheistic AI, Better Crypto Regulation, Beating China, and Fixing SF David Sacks is the White House AI and Crypto Czar. He joined a16z’s Marc Andreessen, Ben Horowitz, and Erik Torenberg for a conversation covering the importance of beating China in the AI race, the need for a federal standard for crypto regulation, how AI doomerism is replacing climate doomerism, how to solve the energy bottleneck in AI development, the path to fixing San Francisco, and more. 00:00 The state of AI and crypto policy 16:20 Orwellian AI and the real risks of AI 32:26 AI capabilities and pullback from AGI hype 39:18 Open-source AI, decentralization, and software freedom 46:28 Winning the AI race through innovation and exports 53:38 The energy bottleneck and America’s infrastructure challenge 59:48 AI doomerism and political narratives 01:13:30 San Francisco’s future David Sacks Marc Andreessen 🇺🇸 benahorowitz.eth Erik Torenberg
1:17:29

David Sacks on Polytheistic AI, Better Crypto Regulation, Beating China, and Fixing SF David Sacks is the White House AI and Crypto Czar. He joined a16z’s Marc Andreessen, Ben Horowitz, and Erik Torenberg for a conversation covering the importance of beating China in the AI race, the need for a federal standard for crypto regulation, how AI doomerism is replacing climate doomerism, how to solve the energy bottleneck in AI development, the path to fixing San Francisco, and more. 00:00 The state of AI and crypto policy 16:20 Orwellian AI and the real risks of AI 32:26 AI capabilities and pullback from AGI hype 39:18 Open-source AI, decentralization, and software freedom 46:28 Winning the AI race through innovation and exports 53:38 The energy bottleneck and America’s infrastructure challenge 59:48 AI doomerism and political narratives 01:13:30 San Francisco’s future David Sacks Marc Andreessen 🇺🇸 benahorowitz.eth Erik Torenberg

a16z

2,229,761 views • 9 months ago