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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... GPUs, and what this boom means for investors, founders, and the global economy. They discuss how this cycle compares to the dot-com era, why “there are no dark GPUs,” and what makes today’s infrastructure spending different from past bubbles. Gavin explains why he believes we’re still early in the AI supercycle, the changing margins in SaaS and software, and how business models and consumer interfaces are being rewritten in real time. 00:00 Intro 01:02 Are we in an AI Bubble? 02:41 Dark fiber vs. “no dark GPUs” 05:07 ROI on AI: Why this time is different 08:36 Round-tripping deals 12:22 The application layer: It’s still early 15:24 Margins, scaling laws 23:26 Reasoning models and the flywheel 27:18 The future of business models 29:41 Robotics and Elon’s Optimus vision Gavin Baker David Georgeshow more

a16z

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92,096 次观看 • 9 个月前 •via X (Twitter)

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a16z

42,120 次观看 • 2 个月前

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."

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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195,907 次观看 • 9 个月前

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a16z

96,628 次观看 • 9 个月前

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a16z

195,623 次观看 • 9 个月前

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“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

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2,857,777 次观看 • 7 个月前

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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a16z

93,210 次观看 • 4 个月前

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326,827 次观看 • 1 年前

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Y Combinator

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a16z

162,795 次观看 • 3 个月前

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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a16z

17,480 次观看 • 1 年前

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

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Y Combinator

236,530 次观看 • 10 个月前

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

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

280,173 次观看 • 1 年前

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

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 次观看 • 2 个月前

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

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 次观看 • 9 个月前