The Hidden Economics Powering AI
The a16z Show26 Tammi

The Hidden Economics Powering AI

In this episode, Jen Kha, Head of Investor Relations, and David George, General Partner, discuss how late-stage private markets are evolving as AI reshapes scale, capital intensity, and growth timelines. They explain why AI-driven companies are staying private longer, how infrastructure spending is changing return profiles, and what this moment means for durability, value creation, and long-term outcomes in private markets.

Timecodes:

0:00 — 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

Resources:

Follow Jen Kha on X: https://x.com/jkhamehl

Follow David George on X: https://x.com/DavidGeorge83

Stay Updated:

If you enjoyed this episode, be sure to like, subscribe, and share with your friends!

Find a16z on X: https://x.com/a16z

Find a16z on LinkedIn: https://www.linkedin.com/company/a16z

Listen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX

Listen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711

Follow our host: https://x.com/eriktorenberg

Not an offer or solicitation. None of the information herein should be taken as investment advice; Some of the companies mentioned are portfolio companies of a16z. Please see https://a16z.com/disclosures/ for more information. A list of investments made by a16z is available at https://a16z.com/portfolio.

Stay Updated:

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

Follow our host: https://twitter.com/eriktorenberg

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jaksot(1000)

a16z Podcast: The Future of Money and Monetization

a16z Podcast: The Future of Money and Monetization

Technology companies are running hard at almost every part of the traditional banking business -- from raising funds to moving money from one person to another. And as you would expect, that has meant...

3 Helmi 201621min

a16z Podcast: How to Be Original and Make Big Ideas Happen

a16z Podcast: How to Be Original and Make Big Ideas Happen

From Aaron Sorkin to Steve Jobs to Meredith Perry and Elon Musk, "original" thinkers -- such as entrepreneurs -- do a lot of different things to move the world to their visions. And many of those thin...

2 Helmi 201639min

a16z Podcast: Reinventing Insurance

a16z Podcast: Reinventing Insurance

Your homeowner’s insurance didn’t anticipate Airbnb. Your car insurance certainly didn’t see Lyft and Uber coming. And when your car drives itself, it’s anyone’s guess how the insurance industry will ...

29 Tammi 201624min

a16z Podcast: When Banking Works Like My Smartphone

a16z Podcast: When Banking Works Like My Smartphone

There are fewer and fewer parts of our lives that don't feel like an extension of our smartphones. Any song you might want to hear. Any place you might want to go. And a ride to get there. All served ...

29 Tammi 201627min

a16z Podcast: Things Come Together -- Truths about Tech in Africa

a16z Podcast: Things Come Together -- Truths about Tech in Africa

We often hear stats like “more people have mobile phones than toilets” about places like Africa, but what does that actually mean for people? “It is b.s.,” (no pun intended), argues one of the guests ...

25 Tammi 201646min

a16z Podcast: The Fundamentals of Security and the Story of Tanium’s Growth

a16z Podcast: The Fundamentals of Security and the Story of Tanium’s Growth

The thing about enterprise security, from the outside at least, is it reads like a Hollywood thriller. Nation states are after your company’s most valuable assets and they must be stopped at all costs...

20 Tammi 201637min

a16z Podcast: Software is What Distinguishes the Hardware Winners

a16z Podcast: Software is What Distinguishes the Hardware Winners

Smartphone components have become a kind of Lego kit for all kinds of consumer technology. Cameras, sensors, and batteries all get mixed and matched in different permutations to create different gadge...

15 Tammi 201630min

a16z Podcast: Nobody Discusses Work Software Outside of Work -- and Then There’s Slack

a16z Podcast: Nobody Discusses Work Software Outside of Work -- and Then There’s Slack

For as long as there has been software we have had this collective hope -- maybe more of a desire -- that software will make all kinds of work easier, more productive, and more creative. Spreadsheets...

13 Tammi 201630min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
psykopodiaa-podcast
rss-rahapodi
mimmit-sijoittaa
ostan-asuntoja-podcast
herrasmieshakkerit
rss-neuvottelija-sami-miettinen
rss-h-asselmoilanen
rahapuhetta
rss-rahamania
oppimisen-psykologia
pomojen-suusta
rss-lahtijat
rss-laakispodi
sijoituspodi
rss-porssipuhetta
rss-markkinointitrippi
rss-merja-mahkan-rahat
rss-sisalto-kuntoon
rss-inderes