The Hidden Economics Powering AI

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.

Episoder(1000)

a16z Podcast: A Copernican Update ... In Tech, the Smartphone is the Center

a16z Podcast: A Copernican Update ... In Tech, the Smartphone is the Center

Given the endless time we all spend with our noses in our phones, it may not be too surprising to hear that the smartphone has taken over the tech world. But the smartphone’s dominance is so complete,...

5 Aug 201522min

a16z Podcast: How Innovation Ecosystems Grow Around the Globe

a16z Podcast: How Innovation Ecosystems Grow Around the Globe

Why do so many-government led efforts to build the next "Silicon Valley" in one geography or another fail? Is it misguided to even try? But then what does make such innovation clusters work? In this s...

1 Aug 201534min

a16z Podcast: These Girls Code

a16z Podcast: These Girls Code

We sat down with four jet-lagged high school hackers from Nigeria, Brazil, and India -- representing some of the finalists in this year’s Technovation coding competition in San Francisco -- to hear ab...

30 Jul 20156min

a16z Podcast: Why Every Business is in the Data Business

a16z Podcast: Why Every Business is in the Data Business

It’s not just the likes of Google, Facebook, and Amazon that lean on a massive and growing corpus of data, today every company is a data-driven company. In this world, access to data -- and how you ma...

28 Jul 201522min

a16z Podcast: When Bio Meets Computer Science

a16z Podcast: When Bio Meets Computer Science

Biology startups have been around for a long time. But the world has changed since that first wave of bio startups, and especially more recently, due to the "peace dividends of the smartphone wars". S...

26 Jul 201541min

a16z Podcast: Big Data Goes Really Big

a16z Podcast: Big Data Goes Really Big

Big Data is evolving. It’s moving from the sole domain of the high priests of data science, to something that practically every organization -- big and small -- and every group within that organizatio...

24 Jul 201526min

a16z Podcast: Innovation and Regulation -- What Happens When Policy Lags Behind Technology?

a16z Podcast: Innovation and Regulation -- What Happens When Policy Lags Behind Technology?

Regulation always lags behind technology, but by 80-plus years?! U.S. Representatives Fred Upton and Greg Walden -- of the Energy and Commerce Committee including the subcommittee on Communications an...

22 Jul 201517min

a16z Podcast: It's Not What You Say, It's How You Say It -- When Language Meets Big Data

a16z Podcast: It's Not What You Say, It's How You Say It -- When Language Meets Big Data

When most people think of big data they think of numbers, but it turns out that a lot of big data -- a lot of the output of our work and activity as humans in fact -- is in the form of words. So what ...

16 Jul 201534min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
lydartikler-fra-aftenposten
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
pengepodden-2
utbytte
tid-er-penger-en-podcast-med-peter-warren
pengesnakk
livet-pa-veien-med-jan-erik-larssen
stormkast-med-valebrokk-stordalen
okonomiamatorene
morgenkaffen-med-finansavisen
lederpodden
finansredaksjonen
rss-markedspuls-2
flypodden
rss-finansforum-2
rss-kantsonen