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.

Avsnitt(1000)

What Comes After Mobile? Meta’s Andrew Bosworth on AI and Consumer Tech

What Comes After Mobile? Meta’s Andrew Bosworth on AI and Consumer Tech

Are we nearing the end of the smartphone era?In this episode, a16z Growth General Partner David George talks with Meta CTO Andrew “Boz” Bosworth about what comes after apps and touchscreens. From smar...

24 Apr 202532min

The Dual-Use Founder: Vets Now Building For America

The Dual-Use Founder: Vets Now Building For America

In today’s world, the battlefield extends far beyond war zones—it’s embedded in our tech stacks, supply chains, and airspace security systems. So who better to solve these modern challenges than those...

16 Apr 202537min

The Future of Drone Warfare

The Future of Drone Warfare

War has always been shaped by technology—from steel and gunpowder to GPS and nuclear weapons. But the decisive technologies of tomorrow aren’t coming—they’re already here.In this episode, recorded liv...

9 Apr 202540min

How to Build with the Department of Defense

How to Build with the Department of Defense

When people think about startups working with the government, the phrase “black box” often comes up. But what if that box is finally being pried open?In this episode—recorded live at the American Dyna...

2 Apr 202551min

The Top 100 GenAI Products, Ranked and Explained

The Top 100 GenAI Products, Ranked and Explained

This month, a16z’s Consumer team released the fourth edition of the GenAI 100 — a data-driven ranking of the top 50 AI-first web products and mobile apps, based on unique monthly visits and active use...

26 Mars 202538min

Jensen Huang and Arthur Mensch on Winning the Global AI Race

Jensen Huang and Arthur Mensch on Winning the Global AI Race

The global race for AI leadership is no longer just about companies—it’s about nations. AI isn’t just computing infrastructure; it’s cultural infrastructure, economic strategy, and national security a...

21 Mars 202555min

Why AI Voice Feels More Human Than Ever

Why AI Voice Feels More Human Than Ever

AI voice technology has been around for years — think Siri or Alexa — but the magic has been missing. That’s changing, and quickly!In this episode, Anish Acharya, General Partner at a16z, and Olivia M...

18 Mars 202543min

From Thesis to Meme to Fund: Building American Dynamism

From Thesis to Meme to Fund: Building American Dynamism

For over a century, the United States has been the birthplace of world-changing innovation – from the Wright brothers’ first flight to the invention of the transistor, the moon landing, and the birth ...

11 Mars 202542min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
rss-jossan-nina
rss-borsens-finest
avanzapodden
uppgang-och-fall
bathina-en-podcast
svd-tech-brief
borsmorgon
fill-or-kill
rss-kort-lang-analyspodden-fran-di
lastbilspodden
affarsvarlden
loungepodden
rikatillsammans-om-privatekonomi-rikedom-i-livet
kapitalet-en-podd-om-ekonomi
dynastin
rss-inga-dumma-fragor-om-pengar
rss-dagen-med-di