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)

Reining in Complexity: Data Science & Future of AI/ML Businesses

Reining in Complexity: Data Science & Future of AI/ML Businesses

There is no spoon. Or rather, “There is no such thing as ‘data’, there’s just frozen models”, argues Peter Wang, the co-founder and CEO of Anaconda — who also created the PyData conferences and grew t...

21 Aug 202044min

Online Learning and the Ed Tech Debate

Online Learning and the Ed Tech Debate

This episode is all about education and technology, a topic that’s especially top of mind this week as students in much of the country return to school—virtually. The intersection of learning and tech...

17 Aug 202048min

On Vaccines and Vaccinology, in COVID and Beyond

On Vaccines and Vaccinology, in COVID and Beyond

WHEN are we going to have a COVID-19 vaccine, and how the heck are we going from (what’s been traditionally been up to) 12 years or so of vaccine development compressed into 12 months or so? What will...

14 Aug 202056min

Turning Open Source Developers Into Superfans

Turning Open Source Developers Into Superfans

In this episode, we continue our community series with a recent discussion that applies to many kinds of community building. Today’s topic: How do you create a platform that people not only use, but t...

10 Aug 202045min

Journal Club: Slaying the Sleeper Cells of Aging with CAR T

Journal Club: Slaying the Sleeper Cells of Aging with CAR T

CAR T therapy is a groundbreaking medicine that uses engineered T cells to attack cancer. But CAR T cells (that is, chimeric antigen receptor T cells) can be programmed to recognize a huge range of ta...

9 Aug 202018min

Working, Making, Creating in Public... and Private

Working, Making, Creating in Public... and Private

We're living in an unprecedented era of online collaboration, coordination, and creation. All kinds of people are coming together -- whether in an open source project or company, an R&D initiative, a ...

2 Aug 202047min

GPT-3: What's Hype, What's Real on the Latest in AI

GPT-3: What's Hype, What's Real on the Latest in AI

In this episode -- cross posted from our 16 Minutes show feed -- we cover all the buzz around GPT-3, the pre-trained machine learning model from OpenAI that’s optimized to do a variety of natural-lang...

30 Juli 202033min

Taking the Pulse on Medical Device Security

Taking the Pulse on Medical Device Security

Many don’t realize we even need to think about the possibility of security hacks when it comes to things like pacemakers, insulin pumps, and more. But when bits and bytes meet flesh and blood, securit...

22 Juli 202023min

Populärt inom Business & ekonomi

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