The a16z Show30 Okt 2025

"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.

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Follow Gavin on X: https://x.com/GavinSBaker

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

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