"Is there an AI bubble?” Gavin Baker and David George
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.

Resources:

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

Follow Atreides Management on X: https://x.com/atreidesmgmt

Follow David 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

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.

Stay Updated:

Find a16z on YouTube: YouTube

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)

Scaling Shopify: Tobias Lütke and Ben Horowitz on Building a Global Giant

Scaling Shopify: Tobias Lütke and Ben Horowitz on Building a Global Giant

In this episode of Web3 with a16z, Shopify CEO and cofounder Tobias Lütke joins a16z cofounder Ben Horowitz for a conversation recorded live at the a16z crypto Founders Summit.Together, they explore w...

16 Dec 202445min

How AI is Transforming Labor Markets

How AI is Transforming Labor Markets

Did you know the U.S. nurse labor market is over $600 billion annually, but the dedicated software market for nurses is almost zero?In this episode General Partners Alex Rampell, David Haber, and Ange...

11 Dec 202444min

Fixing Education in America: What's Stopping Us?

Fixing Education in America: What's Stopping Us?

Over half of Americans live in childcare deserts, while 90% of brain development happens before the age of five. All the while, education and childcare remain among the most resistant sectors to techn...

6 Dec 202438min

Prediction Markets and Beyond

Prediction Markets and Beyond

This episode was originally published on our sister podcast, web3 with a16z. If you’re excited about the next generation of the internet, check out the show: https://link.chtbl.com/hrr_h-XCWe've heard...

2 Dec 20241h 49min

Death of a Salesforce: Why AI Will Transform Sales

Death of a Salesforce: Why AI Will Transform Sales

Sales is evolving. AI-native systems are replacing traditional CRM tools, capturing unstructured insights from emails, Slack, surveys, and more in real time. These systems automate early-stage tasks l...

25 Nov 202416min

The Longevity Imperative: Redefining the Way We Age

The Longevity Imperative: Redefining the Way We Age

What if the biggest challenge of our time isn’t living longer, but living better? In this episode, we’re tackling one of humanity’s greatest accomplishments—and perhaps its most overlooked challenge: ...

18 Nov 202440min

Rebuilding America's Industrial Backbone

Rebuilding America's Industrial Backbone

America is a country of immense wealth, but our manufacturing infrastructure is struggling to keep pace.In this episode, we discuss the overlooked crisis of American manufacturing and what it means fo...

11 Nov 202432min

Autonomy Across Air, Land, and Sea

Autonomy Across Air, Land, and Sea

2024 has been a milestone year for autonomous tech. Waymo’s fully autonomous driver has surpassed 20 million miles, while FAA approvals now allow commercial drones to fly without visual observers, adv...

4 Nov 202448min

Populärt inom Business & ekonomi

framgangspodden
varvet
badfluence
rss-jossan-nina
rss-borsens-finest
rss-svart-marknad
uppgang-och-fall
avanzapodden
svd-tech-brief
lastbilspodden
rss-dagen-med-di
fill-or-kill
borsmorgon
rss-inga-dumma-fragor-om-pengar
bathina-en-podcast
rss-kort-lang-analyspodden-fran-di
kapitalet-en-podd-om-ekonomi
rss-den-nya-ekonomin
rss-wallnor-pm
affarsvarlden