Person

David George

1:14:26Why AI Demand Is Outrunning Compute Supplya16z · 2026-08-31Gavin Baker argues AI compute demand will outpace supply, with sub-one-year infrastructure paybacks and orbital data centers approaching.
48:19Why Investors Are Rethinking Everything for the AI Eraa16z · 2026-09-10a16z’s David George and Accolade’s Aram Verdiyan argue AI is intensifying venture power laws, with only 20 of 3,000 US firms delivering consistent 3x net returns.↪ Mentioned at 1:28
52:20AI, Infrastructure, and the Next Investment Cyclea16z · 2026-09-30a16z’s State of Markets finds hyperscaler CapEx nearing $1 trillion annually, while tracked AI impact reaches just 2% of S&P 500 companies.↪ Mentioned at 1:01