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

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

Published on Oct 30
31分钟
a16z Show
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<p>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.</p><p> </p><p>Resources:</p><p>Follow Gavin on X: <a href="https://x.com/GavinSBaker">https://x.com/GavinSBaker</a></p><p>Follow Atreides Management on X: <a href="https://x.com/atreidesmgmt">https://x.com/atreidesmgmt</a></p><p>Follow David on X: <a href="https://x.com/DavidGeorge83">https://x.com/DavidGeorge83</a></p><p> </p><p>Stay Updated: </p><p>If you enjoyed this episode, be sure to like, subscribe, and share with your friends!</p><p>Find a16z on X: <a href="https://x.com/a16z">https://x.com/a16z</a></p><p>Find a16z on LinkedIn: <a href="https://www.linkedin.com/company/a16z">https://www.linkedin.com/company/a16z</a></p><p>Listen to the a16z Podca...