World Model · podcast knowledge graph

The Hidden Economics Powering AI

2026-01-26 · 64 min · episode 1023 · 17 entities

episode page audio

Asserted relationships

  • → references A16z Podcast podcast
    0.77
    evidence rules-v4
    Link in episode "The Hidden Economics Powering AI": https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711
  • → hosted by Andreessen Horowitz person
    0.55
    evidence rules-v4
    Feed author/publisher: Andreessen Horowitz
  • → discusses Science concept
    0.40
    evidence rules-v4
    Feed category: Science
  • → discusses Technology concept
    0.40
    evidence rules-v4
    Feed category: Technology
  • → discusses Business concept
    0.40
    evidence rules-v4
    Feed category: Business
  • → discusses Entrepreneurship concept
    0.40
    evidence rules-v4
    Feed category: Entrepreneurship
  • → hosted by a16z company
    0.40
    evidence rules-v4
    Feed author/publisher: a16z
  • → references Disclosures website
    0.38
    evidence rules-v4
    Link in episode "The Hidden Economics Powering AI": https://a16z.com/disclosures
  • → references Portfolio website
    0.38
    evidence rules-v4
    Link in episode "The Hidden Economics Powering AI": https://a16z.com/portfolio.

Entities found in this episode

concepts 8

  • mentioned Science concept
    0.50
    evidence rules-v4
    Feed category: Science
  • mentioned Technology concept
    0.50
    evidence rules-v4
    Feed category: Technology
  • mentioned Business concept
    0.50
    evidence rules-v4
    Feed category: Business
  • mentioned Entrepreneurship concept
    0.50
    evidence rules-v4
    Feed category: Entrepreneurship
  • discusses Science concept
    0.40
    evidence rules-v4
    Feed category: Science
  • discusses Technology concept
    0.40
    evidence rules-v4
    Feed category: Technology
  • discusses Business concept
    0.40
    evidence rules-v4
    Feed category: Business
  • discusses Entrepreneurship concept
    0.40
    evidence rules-v4
    Feed category: Entrepreneurship

websites 4

  • mentioned Disclosures website
    0.45
    evidence rules-v4
    Link in episode "The Hidden Economics Powering AI": https://a16z.com/disclosures
  • mentioned Portfolio website
    0.45
    evidence rules-v4
    Link in episode "The Hidden Economics Powering AI": https://a16z.com/portfolio.
  • references Disclosures website
    0.38
    evidence rules-v4
    Link in episode "The Hidden Economics Powering AI": https://a16z.com/disclosures
  • references Portfolio website
    0.38
    evidence rules-v4
    Link in episode "The Hidden Economics Powering AI": https://a16z.com/portfolio.

podcasts 2

  • mentioned A16z Podcast podcast
    0.90
    evidence rules-v4
    Link in episode "The Hidden Economics Powering AI": https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711
  • references A16z Podcast podcast
    0.77
    evidence rules-v4
    Link in episode "The Hidden Economics Powering AI": https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711

persons 2

  • mentioned Andreessen Horowitz person
    0.70
    evidence rules-v4
    Feed author/publisher: Andreessen Horowitz
  • hosted by Andreessen Horowitz person
    0.55
    evidence rules-v4
    Feed author/publisher: Andreessen Horowitz

companys 1

  • hosted by a16z company
    0.40
    evidence rules-v4
    Feed author/publisher: a16z
Episode description as stored
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 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.