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

2025-10-30 · 32 min · episode 957 · 13 entities

episode page audio

Asserted relationships

→ references A16z Podcast podcast

0.77

evidence rules-v4
Link in episode ""Is there an AI bubble?” Gavin Baker and David George": 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

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

podcasts 2

mentioned A16z Podcast podcast

0.90

evidence rules-v4
Link in episode ""Is there an AI bubble?” Gavin Baker and David George": https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711
references A16z Podcast podcast

0.77

evidence rules-v4
Link in episode ""Is there an AI bubble?” Gavin Baker and David George": 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 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.