"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
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The skinny
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