Episodes featuring David George
Browse episodes where David George appears as host or guest. View all episodes →
Why Investors Are Rethinking Everything for the AI Era
a16z investors David George and Aram Verdiyan explain how AI is reshaping venture capital, from portfolio construction to which fund sizes and strategies can still deliver strong returns.
Why AI Demand Is Outrunning Compute Supply
a16z investors Gavin Baker and David George make the case that AI compute demand will outrun supply through 2028, creating an unusual investment window rather than a bubble.