a16z Talk: Compute Shortage More Real Than AI Bubble

In an a16z conversation, David George and Gavin Baker argued that AI demand is likely underestimated, compute supply is being overwhelmed, and the future is not winner-take-all but a non-zero-sum game across labs, open source, and applications.

2026-08-31 ~ 2026-08-31 · 2 related posts

1 near-duplicate retellings: a16z