Gavin Baker: Why AI Demand Is Outrunning Compute Supply
a16z Podcast · rss · 2026-08-31
a16z's David George sits down with Gavin Baker to discuss the AI boom. Key points include:
- Underestimated Demand: Intelligence demand may be dramatically underestimated as heavy AI users expand to hundreds of millions.
- Non-zero-sum: Frontier labs, open-source, applications, clouds, and NVIDIA can all capture value.
- Infra Economics: Compute investments have unusually fast payback periods, aiding US reindustrialization.
- Risk Debate: The near-term risk is underbuilding, not a bubble. Topics include data center backlash, orbital compute, and NVIDIA's supply chain position.
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