a16z Growth Head on AI Cycle Investing: Frontier vs Open Source, Robotics Bets
Sethwinterroth · x · 2026-10-02
On the Uncapped podcast, jaltma talks with David George, head of growth investing at a16z, about investing at this point in the AI cycle.
Topics include where we are in the AI buildout and what could stop the train, sellers vs buyers of tokens, frontier labs vs open source, application vs infrastructure investing, the coding blast radius, and robotics and autonomy. George is notably bullish on robotics, with a shout-out to Eclipse Ventures-incubated Mind Robotics founded by RJ Scaringe. Full timestamps provided.
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