a16z's David George on Uncapped: why AI debates are framed wrong and the next $25T
a16z Podcast · rss · 2026-10-04
a16z General Partner David George joins Jack Altman's Uncapped podcast to argue AI's biggest debates are framed the wrong way: frontier vs open source, labs vs applications — his answer is usually "and." Key points:
- AI adoption is still concentrated among heavy users, so multiple stack layers can grow at once.
- Compute demand continues to outstrip supply.
- Consumer AI may be at the start of its biggest shift: reactive chatbots to proactive assistants acting on our behalf.
- Also covers autonomy, robotics, healthcare, and why today's product cycle and capital acceleration beat the SaaS era.
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