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Samo Burja on Growth, Energy, and AI

The a16z Show

Published
June 12, 2026
Duration
27:51
Summary source
description
Last updated
Jun 24, 2026

Discusses ai-regulation.

Summary

Theo Jaffee speaks with Samo Burja, founder of Bismarck Analysis, about AI, industrial capacity, economic growth, and the institutions that shape civilization. The conversation explores how AI’s demand for compute, energy, and infrastructure could trigger a new wave of industrial expansion, benefiting sectors far beyond technology. Burja argues that AI is…

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Show notes

Theo Jaffee speaks with Samo Burja, founder of Bismarck Analysis, about AI, industrial capacity, economic growth, and the institutions that shape civilization. The conversation explores how AI’s demand for compute, energy, and infrastructure could trigger a new wave of industrial expansion, benefiting sectors far beyond technology. Burja argues that AI is not just a software story but a demand shock that will ripple through energy, manufacturing, construction, and global supply chains. They also

Themes

  • ai-regulation