Why $1B Exits are Dead
The a16z Show
- Published
- May 29, 2026
- Duration
- 33:54
- Summary source
- description
- Last updated
- Jun 24, 2026
Discusses ai.
Summary
David George, General Partner at a16z, and David Clark, CIO at VenCap, discuss how AI is reshaping venture capital and the technology industry itself. They examine why today’s AI companies are scaling faster than any previous generation of startups, and why the eventual outcomes may be significantly larger than most investors currently expect. The convers…
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Show notes
David George, General Partner at a16z, and David Clark, CIO at VenCap, discuss how AI is reshaping venture capital and the technology industry itself. They examine why today’s AI companies are scaling faster than any previous generation of startups, and why the eventual outcomes may be significantly larger than most investors currently expect. The conversation covers frontier AI models, coding agents, open source competition, data center constraints, and who ultimately captures value in the AI e
Themes
- ai