Is AI a Bubble? | Gavin Baker on Data Centers, GPUs, and the AI Economy
The a16z Show
- Published
- July 14, 2026
- Duration
- 31:49
- Summary source
- description
- Last updated
- Jul 22, 2026
Discusses ai.
Summary
As part of our summer replay series, we're revisiting one of the standout conversations from Runtime, a16z's conference on AI infrastructure and the future of computing. Gavin Baker, Managing Partner and CIO of Atreides Management, joins David George to examine the biggest questions surrounding today's AI investment cycle. Is AI a bubble? What does the un…
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Show notes
As part of our summer replay series, we're revisiting one of the standout conversations from Runtime, a16z's conference on AI infrastructure and the future of computing. Gavin Baker, Managing Partner and CIO of Atreides Management, joins David George to examine the biggest questions surrounding today's AI investment cycle. Is AI a bubble? What does the unprecedented buildout of data centers, GPUs, and compute infrastructure mean for the economy? And how should investors think about the companies
Themes
- ai