Gavin Baker
The a16z Show
Gavin Baker: Why AI Demand Is Outrunning Compute Supply
- Published
- August 31, 2026
- Duration
- 1h 15m
- Summary source
- description
- Last updated
- Sep 2, 2026
Discusses ai.
Summary
a16z’s David George sits down with Gavin Baker to unpack the state of the AI boom, why demand for intelligence may still be dramatically underestimated, and why the outcome doesn't necessarily have to be winner-take-all. David and Gavin explore the possibility that frontier labs, open-source models, applications, clouds, and NVIDIA can all capture signifi…
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Show notes
a16z’s David George sits down with Gavin Baker to unpack the state of the AI boom, why demand for intelligence may still be dramatically underestimated, and why the outcome doesn't necessarily have to be winner-take-all. David and Gavin explore the possibility that frontier labs, open-source models, applications, clouds, and NVIDIA can all capture significant value as AI adoption expands. They dig into the economics of the infrastructure buildout, why compute investments can have unusually fast
Themes
- ai