David George & Jack Altman on AI, Autonomy, and the Next $25 Trillion
The a16z Show
- Published
- October 4, 2026
- Duration
- 55:03
- Summary source
- description
- Last updated
- Oct 7, 2026
Discusses ai.
Summary
a16z General Partner David George joins Jack Altman on Uncapped to make the case that many of the biggest debates in AI are framed the wrong way. Frontier models or open source? Labs or applications? David’s answer is often “and.” With AI adoption still concentrated among a relatively small group of heavy users, he argues there could be room for multiple …
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Show notes
a16z General Partner David George joins Jack Altman on Uncapped to make the case that many of the biggest debates in AI are framed the wrong way. Frontier models or open source? Labs or applications? David’s answer is often “and.” With AI adoption still concentrated among a relatively small group of heavy users, he argues there could be room for multiple layers of the stack to grow at once. David and Jack discuss why demand for compute continues to outstrip supply, why applications can thrive ev
Themes
- ai