"Is there an AI bubble?” Gavin Baker and David George
October 30, 2025
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31:53Now Playing"Is there an AI bubble?” Gavin Baker and David George
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as posted by the channelIn this conversation from a16z’s Runtime, Gavin Baker, Managing Partner and CIO of Atreides Management, joins David George, General Partner at a16z, to unpack the macro view of AI: the trillion-dollar data center buildout, the new economics of GPUs, and what this boom means for investors, founders, and the global economy.
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