

Is AI a Bubble? | Gavin Baker on Data Centers, GPUs, and the AI Economy
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…
We score an episode from what we can actually measure — its reach and engagement, what listeners say about it, and what it covers. We don't have those signals for this one yet, so it doesn't get a number.
Buzzmeter says it's buzzing across platforms — the Hive Vote says whether the people who actually listened liked it.
Rate this episode
Add your vote to the Hive — listeners rate every episode after they finish.
- No reviews yet — be the first.
Similar episodes from other shows
More like The a16z Show →
Gavin Baker - Nvidia v. Google, Scaling Laws, and the Economics of AI - [Invest Like the Best, EP.451]

The AI Gold Rush Is Out of Gold | Here's Where VCs Are Still Investing

The Reality of AI Economics With Paul Kedrosky

Is AI’s Circular Financing Inflating a Bubble?
One great episode in your inbox, daily — free.
One email a day, unsubscribe anytime. No spam, ever.
