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The a16z Show — Is AI a Bubble? | Gavin Baker on Data Centers, GPUs, and the AI Economy
Buzzing ratingBUZZING· 72%31m·2026-07-14·Technology

Is AI a Bubble? | Gavin Baker on Data Centers, GPUs, and the AI Economy

The a16z Show · 1145

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…

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