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SCOUT· 64%1h 04m·2026-01-26·Technology

The Hidden Economics Powering AI
The a16z Show · 1023
In this episode, Jen Kha, Head of Investor Relations, and David George, General Partner, discuss how late-stage private markets are evolving as AI reshapes scale, capital intensity, and growth timelines. They explain why AI-driven companies are staying private longer, how infrastructure spending is changing return…
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