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The last time @GavinSBaker and I sat down to record a podcast, it was almost exactly a year ago and we started with the immediate question: is AI a bubble? Gavin's answer focused on utilization and returns (and perhaps unsurprisingly, his answer was: No). Unlike the dark fiber of
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Gavin Baker and a16z's David George on the state of the AI boom:
The future doesn't have to be winner-take-all. Labs, open-source, applications, and the clouds can all capture value.
Demand for intelligence is still dramatically underestimated. Today's power users number in the
