Episode
Gavin Baker: Why AI Demand Is Outrunning Compute Supply
The a16z Show · Aug 31, 2026 · 1 h 15 min
a16z’s David George sits down with Gavin Baker to unpack the state of the AI boom, why demand for intelligence may still be dramatically underestimated, and why the outcome doesn't necessarily have to be winner-take-all. David and Gavin explore the possibility that frontier labs, open-source models, applications, clouds, and NVIDIA can all capture significant value as AI adoption expands. They…