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    AI investing at this stage of the cycle, from frontier labs to robotics

    A participant says an Uncapped conversation with a16z growth investing head David George considers what could keep the AI buildout going or slow it.

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    TLDR

    A participant in an Uncapped conversation with David George, a16z’s head of growth investing, says they discussed investing at this stage of the AI cycle. Topics listed in the post include frontier labs versus open source, applications versus infrastructure, what could sustain or slow the buildout, robotics, autonomous driving and narrative.

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    4 Sources, first seen 3h ago

    Combined views

    24.5K

    4 Sources, first seen 3h ago

    122 likes
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    3h ago
    first seen 3h ago
    122 likes
    9 comments
    69 saves
    13 reposts

    Sentiment

    Positive——Negative

    Summary

    Not enough discussion yet.

    No sentiment analysis available yet.

    Featured Source
    9 comments
    69 saves
    13 reposts

    4 Sources

    @jaltmaLoved the conversation on Uncapped with @DavidGeorge83, head of growth investing at a16z. He's an incredible investor and can go deep on a huge range of topics. We talked all about investing at this point in the AI cycle and we covered a lot of ground -- frontier vs. open source, what could make it all keep running vs. slow down, application vs. infra, robotics and autonomy, narrative and vibes, and lots more. Hope you enjoy! Timestamps: (0:00) Intro (0:23) The answer to every AI question is "and" (1:27) Where we are in the AI buildout (4:55) What would stop the train (7:16) Sellers vs. buyers of tokens (10:39) Frontier labs vs. open source (13:18) App investing and the coding blast radius (14:01) Legal as a category (20:46) Consumer AI (22:14) From reactive to proactive (25:52) AI, autonomy, robotics, bio health (27:49) Autonomous driving and why it's underappreciated (30:46) Robotics and what comes next (33:25) Benchmark's new growth fund (34:11) Why growth investing is compelling now (34:53) Half of private market returns happen at growth (37:57) Product cycle vs. capital cycle (41:54) The importance of narrative (43:14) Why vibes really matter (46:20) Never short a messianic founder (49:39) How big can Andreessen Horowitz get
    @DavidGeorge83When people ask whether "this" or "that" will be successful in AI, the answer is very often both. OpenAI and Anthropic together represent the fastest, largest success in the history of business. They + SpaceXAI + Cursor add more revenue per month than any hyperscaler other than Amazon. Up until now, headlines like these have been driven effectively off coding applications alone. We are very early. Thank you @jaltma for having me on!
    @sriramkSelf recommending conversation between @DavidGeorge83 and @jaltma

    Sentiment

    Positive——Negative

    Summary

    Not enough discussion yet.

    No sentiment analysis available yet.

    4 Sources

    @jaltmaLoved the conversation on Uncapped with @DavidGeorge83, head of growth investing at a16z. He's an incredible investor and can go deep on a huge range of topics. We talked all about investing at this point in the AI cycle and we covered a lot of ground -- frontier vs. open source, what could make it all keep running vs. slow down, application vs. infra, robotics and autonomy, narrative and vibes, and lots more. Hope you enjoy! Timestamps: (0:00) Intro (0:23) The answer to every AI question is "and" (1:27) Where we are in the AI buildout (4:55) What would stop the train (7:16) Sellers vs. buyers of tokens (10:39) Frontier labs vs. open source (13:18) App investing and the coding blast radius (14:01) Legal as a category (20:46) Consumer AI (22:14) From reactive to proactive (25:52) AI, autonomy, robotics, bio health (27:49) Autonomous driving and why it's underappreciated (30:46) Robotics and what comes next (33:25) Benchmark's new growth fund (34:11) Why growth investing is compelling now (34:53) Half of private market returns happen at growth (37:57) Product cycle vs. capital cycle (41:54) The importance of narrative (43:14) Why vibes really matter (46:20) Never short a messianic founder (49:39) How big can Andreessen Horowitz get
    @DavidGeorge83When people ask whether "this" or "that" will be successful in AI, the answer is very often both. OpenAI and Anthropic together represent the fastest, largest success in the history of business. They + SpaceXAI + Cursor add more revenue per month than any hyperscaler other than Amazon. Up until now, headlines like these have been driven effectively off coding applications alone. We are very early. Thank you @jaltma for having me on!
    @sriramkSelf recommending conversation between @DavidGeorge83 and @jaltma