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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.
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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