The Hidden Economics Powering AI
The a16z Show26 Tammi

The Hidden Economics Powering AI

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 profiles, and what this moment means for durability, value creation, and long-term outcomes in private markets.

Timecodes:

0:00 — Introduction

04:21 — The Market Opportunity for AI

26:48 — Pricing, Monetization, and Cash Burn

43:15 — Companies Staying Private Longer

51:30 — Portfolio Composition and Construction

57:18 — Team Culture and Collaboration

Resources:

Follow Jen Kha on X: https://x.com/jkhamehl

Follow David George on X: https://x.com/DavidGeorge83

Stay Updated:

If you enjoyed this episode, be sure to like, subscribe, and share with your friends!

Find a16z on X: https://x.com/a16z

Find a16z on LinkedIn: https://www.linkedin.com/company/a16z

Listen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX

Listen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711

Follow our host: https://x.com/eriktorenberg

Not an offer or solicitation. None of the information herein should be taken as investment advice; Some of the companies mentioned are portfolio companies of a16z. Please see https://a16z.com/disclosures/ for more information. A list of investments made by a16z is available at https://a16z.com/portfolio.

Stay Updated:

Find a16z on YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

Follow our host: https://twitter.com/eriktorenberg

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jaksot(1000)

How Marc Andreessen Actually Uses AI

How Marc Andreessen Actually Uses AI

Half a billion people can access the world’s best AI on their phone. So why are most using it to write emails while only some are using it to build empires?In this conversation with Mark Halperin from...

25 Marras 202534min

The 2045 Superintelligence Timeline: Epoch AI’s Data-Driven Forecast

The 2045 Superintelligence Timeline: Epoch AI’s Data-Driven Forecast

Epoch AI researchers reveal why Anthropic might beat everyone to the first gigawatt datacenter, why AI could solve the Riemann hypothesis in 5 years, and what 30% GDP growth actually looks like. They ...

24 Marras 20251h

Robinhood CEO: Making Everyone An Owner

Robinhood CEO: Making Everyone An Owner

Vlad Tenev built Robinhood by breaking every rule Wall Street wrote: zero commissions when competitors charged $10, mobile-first when "serious" investors demanded desktop, a brand that made finance fe...

21 Marras 20251h 5min

Can Community Banks Survive the Next SVB? | ModernFi CEO Paolo Bertolotti and Former Comptroller Gene Ludwig

Can Community Banks Survive the Next SVB? | ModernFi CEO Paolo Bertolotti and Former Comptroller Gene Ludwig

The former bank regulator who invented deposit networks just revealed why SVB's collapse was inevitable—and why the solution that could have saved them is finally being rebuilt. Gene Ludwig ran the OC...

20 Marras 202543min

Ben Horowitz & Marc Andreessen: Why Silicon Valley Turned Against Defense (And How We’re Fixing It)

Ben Horowitz & Marc Andreessen: Why Silicon Valley Turned Against Defense (And How We’re Fixing It)

Palmer Luckey got fired from Meta for backing the wrong candidate—now he's the hero saving American defense, and that shift tells you everything about how fast the ground moved beneath Silicon Valley'...

19 Marras 20251h 16min

Emmett Shear on Building AI That Actually Cares: Beyond Control and Steering

Emmett Shear on Building AI That Actually Cares: Beyond Control and Steering

Emmett Shear, founder of Twitch and former OpenAI interim CEO, challenges the fundamental assumptions driving AGI development. In this conversation with Erik Torenberg and Séb Krier, Shear argues that...

17 Marras 20251h 10min

Can America Win The AI Biotech Race Against China? | Lada Nuzhna & Elliot Hershberg

Can America Win The AI Biotech Race Against China? | Lada Nuzhna & Elliot Hershberg

Two venture capitalists dissect why biotech burns billions while China runs trials in weeks—and why the next Genentech won't look anything like the last one. Elliot Hershberg reveals the "three horsem...

14 Marras 20251h 2min

The Frontier of Spatial Intelligence with Fei-Fei Li

The Frontier of Spatial Intelligence with Fei-Fei Li

Fei-Fei Li and Justin Johnson are pioneers in AI. While the world has only recently witnessed a surge in consumer AI, they have long been laying the groundwork for the innovations transforming industr...

13 Marras 202544min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
rss-rahapodi
psykopodiaa-podcast
mimmit-sijoittaa
rss-rahamania
hyva-paha-johtaminen
rss-oivalluksia-rahasta-elamasta
rss-lahtijat
rss-paasipodi
rss-inderes
herrasmieshakkerit
rahapuhetta
oppimisen-psykologia
lakicast
rss-startup-ministerio
rss-bisnesta-bebeja
rss-kaikki-somesta
rss-karon-grilli
rss-set-for-life-sijoita-ja-vaurastu
rss-rentotapaus