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The a16z Show
The a16z Show

Gavin Baker: Why AI Demand Is Outrunning Compute Supply

Aug 31, 2026 · 01:15:11
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✨ AI Summary
  • AI demand is rapidly exceeding current compute supply.
  • Multiple players, including frontier labs and open-source, can capture value.
  • Compute investments are crucial for the expanding AI ecosystem.

Guests on This Episode

GB
Gavin Baker
rugby league footballer · 4 podcast appearances
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