a16z
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a16z's David George, Sarah Wang, Alex Immerman, and Santiago Rodriguez on the State of Markets, from AI and infrastructure to the next investment cycles:
1. Tech is the everything cycle.
High-tech equipment, software, and R&D are now about 55% of US capital spending, and the AI
1. Tech is the everything cycle.
High-tech equipment, software, and R&D are now about 55% of US capital spending, and the AI
52:20
David George@DavidGeorge83 · Sep 30Introducing our State of Markets pt 2, along with a companion podcast where we unpack the data and discuss what comes next.
Tech is the everything cycle.
Supply: putting the buildout in context, just passed railroads as % of GDP. The wisdom of Elon is real: the factory (or the
Tech is the everything cycle.
Supply: putting the buildout in context, just passed railroads as % of GDP. The wisdom of Elon is real: the factory (or the
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