David George & Jack Altman on AI, Autonomy, and the Next $25 Trillion

a16z General Partner David George joins Jack Altman on Uncapped to make the case that many of the biggest debates in AI are framed the wrong way. Frontier models or open source? Labs or applications? David’s answer is often “and.” With AI adoption still concentrated among a relatively small group of heavy users, he argues there could be room for multiple layers of the stack to grow at once. David and Jack discuss why demand for compute continues to outstrip supply, why applications can thrive even as frontier labs expand into new products, and why consume...