David George

speaker

4,495 appearances 15 recordings 1 series first heard Jan 2025 last heard 10 Sep

David George’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 12 in all, peaking in Aug 2026 with 3.

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The a16z Show · How AI Is Rewriting the Power Law of Venture Capital · 10 Sep 2026 podcast

You can throw dollars at compute and compute can make products and the businesses better.

And so to me, it's not terribly surprising that the power law is more extreme.

Right now, economies of scale are a very real thing in the AI market.

I think it'll continue to be the case.

I'm very biased, but if you just think about the shape of the markets and how they've changed,

Since I started my career in private equity and growth equity, that was, I guess, 18 years ago.

This was a cottage industry, and now it's not.

And I talk about this all the time, but our asset class is $5 to $6 trillion of value.

And the dynamics around companies staying private longer

They're not going to reverse.

when you have 100 million in revenues.

Yeah, the top decile outcomes, I think, used to be 10 billion and now they're like 40 billion

so.

Yeah, it's soon to be

yeah, yeah.

And look, this makes sense, right?

The last cycle created 25 trillion in market cap, new market cap, and a bunch of that went to the incumbents.

But a lot of it went to startups and the new startups.

And each one of these subsequent waves gets bigger than the prior one.

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