Jack Altman

speaker

4,609 appearances 201 recordings 1 series first heard May 2025 last heard yesterday

Jack Altman’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 140 in all, peaking in Sep 2026 with 25.

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Four years of supply overhang followed.

This time there are no dark GPUs.

Every dollar going into compute has demand on the other side.

But something else is different.

A model company can raise capital, drop a model in a year with a team of 20, and produce something with immediate demand.

If Frontier Labs can raise three times more than the aggregate of every company built on top of them, they may consume the entire application layer.

or the market fragments and value accrues to the companies closest to the end user.

Nobody knows which path wins.

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The a16z Show · From Copilots to Agents: Rebuilding the Company Around AI · 18 Feb 2026 podcast

Forty percent of used car transactions in Latin America end in fraud. voice-verified

Not the lemon problem you find in the United States. voice-verified

Kidnappings, forged documents, stolen vehicles. voice-verified

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