AI is scaling faster than anyone expected. In this conversation with a16z's David George and Jen Kha, they cover: - Why AI can capture larger markets than previous technologies - The unprecedented scale of the AI infrastructure buildout - The implications of companies staying private longer - The kinds of companies that will find durable value creation from AI and more. 00:00 Introduction 04:21 The market opportunity for AI 26:48 Pricing, monetization, and cash burn 43:15 Companies staying private longer 51:30 Portfolio composition and construction 57:18 Team culture and collaboration @DavidGeorge83 @jkhamehl(a16z)