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Long-form 2026-09-15 · 20:30 ET
Gavin Baker — Why AI Demand Is Outrunning Compute Supply (a16z Show)
Atreides CIO Gavin Baker tells David George that AI fundamentals accelerated through July–August while related equities drew down; argues sub-one-year compute paybacks and thin heavy-user penetration make undersupply through 2028 the base case, with NVIDIA’s financeable stack and hybrid open-source routers as the durable structure.
asr The a16z Show · NVIDIA · OpenAI · Anthropic
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David George

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Gavin Baker — Why AI Demand Is Outrunning Compute Supply (a16z Show)
Atreides CIO Gavin Baker tells David George that AI fundamentals accelerated through July–August while related equities drew down; argues sub-one-year compute paybacks and thin heavy-user penetration make undersupply through 2028 the base case, with NVIDIA’s financeable stack and hybrid open-source routers as the durable structure.
Mon, 14 Sept 2026 · 20:30 ET Long-form asr