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Gavin Baker: Why AI Demand Is Outrunning Compute Supply

This story is from 2026-08-31. It is preserved in the archive; the latest stories are on the live feed.

a16z’s David George sits down with Gavin Baker to unpack the state of the AI boom, why demand for intelligence may still be dramatically underestimated, and why the outcome doesn't necessarily have to be winner-take-all. David and Gavin explore the possibility that frontier labs, open-source models…

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  1. 2026-08-31 10:00 · a16z Podcast
    Gavin Baker: Why AI Demand Is Outrunning Compute Supply

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