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Is AI a Bubble? Gavin Baker on Data Centers, GPUs, and the AI Economy artwork
Technology

Is AI a Bubble? Gavin Baker on Data Centers, GPUs, and the AI Economy

a16z by a16z

Jul 14, 202600:31:49Technology

As part of our summer replay series, we're revisiting one of the standout conversations from Runtime, a16z's conference on AI infrastructure and the future of computing. Gavin Baker, Managing Partner and CIO of Atreides...

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Is AI a Bubble? Gavin Baker on Data Centers, GPUs, and the AI Economy is an episode from a16z by a16z. As part of our summer replay series, we're revisiting one of the standout conversations from Runtime, a16z's conference on AI infrastruct...

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Published Jul 14, 2026, 00:31:49 long, audio available.

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