a16z Podcast

Chasing Silicon: The Race for GPUs

08.02.2023 - By Andreessen HorowitzPlay

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With the world constantly generating more data, unlocking the full potential of AI means a constant need for faster and more resilient hardware.

In this episode – the second in our three-part series – we explore the challenges for founders trying to build AI companies. We dive into the delta between supply and demand, whether to own or rent, where moats can be found, and even where open source comes into play.

Look out for the rest of our series, where we dive into terminology and technology that is the backbone of the AI, how much the cost of compute truly costs!

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