No Dark GPUs: Why AI Isn’t a Bubble, But an Existential Race
30 October 2025 at 17:47
The post No Dark GPUs: Why AI Isn’t a Bubble, But an Existential Race appeared first on StartupHub.ai.
“I do not believe we’re in an AI bubble today,” declared Gavin Baker, Managing Partner and CIO of Atreides Management, setting a provocative tone for his discussion with David George, General Partner at a16z. This assertion, delivered at a16z’s Runtime event, anchored a sharp analysis of the current AI boom, differentiating it starkly from past […]
The post No Dark GPUs: Why AI Isn’t a Bubble, But an Existential Race appeared first on StartupHub.ai.