AI pitch

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 9, 2026 by David George · across every show →

Everything said about AI pitch, oldest first

Feb 9, 2026 negative

Insight

George: Exceptionally high gross margins in AI pitches trigger a16z skepticism

“So in an odd way, if we see an AI pitch and the gross margins are super high, we're a little bit skeptical because that may mean that the AI features are not actually what is being bought or used by the customers.”

David George Feb 9, 2026 ▶ 5:03 AI Markets: Deep Dive with a16z's David George

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AI pitch

Everything said about AI pitch, oldest first

Turn any episode into a week of clips.