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AI revenue

3 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Feb 9, 2026 by David George · across every show →

Everything said about AI revenue, oldest first

Feb 9, 2026 bullish
Assertion Partly supported
George: Generative AI matched Azure's seven-year revenue ramp in one year
“It took Azure seven years to reach one year of AI revenue.”
David George Feb 9, 2026 ▶ 32:54 AI Markets: Deep Dive with a16z's David George
Feb 9, 2026 neutral
Assertion Not checkable as stated
George: $4.8T AI CapEx requires $1T annual AI revenue by 2030
“So current estimates put cumulative hyperscaler CapEx at a little less than five trillion by 20 30. So if you do napkin math on that to achieve a 10% hurdle rate on that 4.8 trillion or almost five trillion of investment, annual AI revenue would have to hit ab…”
David George Feb 9, 2026 ▶ 37:49 AI Markets: Deep Dive with a16z's David George
Sep 10, 2026 bullish
Opinion
Verdian argues AI revenue is real, not ephemeral like COVID-era software spikes
“A lot of, I've heard LPs say, this is like the dot com or this is COVID. It's not because the traction is real and it's not ephemeral revenue like COVID.”
Aram Verdian Sep 10, 2026 ▶ 47:39 Why Investors Are Rethinking Everything for the AI Era
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