“The median company in the US is spending 12 dollars per employee on AI. Per month. The top one percent of the data set that we've seen is spending 7000 dollars per employee on AI per month.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
(the analysis reads context, assessments check outside sources). how →
More from David George
AssertionSupported
George: OpenAI and Anthropic added half of public software's 2025 net revenue
“Public software companies added forty six billion dollars of revenue in 20, 25. If you just add up OpenAI and Anthropic on their, on a run rate basis, they added almost half of that.”
David GeorgeFeb 9, 2026▶ 36:19AI Markets: Deep Dive with a16z's David George
AssertionNot checkable as stated
George: Anthropic and OpenAI add more monthly revenue than tech giants
“Anthropic and OpenAI are adding more revenue per month than Meta, Google, or Microsoft.”
David GeorgeMay 29, 2026▶ 1:43The New Rule for Picking AI Winners | The a16z Show
PredictionNot checkable as stated
David George: Anthropic and OpenAI combined run rate could hit $200B
“And I wouldn't be surprised if the combination of those two companies is doing two hundred billion of revenue run rate.”
David GeorgeMay 29, 2026▶ 2:54The New Rule for Picking AI Winners | The a16z Show
AssertionNot checkable as stated
David George: AI market is not currently in a bubble
“I feel pretty confident saying that we're not in a bubble right now.”
David GeorgeMay 29, 2026▶ 24:34The New Rule for Picking AI Winners | The a16z Show
AssertionNot checkable as stated
George: AI model companies are adding more revenue than public software combined
“The model companies are adding more than the entire public software universe in terms of revenue added, you know, combined.”
David GeorgeMay 29, 2026▶ 7:03The New Rule for Picking AI Winners | The a16z Show
PredictionNot checkable as stated
George: Top AI IPOs will individually exceed all recent VC IPOs combined
“We actually did a similar analysis where we looked at all of the VC backed IPOs that happened over the last six years. And if you sum all of them up, they're A little over a trillion dollars. Like that's probably gonna be smaller than any of the three of the l…”
David GeorgeMay 29, 2026▶ 9:38The New Rule for Picking AI Winners | The a16z Show
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