David George: AI market is not currently in a bubble
David George · The New Rule for Picking AI Winners | The a16z Show · May 29, 2026 · at 24:34
David George, General Partner at a16z Growth, asserts that current market conditions in artificial intelligence do not reflect a speculative bubble.
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“I feel pretty confident saying that we're not in a bubble right now.”
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 →
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