AI CapEx Payback

topic on 1 show · 1 statements across 1 episodes

1 statements about AI CapEx Payback, every show

a16z Prediction Not checkable as stated

George: AI CapEx payback will occur between 2030 and 2040

“I think the payback of this probably happens, you know, over a longer period of time, like, you know, between 2030 and 20 40 as well.”

David George Feb 9, 2026 ▶ 38:22 AI Markets: Deep Dive with a16z's David George

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