Person · a16z

David George

David George is named in 3 Parts of The Buildout, most recently Part 12: The Model Is Not the Price. Argued in Part 9 (Still a demo), Part 9 (The owner of the agent), Part 10 (Still renting at January prices), Part 12 (Voices that cross sides).

In 3 parts of The Buildout: Part 12, Part 10, Part 09 · Updated Oct 22, 2026

What David George argued

On the record, by story.

Paraphrased and attributed, with the date and a link where one exists. DeepStack keeps no score of who was right; the dated tests do that work in the open.

  1. Part 12 · Voices that cross sides

    Cheaper intelligence lifts all; at the model layer no edge sticks.

    The Model Is Not the Price Who is on each side Source

  2. Part 10 · Still renting at January pricesSep 30, 2026

    GPUs are already running hot even while the data indicates it's still very early in mature AI adoption and utilization.

    The Bubble Is in the Denominator Who is on each side Source

  3. Part 09 · Still a demoSep 28, 2026

    The creators argue OpenAI will prevail not because of best models, chips, cost-performance curve or even best product — though they think OpenAI has those — but because it is so good at creating new kinds of customers and has the most durable…

    Habit Was the Moat. Agents Are Draining It. Who is on each side Source

  4. Part 09 · Still a demoSep 28, 2026

    As of September 2026, the creators say intelligence-as-a-service product rankings are no longer the most important question; intelligence is everywhere and nearly anyone can do nearly anything, yet most people aren't yet, so awakening new behavior…

    Habit Was the Moat. Agents Are Draining It. Who is on each side Source

  5. Part 09 · The owner of the agentSep 30, 2026

    As of April, barely about 2% of US households were paying for some AI service; the number is higher now and growing, but still tiny in the big scheme of things.

    Habit Was the Moat. Agents Are Draining It. Who is on each side Source

  6. Part 09 · The owner of the agentSep 30, 2026

    While nearly 30% of S&P 500 companies report some quantifiable impact of AI, only about 2% report any tracked metric, and similarly only a tiny share of the overall userbase is meaningfully deploying agentic use-cases at scale.

    Habit Was the Moat. Agents Are Draining It. Who is on each side Source

In The Buildout

Where David George appears.

One line per story, from the story itself.

  1. Part 12The frontier is still paid

    David George of a16z, on September 28, located OpenAI's edge away from the model: at the model layer switching is easy down to the single task and no advantage sticks, so OpenAI prevails by creating new kinds of customers and by durable distribution.

    The Model Is Not the Price

  2. Part 10A cheap top

    Michael Howell of Capital Wars says he underestimated AI spending’s lift to earnings; David George at a16z credits technology with about 76% of S&P 500 profit growth through late August.

    The Bubble Is in the Denominator

  3. Part 10A cheap top

    David George says rental rates and residual values were supposed to fall but have not; A100 rental prices are no lower than in January.

    The Bubble Is in the Denominator

  5. Part 09The tollbooth shifts

    David George sees a Red Queen’s Race at the model layer: switching is easy down to the task, so distribution and the ability to create new kinds of customers matter more than price.

    Habit Was the Moat. Agents Are Draining It.

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