PERSON DIRECTORY
Alex Immerman
Alex Immerman appears in 2 indexed conversations across The a16z Show. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
2 EPISODES1 SHOW
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AI, Infrastructure, and the Next Investment Cycle
David GeorgeSarah WangAlex ImmermanSantiago Rodriguez
AI’s rally is being driven by earnings rather than multiple expansion, with the S&P 500 below 20 times earnings while growing about 15%.Capex is projected to rise from $416 billion in 2025 to about $780 billion in 2026 and exceed $1 trillion annually from 2027; enterprise adoption remains concentrated in pilots, with inference-cost declines and workflow deployment as catalysts.