PERSON DIRECTORY
David Clark
David Clark appears in 1 indexed conversation across The a16z Show. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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The New Rule for Picking AI Winners | The a16z Show
OpenAI and Anthropic now add more monthly revenue than Meta, Google, or Microsoft despite AI diffusion below 5%, making “in the token path” George’s rule for application winners.Five frontier labs could lower token prices, but Chinese models reportedly offer 80% of frontier capability at 10% of the cost; scarce capacity lasts through early 2029, with algorithmic breakthroughs the key reversal risk.