PERSON DIRECTORY
Mike Volpi
Mike Volpi 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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Mike Volpi on Why AI Infrastructure Will Outlast the Hype Cycle
Mike VolpiRaghu RaghuramGuido Appenzeller
AI capacity may remain useful even if financially weak neoclouds fail, as AI providers’ revenue growth has outpaced the earlier cycle.GPU scarcity is keeping older H100s in use and rents elevated, but token revenue per watt could make them uneconomic once Vera Rubin supply catches up.Silicon constraints may persist for years, while Cisco’s order collapse shows how shortage-driven demand can reverse sharply when supply commitments outlast actual need.