PERSON DIRECTORY
Sarah Wang
Sarah Wang appears in 10 indexed conversations across The a16z Show, Latent Space. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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.
Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China
Erik TorenbergDylan PatelSarah WangGuido Appenzeller
Nvidia’s $5 billion Intel investment, following SoftBank’s $2 billion and the U.S. government’s $10 billion, could lower Intel’s cost of capital and redraw PC and data-center competition, though Patel says Intel still needs roughly $50 billion.Huawei has credible 7 nm designs and ambitious custom-HBM products, but HBM3 yields, etch capacity, and domestic volume remain unresolved as Nvidia’s upside depends on $450–500 billion of hyperscaler capex rather than further share gains.