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.
10 EPISODES2 SHOWS
Language
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.