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The a16z Show · Monday, August 31, 2026

AI Leaders Report No Negative Quantitative Data Points Amidst Growth

Gavin Baker of a16z has been asking AI leaders for a single quantitative data point in their business that is worsening, and so far, has found none. This indicates a strong positive trend across various aspects of the AI industry, including open source and specific companies like OpenAI and Grok.

personGavin BakercompanyOpenAIcompanyGrok

The tape

3 quotes
My standard question is, can you tell me one quantitative data point in your business that's getting worse?
Gavin Baker
So far, the answer has been no.
Gavin Baker
And it's at least in July and August, I haven't been able to find a single person.
Gavin Baker
Heard on The a16z Show — “Gavin Baker: Why AI Demand Is Outrunning Compute Supply, published Monday, August 31, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.
Transcribed via Gemini audio transcription · $0.04
AI Leaders Report No Negative Quantitative Data Points Amidst Growth — Heardvine