Loved the conversation on Uncapped with @DavidGeorge83, head of growth investing at a16z. He's an incredible investor and can go deep on a huge range of topics. We talked all about investing at this point in the AI cycle and we covered a lot of ground -- frontier vs. open source, what could make it all keep running vs. slow down, application vs. infra, robotics and autonomy, narrative and vibes, and lots more. Hope you enjoy! Timestamps: (0:00) Intro (0:23) The answer to every AI question is "and" (1:27) Where we are in the AI buildout (4:55) What would stop the train (7:16) Sellers vs. buyers of tokens (10:39) Frontier labs vs. open source (13:18) App investing and the coding blast radius (14:01) Legal as a category (20:46) Consumer AI (22:14) From reactive to proactive (25:52) AI, autonomy, robotics, bio health (27:49) Autonomous driving and why it's underappreciated (30:46) Robotics and what comes next (33:25) Benchmark's new growth fund (34:11) Why growth investing is compelling now (34:53) Half of private market returns happen at growth (37:57) Product cycle vs. capital cycle (41:54) The importance of narrative (43:14) Why vibes really matter (46:20) Never short a messianic founder (49:39) How big can Andreessen Horowitz get