Uncapped #58 | David George from a16z

George argues AI's buildout, applications, autonomy and robotics will all succeed together, constrained only by supply, not demand.

• 'And' not 'or': George's framework says frontier vs open source, Nvidia vs new chips, coding vs consumer AI will all succeed simultaneously, not one at the expense of another.
• Massive diffusion runway: Only ~30 million coders drive most of the ~$120B/month combined revenue of OpenAI, Anthropic, xAI and Cursor, versus 1.5 billion knowledge workers barely touched (<5% B2B diffusion).

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