Uncapped: David George on AI Growth, Power Laws, and What Wins Next

About this episode

AI markets may be only getting started, and David George says the biggest mistake is thinking it has to be either/or. In this full-length Uncapped conversation, Jack Altman and guest David George break down growth investing, artificial intelligence, open source vs. frontier models, data center bottlenecks, and why the power law is stronger than ever. This 12-minute summary distills the original episode into the key takeaways: why programming is AI’s clearest success case, where legal work and knowledge work fit in, how compute and power constraints could shape the next few years, and why consumer AI is moving from reactive chat to proactive assistants. George also shares his views on…