{"href":"https://api.simplecast.com/oembed?url=https%3A%2F%2Fa16z.simplecast.com%2Fepisodes%2Fthe-real-economics-behind-the-al-boom-7LNh86AD","width":444,"version":"1.0","type":"rich","title":"The Hidden Economics Powering AI","thumbnail_width":300,"thumbnail_url":"https://image.simplecastcdn.com/images/0d97354a-306b-45f5-bf26-a8d81eef47ec/ed2664df-9371-438e-8baf-dd2ee0fdde87/thea16zshow-podcastcoverart-3000x3000.jpg","thumbnail_height":300,"provider_url":"https://simplecast.com","provider_name":"Simplecast","html":"<iframe src=\"https://player.simplecast.com/af415817-3460-4941-a334-89a749bd99f5\" height=\"200\" width=\"100%\" title=\"The Hidden Economics Powering AI\" frameborder=\"0\" scrolling=\"no\"></iframe>","height":200,"description":"In this episode, Jen Kha, Head of Investor Relations, and David George, General Partner, discuss how late-stage private markets are evolving as AI reshapes scale, capital intensity, and growth timelines. They explain why AI-driven companies are staying private longer, how infrastructure spending is changing return profiles, and what this moment means for durability, value creation, and long-term outcomes in private markets.\n"}