# a16z 合伙人：西海岸 AI 加速未见看空数据

- 来源：Rohan Paul (@rohanpaul_ai)
- 发布时间：2026-09-01 01:36
- AIHOT 分数：34
- AIHOT 链接：https://aihot.virxact.com/items/cmthj7u6g01clro68bbq3lzgc
- 原文链接：https://x.com/rohanpaul_ai/status/2094479382664597844

## AI 摘要

a16z 的 David George 在 Gavin Baker 的访谈中表示，西海岸 AI 发展势头迅猛，他试图寻找持看空观点的人，但无人能给出一个正在恶化的量化数据点。他称至少在 7 月和 8 月，找不到一个这样的人。

## 正文

Gavin Baker's (@GavinSBaker) new interview with a16z’s David George (@DavidGeorge83 ):

AI acceleration is wild now in the west coast.. He is trying to find someone to give a bearish case.

“Can you tell me one quantitative data point in your business that’s getting worse? Just one.” That’s my standard question.

At least in July and August, I haven’t been able to find a single person."

### 引用推文

> Gavin Baker：Always fun with my old friend @DavidGeorge83 whom I deeply respect in every way. Also sometime we will have to tell the story of how we first met.