▶ 26:32 · $SPCX · a16z GP David George bullish on SpaceX orbital data centers and Starlink optionality

episode briefing

OpenAI Unveils First Custom AI Chip With Broadcom | Bloomberg Tech 6/24/2026

2026-06-24 · 5 company · 6 thematic

sentiment

5 bull0 bear0 neu

speakers

David George leads the growth investing team at Andreessen Horowitz, managing $22 billion across five funds; he focuses on late-stage venture investments in founder-led companies like SpaceX and articulates the thesis for late-stage venture as a distinct asset class.

andrew feldman

Leads Cerebras, a public company (CBRS) building wafer-scale AI inference chips; previously co-founded SeaMicro (acquired by AMD); describes $25B backlog and global data center buildout at unprecedented scale.

hock tan

celine

Celine manages an actively managed ETF focused on robotics and automation, with SK Hynix as a top holding; she specializes in AI infrastructure, memory chips, and the intersection of physical AI with compute demand.

quote

“WE ARE HAPPY SHAREHOLDERS OF SPACEX. WE THINK ABOUT THE LONG-TERM. OBVIOUSLY WHAT MAKES US SO EXCITED ABOUT THE BUSINESS IS ALL THE THINGS THEY CAN GO RIGHT FOR SPACEX, ALL THE OPTIONALITY YOU HAVE... STARLINK IS THE FIRST ONE. WE EXPECT T…”

—david george

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