Carta (@cartainc): 41 % of Seed & Series A rounds went to AI startups - how does that impact AD? "I think you can look from any dimension & recognize that AI is transforming all of these categories, as it should. So if you start at the most fundamental level, like energy, we just have an insatiable thirst for energy in this country in AI. Compute is driving a huge amount of it." David Ulevitch (@davidu), General Partner @a16z "Part of the shift to electric vehicles. Obviously, we have EVs today. As we shift to more autonomous vehicles, all those vehicles are going to be electric. And so that drives it as well. You see that natural disasters are getting worse & people want more resilience in the grid. So they want to have home battery systems so that when the grid is either too expensive or offline, their home can stay online. And so you see more and more people deploying batteries. AI is driving this massive energy boom in this country, & I think I've seen a chart where commercial real estate construction is like petered off & dropping. But like data center construction is like just asymptotes & going through the roof. That's all being driven by AI compute. And that AI compute will then power lots of things. It's not just going to power ChatGPT, but it's going to power autonomy systems, all kinds of other language models & all other kinds of use cases."

@cartainc