Gavin Baker and a16z's David George on the state of the AI boom: The future doesn't have to be winner-take-all. Labs, open-source, applications, and the clouds can all capture value. Demand for intelligence is still dramatically underestimated. Today's power users number in the millions and will grow to hundreds of millions. Gavin and David argue a compute shortage is a more real risk than an AI bubble, and building through it is an opportunity to reindustrialize America. In this episode,…