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MTS · 2 min · Oct 21, 2026

Real-world AI will become more visible in San Francisco

IB

Ivan Burazin

Co-founder & CEO, Daytona

  • Theo JaffeeHost · Co-founder & host, MTS

    One of the first members of a16z's new media team; earlier hosted the Emergent Ventures-backed Theo Jaffee Podcast.

  • Sophia DewHost · Host, MTS

About this segment

Burazin expects real-world AI to become more visible in San Francisco by the end of next year. He expects a gradual shift, comparing it to Waymo's long path to ordinary street sightings.

From “AI Agents Will Cause a Massive CPU Shortage | Ivan Burazin”, Oct 21, 2026. Watch the full episode

“i think we're going to see more and more of that actually happening a year from now and we'll probably be quite surprised where that lands.”
IBIvan Burazinat 12:01 · MTS12:01

Takeaways

  1. He expects more real-world AI deployments in San Francisco.
  2. He predicts the change will arrive gradually.
  3. Waymo's slow normalization is his comparison.
Watch 2:18 from 11:01

In this episode

Full episode
  1. 7:07Customer demand convinced Daytona to pivot to agents3:09

  2. 11:01Real-world AI will become more visible in San Francisco2:18

Up next · a16z PodcastRSI means the improver is the thing being improved3:00

Transcript

Transcribed by machine (Whisper) from the episode’s audio, so a word may be off here and there.

  1. 11:13

    Yeah. All right. Before we head out, I think one thing I'm particularly curious about, we talked a lot about agents and also just how early we are. It's just absolutely crazy. We joke that amongst everyone using them, 98% of everybody at the frontier of AI is just right here in San Francisco. go. So we have a giant bias over the scale and magnitude about what's about to happen. And so wanted to get your perspective and maybe a year from now, what do you think might be true that isn't true today? What might be true that isn't true? Wow, that's a hard one. I know. How can we even foresee that? How are you putting in the spot like a year from now? Like every projection that I had for this year came true, but not at the scale that I thought, not at the scale. The scale is just insane so i a year from now i think we're i think it's less so we are not in the real world

  2. 12:01

    space at least not yet and i think we're going to see a lot of changes in the real world ai space in the sense of but it'll be gradual like waymo's been driving around san francisco for forever but they've actually now only like you've seen them um driving around i think we're going to see more and more of that actually happening a year from now and we'll probably be quite surprised where that lands. That's my thing. What's the Waymo example? So they've been around for a while.

  3. 12:24

    Waymo's been, I mean, how old is Waymo? It's like four years old, right? No, that's for like customers can use it. I think it's like 10 years. Oh yeah, yeah. It's been around. I mean, I remember even being in high school and seeing where them go. Exactly. But there'd be like a person in the car taking notes. Yeah, exactly. But they were, but it started so gradually that it's not even a surprise anymore, right? It's like, oh, it's just a Waymo, right? But it's actually shocking when you think about it, that there's actually no driver in there. I digress slightly. So I was out yesterday. And it's funny to see a yellow cab, like a little yellow cab, not an Uber, a yellow cab next to a Waymo waiting in front. That's very, very interesting. And so I think that the real world AI will start to be very visible in San Francisco through by the end of

  4. 13:04

    next year. That's my hope. I mean, we hear about all of this frontier intelligence, especially