a16z's David George and Alex Immerman on why the AI buildout is the next chapter of "Software Is Eating the World": David: "You're seeing it in CapEx. It's heavily covered in the data center build-out. It's heavily covered in the amount of capital that's been going in to fund the model development." "To put it into very deep historical context, because this is probably the analogy that we've seen the most of, this build-out just surpassed railroads as a percentage of GDP." "We all happen to…