a16z's David George on product cycles versus capital cycles, and his scorecard for the last 15 years of tech: "AI is unique because if you throw more money at it, it can just scale up and get better. That is different than previous cycles." "If you threw endless amounts of money at ServiceNow or Workday or Salesforce during the SaaS era, they would get all messed up... Whereas if you put $40 billion towards training these models, they get much better." "I think about the world as product…