In this interview from the 20VC podcast, Martin Casado (a16z General Partner) joins Harry Stebbings to unpack the state of AI, the rise of coding models, the future of open vs. closed source, and how value is shifting across the stack.Martin offers a candid view of the opportunities and dangers shaping AI and venture capital today. Resources: Find Martin on X: <a href="https://x.com/martin_casado">https://x.com/martin_casado</a>Find Harry on X: <a href="https://x.com/harrystebbings">https://x.com/harrystebbings</a>More about 20VC:Subscribe on YouTube: <a href="https://www.youtube.com/@20VC">https://www.youtube.com/@20VC</a>Subscribe on Spotify:<a href="https://open.spotify.com/show/3j2KMcZTtgTNBKwtZBMHvl?si=85bc9196860e4466&nd=1&dlsi=d1dbbc6a0d7c4408">https://open.spotify.com/show/3j2KMcZTtgTNBKwtZBMHvl?si=85bc9196860e4466&nd=1&dlsi=d1dbbc6a0d7c4408</a>Subscribe on Apple Podcasts:<a href="https://podcasts.apple.com/us/podcast/the-twenty-minute-vc-20vc-venture-capital-startup/id958230465">https://podcasts.apple.com/us/podcast/the-twenty-minute-vc-20vc-venture-capital-startup/id958230465</a>Visit their Website: <a href="https://www.20vc.com">https://www.20vc.com</a>Subscribe to their Newsletter: <a href="https://www.thetwentyminutevc.com/">https://www.thetwentyminutevc.com/</a>Follow 20VC on Instagram:  <a href="https://www.instagram.com/20vchq/#">https://www.instagram.com/20vchq/#</a>Follow 20VC on TikTok: <a href="https://www.tiktok.com/@20vc_tok">https://www.tiktok.com/@20vc_tok</a> Stay Updated: Let us know what you think: <a href="https://ratethispodcast.com/a16z">https://ratethispodcast.com/a16z</a>Find a16z on Twitter: <a href="https://twitter.com/a16z">https://twitter.com/a16z</a>Find a16z on LinkedIn: <a href="https://www.linkedin.com/company/a16z">https://www.linkedin.com/company/a16z</a>Subscribe on your favorite podcast app: <a href="https://a16z.simplecast.com/">https://a16z.simplecast.com/</a>Follow our host: <a href="https://x.com/eriktorenberg">https://x.com/eriktorenberg</a>Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

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