a16z's Martin Casado and Sarah Wang join Latent Space hosts Alessio Fanelli and Swyx to discuss what makes this AI investment cycle unlike anything in the history of venture capital. They cover why the lines between venture and growth, apps and infrastructure are blurring, how frontier model companies can raise more than the aggregate of everyone built on top of them, and why the industry-wide gap between perception and reality has never been wider.
 
Stay Updated:Find a16z on YouTube: <a href="https://www.youtube.com/@a16z">YouTube</a>Find a16z on <a href="https://x.com/a16z">X</a>Find a16z on<a href="https://www.linkedin.com/company/a16z"> LinkedIn</a>Listen to the a16z Show on <a href="https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX?si=3E8B3qT9TyiwAHJ7JnaKbg">Spotify</a>Listen to the a16z Show on <a href="https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711">Apple Podcasts</a>Follow our host: <a href="https://twitter.com/eriktorenberg">https://twitter.com/eriktorenberg</a>&nbsp;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. Hosted by Simplecast, an AdsWizz company. See <a href="https://pcm.adswizz.com">pcm.adswizz.com</a> for information about our collection and use of personal data for advertising.

Podurama

Home

Trending

Personal

Your Podcasts

New Episodes

My Files

Favourite Episodes

Tags (Folders)

Recently Played

Bookmarks

Followed Playlists

Capital, Compute, and the Fight for AI Dominance

The a16z Show

AI Chapters

AI Insights

Reviews