Jack Altman sits down with Martin Casado, General Partner at a16z, to unpack the shifting dynamics of venture capital and why media matters more than ever. They cover a16z’s evolution from generalists to specialized platforms, the rise of AI infrastructure, and why today’s fiercest battles are often for talent, not market share.
Timecodes:
0:00 Introduction
0:27 Importance of Media for VC
3:50 Evolution of a16z
7:00 Specialization
10:32 Value of Distribution
13:16 Staying Power in Infrastructure
19:49 The Conflicts Dynamic
26:32 State of Play in AI
30:48 The Future of Coding
34:58 Significance of Open Source
39:48 Marc Andreessen’s Leadership
44:02 The Only Sin in VC
48:37 Scaling a Lot of Board Seats
Resources:
Listen to more from Uncapped: https://linktr.ee/uncappedpod
Find Jack on X: https://x.com/jaltma
Find Uncapped on X: https://x.com/uncapped_pod
Find Martin on X: https://x.com/martin_casado
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Let us know what you think: https://ratethispodcast.com/a16z
Find a16z on Twitter: https://twitter.com/a16z
Find a16z on LinkedIn: https://www.linkedin.com/company/a16z
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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.
Stay Updated:
Find a16z on X
Find a16z on LinkedIn
Listen to the a16z Show on Spotify
Listen to the a16z Show on Apple Podcasts
Follow our host: https://twitter.com/eriktorenberg
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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