a16z Podcast
Christopher Mims and Tim Higgins of the Wall Street Journal sit down with a16z General Partner Martin Casado on WSJ’s Bold Names to ask whether the AI spending boom is a bubble waiting to burst. Martin explains why the fundamentals differ dramatically from the dot-com era—when WorldCom had $40 billion in debt versus today’s tech giants with hundreds of billions on their balance sheets—and why a speculative valuation correction shouldn’t be confused with systemic collapse. They also discuss where a16z sees opportunity in the “long tail” of AI companies beyond the state-of-the-art large language models.
Follow Martin Casado on X: https://twitter.com/martin_casado
Follow Christopher Mims on X: https://twitter.com/mims
Follow Tim Higgins on X: https://twitter.com/timkhiggins
Check out WSJ’s Bold Names: https://www.wsj.com/podcasts/wsj-the-future-of-everything
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.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
-
From Big Bang to James Webb: Exploring Space with Nobel Laureate John Mather
From artificial limbs to memory foam, many inventions have emerged from our quest to understand the cosmos. In this episode we explore cosmic history, space’s impact on technology, and the enduring human fascination with space…
-
Classroom 2050: Unleashing AI, XR, Gaming
With students learning in more places and different ways than we have ever seen, the pace of change in education is dizzying. Can this progress narrow learning gaps exacerbated by COVID-19 or will it fuel…
-
The True Cost of Compute
With software becoming more important than ever, hardware is following suit. As the world generates more data, unlocking the full potential of AI means a constant need for faster and more resilient hardware. But how…
-
Chasing Silicon: The Race for GPUs
With the world constantly generating more data, unlocking the full potential of AI means a constant need for faster and more resilient hardware. In this episode – the second in our three-part series – we…
-
AI Hardware, Explained
In 2011, Marc Andreessen said, “software is eating the world.” And in the last year, we’ve seen a new wave of generative AI, with some apps becoming some of the most swiftly adopted software products…
-
Growth vs Efficiency: Can You Have Both?
Despite the ease of product building, sustainable growth has become increasingly challenging as many traditional channels no longer deliver the same results. In these challenging times, we explore the remaining growth opportunities. How can we…
-
Curing the Trust Problem with Mark Cuban
Today’s episode is with Mark Cuban, founder of multiple businesses, owner of the Dallas Mavericks, one of the sharks on Shark Tank, and cofounder of the Mark Cuban Cost Plus Drug Company. He is joined…
-
Inside the 2023 Talent Tsunami: Layoffs, Remote Work & More
Remote work is a big, divisive topic right now. Some think it’s the future, while others think it was an experiment gone wrong. But it’s also not the only way to attract top talent. And…
-
The Road to Autonomous Vehicles: Are We There Yet?
Self-driving cars have been on the horizon for quite some time. But, they might actually be here. We got to ride around in one all over San Francisco with Waymo’s Chief Product Officer, Saswat Panigrahi.…
-
Network Effects, Moats, & the Business of web3
with @skominers @smc90 In this deep dive and tour through key business concepts, from theory to practice, we cover the topics of strategy, competitive advantage, network effects, moats, and more — covering both both basic…