a16z’s Jen Kha and David George sit down with Accolade Partners’ Aram Verdiyan to discuss how AI is changing the power law of technology investing, why the largest companies can compound advantages in ways that weren’t possible before, and what that means for how investors construct portfolios.

They explore why AI may be much bigger than traditional software, with applications reaching into labor, healthcare, transportation, services, and other major parts of the economy. David explains why capital itself can now reinforce an AI company’s advantage by buying more compute, while Aram makes the case that AI should increasingly be treated as a core allocation rather than a satellite position.

The conversation also gets into the changing economics of venture and growth investing, how to distinguish real AI traction from early hype, what AI means for legacy software and private equity, and why some of the largest opportunities may still be ahead in robotics, autonomy, healthcare, energy, and physical infrastructure.

Resources:

Follow Aram Verdiyan on X: https://x.com/aramverdi

Follow Jen Kha on X: https://x.com/jkhamehl

Follow David George on X: https://x.com/DavidGeorge83

 

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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.

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