Monopolies vs Oligopolies in AI
The a16z Show28 Aug 2025

Monopolies vs Oligopolies in AI

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: https://x.com/martin_casado

Find Harry on X: https://x.com/harrystebbings

More about 20VC:

Subscribe on YouTube: https://www.youtube.com/@20VC

Subscribe on Spotify:

https://open.spotify.com/show/3j2KMcZTtgTNBKwtZBMHvl?si=85bc9196860e4466&nd=1&dlsi=d1dbbc6a0d7c4408

Subscribe on Apple Podcasts:

https://podcasts.apple.com/us/podcast/the-twenty-minute-vc-20vc-venture-capital-startup/id958230465

Visit their Website: https://www.20vc.com

Subscribe to their Newsletter: https://www.thetwentyminutevc.com/

Follow 20VC on Instagram: https://www.instagram.com/20vchq/#

Follow 20VC on TikTok: https://www.tiktok.com/@20vc_tok

Stay Updated:

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

Subscribe on your favorite podcast app: https://a16z.simplecast.com/

Follow our host: https://x.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.

Stay Updated:

Find a16z on YouTube: YouTube

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.

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(1000)

Can Open Models Keep Up With the AI Frontier? | Nathan Lambert

Can Open Models Keep Up With the AI Frontier? | Nathan Lambert

a16z Partner Lisha Li sits down with AI researcher and Trillium founder Nathan Lambert to ask how durable the gap really is between frontier AI labs and open models.Nathan argues that OpenAI and Anthr...

14 Okt 59min

Can AI Break Cryptography? What the Experts Actually Think

Can AI Break Cryptography? What the Experts Actually Think

Could AI break the cryptography protecting everything from crypto wallets and banking to private messages? Recent advances in AI-driven mathematical research have sparked new warnings about the securi...

13 Okt 42min

The Race to Recursive Self-Improving AI

The Race to Recursive Self-Improving AI

a16z General Partner Martin Casado sits down with MakerMaker.AI co-founders Dhaval Adjodah and Owen He to unpack recursive self-improvement, or RSI, and separate the increasingly popular term from wha...

12 Okt 33min

Nick Bostrom: How Should We Navigate Superintelligence?

Nick Bostrom: How Should We Navigate Superintelligence?

Nick Bostrom joins Theo Jaffee and Sofia Puccini on MTS to revisit the ideas about superintelligence and existential risk that he helped bring into the mainstream, now that increasingly capable AI sys...

11 Okt 53min

What Makes a Great Entrepreneur? | Ben Horowitz on Vintage x Vintage

What Makes a Great Entrepreneur? | Ben Horowitz on Vintage x Vintage

a16z co-founder and General Partner Ben Horowitz joins James Norman on the inaugural episode of Vintage x Vintage for a conversation spanning entrepreneurship, investing, hip-hop, and what changes whe...

10 Okt 51min

Chips, Memory, and Power | Pat Gelsinger

Chips, Memory, and Power | Pat Gelsinger

a16z's Raghu Raghuram and Guido Appenzeller sit down with Playground Global General Partner and former Intel CEO Pat Gelsinger to discuss the next wave of semiconductor innovation and the physical con...

9 Okt 54min

Building the Cloud for an Agentic World | AWS CEO Matt Garman

Building the Cloud for an Agentic World | AWS CEO Matt Garman

a16z’s Raghu Raghuram sits down with AWS CEO Matt Garman to discuss how AI is reshaping the cloud, from the needs of AI-native startups to infrastructure increasingly designed for agents.Matt explains...

8 Okt 56min

How Valon Rebuilt a $13 Trillion Industry From Scratch

How Valon Rebuilt a $13 Trillion Industry From Scratch

a16z General Partner Angela Strange sits down with Valon’s Andrew Wang and Linda Du to unpack what it takes to rebuild the infrastructure underneath a $13 trillion mortgage market that still relies he...

7 Okt 40min

Populärt inom Business & ekonomi

framgangspodden
varvet
rss-jossan-nina
uppgang-och-fall
24fragor
badfluence
rss-borsens-finest
rss-inga-dumma-fragor-om-pengar
avanzapodden
rss-dr-bjorklund
rss-kort-lang-analyspodden-fran-di
bathina-en-podcast
tabberaset
kapitalet-en-podd-om-ekonomi
lastbilspodden
rss-dagen-med-di
rikatillsammans-om-privatekonomi-rikedom-i-livet
ett-rikare-liv
borsmorgon
rss-hos-psykologen