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TBC - Martin Casado Breaks Down How a16z is Approaching AI Investing

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August 26, 2025

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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.

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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.

Guests & Subjects Covered

Martin Casado Breaks Down How a16z is Approaching AI InvestingMartin CasadoGeneral PartnerHarry StebbingsDenigrate AI AppsNational Security WeaponVenture BackingX Find Harry

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