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The a16z Show

Jack Altman & Martin Casado on the Future of VC

The a16z Show

a16z

Science, Innovation, Business, Entrepreneurship, Culture, Disruption, Software Eating The World, Technology

4.41.1K Ratings

🗓️ 3 September 2025

⏱️ 53 minutes

🧾️ Download transcript

Summary

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.

Transcript

Click on a timestamp to play from that location

0:00.0

Today on the podcast, we're sharing a feed drop from Uncapped, where Jack Altman sits down with

0:05.1

Martin Casado, A16Z general partner. They talk about the shifting dynamics of venture capital,

0:10.9

why media now matters in a way it never did before, how A16Z evolved from generalists to

0:16.4

specialized platforms, the rise of AI infrastructure, and why talent competition might be more

0:22.0

fierce than market competition.

0:24.0

Let's get into it.

0:26.0

The market is so big and it's growing so fast.

0:28.2

Even companies that seem like they're competing end up in totally different places, just

0:31.2

because so much white space is being created.

0:33.1

But they're all competing, like totally different companies and spaces are competing

0:36.7

with the same talent.

0:37.8

So the first time I can remember where the actual talent competition is like way more fierce.

0:45.7

Martina, I'm really excited to be doing this here with you today.

0:48.0

Thanks for making time for it.

0:49.4

And one of the things that I was just chatting with you and laughing about, on my way in, there

0:54.4

were like many other podcasts going.

0:56.5

There's like one like before and after us.

0:58.5

And I talked about this with Mark about how like podcasts are like this future thing of media.

1:04.2

And basically my question for you is sort of like as somebody who's been on the inside of a firm

1:09.1

that's dominated this, you do a lot of it yourself.

1:12.0

Like, what's your experience about, like, the importance of media for venture capital?

1:16.1

So I think it's probably important to recognize that it's never been a thing, really.

...

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