The Future of Software Development - Vibe Coding, Prompt Engineering & AI Assistants
a16z Podcast21 Heinä

The Future of Software Development - Vibe Coding, Prompt Engineering & AI Assistants

Is AI the Fourth Pillar of Infrastructure?

Infrastructure doesn’t go away — it layers. And today, AI is emerging as a new foundational layer alongside compute, storage, and networking.

Erik Torenberg interviews a16z’s Martin Casado, Jennifer Li, and Matt Bornstein breaking down how infrastructure is evolving in the age of AI — from models and agents to developer tools and shifting user behavior.

We dive into what infra actually means today, how it differs from enterprise, and why software itself is being disrupted. Plus, we explore the rise of technical users as buyers, what makes infra companies defensible, and how past waves — from the cloud to COVID to AI — are reshaping how we build and invest.

Timestamps:

(00:00) Introduction

(01:49) Defining Infrastructure in the AI Era

(03:15) The Fourth Pillar: AI's Role in Infrastructure

(06:01) Historical Context and Evolution of Infrastructure

(08:20) The Impact of AI on Software Development

(10:18) Investment Strategies and Market Dynamics

(17:02) Developer Tools and AI Integration

(20:57) Defensibility in the AI Landscape

(22:16) Founders' Intuition and Industry Progress

(22:26) Defensibility in AI Infrastructure

(24:00) Expansion and Contraction Phases in the Industry

(24:35) The Role of Layers in Market Consolidation

(27:43) The Future of AI Models and Specialization

(29:27) The Decade of AI Agents

(29:54) Context Engineering and New Infrastructure

(34:23) The Evolution of Software Development

(42:13) Horizontal vs. Vertical Integration in AI

(43:54) Conclusion and Final Thoughts

Resources:

Find Martin on X: https://x.com/martin_casado

Find Jennifer on X: https://x.com/JenniferHli

Find Matt on X: https://x.com/BornsteinMatt

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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.

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a16z Podcast: Dumb Storage Gets Smart

a16z Podcast: Dumb Storage Gets Smart

Storage as a set of technologies in the datacenter has a conservative reputation when it comes to innovation. Reliability, capacity, speed, and cost -- those have long been the only levers to pull in storage technology. Until Paula Long had the idea to add intelligence to enterprise-grade storage. Long, the CEO and founder of DataGravity joins a16z's Peter Levine for a discussion about storage. Why (and how) intelligence is a fit for storage technology, and how this smarter approach to handling data fits in with the datacenter of the future. The views expressed here are those of the individual AH Capital Management, L.L.C. (“a16z”) personnel quoted and are not the views of a16z or its affiliates. Certain information contained in here has been obtained from third-party sources, including from portfolio companies of funds managed by a16z. While taken from sources believed to be reliable, a16z has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation. This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. Furthermore, this content is not directed at nor intended for use by any investors or prospective investors, and may not under any circumstances be relied upon when making a decision to invest in any fund managed by a16z. (An offering to invest in an a16z fund will be made only by the private placement memorandum, subscription agreement, and other relevant documentation of any such fund and should be read in their entirety.) Any investments or portfolio companies mentioned, referred to, or described are not representative of all investments in vehicles managed by a16z, and there can be no assurance that the investments will be profitable or that other investments made in the future will have similar characteristics or results. A list of investments made by funds managed by Andreessen Horowitz (excluding investments and certain publicly traded cryptocurrencies/ digital assets for which the issuer has not provided permission for a16z to disclose publicly) is available at https://a16z.com/investments/. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Please see https://a16z.com/disclosures for additional important information.

19 Joulu 201421min

a16z Podcast: Why the Datacenter Needs an Operating System

a16z Podcast: Why the Datacenter Needs an Operating System

What does an operating system for today's datacenter look like? Why do we even need one, and how does it function? Mesosphere's Benjamin Hindman, the co-creator of Apache Mesos, joins Steven Sinofsky for an all-OS discussion. The views expressed here are those of the individual AH Capital Management, L.L.C. (“a16z”) personnel quoted and are not the views of a16z or its affiliates. Certain information contained in here has been obtained from third-party sources, including from portfolio companies of funds managed by a16z. While taken from sources believed to be reliable, a16z has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation. This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. Furthermore, this content is not directed at nor intended for use by any investors or prospective investors, and may not under any circumstances be relied upon when making a decision to invest in any fund managed by a16z. (An offering to invest in an a16z fund will be made only by the private placement memorandum, subscription agreement, and other relevant documentation of any such fund and should be read in their entirety.) Any investments or portfolio companies mentioned, referred to, or described are not representative of all investments in vehicles managed by a16z, and there can be no assurance that the investments will be profitable or that other investments made in the future will have similar characteristics or results. A list of investments made by funds managed by Andreessen Horowitz (excluding investments and certain publicly traded cryptocurrencies/ digital assets for which the issuer has not provided permission for a16z to disclose publicly) is available at https://a16z.com/investments/. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Please see https://a16z.com/disclosures for additional important information.

18 Joulu 201431min

a16z Podcast: Enough with the Old Stuff -- Time for New Questions in Mobile

a16z Podcast: Enough with the Old Stuff -- Time for New Questions in Mobile

It's been a long and (at times) interesting battle pitching iOS vs. Android. It's time to let it go, says a16z's Benedict Evans. It's time to move on to a new set of questions -- and ideas -- in mobile. The views expressed here are those of the individual AH Capital Management, L.L.C. (“a16z”) personnel quoted and are not the views of a16z or its affiliates. Certain information contained in here has been obtained from third-party sources, including from portfolio companies of funds managed by a16z. While taken from sources believed to be reliable, a16z has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation. This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. Furthermore, this content is not directed at nor intended for use by any investors or prospective investors, and may not under any circumstances be relied upon when making a decision to invest in any fund managed by a16z. (An offering to invest in an a16z fund will be made only by the private placement memorandum, subscription agreement, and other relevant documentation of any such fund and should be read in their entirety.) Any investments or portfolio companies mentioned, referred to, or described are not representative of all investments in vehicles managed by a16z, and there can be no assurance that the investments will be profitable or that other investments made in the future will have similar characteristics or results. A list of investments made by funds managed by Andreessen Horowitz (excluding investments and certain publicly traded cryptocurrencies/ digital assets for which the issuer has not provided permission for a16z to disclose publicly) is available at https://a16z.com/investments/. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Please see https://a16z.com/disclosures for additional important information.

17 Joulu 201436min

a16z Podcast: Gateway Gadgets to the Internet of Things

a16z Podcast: Gateway Gadgets to the Internet of Things

The Internet of Things puts intelligence into all kinds of things -- especially in the home, from appliances to light bulbs and door locks. But we still have a ways to go. “We need to be very patient in this category,” says Quirky CEO Ben Kaufman in a conversation with a16z General Partner Scott Weiss. The technology is available, Kaufman adds, we just need our things -- and habits -- to be ready too. So when does this technology go mainstream? What gadget do they think will push it over the edge ... and what might hold it back even longer? The views expressed here are those of the individual AH Capital Management, L.L.C. (“a16z”) personnel quoted and are not the views of a16z or its affiliates. Certain information contained in here has been obtained from third-party sources, including from portfolio companies of funds managed by a16z. While taken from sources believed to be reliable, a16z has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation. This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. Furthermore, this content is not directed at nor intended for use by any investors or prospective investors, and may not under any circumstances be relied upon when making a decision to invest in any fund managed by a16z. (An offering to invest in an a16z fund will be made only by the private placement memorandum, subscription agreement, and other relevant documentation of any such fund and should be read in their entirety.) Any investments or portfolio companies mentioned, referred to, or described are not representative of all investments in vehicles managed by a16z, and there can be no assurance that the investments will be profitable or that other investments made in the future will have similar characteristics or results. A list of investments made by funds managed by Andreessen Horowitz (excluding investments and certain publicly traded cryptocurrencies/ digital assets for which the issuer has not provided permission for a16z to disclose publicly) is available at https://a16z.com/investments/. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Please see https://a16z.com/disclosures for additional important information.

13 Joulu 201415min

a16z Podcast: Technology and the Opening of Myanmar

a16z Podcast: Technology and the Opening of Myanmar

After years of being shut off to the world -- Myanmar is opening itself up. Not just across physical borders, but also the digital. What happens when the vast majority of a population suddenly has access to a cell phone, not to mention Facebook? How is technology manifesting itself in the media, in the economy and in the education of a population eager to use the tools it suddenly has access to? What can Myanmar teach the rest of the world about the opportunities that arise, and potential pitfalls, when a wave of new technology crashes down? Joining the discussion is David Madden from non-profit Internews and the founder of the brand-new Phandeeyar: Myanmar Innovation Lab; Aye Moah, founder of Silicon Valley-based startup Baydin (in photo); and Ethan Zuckerman director of the Center for Civic Media at MIT.

8 Joulu 201433min

a16z Podcast: If Coding is the New Literacy, How Can More People Code?

a16z Podcast: If Coding is the New Literacy, How Can More People Code?

Technology can be an equalizer, especially as new tools democratize the expertise that was previously held only by a limited few. But is coding really the new literacy -- the fourth “r” -- after reading, writing and arithmetic? Should it be? Why does this even matter, and how can coding enable more people?

8 Joulu 201435min

a16z Podcast: Where the Growth in Cloud and Enterprise Software Really Is (with Marc Benioff)

a16z Podcast: Where the Growth in Cloud and Enterprise Software Really Is (with Marc Benioff)

VCs wouldn't fund Salesforce ("that obviously won't work") when Marc Benioff began. With the cloud a growing part of practically every company, government, organization, and people's lives, a lot's changed since 1999. But what's next? Do enterprise CEOs get (mobile) religion? [Answer: not yet. Benioff thinks there's a ton of opportunity ahead there.] What's happening with international growth, when countries want their own clouds and 90% of enterprise software is bought in just 7 countries?

5 Joulu 201434min

a16z Podcast: Security’s Wakeup Call

a16z Podcast: Security’s Wakeup Call

The security landscape is changing. Can companies fight back against an increasingly well-armed and sophisticated set of bad players? “I think it is the beginning of a wakeup call,” former deputy secretary of defense Ashton Carter says. “That said, I think there are a lot of people at the top that don’t know what to do.” Carter (who is is expected to be formally nominated as the next Secretary of Defense) joins a16z board partner John Jack and Yahoo security chief Alex Stamos for a wide-ranging discussion about the state of security.

3 Joulu 201429min

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