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.

Avsnitt(1000)

The Robot Lawyer Resistance

The Robot Lawyer Resistance

What happens when you don’t have the resources to fight for your rights? Whether it’s a major medical bill or a more minor parking ticket… even if you were in the right, is it easier to just… pay?Well...

1 Mars 202348min

The Challenge of Replicating Reality

The Challenge of Replicating Reality

What would you do if you believed in an idea but everyone said it would fail, nobody would fund you, and the industry was experiencing a nuclear winter?Despite experiencing exactly that, Sandbox VR fo...

22 Feb 202356min

The 1000x Developer

The 1000x Developer

A small minority – likely less than 1% – of the world can code. Yet also widely known that the skillset tends to yield outsized returns, with developers generating some of the highest paying salaries ...

16 Feb 20231h

The State of Apps

The State of Apps

A few weeks ago, Apple released a stunning statistic: they’ve paid developers over $320B — yes, billion! — since the launch of the App Store in 2008, highlighting the cast opportunity in the marketpla...

9 Feb 20231h 4min

Disrupting the World’s Largest Asset Class with Adam Neumann

Disrupting the World’s Largest Asset Class with Adam Neumann

Back in August, after a16z announced our investment into Adam Neumann’s new company, Flow, it felt like almost everyone – whether it was other VCs, founders, or journalists – had something to say.But ...

7 Feb 202349min

Healthspan, Lifespan, and the Biology of Aging

Healthspan, Lifespan, and the Biology of Aging

In this cross-over episode from Bio Eats World, Kristen Fortney, cofounder and CEO of BioAge, joins Vijay Pande, founding partner of a16z Bio + Health, and Olivia Webb, editorial lead, to discuss the ...

3 Feb 202336min

2023 Big Ideas in Technology (Part 2)

2023 Big Ideas in Technology (Part 2)

At the end of 2022, our team at a16z asked dozens of partners across the firm to spotlight one big idea that startups in their fields could tackle in 2023.Emerging from this exercise came 40+ builder-...

27 Jan 20231h 8min

2023 Big Ideas in Technology (Part 1)

2023 Big Ideas in Technology (Part 1)

At the end of 2022, our team at a16z asked dozens of partners across the firm to spotlight one big idea that startups in their fields could tackle in 2023.Emerging from this exercise came 40+ builder-...

24 Jan 20231h 22min

Populärt inom Business & ekonomi

framgangspodden
varvet
rss-jossan-nina
rss-svart-marknad
rss-borsens-finest
avanzapodden
uppgang-och-fall
svd-tech-brief
badfluence
bathina-en-podcast
lastbilspodden
fill-or-kill
rss-dagen-med-di
rss-inga-dumma-fragor-om-pengar
24fragor
tabberaset
kapitalet-en-podd-om-ekonomi
rss-kort-lang-analyspodden-fran-di
rikatillsammans-om-privatekonomi-rikedom-i-livet
borsmorgon