Ex-Cisco Exec Mike Volpi on a16z Podcast: Why AI Infrastructure Can Outlast the Bubble

a16z's podcast features former Cisco executive Mike Volpi, who draws on 70+ M&A deals and parallels with the 1990s fiber boom to argue that AI infrastructure investment holds long-term value and can survive a potential bubble.

2026-11-11 ~ 2026-11-12 · 2 related posts

• a16z Podcast: Mike Volpi on Why AI Infrastructure Will Outlast the Hype Cycle — a16z · 2026-11-11
• a16z podcast: Mike Volpi on Cisco's 70+ acquisition playbook and the AI buildout — a16z · 2026-11-12