a16z Podcast: How AI Is Rewriting the Power Law of Venture Capital
a16z Podcast · rss · 2026-09-10
a16z's Jen Kha and David George talk with Accolade Partners' Aram Verdiyan about how AI is reshaping venture investing.
Key points
- AI may be far bigger than traditional software, reaching labor, healthcare, transportation and services, letting the largest companies compound advantages in new ways.
- David George: capital itself now reinforces AI winners—buying more compute deepens the moat.
- Aram Verdiyan: AI should shift from a satellite position to a core allocation.
- They also cover changing venture/growth economics, distinguishing real AI traction from hype, and implications for legacy software and private equity.
- The biggest opportunities may still lie ahead in robotics, autonomy, healthcare, energy and physical infrastructure.
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