a16z and Accolade: AI is rewriting the power law of venture capital
a16z · youtube · 2026-09-10
a16z's Jen Kha and David George sit down with Accolade Partners' Aram Verdiyan on how AI is reshaping tech investing:
- Extreme winner-take-all: capital itself now compounds AI companies' advantage — they can buy more compute, a flywheel traditional software never had
- AI may be far bigger than software, reaching labor, healthcare, transportation and services
- Portfolio construction: Verdiyan argues AI should be a core allocation, not a satellite position
- LP sentiment on "catching a falling knife" and how venture has structurally changed since the 2000s
- The legacy SaaS problem and why "AI private equity" isn't a panacea
- The real bottleneck: data centers and chips
- Biggest remaining opportunities in robotics, autonomy, healthcare, energy and physical infrastructure
Related event: a16z Talk: AI Returns Follow Extreme Power Law, Adoption Still Early(3 posts)→
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