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
More from AGI Musings
- AI safety voices blur real risk with extinction talk, warns researcher: wrong fear is the worst fear — Dr_Atoosa · 2026-09-11
- AI safety insider: cheap extinction-risk talk is destroying the public's imagination of AI — Dr_Atoosa · 2026-09-11
- Hypothesis: ASI Has a Mathematical Incentive to Preserve Human Diversity — No_Cause_2731 · 2026-09-11
- New essay argues scaling laws originate in data structure, not architectures — gleech · 2026-09-11
- Seeking Optimism: Reddit Debates Whether Superintelligence Means Extinction — joshlove182 · 2026-09-11
- BlackHC: x-risk unlikely with current models, but rises sharply within a decade without changes — BlackHC · 2026-09-11