a16z's Casado says AI can't do a VC's job — but it can do everything around it

alvelda · x · 2026-10-21

In an a16z interview, Martin Casado argues venture is relationship-driven and markets are efficient — the job is access, winning deals, and post-investment value-add, which "you have to be a human being to do." Alumnus Sam Alvelda agrees on relationships but notes AI can transform everything around them: the reading, the memory, the follow-up — which is what his team's AI venture associate, Hallie 9000, is built to handle.

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