About this channel
Building software is only part of building a technology business. The a16z episode selection repeatedly returns to the work around the product: deploying it, choosing its scope, finding talent and…
Building software is only part of building a technology business. The a16z episode selection repeatedly returns to the work around the product: deploying it, choosing its scope, finding talent and understanding the infrastructure it depends on. AI agents and changes in software occupy much of the programme, while discussions of education and the internet's original model widen the frame to the systems in which new companies operate.
The formats include product discussions, interviews and accounts of testing personal AI agents. An episode about the gap between creating an agent and deploying one focuses attention on what happens after the initial build. Another follows how Jev turns AI into software that performs tasks. Together with discussion of AI's place inside software, these pieces make the channel relevant to founders and builders trying to turn technical capability into something people can use.
Product judgment is a separate theme. Ben Horowitz appears in a discussion of what makes a product good, and another title makes the case for fewer features. Talent and learning receive similar attention through material on spotting exceptional people and a conversation with Replit CEO Amjad Masad about what young people should learn in the AI era.
Viewers interested in startups can move between practical product questions and broader discussions of infrastructure and investment cycles. The selection offers several perspectives on the same underlying challenge: deciding what to build, what is needed to make it work beyond a demonstration, and which skills and people will help a company adapt as its technical environment changes.
Latest episode
Building the Cloud for AI Agents | AWS CEO Matt Garman
a16z’s Raghu Raghuram sits down with AWS CEO Matt Garman to discuss how AI is reshaping the cloud, from the needs of AI-native startups to infrastructure increasingly designed for agents.
Matt…
a16z’s Raghu Raghuram sits down with AWS CEO Matt Garman to discuss how AI is reshaping the cloud, from the needs of AI-native startups to infrastructure increasingly designed for agents.
Matt explains how AWS is adapting as agents write code and manage infrastructure, why it’s reserving scarce GPU capacity for startups, and where custom chips like Trainium and Graviton fit into the AI stack.
They also discuss Amazon's $220 billion capital investment, the shifting bottlenecks in the infrastructure buildout, what enterprises need to trust autonomous agents, and how AWS's own teams are building with agents.
Timestamps:
00:00 - Intro
00:55 - $169B, growing 37%
02:51 - Why startups are the lifeblood
12:26 - Rethinking cloud for agents
16:24 - The GPU allocation problem
21:27 - Is the AI CapEx a bubble?
30:22 - Clearing up data center myths
33:07 - The Graviton and Trainium bet
40:06 - Where enterprises are stuck on agents
45:43 - AI risk, Hugging Face, and Continuum
Resources:
Follow Matt Garman on X: https://x.com/mattsgarman
Follow Matt Garman on LinkedIn: https://www.linkedin.com/in/mattgarman
Follow Raghu Raghuram on X: https://x.com/RaghuRaghuram
Learn more about AWS: https://aws.amazon.com/
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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see http://a16z.com/disclosures.
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