AI’s Capital Flywheel: Models, Money, and the Future of Power
About this episode
The episode discusses the unique aspects of the current AI investment cycle and its implications for venture capital.
a16z's Martin Casado and Sarah Wang join Latent Space hosts Alessio Fanelli and Swyx to discuss what makes this AI investment cycle unlike anything in the history of venture capital. They cover why the lines between venture and growth, apps and infrastructure are blurring, how frontier model companies can raise more than the aggregate of everyone built on top of them, and why the industry-wide gap between perception and reality has never been wider.
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