In this panel discussion, Guido Appenzeller, along with Martin Casado, Jennifer Li, and Matt Bornstein from a16z's Infra team, explore the evolving landscape of infrastructure in the age of AI. They define infrastructure, distinguishing it from enterprise, and discuss how AI and models form a fourth pillar alongside compute, storage, and networking. The conversation covers the disruption of software by AI, the rise of technical users as buyers, and the defensibility of infra companies. They also reflect on past infra waves, including cloud and COVID, and debate the impact of AI on coding, the role of agents, and whether vertical integration or horizontal specialization will dominate the AI landscape. The panel emphasizes the importance of understanding new behaviors and use cases driven by AI, while maintaining a pragmatic approach amidst the hype.
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