Jack Altman & Martin Casado on the Future of VC

In this episode of the Uncapped podcast, Jack Altman interviews Martin Casado, a general partner at a16z, about the evolving landscape of venture capital, the increasing importance of media for VCs, and a16z's shift from generalist to specialized platforms. They delve into the rise of AI infrastructure, discussing its value, potential for disruption, and the talent competition it fuels. Casado shares his insights on navigating conflicts within a large portfolio, the importance of open source in AI, and the dynamics of board relationships, emphasizing the need to identify and invest in the best teams within promising markets.