Jen Kha joins MTS to discuss Andreessen Horowitz's new $1.1 billion Machine Age fund, the physical infrastructure bottlenecks constraining AI development, and how countries are accelerating technology adoption as a national priority. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.

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MTS is a live news and interview show covering technology, business, politics, and culture as it happens.

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Timestamps:

(00:00) Introduction

(01:05) The Machine Age Thesis

(02:32) Why A Standalone Vehicle

(04:27) LP Demand For Hardware

(10:20) AI As Geopolitical Priority

(15:47) Data Center Backlash Realities

(20:38) Diligencing Hardware Founding Teams

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Note: This podcast is not investment, legal, or tax advice, and is intended for informational and entertainment purposes only. Hosts and guests may hold positions in the companies and securities discussed; do your own research before acting on anything you hear.

AI Has Solved Software — Now Hardware Eats the World

MTS

AI Has Solved Software — Now Hardware Eats the World