World Model · podcast knowledge graph

The Infrastructure Behind the Machine Age

2026-08-28 · 55 min · episode 1181 · 15 entities

episode page audio

Asserted relationships

  • → references Martin Casado person
    0.77
    evidence rules-v4
    Link in episode "The Infrastructure Behind the Machine Age": https://x.com/martin_casado
  • → hosted by Andreessen Horowitz person
    0.55
    evidence rules-v4
    Feed author/publisher: Andreessen Horowitz
  • → discusses Science concept
    0.40
    evidence rules-v4
    Feed category: Science
  • → discusses Technology concept
    0.40
    evidence rules-v4
    Feed category: Technology
  • → discusses Business concept
    0.40
    evidence rules-v4
    Feed category: Business
  • → discusses Entrepreneurship concept
    0.40
    evidence rules-v4
    Feed category: Entrepreneurship
  • → hosted by a16z company
    0.40
    evidence rules-v4
    Feed author/publisher: a16z
  • → references The Machine Age Fund company
    0.38
    evidence rules-v4
    Link in episode "The Infrastructure Behind the Machine Age": https://a16z.news/p/the-machine-age-fund

Entities found in this episode

concepts 8

  • mentioned Science concept
    0.50
    evidence rules-v4
    Feed category: Science
  • mentioned Technology concept
    0.50
    evidence rules-v4
    Feed category: Technology
  • mentioned Business concept
    0.50
    evidence rules-v4
    Feed category: Business
  • mentioned Entrepreneurship concept
    0.50
    evidence rules-v4
    Feed category: Entrepreneurship
  • discusses Science concept
    0.40
    evidence rules-v4
    Feed category: Science
  • discusses Technology concept
    0.40
    evidence rules-v4
    Feed category: Technology
  • discusses Business concept
    0.40
    evidence rules-v4
    Feed category: Business
  • discusses Entrepreneurship concept
    0.40
    evidence rules-v4
    Feed category: Entrepreneurship

persons 4

  • mentioned Martin Casado person
    0.90
    evidence rules-v4
    Link in episode "The Infrastructure Behind the Machine Age": https://x.com/martin_casado
  • references Martin Casado person
    0.77
    evidence rules-v4
    Link in episode "The Infrastructure Behind the Machine Age": https://x.com/martin_casado
  • mentioned Andreessen Horowitz person
    0.70
    evidence rules-v4
    Feed author/publisher: Andreessen Horowitz
  • hosted by Andreessen Horowitz person
    0.55
    evidence rules-v4
    Feed author/publisher: Andreessen Horowitz

companys 3

  • mentioned The Machine Age Fund company
    0.45
    evidence rules-v4
    Link in episode "The Infrastructure Behind the Machine Age": https://a16z.news/p/the-machine-age-fund
  • hosted by a16z company
    0.40
    evidence rules-v4
    Feed author/publisher: a16z
  • references The Machine Age Fund company
    0.38
    evidence rules-v4
    Link in episode "The Infrastructure Behind the Machine Age": https://a16z.news/p/the-machine-age-fund
Episode description as stored
Ben Horowitz, Martin Casado, Raghu Raghuram, and Erik Torenberg discuss the launch of a16z's new Machine Age Fund and the infrastructure buildout behind AI, from chips, memory, and networking to power, cooling, and data centers. Why a dedicated fund now? The group argues that the bottleneck in AI is increasingly shifting from the models themselves to everything beneath them. Hyperscaler CapEx is surging, critical components are booked years in advance, and each new generation of reasoning and agents requires dramatically more compute. They unpack why this cycle looks different from previous infrastructure booms and how AI is turning problems once constrained by engineering into problems that can increasingly be attacked with capital and compute. They also explore where the next generation of infrastructure companies could emerge, why founders are returning to hard technical problems across hardware and systems, and what it will take to rebuild the computing stack for the Machine Age. Resources: Read more about the Machine Age Fund : https://www.a16z.news/p/the-machine-age-fund Follow Ben Horowitz on X: https://x.com/bhorowitz Follow Raghu Raghuram on X: https://x.com/RaghuRaghuram Follow Martin Casado on X: https://x.com/martin_casado Stay Updated: Find a16z on YouTube: YouTube Find a16z on X Find a16z on LinkedIn Listen to the a16z Show on Spotify Listen to the a16z Show on Apple Podcasts Follow our host: https://twitter.com/eriktorenberg 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 a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.