Raghu Raghuram: AI, Robotics, and the Rebirth of Infrastructure

2025-10-27 · 30 min · episode 954 · 16 entities

episode page audio

Asserted relationships

→ references Martin Casado person

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Link in episode "Raghu Raghuram: AI, Robotics, and the Rebirth of Infrastructure": https://x.com/martin_casado
→ references A16z Podcast podcast

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Link in episode "Raghu Raghuram: AI, Robotics, and the Rebirth of Infrastructure": https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711
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→ hosted by a16z company

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Entities found in this episode

concepts 9

mentioned Science concept

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mentioned Technology concept

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Feed category: Technology
mentioned Business concept

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mentioned Entrepreneurship concept

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mentioned AI, Robotics, and the Rebirth of Infrastructure concept

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Raghu Raghuram: AI, Robotics, and the Rebirth of Infrastructure
discusses Science concept

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Feed category: Science
discusses Technology concept

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Feed category: Technology
discusses Business concept

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Feed category: Business
discusses Entrepreneurship concept

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Feed category: Entrepreneurship

persons 4

mentioned Martin Casado person

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evidence rules-v4
Link in episode "Raghu Raghuram: AI, Robotics, and the Rebirth of Infrastructure": https://x.com/martin_casado
references Martin Casado person

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evidence rules-v4
Link in episode "Raghu Raghuram: AI, Robotics, and the Rebirth of Infrastructure": https://x.com/martin_casado
mentioned Andreessen Horowitz person

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Feed author/publisher: Andreessen Horowitz
hosted by Andreessen Horowitz person

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Feed author/publisher: Andreessen Horowitz

podcasts 2

mentioned A16z Podcast podcast

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evidence rules-v4
Link in episode "Raghu Raghuram: AI, Robotics, and the Rebirth of Infrastructure": https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711
references A16z Podcast podcast

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evidence rules-v4
Link in episode "Raghu Raghuram: AI, Robotics, and the Rebirth of Infrastructure": https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711

companys 1

hosted by a16z company

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Feed author/publisher: a16z

Episode description as stored

From Netscape to VMware, Raghu Raghuram has been at the center of nearly every major inflection point in enterprise technology. In this episode, Raghu joins Ben Horowitz, Martin Casado and David George to reflect on the early internet wars with Microsoft, how Netscape’s browser battles shaped a generation of founders, and the inside story of one of the most successful tech acquisitions in history, VMware’s $1.3B purchase of Nicira, which redefined modern networking and grew into a multi-billion-dollar business. They discuss how VMware scaled from tens of millions to over $13 billion in revenue, what it took to outlast the cloud revolution, and why AI is now triggering the biggest infrastructure reset since virtualization. Raghu shares his vision for the next decade — from data-center robotics and energy-aware compute to how AI is reshaping both startups and giants alike. Resources: Follow Raghu on X: https://x.com/RaghuRaghuram Follow Ben on X: https://x.com/bhorowitz Follow Martin on X: https://x.com/martin_casado Follow David on X: https://x.com/DavidGeorge83 Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends! Find a16z on X: https://x.com/a16z Find a16z on LinkedIn: https://www.linkedin.com/company/a16z Listen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX Listen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711 Follow our host: https://x.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 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.