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Enterprise Software Transformation

Discussed in 3 analyzed podcast episodes across 3 shows

Discussed On

The a16z Show TBPN AI + a16z

Episodes

The a16z Show · Feb 26, 2026

When Giants Don’t Go Public: Inside the $5 Trillion Private Tech Market

Private vs public market dynamics IPO timing and decision factors Employee equity and liquidity solutions SPV (Special Purpose Vehicle) proliferation AI infrastructure investment

TBPN · Feb 3, 2026

Live From Cisco AI Summit | Chuck Robbins, Aaron Levie, Jeetu Patel, Costa Kladianos, Dylan Patel

AI Infrastructure Scaling Geopolitical Technology Policy Cross-Data Center Training Semiconductor Supply Chain Space-Based Computing

AI + a16z · Jan 27, 2026

Martin Casado on the Demand Forces Behind AI

AI Infrastructure Investment SaaS Business Model Evolution Data Center Regulatory Constraints AI Agent Decision Making Consumption-Based Pricing