Episodes
The a16z Show · Feb 26, 2026
When Giants Don’t Go Public: Inside the $5 Trillion Private Tech Market
Private vs public market dynamicsIPO timing and decision factorsEmployee equity and liquidity solutionsSPV (Special Purpose Vehicle) proliferationAI infrastructure investment
View AnalysisElon Musk Podcast · Feb 21, 2026
AI UPDATE: Infosys Replaces Human Labor With Anthropic
AI Agents vs ChatbotsKnowledge DistillationAI Orchestration and Multi-Agent SystemsConstitutional AI and SafetyLegacy System Integration
View AnalysisOdd Lots · Feb 20, 2026
A16Z's David George on How Private and Public Markets Fused Into One
Private vs. Public Markets Capital DynamicsEmployee Equity and Liquidity in Private CompaniesTender Offers as IPO AlternativeAI Infrastructure Investment and ROISoftware Company Valuation in AI Era
View AnalysisJoe Lonsdale: American Optimist · Feb 17, 2026
Ep 142: Understanding the AI Wave with 8VC's Alex Kolicich & Jack Moshkovich
AI Model Commoditization and Pricing PowerEnterprise Software Transformation (1.0 to 3.0)Vertical AI Applications vs. Horizontal ModelsForward-Deployed Engineer (FDE) Sales MotionAI Agent Autonomy and Human Escalation
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