# AI Infrastructure, Distribution, and the Next Wave of Software

Page: https://stenobird.com/podcast/ai-a16z-6874937/ai-infrastructure-distribution-and-the-next-wave-of-software
Text version: https://stenobird.com/podcast/ai-a16z-6874937/ai-infrastructure-distribution-and-the-next-wave-of-software.md
Podcast: [AI + a16z](https://stenobird.com/podcast/ai-a16z-6874937)
Published: 2026-05-12T10:00:00+00:00
Episode link: https://ai-a16z.simplecast.com/episodes/ai-infrastructure-distribution-and-the-next-wave-of-software-4cCBe_Mt
Audio file: https://mgln.ai/e/1344/afp-848985-injected.calisto.simplecastaudio.com/112866f3-1a50-4a8d-b12e-850b73e71b33/episodes/fcf69858-2a4d-4d12-8ea2-50a933d95760/audio/128/default.mp3?aid=rss_feed&awCollectionId=112866f3-1a50-4a8d-b12e-850b73e71b33&awEpisodeId=fcf69858-2a4d-4d12-8ea2-50a933d95760&feed=Hb_IuXOo
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JSON: https://stenobird.com/v1/public/podcasts/ai-a16z-6874937/episodes/ai-infrastructure-distribution-and-the-next-wave-of-software
Duration seconds: 2321

## Resource

Sophie Buonassisi speaks with Jennifer Li, General Partner at a16z, about why infrastructure is becoming one of the most important areas in AI. They discuss how the shift to AI-native systems is reshaping everything from storage and compute to developer tooling and orchestration. The conversation explores early insights from companies like ElevenLabs, why distribution has become the defining advantage in AI, and how founders can think about product, research, and go-to-market in a rapidly evolving landscape. Jennifer also shares her perspective on creative tools, the role of AI in storytelling, and what the next phase of the ecosystem may look like. This episode originally aired on the GTMnow Podcast.

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## Transcript

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