{"podcast":{"title":"The a16z Show","slug":"the-a16z-show-436525","podcast_index_feed_id":436525,"rss_url":"https://feeds.simplecast.com/JGE3yC0V","website_url":"https://a16z.simplecast.com","image_url":"https://image.simplecastcdn.com/images/0d97354a-306b-45f5-bf26-a8d81eef47ec/ed2664df-9371-438e-8baf-dd2ee0fdde87/3000x3000/thea16zshow-podcastcoverart-3000x3000.jpg?aid=rss_feed","author":"a16z","episode_count":1000,"summary":"The a16z Show discusses tech and culture trends, news, and the future – especially as ‘software eats the world’. It features industry experts, business leaders, and other interesting thinkers and voices from around the world. This show is produced by Andreessen Horowitz (aka “a16z”), a Silicon Valley-based venture capital firm. Multiple episodes are released every week; visit a16z.com for more details and to sign up for our newsletters and other content as well!","last_synced_at":"2026-09-19T16:19:21.546571+00:00","page_url":"https://stenobird.com/podcast/the-a16z-show-436525"},"episode":{"title":"Martin Casado on Where the Value Is Going in AI","slug":"martin-casado-on-where-the-value-is-going-in-ai","published_at":"2026-08-22T10:00:00+00:00","page_url":"https://stenobird.com/podcast/the-a16z-show-436525/martin-casado-on-where-the-value-is-going-in-ai","show_page_url":"https://stenobird.com/podcast/the-a16z-show-436525","url":"https://a16z.simplecast.com/episodes/martin-casado-on-where-the-value-is-going-in-ai-750ULKGM","audio_url":"https://mgln.ai/e/1344/afp-848985-injected.calisto.simplecastaudio.com/3f86df7b-51c6-4101-88a2-550dba782de8/episodes/0f74143d-54d1-41fc-bb21-edb7d10bf376/audio/128/default.mp3?aid=rss_feed&awCollectionId=3f86df7b-51c6-4101-88a2-550dba782de8&awEpisodeId=0f74143d-54d1-41fc-bb21-edb7d10bf376&feed=JGE3yC0V","summary":"Martin Casado joins MTS hosts Theo Jaffee and Sophia Dew to unpack where value is actually accruing in AI, why this technology cycle looks fundamentally different from previous waves, and whether the frontier labs will ultimately capture most of the market. Martin explains why AI has turned venture into a scale-up capital game, where small teams can productively deploy extraordinary amounts of money, and why the relationship between capital, innovation, and growth has never been tighter. He lays out the case both for and against the frontier labs dominating AI, the role of open-source and specialist models, and why applications are increasingly capturing more value. The conversation also explores model routing, AI economics, founder-market fit, and why Martin believes this may be the biggest unlock of wealth he's seen since the 1990s.","meta_description":"Martin Casado joins MTS hosts Theo Jaffee and Sophia Dew to unpack where value is actually accruing in AI, why this technology cycle looks fundamentally d…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2521,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-a16z-show-436525/episodes/martin-casado-on-where-the-value-is-going-in-ai/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-a16z-show-436525/martin-casado-on-where-the-value-is-going-in-ai.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}