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

In this episode of the a16z Podcast, a16z co-founder Ben Horowitz and general partners Martin Casado and David George interview Raghu Raghuram, a16z's newest managing director and general partner, about building and scaling enterprise software across multiple platform shifts, drawing lessons from Netscape and VMware. The discussion covers the strategy behind the Nicira acquisition, Raghu's experiences at Netscape and VMware, and his vision for how AI and robotics are transforming infrastructure, including opportunities for both early and late-stage companies. The panel also discusses the importance of partnerships, OEM deals, and navigating competitive landscapes, highlighting the unique challenges and opportunities in today's rapidly evolving tech industry.