In this feed drop from The Six Five Pod, a16z General Partner Martin Casado discusses how AI is changing infrastructure, software, and enterprise purchasing. He explains why current constraints are driven less by technical limits and more by regulation, particularly around power, data centers, and compute expansion.

The episode also covers how AI is affecting software development, lowering the barrier to coding without eliminating the need for experienced engineers, and how agent-driven tools may shift infrastructure decision-making away from humans.

Follow Martin Casado on X: https://twitter.com/martin_casado  

Follow Patrick Moorhead on X:  https://twitter.com/PatrickMoorhead

Follow Daniel Newman on X: https://twitter.com/danielnewmanUV

Watch more from Six Five Media: https://www.youtube.com/@SixFiveMedia

Check out everything a16z is doing with artificial intelligence here, including articles, projects, and more podcasts.

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