PERSON DIRECTORY
Raghu Raghuram
Raghu Raghuram appears in 4 indexed conversations across The a16z Show. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
How AI Is Reinventing Computing from Chips to Power
Ben HorowitzMartin CasadoRaghu RaghuramErik Torenberg
a16z’s new AI infrastructure fund captures a founder migration into hardware, with top-founder hardware pitches rising from roughly 3–5% to “north of 20% or 30%.”Hyperscaler capex, booked-out GPUs and resale premiums support opportunities across chips, power and cooling, while grid shortages, regulation and uncontrolled agent spending remain constraints.
Building the Real-World Infrastructure for AI, with Google, Cisco & a16z
Raghu RaghuramAmin VahdatJeetu Patel
AI infrastructure demand is outpacing deployment: Google’s seven- and eight-year-old TPUs remain at 100% utilization, while power, permitting, land, and supply chains may constrain trillions in committed spending for 3–5 years.Specialized silicon, distributed networking, and inference-native systems could deliver 10–100x efficiency gains, but bursty workloads and the need for full-stack co-design make utilization, architecture, and durable product differentiation central risks.
From the Dot-Com Crash to the AI Era: How Builders Survive Waves of Disruption
Martin CasadoRaghu RaghuramJeetu Patel
VMware’s cycle shows how a software abstraction can disrupt an incumbent before AWS retains the virtual machine and captures developers, a constituency VMware “had no idea how to work with.”Cisco’s reset targets market in nine months, $1 billion in three to four years, and 8–10 repeatable winners by combining protected two-pizza teams with scaled distribution.AI could expand infrastructure demand 100–1,000x as agents create sustained inference workloads, but vertical integration must remain open enough to include competitors such as Microsoft Teams.