Monopolies vs Oligopolies in AI
In this interview from the 20VC podcast, Martin Casado (a16z General Partner) joins Harry Stebbings to unpack the state of AI, the rise of coding models, the future of open vs. closed source, and how value is shifting across the stack.
Martin offers a candid view of the opportunities and dangers shaping AI and venture capital today.
Resources:
Find Martin on X: https://x.com/martin_casado
Find Harry on X: https://x.com/harrystebbings
More about 20VC:
Subscribe on YouTube: https://www.youtube.com/@20VC
Subscribe on Spotify…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.