AI Infrastructure, Distribution, and the Next Wave of Software

Sophie Buonassisi speaks with Jennifer Li, general partner at a16z, about why infrastructure is becoming one of the most important areas in AI. They discuss how the shift to AI-native systems is reshaping everything from storage and compute to developer tooling and orchestration.

The conversation explores early insights from companies like ElevenLabs, why distribution has become the defining advantage in AI, and how founders can think about product, research, and go-to-market in a rapidly evolving landscape. Jennifer also shares her perspective on creative tools, the role of AI in storytelling, and what the next phase of the ecosystem may look like.

This episode originally aired on the GTMnow Podcast.

Resources:

Follow Jennifer Li on X: https://x.com/JenniferHli

Listen to more episodes of the GTMnow Podcast: https://gtmnow.com/podcast/

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

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