The Race for AI—Search, National Infrastructure, & On-Device AI
About this episode
From the show’s notesThe AI race is on, and 2025 could be its most transformative year yet.
In this episode, a16z General Partners Anjney Midha and Jennifer Li, and Partner Alex Immerman dive into the trends reshaping AI and its impact on search, infrastructure, and devices.
Read the show’s notes in full
We explore:
How AI-native tools like ChatGPT and Perplexity are challenging Google’s search dominance.
The rise of infrastructure independence as governments prioritize compute, energy, and data.
The future of smaller, on-device AI models driving privacy, performance, and new consumer applications.
With insights from a16z’s Growth and Infrastructure teams, this episode unpacks the forces driving AI innovation—and the opportunities founders and nations could seize to lead in the next wave of technology.
Stay tuned for more in this four-part series, and explore the full 50 Big Ideas for 2025 at a16z.com/bigideas.
Resources:
Find Alex on X: x.com/aleximm
FInd Anjney on X: x.com/AnjneyMidha
FInd Jennifer on X: x.com/JenniferHli
Stay Updated:
Let us know what you think: ratethispodcast.com/a16z
Find a16z on Twitter: twitter.com/a16z
Find a16z on LinkedIn: linkedin.com/company/a16z
