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Raghu Raghuram

Showing 13 of 3 transcripts.

  1. a16z42 min

    Ben Horowitz on the Global Race for Tech, Power, and Influence

    Ben Horowitz, Anne Neuberger, Raghu Raghuram, Jen Kha

    Andreessen Horowitz is formally launching a global strategy that expands its operations beyond Silicon Valley to secure American technological leadership through dedicated offices in San Francisco and strategic partnerships in key allied regions like Japan, Mexico, and the Middle East. The firm leverages its unique government relations and industry networks to help portfolio companies navigate complex, non-transactional international markets, explicitly aiming to embed democratic values into global AI infrastructure while countering authoritarian tech models. By integrating capital with diplomatic and commercial alliances, the strategy focuses on accelerating the global expansion of U.S. startups and strengthening national security through private-sector innovation in defense and cybersecurity.

  2. a16z33 min

    Building the Real-World Infrastructure for AI, with Google, Cisco & a16z

    Raghu Raghuram, Amin Vahdat, Jeetu Patel

    Driven by a build-out 100 times larger than the late 1990s internet boom, the current infrastructure surge is constrained by three-to-five-year power and supply bottlenecks that are shifting data center locations and necessitating "scale across" architectures. As the industry enters a "golden age of specialization" through efficiency-focused accelerators and coherent cluster-wide networking, distinct geopolitical strategies are emerging that favor power-optimized hardware over cutting-edge process nodes. This environment compels Cisco to advocate for silicon diversity and full-stack innovation while internal enterprises like Google leverage AI to achieve significant productivity gains in code migration and operational workflows.

  3. a16z45 min

    From the Dot-Com Crash to the AI Era: How Builders Survive Waves of Disruption

    Martin Casado, Raghu Raghuram, Jeetu Patel

    The presentation analyzes how VMware was disrupted by cloud computing and containers before examining Cisco's strategic reset to regain innovation velocity by operating as a large startup while targeting tenfold performance gains. Leaders outline a specific execution framework that protects early-stage innovation teams through narrow ideal customer profiles and a product-led culture to navigate the shift from IT buyers to direct end-user adoption. Furthermore, the discussion positions Cisco as essential AI infrastructure, arguing that surging autonomous agent demand will require a 100x expansion in network capacity driven by a hybrid strategy of vertical integration and open ecosystem partnerships.