What happens when AI stops being just infrastructure—and becomes a matter of national identity and global power?
In this episode, a16z’s Anjney Midha and Guido Appenzeller explore the rise of sovereign AI—the idea that countries must own their own AI models, data centers, and value systems.
From Saudi Arabia’s $100B+ AI ambitions to the cultural stakes of model alignment, we examine:
AI isn’t just a technology anymore – it’s geopolitical infrastructure. This conversation maps the new battleground.
Anjney Midha is a general partner at Andreessen Horowitz, where he invests in AI, infrastructure, and open source technology.
Guido Appenzeller is an investor at Andreessen Horowitz, where he focuses on AI, infrastructure, open source technology, and silicon.
Erik Torenberg is a general partner at Andreessen Horowitz, where he focuses on investing and running our marketing & ecosystem orgs.
The a16z Podcast discusses the most important ideas within technology with the people building it. Each episode aims to put listeners ahead of the curve, covering topics like AI, energy, genomics, space, and more.