Is AI the Fourth Pillar of Infrastructure?
Infrastructure doesn’t go away — it layers. And today, AI is emerging as a new foundational layer alongside compute, storage, and networking.
Erik Torenberg interviews a16z’s Martin Casado, Jennifer Li, and Matt Bornstein breaking down how infrastructure is evolving in the age of AI — from models and agents to developer tools and shifting user behavior.
We dive into what infra actually means today, how it differs from enterprise, and why software itself is being disrupted. Plus, we explore the rise of technical users as buyers, what makes infra companies defensible, and how past waves — from the cloud to COVID to AI — are reshaping how we build and invest.
