Theo Jaffee

speaker

1,082 appearances 21 recordings 1 series first heard Apr 2026 last heard 4d ago

Theo Jaffee’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 21 in all, peaking in Aug 2026 with 5.

Appearances

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The a16z Show · Martin Casado on Where the Value Is Going in AI · 22 Aug 2026 podcast

So like how how much does decades of experience matter in our

Well, so

So when did A sixteen Z realize for the first time, like, wow, this AI thing is gonna be a really big deal?

We're gonna need to spend like enormous amounts of money investing in infrastructure uh and in other things.

So relatedly there is an argument that some people make where it's like the labs are just gonna eat everything, they're gonna have the smartest models, they're gonna take over every vertical.

OpenAI and Anthropic are doing biotech now, they're gonna eat Eli Lilly, they're gonna eat all the pharma companies.

Obviously A sixteen Z doesn't believe in this.

Well, I don't know if we don't believe in that.

literal

Yeah, it does seem like model routing is like a very difficult technical problem.

I think it's AI complete.

So what like

To what extent is like the value of open router that it will eventually be able to do this kind of like AI complete model routing?

Yeah, I mean like if you use a decent amount of tokens on your two hundred dollar a month opening I or Anthropic plan, like they're losing a decent amount of money off of that.

Yeah.

So we talked about open router.

The other big acquisition of the week was Cursor.

Which was, I believe I'm getting this right, the biggest acquisition of a venture backed startup ever.

I think so

where does the bulk of the value of cursor to SpaceX come from?

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