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Raghu Raghuram: AI, Robotics, and the Rebirth of Infrastructure

30 min episode · 2 min read
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Episode

30 min

Read time

2 min

Topics

Artificial Intelligence

AI-Generated Summary

Key Takeaways

  • How do enterprise software companies navigate major platform shifts?
  • What made the Nicira acquisition so successful for VMware?
  • Where are the biggest opportunities in AI infrastructure today?

What It Covers

Raghu Raghuram joins a16z as managing director, discussing his journey from Netscape through VMware's growth, the Nicira acquisition, and opportunities in AI infrastructure and robotics.

Key Questions Answered

  • How do enterprise software companies navigate major platform shifts?
  • What made the Nicira acquisition so successful for VMware?
  • Where are the biggest opportunities in AI infrastructure today?

Notable Moment

Raghuram reveals Microsoft embedded bugs in Windows specifically to break Netscape's browser and threatened to withhold Windows 95 from Compaq unless they canceled their Netscape partnership deal.

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