A16z Podcast

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:Why nations are building local “AI factories” instead of relying on U.S. cloud providersHow foundation models are becoming instruments of soft powerWhat the DeepSeek release tells us about China’s AI strategyWhether the world needs a “Marshall Plan for AI”And how open-source models could reshape the balance of powerAI isn’t just a technology anymore - it’s geopolitical infrastructure. This conversation maps the new battleground.Resources:Find Anj on X: https://x.com/AnjneyMidhaFind Guido on X: https://x.com/appenzStay Updated: Let us know what you think: https://ratethispodcast.com/a16zFind a16z on Twitter: https://twitter.com/a16zF