The a16z Show

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/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.  Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.