// OVERVIEW
Global networking and cybersecurity technology company.
Discussed in
- 20VC_ The AI Bubble Is Wrong _ AI Margins Need to Improve _ Revenue Concentration Should be a Concern _ Why People Over-Estimate Open Models But Enterprises Still Fear Frontier Models with Aaron Katz,
- The Infrastructure Behind the Machine Age
- 🔄 Routing roulette
- DeepSeek Closes in on Anthropic's Top Model
- BREAKING_ Nikesh Arora, Palo Alto Networks
- The Two Ways to Sell AI_ Lighthouse or Landgrab_
- 👾 Agent apocalypse
- Jensen Huang — GTC Paris Keynote at VivaTech
- 🔥 SpaceX Files for the Largest IPO in History, AI Valuations Hit New Records, Ceasefire Still Unsigned - Here's the State of the Market in May 2026
- GameStop's CEO Struggles to Explain His eBay Offer
// RECENT MENTIONS
// SIGNALS
26 SIGNALS
01
mention·The a16z Show·OCTOBER 19, 2026
“Cisco and Akamai were infrastructure companies in the '90s, and then Amazon and eBay were application companies.”
Source→02
m_and_a·The a16z Show·OCTOBER 16, 2026
Source→AI-extracted from podcast / newsletter / paper summaries. May contain errors.