"Ben Horowitz and Raghu Raghuram first met at Netscape, in very different lives. Horowitz took on the then-very-early-career Raghuram as a product manager at the seminal dotcom era browser company. In the decades since, Horowitz went on to build VC giant Andreessen Horowitz (a16z), while Raghuram took his own path to VMware, rising to CEO in 2021, and two years later shepherding the cloud infrastructure giant through its $69 billion acquisition by Broadcom."
"This week, the two former colleagues were reunited with Raghuram joining a16z as a managing partner. Raghuram, who will be a general partner on the firm's AI infrastructure and growth teams, is joining a16z at a time of great change-both in the VC business and, thanks to AI, across the tech industry. I sat down with Horowitz and Raghuram to discuss some of these changes, and to learn more about the opportunities and challenges that the VC firm, and its newest partner, are thinking about."
Ben Horowitz and Raghu Raghuram first met at Netscape and later pursued divergent tech careers. Raghuram rose to VMware CEO in 2021 and led the company through its $69 billion acquisition by Broadcom. Raghuram joined Andreessen Horowitz as a managing partner and will be a general partner on the firm's AI infrastructure and growth teams. He frames AI as a shift from deterministic to probabilistic computing and predicts abundant, cheap reasoning capabilities that create broad enterprise and consumer opportunities. Horowitz characterizes the AI transition as the largest opportunity set the firm has seen. Andreessen Horowitz now manages over $40 billion and has expanded into wealth and public markets.
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