AnalysisBusinessNovember 11, 2026

a16z panel compares AI buildout to the internet boom

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Mike Volpi, who helped shape Cisco's strategy during the internet buildout, joins a16z's Raghu Raghuram and Guido Appenzeller to compare today's GPU and data-center investment to that era. The panel argues AI infrastructure will outlast the hype cycle.

People · Mike Volpi, Raghu Raghuram, Guido Appenzeller

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