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Jennifer Li: AI models are the fourth pillar of tech infrastructure

Jennifer Li · The Future of Software Development - Vibe Coding, Prompt Engineering & AI Assistants · Jul 21, 2025 · at 2:33

Jennifer Li, partner at a16z, discusses where AI models sit within the traditional software infrastructure stack.

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“I certainly think of as a fourth layer of infrastructure. It's you know, it certainly leverage and build on top of all the three pillars we're talking about. It has a lot of demand of compute, and of course it's trained and also producing a large amount of data and to leverage and use these models for our purposes, you know latency and networking capabilities is also very important.”

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