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Sarah Wang

General Partner, Andreessen Horowitz

Verified interview transcripts, podcast appearances, and direct quotes from Sarah Wang, General Partner at Andreessen Horowitz. AI-verified speaker identity with full-text searchable transcripts.

Recent appearances

  • AI, Infrastructure, and the Next Investment Cycle

    September 30, 2026 · 📺 a16z

    a16z’s David George, Sarah Wang, Alex Immerman, and Santiago Rodriguez unpack 25 key charts from the latest State of Markets presentation, from the scale of the AI infrastructure buildout to what adoption looks like inside companies today. They examine why rising markets have so far been supported by earnings rather than multiple expansion, why hyperscaler CapEx is approaching $1 trillion annually, and why demand for compute continues to outrun supply. They also look at the downstream effects of that spending across chips, power, construction, and physical infrastructure. State of Markets Th…

    Watch on YouTube ↗

  • How Cursor Built One of AI’s Fastest-Growing Companies

    August 27, 2026 · 📺 a16z

    a16z General Partners Martin Casado, Sarah Wang, and Matt Bornstein unpack the story of Cursor: how a small, product-obsessed team entered one of the most competitive markets in technology, took on incumbents with seemingly unbeatable advantages, and repeatedly made decisions that ran against conventional startup wisdom. They revisit the early bet that the interface between humans and AI would matter more than building a coding-specific foundation model, why Cursor built its own product rather than a VS Code plugin, and how the founders' ability to say "no" became one of the company's definin…

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  • Inside AI’s $10B+ Capital Flywheel — Martin Casado & Sarah Wang of a16z

    February 19, 2026 · 📺 Latent Space

    From pioneering software-defined networking to backing many of the most aggressive AI model companies of this cycle, Martin Casado and Sarah Wang sit at the center of the capital, compute, and talent arms race reshaping the tech industry. As partners at a16z investing across infrastructure and growth, they’ve watched venture and growth blur, model labs turn dollars into capability at unprecedented speed, and startups raise nine-figure rounds before monetization. Martin and Sarah join us to unpack the new financing playbook for AI: why today’s rounds are really compute contracts in disguise, h…

    Watch on YouTube ↗

  • The Gross Margin Episode with Sarah Wang of a16z

    October 27, 2025 · 📺 Run the Numbers with CJ Gustafson

    Gross margins, GPUs, and the future of finance — this one’s for the metrics nerds. CJ sits down with Sarah Wang, General Partner at Andreessen Horowitz, to talk about what happens when the traditional SaaS playbook collides with AI. Sarah shares how legacy benchmarks like payback period and burn multiple start to break down in a world where compute, not headcount, drives costs. She explains why sky-high gross margins can actually be an orange flag, how finance leaders can think about resource allocation between engineers and GPUs, and why the most valuable finance teams today are deeply operat…

    Watch on YouTube ↗

  • Getting GenAI Right – A live panel discussion with Sarah Wang, Edo Liberty, and Harrison Chase

    June 27, 2024 · 📺 Pinecone

    On June 12, Pinecone hosted A Learn and Network Evening called "Getting GenAI Right: How to deliver on the hype for today's demand and tomorrow's promise." Sarah Wang, general partner at Andreessen Horowitz moderated a discussion between Edo Liberty, founder and CEO of Pinecone and Harrison Chase, cofounder and CEO of LangChain as they discussed how to meet the near-term demand for GenAI results while planning for sustained growth and innovation. Event info: https://lu.ma/4f2slzm4.

    Watch on YouTube ↗

  • Andreessen Horowitz’s Sarah Wang: The best performing companies are prioritizing partnerships

    June 14, 2022 · 📺 Crossbeam

    Get your tickets for Supernode 2023 June 5-7 in San Diego: https://www.crossbeam.com/supernode23/ -- In this Supernode 2022 onstage interview, Crossbeam Co-Founder and CEO Bob Moore and Andreessen Horowitz Managing Partner Sarah Wang discussed how an investment in partnerships builds resiliency for companies amongst economic uncertainty. According to Wang: “Partnerships are more important than ever. Specifically, because you are bringing in pipeline, shortening sales cycles, and increasing conversion rates.” “Partnerships are a ‘need to have’, not a ‘nice to have’, especially in this env…

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  • YaYa #MOMsalon with Sarah Wang (Venture Investor & New Mom)

    March 25, 2021 · 📺 YaYa

    #MOMsalon is a YaYa event series about the joys and challenges of motherhood. Find your YaYa at joinyaya.com!

    Watch on YouTube ↗

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