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Ben Horowitz: Why Open Source AI Will Determine America's Future
27 november 2025 · 47 min
Ben Horowitz reveals why the US already lost the AI culture war to China—and it wasn't the technology that failed. While Biden's team played Manhattan Project with closed models, Chinese developers quietly captured the open-source heartbeat of global AI through DeepSeek, now running inside every major US company and university lab. The kicker: Google and OpenAI employ so many Chinese nationals that keeping secrets was always a delusion, but the policy locked American innovation behind walls while handing cultural dominance to Beijing's weights—the encoded values that will shape how billions of devices interpret everything from Tiananmen Square to free speech. Lees meer
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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see http://a16z.com/disclosures.
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The Secret Marketing Strategy That Built a16z: From Zero to Legendary VC Firm
26 november 2025 · 1 uur
Marc Andreessen and Ben Horowitz sit down with Margit Wennmachers—the woman who turned two unknown entrepreneurs with $300 million and zero investing track record into the most talked-about firm in venture capital. She unpacks how they weaponized transparency in an industry built on secrecy, why Fortune's cover story triggered a cartel meltdown, and the exact moment a casual lunch conversation became "Software Is Eating the World." This is the origin story of how A16Z broke every unwritten rule, made enemies of every top-tier firm, and permanently rewired what it means to build companies in public. Lees meer
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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
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How Marc Andreessen Actually Uses AI
25 november 2025 · 34 min
Half a billion people can access the world’s best AI on their phone. So why are most using it to write emails while only some are using it to build empires? Lees meer
In this conversation with Mark Halperin from Next Up, Marc Andreessen reveals why small bakeries are beating Fortune 500 companies at AI adoption, how to turn ChatGPT into your personal board of directors, and why Silicon Valley just reversed five years of geographic dispersion overnight. He also shares the questions that unlock AI's real power—including one of his favorite prompts: "What questions should I be asking?"
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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see http://a16z.com/disclosures.
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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potenti…
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The 2045 Superintelligence Timeline: Epoch AI’s Data-Driven Forecast
24 november 2025 · 1 uur
Epoch AI researchers reveal why Anthropic might beat everyone to the first gigawatt datacenter, why AI could solve the Riemann hypothesis in 5 years, and what 30% GDP growth actually looks like. They explain why "energy bottlenecks" are just companies complaining about paying 2x for power instead of getting it cheap, why 10% of current jobs will vanish this decade, and the most data-driven take on whether we're racing toward superintelligence or headed for history's biggest bubble. Lees meer
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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see http://a16z.com/disclosures.
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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16…
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Robinhood CEO: Making Everyone An Owner
21 november 2025 · 1 uur 5 min
Vlad Tenev built Robinhood by breaking every rule Wall Street wrote: zero commissions when competitors charged $10, mobile-first when "serious" investors demanded desktop, a brand that made finance feel like rebellion instead of a club you'd never join. Lees meer
By 2021 they'd forced every major brokerage to slash fees and attracted millions who'd never owned a stock, but then GameStop happened: trading restrictions during the meme stock frenzy triggered congressional hearings, user fury, and a two-year brand crisis that nearly buried them despite the real culprit being antiquated clearing mechanics no one understood.
Now Tenev's pushing an even more radical vision—tokenizing private company shares so retail investors can own stakes in AI giants before IPO, turning prediction markets into "truth machines" that beat polls and pundits, and building what he calls the end of financial nihilism: a platform where your seventy-year-old parents and your Gen Z cousin both manage everything from retirement accounts to election bets in one place.
The question isn't whether traditional finance survives this; it's whether Robinhood can move fast enough to own the entire wealth transfer before someone else does.
Timestamps:
0:00 - Introduction
3:52 - Financial Relationships vs. Pinterest Boards: The Higher Bar
5:27 - Building in a Regulatory Catch-22
7:53 - Three Simultaneous Contrarian Bets
12:15 - From Institutional HFT to Retail Revolution
17:40 - January 28th: The Day Trust Died
27:40 - “Simple Lie More Powerful Than Complicated Truth”
30:02 - Tokenization: The Antidote to T+1 Settlement
32:52 - IPO Access: From Asking For Favors to Everyone Wanting In
39:22 - “Series D Was Called an IPO”
43:06 - WTF Happened in 1971?
47:42 - Going Broad While Going Deep
53:26 - The $120 Trillion Wealth Transfer
58:16 - Debunking “Financial Nihilism”
58:40 - “Speculation Is Critical For Functioning Markets”Resources:
Follow Vlad Tenev on X: https://x.com/vladtenev
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Can Community Banks Survive the Next SVB? | ModernFi CEO Paolo Bertolotti and Former Comptroller Gene Ludwig
20 november 2025 · 44 min
The former bank regulator who invented deposit networks just revealed why SVB's collapse was inevitable—and why the solution that could have saved them is finally being rebuilt. Lees meer
Gene Ludwig ran the OCC during the Clinton administration, created a half-trillion-dollar market solving a problem his Aunt Betty faced riding buses between banks, then watched his invention fail to save Silicon Valley Bank because the technology, economics, and incentives were fundamentally broken.
Now he's partnered with Paolo and ModernFi to build what could become America's eighth systemically important financial utility: a bank-owned consortium that's signing 25 institutions per week and racing to protect the 4.8 trillion in uninsured deposits that make the next crisis inevitable.
Resources:
Follow Gene on LinkedIn: https://www.linkedin.com/in/gene-ludwig/
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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
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Ben Horowitz & Marc Andreessen: Why Silicon Valley Turned Against Defense (And How We’re Fixing It)
19 november 2025 · 1 uur 16 min
Palmer Luckey got fired from Meta for backing the wrong candidate—now he's the hero saving American defense, and that shift tells you everything about how fast the ground moved beneath Silicon Valley's feet. For decades, tech and defense were allies, then came 15 years of hostility so visceral that Google employees revolted over a Pentagon AI contract, and when leadership caved, only three people showed up to hear what border security actually involves. But something broke: COVID exposed our inability to make things, Ukraine revealed wars now iterate in days not decades, and suddenly the Harvard dorm room generation realized the people building satellites and drones weren't just necessary—they were the future, while legacy defense contractors still operate on Soviet-style five-year plans that guarantee cost overruns and obsolescence. Now the question isn't whether Silicon Valley returns to its Cold War roots, but whether America wins by becoming more like China's centralized system or doubles down on the chaotic creativity that built nine of the world's ten most valuable companies in 25 years—and the founders flooding into defense, energy, mining, and manufacturing suggest the second American century is just getting started. Lees meer
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Emmett Shear on Building AI That Actually Cares: Beyond Control and Steering
17 november 2025 · 1 uur 11 min
Emmett Shear, founder of Twitch and former OpenAI interim CEO, challenges the fundamental assumptions driving AGI development. In this conversation with Erik Torenberg and Séb Krier, Shear argues that the entire "control and steering" paradigm for AI alignment is fatally flawed. Instead, he proposes "organic alignment" - teaching AI systems to genuinely care about humans the way we naturally do. The discussion explores why treating AGI as a tool rather than a potential being could be catastrophic, how current chatbots act as "narcissistic mirrors," and why the only sustainable path forward is creating AI that can say no to harmful requests. Shear shares his technical approach through multi-agent simulations at his new company Softmax, and offers a surprisingly hopeful vision of humans and AI as collaborative teammates - if we can get the alignment right. Lees meer
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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
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Can America Win The AI Biotech Race Against China? | Lada Nuzhna & Elliot Hershberg
14 november 2025 · 1 uur 2 min
Two venture capitalists dissect why biotech burns billions while China runs trials in weeks—and why the next Genentech won't look anything like the last one. Elliot Hershberg reveals the "three horsemen" strangling drug development as costs explode to $2.5 billion per approval, while Lada Nuzhna exposes how investigator-initiated trials in Shanghai are rewriting the competitive playbook faster than American founders can file INDs. When the infrastructure that built monoclonal antibodies becomes the commodity threatening to hollow out an entire industry, the only path forward demands inventing medicines that are literally impossible to make without tools that don't exist yet—and they're betting everything on which approach survives. Lees meer
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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
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The Frontier of Spatial Intelligence with Fei-Fei Li
13 november 2025 · 44 min
Fei-Fei Li and Justin Johnson are pioneers in AI. While the world has only recently witnessed a surge in consumer AI, they have long been laying the groundwork for the innovations transforming industries today. Lees meer
With the recent launch of Marble, the first product from their company World Labs, we are revisiting this conversation to explore the ideas that started it all. World Labs is focused on spatial intelligence, building Large World Models that can perceive, generate, and interact with the 3D world. Marble brings that vision to life, allowing anyone, from individual creators to major platforms, to generate 3D scenes directly from text or image prompts and turn complex 3D creation into a simple, creative process.
In this episode, a16z general partner Martin Casado talks with Fei-Fei and Justin about the journey from early AI winters to the rise of deep learning and multimodal AI. From foundational breakthroughs like ImageNet to the cutting-edge realm of spatial intelligence, they discuss the evolution of the field and what is next for innovation at World Labs.
Timecode:
0:00 – The Next Decade of AI
2:45 – Origins: Backgrounds of the Founders
6:50 – The Rise of Deep Learning & ImageNet
8:00 – Algorithmic Unlocks: Compute, Data, and Supervised Learning
12:00 – From Predictive to Generative AI
16:20 – The Journey to Spatial Intelligence
18:35 – Defining Spatial Intelligence
21:15 – 3D Data, Computer Vision, and Breakthroughs
23:15 – Reconstruction vs. Generation in Computer Vision
24:45 – Spatial Intelligence vs. Language Models
29:00 – Applications: Virtual, Augmented, and Physical Worlds
39:55 – Building World Labs: Team and Vision
41:55 – The North Star: Measuring Success in Spatial IntelligenceResources:
Learn more about World Labs: https://www.worldlabs.ai
Learn more about Marble: https://Marble.WorldLabs.ai
Find Fei-Fei on Twitter: https://x.com/drfeifei
Find Justin on Twitter: https://x.com/jcjohnss
Find Martin on Twitter: https://x.com/martin_casa…
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Rocket Companies CEO: Here’s How to Fix the Housing Crisis
12 november 2025 · 56 min
The Empire State Building took 110 days to build—today, changing a window would take two years. Lees meer
Alex Rampell (a16z) and Varun Krishna (Rocket CEO) expose how asset inflation turned housing from the American Dream into a wealth transfer machine where the median homebuyer age jumped from 30 to 38 in just fourteen years. While Silicon Valley burns billions on products people use daily but never pay for, Rocket quietly assembled a $10 billion profit engine and is now buying up the entire housing funnel—from Redfin's 50 million monthly searchers to one in six US mortgages—betting they can crack the code everyone else gave up on: turning a once-in-a-lifetime transaction into an everyday relationship.
Resources:
Follow Varun on LinkedIn: https://www.linkedin.com/in/varun-krishna-30019a22
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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
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Grant Lee: Building Gamma’s AI Presentation Company to 100 Million Users
11 november 2025 · 53 min
Grant Lee was told Gamma was "the worst idea ever heard" by an investor who hung up mid-Zoom—yet he built it to 100 million users and $100M ARR without spending a dollar on advertising. Lees meer
While competitors hired aggressively, Grant's team of seven refused to grow, dedicating 25% of their tiny team to design and personally onboarding every influencer themselves.
They reveal how ignoring AI for their first two years, then orchestrating multiple models in ways the frontier labs can't replicate, let them steal the presentation market from Microsoft and Google—going from 60,000 signups in eight months to 50,000 per day.
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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
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Michael Truell: How Cursor Builds at the Speed of AI
10 november 2025 · 28 min
When four MIT grads decided to build a code editor while everyone else was building AI agents, they created the fastest-growing developer tool ever built. Lees meer
Cursor CEO Michael Truell joins a16z’s Martin Casado to discuss the deliberate constraints that led to breakthroughs: why they rejected the "democratization" narrative to focus on power users, how their 2-day work trials test for agency over credentials, and the strategic decision to own the editor when conventional wisdom said it was impossible.
Resources:
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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com…
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a16z's State of Crypto: The $4 Trillion Milestone and What's Next'
9 november 2025 · 1 uur 39 min
The regulatory environment has completely inverted. Stablecoins are now a top 20 holder of US treasuries. Every major bank wants in. In a16z Crypto's 2025 State of Crypto report, Daren Matsuoka (Head of Data) and Eddy Lazzarin (CTO) reveal how crypto hit $4 trillion market cap while fundamentally reshaping how institutions think about payments, with surprising data on why developers aren't following prices this cycle and what privacy's inevitable rise means for mainstream adoption. Lees meer
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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain i…
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Amjad Masad & Adam D’Angelo: How Far Are We From AGI?
7 november 2025 · 1 uur 3 min
Adam D’Angelo (Quora/Poe) thinks we're 5 years from automating remote work. Amjad Masad (Replit) thinks we're brute-forcing intelligence without understanding it. Lees meer
In this conversation, two technical founders who are building the AI future disagree on almost everything: whether LLMs are hitting limits, if we're anywhere close to AGI, and what happens when entry-level jobs disappear but experts remain irreplaceable. They dig into the uncomfortable reality that AI might create a "missing middle" in the job market, why everyone in SF is suddenly too focused on getting rich to do weird experiments, and whether consciousness research has been abandoned for prompt engineering.
Plus: Why coding agents can now run for 20+ hours straight, the return of the "sovereign individual" thesis, and the surprising sophistication of everyday users juggling multiple AIs.
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Mark Zuckerberg & Priscilla Chan: How AI Will Cure All Disease
6 november 2025 · 45 min
Priscilla Chan and Mark Zuckerberg join a16z’s Ben Horowitz, Erik Torenberg, and Vineeta Agarwala to share how the Chan Zuckerberg Initiative is building the computational tools that will accelerate the cure, prevention, and management of all disease by century's end. They explain why basic science needs $100 million-scale projects that traditional NIH grants can't fund, how their Cell Atlas became biology's missing periodic table with millions of cells catalogued in open-source format, and why their new virtual cell models will let scientists test high-risk hypotheses in silico before investing in expensive wet lab work. Plus: the organizational shift unifying the Biohub under AI leadership, what happens when biologists and engineers sit side-by-side, and why modern biology labs are expanding compute instead of square footage. Lees meer
Timestamps:
4:17 - Building tools to accelerate scientific discovery
5:47 - The credible path to funding basic science
7:21 - Biohub = Frontier Biology + Frontier AI
9:05 - Challenges building on a 10-15 year timeline
9:43 - How CZI chooses what to work on
11:15 - Making sense of science with LLMs
11:31 - Measuring success in the therapeutic realm
13:32 - “Most diseases should be thought of as rare diseases”
15:39 - Inspiration: building a periodic table for biology
19:27 - Why virtual cells?
21:17 - The Biohub Master Plan
21:51 - How virtual cell models allow more risk taking
28:15 - Bringing CZI & Biohub together
30:32 - Why Biohub matters
33:36 - The importance of interface design in democratizing scientific discovery
35:34 - How Biohub encourages cross-functional collaboration
40:38 - Looking ahead: the broader impact of AI on biotechStay Updated:
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Seeing The Future from AI Companions to Personal Software
5 november 2025 · 50 min
Eugenia Kuyda, CEO of Wabi and AI pioneer behind Replika, joins Erik, Anish, and Justine to reveal how personal software will transform from a developer monopoly to a creative medium for all. She exposes why command-line AI interfaces are the new MS-DOS, explains how mini-apps will become as shareable as TikToks, and details her decade-long journey from training language models in 2012 to building the platform where your mom can create custom apps in minutes. Plus: untold stories from OpenAI's apartment days and why voice-only devices completely miss the point. Lees meer
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ElevenLabs CEO: Why Voice is the Next AI Interface
5 november 2025 · 31 min
ElevenLabs CEO and co‑founder Mati Staniszewski joins Jennifer Li to explain how the team ships research‑grade AI at lightning speed—from text‑to‑speech and fully licensed AI music to real‑time voice agents—and why voice is the next interface for human‑computer interaction. He shares the small, autonomous team model, global hiring approach, and how the Voice Marketplace has paid creators over $10M while evolving into an enterprise platform. Lees meer
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David Sacks: AI, Crypto, China, Dems, and SF
3 november 2025 · 1 uur 17 min
David Sacks, White House AI and Crypto Czar, joins Marc, Ben, and Erik to explore what's really happening inside the Trump administration's AI and crypto strategy. They expose the regulatory capture playbook being pushed by certain AI companies, explain why open source is America's secret weapon, and detail the infrastructure crisis that could determine who wins the global AI race. Lees meer
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Why Speed, Not Size, Will Define the Next War
1 november 2025 · 39 min
As global tensions rise, AI and autonomy are transforming how nations prepare for conflict. Lees meer
In this episode, Horacio Rozanski, CEO of Booz Allen Hamilton and Gary Steele, CEO of Shield AI join Erik Torenberg to discuss how technology, speed, and public–private partnerships are reshaping America’s defense strategy.
They cover lessons from Ukraine and Taiwan, the rise of autonomous systems, and why the future of warfare will be defined by software, agility, and innovation.
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Beyond Chatbots: Marc Andreessen and Ben Horowitz on AI's Future
31 oktober 2025 · 38 min
In this closing keynote from a16z’s Runtime conference, General Partner Erik Torenberg speaks with our firm’s cofounders, Marc Andreessen and Ben Horowitz on highlights from throughout the conference, the current state of LLM capabilities, and why despite huge capex, AI is not a bubble. Lees meer
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"Is there an AI bubble?” Gavin Baker and David George
30 oktober 2025 · 32 min
In this conversation from a16z’s Runtime conference, Gavin Baker, Managing Partner and CIO of Atreides Management, joins David George, General Partner at a16z, to unpack the macro view of AI: the trillion-dollar data center buildout, the new economics of GPUs, and what this boom means for investors, founders, and the global economy. Lees meer
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Building the Real-World Infrastructure for AI, with Google, Cisco & a16z
29 oktober 2025 · 33 min
AI isn’t just changing software, it’s causing the biggest buildout of physical infrastructure in modern history. Lees meer
In this episode, Raghu Raghuram (a16z) speaks with Amin Vahdat, VP and GM of AI and Infrastructure at Google, and Jeetu Patel, President and Chief Product Officer at Cisco, about the unprecedented scale of what’s being built — from chips to power grids to global data centers.
They discuss the new “AI industrial revolution,” where power, compute, and network are the new scarce resources; how geopolitical competition is shaping chip design and data center placement; and why the next generation of AI infrastructure will demand co-design across hardware, software, and networking.
The conversation also covers how enterprises will adapt, why we’re still in the earliest phase of this CapEx supercycle, and how AI inference, reinforcement learning, and multi-site computing will transform how systems are built and run.
Resources:
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Google DeepMind Developers: How Nano Banana Was Made
28 oktober 2025 · 54 min
Google DeepMind’s new image model Nano Banana took the internet by storm. Lees meer
In this episode, we sit down with Principal Scientist Oliver Wang and Group Product Manager Nicole Brichtova to discuss how Nano Banana was created, why it’s so viral, and the future of image and video editing.
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Raghu Raghuram: AI, Robotics, and the Rebirth of Infrastructure
27 oktober 2025 · 30 min
From Netscape to VMware, Raghu Raghuram has been at the center of nearly every major inflection point in enterprise technology. Lees meer
In this episode, Raghu joins Ben Horowitz, Martin Casado and David George to reflect on the early internet wars with Microsoft, how Netscape’s browser battles shaped a generation of founders, and the inside story of one of the most successful tech acquisitions in history, VMware’s $1.3B purchase of Nicira, which redefined modern networking and grew into a multi-billion-dollar business.
They discuss how VMware scaled from tens of millions to over $13 billion in revenue, what it took to outlast the cloud revolution, and why AI is now triggering the biggest infrastructure reset since virtualization. Raghu shares his vision for the next decade — from data-center robotics and energy-aware compute to how AI is reshaping both startups and giants alike.
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Marc Andreessen: How Movies Explain America
24 oktober 2025 · 1 uur 16 min
In this episode of Monitoring the Situation, Marc Andreessen, Katherine Boyle, and Erik Torenberg dive into the movies that best explain America, from Once Upon a Time in Hollywood to Tropic Thunder to Fight Club. Lees meer
They explore how Tarantino’s revisionist masterpiece reimagines 1969 and the end of America’s cultural innocence, why Tropic Thunder was the last truly un-cancellable comedy, and how Fight Club evolved from a left-wing critique of capitalism to a right-wing prophecy about alienation and identity.
Along the way, they trace the parallels between the counterculture of the 1960s and the internet culture wars of the 2010s, and debate whether we’re living through another great American cultural reset.
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Marc Andreessen and Amjad Masad: English As the New Programming Language
23 oktober 2025 · 1 uur 12 min
Amjad Masad, founder and CEO of Replit, joins a16z’s Marc Andreessen and Erik Torenberg to discuss the new world of AI agents, the future of programming, and how software itself is beginning to build software. Lees meer
They trace the history of computing to the rise of AI agents that can now plan, reason, and code for hours without breaking, and explore how Replit is making it possible for anyone to create complex applications in natural language. Amjad explains how RL unlocked reasoning for modern models, why verification loops changed everything, whether LLMs are hitting diminishing returns — and if “good enough” AI might actually block progress toward true general intelligence.
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Why Creativity Will Matter More Than Code
22 oktober 2025 · 1 uur 25 min
In this episode, a16z's Anish Acharya joins Kevin Rose for an in-depth, fast-paced conversation on the rebirth of consumer technology, and how AI is reshaping what it means to build, invest, and create. Lees meer
They talk about why AI has reignited the consumer renaissance, what it means to build “weird and working” products, and how the next wave of apps will blend emotion, utility, and creativity in entirely new ways. From AI companions and “emotional interfaces” to the tools making it possible to build entire startups solo, Kevin and Anish explore what’s emerging at the edge of culture and code.
This is a conversation about the future of creation, where consumer tech meets human feeling, and why the next big ideas will come from people bold enough to be weird.
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How Kong Was Born: APIs, Hustle, and the Future of AI Infrastructure
21 oktober 2025 · 38 min
Augusto Marietti, CEO and cofounder of Kong, has one of the most remarkable founder stories in Silicon Valley history. Lees meer
In this conversation with Martin Casado, Aghi shares how he went from a garage in Milan to building one of the world’s leading API infrastructure companies, surviving years of rejection, living in the U.S. on $1,000 a month, and raising his first $50K while sleeping on Travis Kalanick’s couch.
They talk about the near-death moments that defined Kong’s journey, the seven-year grind before breakout success, and how APIs became the “assembly line of software.” Aghi also explains how Kong evolved into the backbone of modern API and AI connectivity, and why the coming wave of AI agents will make APIs more essential than ever.
Resources:
Follow Aghi on X: x.com/sonicaghi
Follow Kong on X: https://x.com/kong
Follow Martin on X: x.com/martin_casado
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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
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Reid Hoffman on AI, Consciousness, and the Future of Humanity
20 oktober 2025 · 53 min
Reid Hoffman has been at the center of every major tech shift, from co-founding LinkedIn and helping build PayPal to investing early in OpenAI. In this conversation, he looks ahead to the next transformation: how artificial intelligence will reshape work, science, and what it means to be human. Lees meer
In this episode, Reid joins Erik Torenberg and Alex Rampell to talk about what AI means for human progress, where Silicon Valley’s blind spots lie, and why the biggest breakthroughs will come from outside the obvious productivity apps. They discuss why reasoning still limits today’s AI, whether consciousness is required for true intelligence, and how to design systems that augment, not replace, people.
Reid also reflects on LinkedIn’s durability, the next generation of AI-native companies, and what friendship and purpose mean in an era where machines can simulate almost anything. This is a sweeping, high-level conversation at the intersection of technology, philosophy, and humanity.
Resources:
Follow Reid on X: x.com/reidhoffman
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Follow our host: https://x.com/eriktorenberg
Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
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Marc Andreessen on the State of Film and Hollywood
17 oktober 2025 · 1 uur 8 min
Hollywood is going through a major cultural and creative reset, and Marc Andreessen thinks it’s long overdue. Lees meer
In this episode of Monitoring the Situation, Marc joins Erik Torenberg and Katherine Boyle to dissect the past decade of filmmaking, from the rise of “the message” in every movie to the return of genuine comedy and art. They cover the post-woke shift in Hollywood, the financial collapse of the streaming era, and why AI could spark a renaissance for a new generation of independent filmmakers.
Marc also shares his favorite recent films (and the ones he thinks aged terribly), why Edington might be the first true “Capital-A Art” film in years, and how AI could democratize storytelling the way digital cameras did in the 1990s.
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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not …
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Keith Rabois: Israel, OpenAI, Opendoor, and DOGE
16 oktober 2025 · 49 min
From politics to technology to real estate, Keith Rabois has bold predictions for America’s next decade. Lees meer
In this conversation with Erik Torenberg, Keith breaks down why he believes the U.S. is entering a new economic expansion driven by AI, productivity, and sovereign technology. They discuss how AI could lift GDP growth to 5%, why sovereign AI projects are inevitable, and why America can “grow its way out” of debt.
Keith also shares his takes on Trump’s second term, the decline of legacy institutions, OpenAI’s dominance, the future of Google and Microsoft, and how startups like Ramp and Opendoor are rewriting the rules of fintech and housing.
Resources:
Follow Keith on X: https://x.com/rabois
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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and …
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Ben Horowitz and Ali Ghodsi: How to Run a Billion-Dollar Business
15 oktober 2025 · 1 uur 5 min
Ben Horowitz founded Loudcloud in the middle of the dot-com bust and sold it for $1.6 billion, then led Andreessen Horowitz from its founding to $46 billion in committed capital. Ali Ghodsi co-founded Databricks, stepped in as CEO during a crisis, and led it to a valuation of over $100 billion. Lees meer
In this episode of “Boss Talk”, Ben and Ali join a16z General Partners Sarah Wang and Erik Torenberg to share founder war stories, how to hire and make deals, how to keep culture intense without burning employees out, and why founders should raise their ambitions even higher.
Resources:
Follow Ali on X: https://x.com/alighodsiLearn more about Databricks: https://www.databricks.com/
Follow Ben on X: https://x.com/bhorowitz
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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
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Is AI Slowing Down? Nathan Labenz Says We're Asking the Wrong Question
14 oktober 2025 · 1 uur 31 min
Nathan Labenz is one of the clearest voices analyzing where AI is headed, pairing sharp technical analysis with his years of work on The Cognitive Revolution. Lees meer
In this episode, Nathan joins a16z’s Erik Torenberg to ask a pressing question: is AI progress actually slowing down, or are we just getting used to the breakthroughs? They discuss the debate over GPT-5, the state of reasoning and automation, the future of agents and engineering work, and how we can build a positive vision for where AI goes next.
Resources:
Follow Nathan on X: https://x.com/labenz
Listen to the Cognitive Revolution: https://open.spotify.com/show/6yHyok3M3BjqzR0VB5MSyk
Watch Cognitive Revolution: https://www.youtube.com/@CognitiveRevolutionPodcast
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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed…
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Columbia CS Professor: Why LLMs Can’t Discover New Science
13 oktober 2025 · 51 min
From GPT-1 to GPT-5, LLMs have made tremendous progress in modeling human language. But can they go beyond that to make new discoveries and move the needle on scientific progress? Lees meer
We sat down with distinguished Columbia CS professor Vishal Misra to discuss this, plus why chain-of-thought reasoning works so well, what real AGI would look like, and what actually causes hallucinations.
Resources:
Follow Dr. Misra on X: https://x.com/vishalmisra
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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
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Monitoring the Situation #3: Who Is Nick Land?
12 oktober 2025 · 53 min
Zach Dell is founder and CEO of Base Power, an energy tech company that builds affordable, reliable power via home batteries. Lees meer
In this episode of Monitoring the Situation, a16z General Partners Erik Torenberg, Katherine Boyle, and Erin Price-Wright sit down with Zach to discuss the current state of home power generation, what’s misunderstood about the data center buildout, and how to fix the US electricity grid. Plus, Erik and Katherine talk with a16z crypto CTO Eddy Lazzarin about Silicon Valley’s favorite Dark Enlightenment philosopher, Nick Land.
Resources:
Follow Katherine on X: https://x.com/KTmBoyle
Follow Eddy on X: https://x.com/eddylazzarin
Follow Zach on X: https://x.com/ZachBDell
Learn more about Base Power: https://www.basepowercompany.com/
Learn more about Nick Land: https://www.tabletmag.com/sections/arts-letters/articles/who-is-nick-land
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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
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Sam Altman on Sora, Energy, and Building an AI Empire
8 oktober 2025 · 48 min
Sam Altman has led OpenAI from its founding as a research nonprofit in 2015 to becoming the most valuable startup in the world ten years later. Lees meer
In this episode, a16z Cofounder Ben Horowitz and General Partner Erik Torenberg sit down with Sam to discuss the core thesis behind OpenAI’s disparate bets, why they released Sora, how they use models internally, the best AI evals, and where we’re going from here.
Resources:
Follow Sam on X: https://x.com/sama
Follow OpenAI on X: https://x.com/openai
Learn more about OpenAI: https://openai.com/
Try Sora: https://sora.com/
Follow Ben on X: https://x.com/bhorowitz
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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the c…
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How to Build a Real Estate Marketplace - Kaz Nejatian, Opendoor CEO
7 oktober 2025 · 56 min
Opendoor is trying to make it easier to buy a home. Kaz Nejatian just joined as CEO to help them succeed. Lees meer
In this episode, a16z General Partners Alex Rampell and Erik Torenberg sit down with Kaz to cover all things real estate and marketplaces. They cover Kaz’s vision for Opendoor, the problem with copying the hedge fund model, how to build through economic downturns, and the importance of ambition and long-term thinking.
Resources:
Follow Kaz on X: https://x.com/CanadaKaz
Follow Alex on X: https://x.com/arampell
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Listen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX
Listen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711
Follow our host: https://x.com/eriktorenberg
Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
Hosted by Si…
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Can the US Beat China’s Engineering State?
6 oktober 2025 · 1 uur 3 min
From high-speed rail to electric cars to batteries to AI, it’s clear that China can operate with incredible speed at massive scale. Can the US still compete? Lees meer
We sat down with Dan Wang, a Research Fellow at the Hoover Institution and the author of “Breakneck: China’s Quest to Engineer the Future” to discuss.
Timecodes:
0:00 Introduction
1:36 Lawyers vs. Engineers: Cultural and Economic Differences
4:06 Urban and Rural Life: Comparing Infrastructure
7:20 Barriers to Progress: Regulation and Governance
11:00 Industrial Policy and Public-Private Partnerships
14:20 The Double-Edged Sword of Legal and Engineering Mindsets
16:50 Social Engineering and Policy in China
23:00 Competition, Intellectual Property, and Business Culture
27:10 Manufacturing, Scale, and Global Supply Chains
36:00 Lessons from Japan and Korea
41:30 Complacency, Quality, and the Future of Competition
48:45 Strategic Resources and Industrial Policy
54:00 Foreign Policy: Engineering Diplomacy vs. Alliances
59:00 Taiwan, Demographics, and the Future of US-China Relations
Resources:
Follow Dan on X: https://x.com/danwwang
Read Dan’s blog: https://danwang.co/
Buy Breakneck on Amazon: https://www.amazon.com/dp/1324106034/
Follow Steven on X:
https://x.com/stevesi
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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
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Monitoring the Situation #2: Alana Newhouse
5 oktober 2025 · 59 min
Two trends in media have been abundantly clear since 2020: legacy media is dying, and independent media is rising. Lees meer
a16z General Partners Erik Torenberg and Katherine Boyle sit down with Tablet founder and editor-in-chief Alana Newhouse to discuss the great media realignment, why real institutions will outlast the new “internet pirates", Alana’s deeply personal case for gene editing, and how faith, science, and community can coexist without giving in to government referees.
Resources:
Read Tablet magazine: https://www.tabletmag.com/
Follow Alana on X: https://x.com/alananewhouseFollow Tablet on X: https://x.com/tabletmag
Follow Katherine on X: https://x.com/KTmBoyle
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Find a16z on X: https://x.com/a16z
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Listen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX
Listen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711
Follow our host: https://x.com/eriktorenberg
Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z f…
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Software is Eating Labor
3 oktober 2025 · 27 min
Software has fundamentally changed the way we record, store, and share information. Its next act is to fundamentally change the nature of our economy, capturing trillions of dollars of value in the process. Lees meer
In this talk from the 2025 a16z LP Summit, a16z General Partner Alex Rampell discusses the history of filing cabinets and databases, how SaaS pricing moved from seats to outcomes, and how AI agents will accelerate the trend of the last 70 years of software progress.
Timecodes:
0:00 Introduction
0:58 The Scale of the Labor Market vs. SaaS
1:41 Capital, Labor, and Automation: A Historical Perspective
3:32 The Filing Cabinet Metaphor: Digitizing Work
3:50 Case Studies: From Airlines to Accounting
8:42 The Limits of Efficiency: Humans Still in the Loop
9:02 Rethinking SaaS Pricing Models
10:21 The Impact of AI on Labor and Software
11:41 Outcome-Based Software: Moving Beyond the Filing Cabinet
17:41 Real-World Examples: AI in Action
22:05 The Expanding Market: New Opportunities with AI
25:44 Conclusion and Takeaways
25:48 Podcast Outro and Disclaimers
Resources:
Follow Alex on X: https://x.com/arampell
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Find a16z on X: https://x.com/a16z
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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
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The Ben & Marc Show: China Has Scale. Can America Catch Up?
2 oktober 2025 · 57 min
Ben, Marc, and Erik Torenberg are joined by Brian Schimpf, Co-Founder & CEO of Anduril, and Chris Power, Founder & CEO of Hadrian. Together, they dig into America’s defense production gap: why the U.S. can out-innovate but not out-produce—and what it will take to turn that around. Lees meer
They discuss why U.S. war games show we run out of munitions in a week, the myth of “exquisite-only” systems, how to rebuild industrial capacity with software-led automation, financing factories like data centers, and what it takes to create real deterrence in a Taiwan scenario.
Timecodes:
0:00 Introduction
0:27 Technical Superiority vs. Industrial Scale
3:59 The Decline of US Manufacturing
7:23 Challenges in Onshoring & Skilled Labor
13:27 Supply Chains & Rare Earths
15:34 Automation, Software, and Catching Up
17:15 Complexity of Modern Production
23:34 Strategic Policy & Industrial Planning
26:37 Regulatory Barriers & State vs. Federal Roles
35:27 Talent, Data Centers, and Financial Engineering
38:33 China’s Industrial Policy & US Response
46:07 US Manufacturing, National Security, and the China Challenge
52:00 Demographics, Long-Term Outlook, and Closing Thoughts
Resources:
Find Chris on X: https://x.com/chris_power
Find Brian on LinkedIn: https://www.linkedin.com/in/bschimpf/
Marc on X: https://x.com/pmarca
Marc’s Substack: https://pmarca.substack.com/
Ben on X: https://x.com/bhorowitz
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The views expressed here are those of the individual personnel quoted and are not the views of a16z or its affiliates. This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. Furthermore, this content is not directed at nor intended for use by any investors or prospective investors and may not under any circumstances be relied upon when making a decision to invest in any a16z funds. PLEASE SEE MORE…
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Cheeky Pint: Marc Andreessen, John Collison & Charlie Songhurst on Tech’s Big Questions
1 oktober 2025 · 2 uur 9 min
Today we’re sharing a feed drop from Cheeky Pint, where Stripe cofounder and president John Collison chats with legends in technology over a pint of Guinness. Lees meer
In this episode, John is joined by a16z cofounder Marc Andreessen and tech investor Charlie Songhurst for a candid conversation about bubbles, downturns, and the psychology of markets. They discuss what makes Silicon Valley so hard to replace, the deep history of the Valley’s ecosystem, and the future of media. From the lessons of the dot-com crash to the future of venture capital and startups, this is an inside look at how big cycles shape innovation and what it takes to build on the frontier.
Timecodes:
0:00 Introduction
1:56 Marc Andreessen’s early internet stories
3:10 Silicon Valley, risk, and downturns
8:30 Marc Andreessen’s early internet days
11:52 Investing across cycles
16:30 Can you tell when you’re in a bubble?
19:10 Trust, high-status VCs & preferential attachment
27:00 Venture capital, startups, and investment cycles
33:34 East Coast vs. West Coast: risk and culture
44:00 High trust culture in Silicon Valley
50:00 Why Silicon Valley, not Boston or Europe?
55:00 Company tragedies and missed opportunities
1:00:00 The internet boom, bubbles, and AI parallels
1:15:00 AI’s impact: productivity, jobs, and society
1:35:00 Crypto, stablecoins, and fintech
1:50:00 Public vs. private markets & venture strategy
2:00:00 Big companies, competition, and bureaucracy
2:05:00 Boards, governance, and the Elon Musk method
Resources:
Watch more episodes from Cheeky Pint: https://www.youtube.com/@stripe
Listen to Cheeky Pint on Apple Podcasts: https://podcasts.apple.com/us/podcast/cheeky-pint/id1821055332
Find John on X: https://x.com/collision
Find Charlie on LinkedIn: https://www.linkedin.com/in/charlessonghurst/
Follow Marc on X: https://x.com/pmarca
Marc’s Substack: https://pmarca.substack.com/
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Find us on LinkedIn: https://www.linkedin.…
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Building an AI Physicist: ChatGPT Co-Creator’s Next Venture
30 september 2025 · 54 min
Scaling laws took us from GPT-1 to GPT-5 Pro. But in order to crack physics, we’ll need a different approach. Lees meer
In this episode, a16z General Partner Anjney Midha talks to Liam Fedus, former VP of post-training research and co-creator of ChatGPT at OpenAI, and Ekin Dogus Cubuk, former head of materials science and chemistry research at Google DeepMind, on their new startup Periodic Labs and their plan to automate discovery in the hard sciences.
Follow Liam on X: https://x.com/LiamFedus
Follow Dogus on X: https://x.com/ekindogus
Learn more about Periodic: https://periodic.com/
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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Meta CMO: How Advertising Works Under the Hood
29 september 2025 · 1 uur 3 min
Ads pay for the internet—and they’re about to change again. a16z General Partner Erik Torenberg, entrepreneur and author Antonio García Martínez, and Meta CMO Alex Schultz dive into growth and performance marketing, privacy myths, retail media, and the AI future of “audience-of-one” advertising—plus Instagram what-ifs, WhatsApp as a super-app, and how Meta’s feed shifted from social graphs to AI-ranked content. Lees meer
Timecodes:
0:00 Introduction
0:38 Book Inspiration & Positive Perspective on Advertising
4:43 Critiques of Online Advertising & Data Privacy
7:34 The Evolution of Media Business Models
10:12 Content Moderation and Platform Shifts
11:43 Connected vs. Unconnected Content & The Rise of AI
13:34 The Future of AI, Personalization, and Advertising
28:18 Retail Media Networks & First-Party Data
38:18 Alternative Histories: Instagram, Libra, and Industry What-Ifs
46:31 The Impact of AI on Jobs and Company Structure
55:00 The Metaverse, VR, and Future PlatformsResources:
Make sure to get Alex’s book here!
Follow Alex on X: https://x.com/alexschultz
Follow Alex on Facebook: https://www.facebook.com/alexschultz
Follow Alex on Threads: https://www.threads.com/@alexorig
Follow Antonio on X: https://x.com/antoniogm
Stay Updated:
If you enjoyed this episode, be sure to like, subscribe, and share with your friends!
Find a16z on X: https://x.com/a16z
Find a16z on LinkedIn: https://www.linkedin.com/company/a16z
Listen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX
Listen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711
Follow our host: https://x.com/eriktorenberg
Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investment…
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The Common Thread of All Technology: Monitoring the Situation, Ep.1
27 september 2025 · 1 uur
Announcing our new show, Monitoring the Situation, hosted by a16z General Partners Erik Torenberg and Katherine Boyle, with guest Eddie Lazzarin, CTO of a16z crypto. Lees meer
In this first episode, we ask how American Dynamism, consumer, games, and crypto all fit together, from Palmer/Oculus to Marc Andreessen’s Techno-Optimist Manifesto, while also exploring crypto × AD values, parenting in the AI era, and how internet subcultures shape the news.
Timecodes:
0:00 Introduction
1:25 Tech Coherence: American Dynamism & Consumer Crypto
4:55 The Hero’s Journey in Tech
5:59 Games, Toys, and Defense Innovation
6:38 Crypto & American Values
11:25 Decentralization, Federalism, and Tech
13:08 AI, China, and Competing Values
14:18 Medicine, Parenting, and the Wisdom of Crowds
20:47 ADHD, Diagnosis Incentives, and Education
27:31 Alternative Schooling & AI Tutors
35:46 Parenting, Family, and Modern Support Systems
42:24 Zoomer Culture, Internet Fragmentation, and X
54:38 Media, Social Networks, and Cultural Shifts
Resources:
Find Eddy on X: https://x.com/eddylazzarin
Find Katherine on X: https://x.com/KTmBoyle
Find Erik on X: https://x.com/eriktorenberg
Stay Updated:
If you enjoyed this episode, be sure to like, subscribe, and share with your friends!
Find a16z on X: https://x.com/a16z
Find a16z on LinkedIn: https://www.linkedin.com/company/a16z
Listen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX
Listen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711
Follow our host: https://x.com/eriktorenberg
Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/…
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From Vibe Coding to Vibe Researching: OpenAI’s Mark Chen and Jakub Pachocki
25 september 2025 · 52 min
What comes after vibe coding? Maybe vibe researching. Lees meer
OpenAI’s Chief Scientist, Jakub Pachocki, and Chief Research Officer, Mark Chen, join a16z general partners Anjney Midha and Sarah Wang to go deep on GPT-5—how they fused fast replies with long-horizon reasoning, how they measure progress once benchmarks saturate, and why reinforcement learning keeps surprising skeptics.
They explore agentic systems (and their stability tradeoffs), coding models that change how software gets made, and the bigger bet: an automated researcher that can generate new ideas with real economic impact. Plus: how they prioritize compute, hire “cave-dweller” talent, protect fundamental research inside a product company, and keep pace without chasing every shiny demo.
Timecodes:
0:00 Introduction & Goals of Automated Researcher
0:43 The Evolution of Reasoning in AI
1:46 Evaluations: From Benchmarks to Real-World Impact
5:15 Surprising Capabilities of GPT-5
6:56 The Research Roadmap: Next 1, 2, 5 Years
7:46 Long-Horizon Agency & Model Memory
9:44 Reasoning in Open-Ended Domains
11:18 The Role and Progress of Reinforcement Learning
13:14 Reward Modeling & Best Practices
14:21 The New Codex: Real-World Coding
16:20 AI vs. Human Coding: The New Default
20:07 What Makes a Great Researcher?
21:14 Persistence, Conviction, and Problem Selection
26:00 Building and Sustaining a Winning Research Culture
31:45 Balancing Product and Fundamental Research
39:00 The Importance of Compute and Physical Constraints
45:50 Maintaining Speed and Learning at Scale
47:18 Trust and Collaboration at OpenAI
Resources:
Find Jakub on X: https://x.com/merettm
Find Mark on X: https://x.com/markchen90
Find Sarah on X: https://x.com/sarahdingwang
Find Anjney on X: https://x.com/AnjneyMidha
Stay Updated:
If you enjoyed this episode, be sure to like, subscribe, and share with your friends!
Find a16z on X: https://x.com/a16z
Find a16z on LinkedIn: https://www.linkedin.com/company/a16z
Listen to…
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Software finally eats services - Aaron Levie
24 september 2025 · 1 uur
Should the US put a price on H-1B visas, or would that block the flow of new talent? Are AI coding agents actually making teams way more productive, or is it just hype? And in the AI platform shift, will the big winners be incumbents or new AI-native startups? Lees meer
Erik Torenberg is joined by Box co-founder and CEO Aaron Levie, a16z board partner Steven Sinofsky, and a16z general partner Martin Casado to debate the biggest questions in tech. They unpack pricing vs lottery for H-1Bs and what we’re actually optimizing for, why Box now ships a third of its code from AI, the shift from writing to reviewing code, and why bottom-up personal AI tools succeed where top-down “AI pilots” struggle.
Timecodes:
0:00 Introduction
1:07 Latest immigration policy and who benefits
1:39 Debating the Price on H-1B Visas
2:11 Startups vs. Big Tech: Who Benefits from Policy?
2:31 Market Dynamics and Wage Impacts
3:44 The Lottery System and Startup Challenges
12:25 Labor Markets to Labor Productivity with AIs
14:47 Startups Achieving 10x Productivity with AI
16:43 Early Adopters, Hype, and Measuring Productivity
33:50 AI’s Impact on Professional and Creative Work
37:56 The Rise of AI-Native Startups
40:58 Platform Shifts: Startups vs. Incumbents
42:12 Disruption, Incumbents, and New Opportunities
53:00 The Future of Work and AI Adoption
54:38 Brand Effects and Early Leaders in AI
55:22 Will Incumbents or Newcomers Win the AI Race?
Resources:
Find Aaron on X: https://x.com/levie
Find Steven on X: https://x.com/stevesi
Find Martin on X: https://x.com/martin_casado
Find Erik on X: https://x.com/eriktorenberg
Stay Updated:
If you enjoyed this episode, be sure to like, subscribe, and share with your friends!
Find a16z on X: https://x.com/a16z
Find a16z on LinkedIn: https://www.linkedin.com/company/a16z
Listen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX
Listen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/p…
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America's Autism Crisis and How AI Can Fix Science with NIH Director Jay Bhattacharya
23 september 2025 · 58 min
Dr. Jay Bhattacharya is one of the country’s top medical experts and a 24-year professor of medicine at Stanford. After being censored and deplatformed during COVID for his role in opposing harsh lockdowns, he was appointed Director of the National Institutes of Health by President Trump in 2025. Lees meer
a16z General Partners Erik Torenberg, Vineeta Agarwala, and Jorge Conde join Dr. Bhattacharya to discuss the administration’s role in tackling the autism crisis, how to restore public trust in health authorities, how to make the NIH more dynamic and efficient, and how to streamline publishing and restore academic freedom.
Timecodes:
0:00 Introduction
1:30 Autism Initiative & New Research
2:45 Drug Discoveries: Leucovorin & Tylenol Caution
4:35 Preterm Birth & Broader Health Initiatives
5:45 The Replication Crisis in Science
8:50 Reforming NIH Funding & Scientific Culture
14:00 Allocation vs. Execution at NIH
17:30 Political & Scientific Decision-Making
22:30 Addressing Life Expectancy & Chronic Disease
27:00 Supporting Early Career Investigators
34:50 Academic Freedom & Open Science
37:30 Rebuilding Public Trust in Public Health
41:00 Communicating Science Amid Uncertainty
47:50 NIH Priorities: Nutrition, Chronic Disease, AI
50:00 The Future of AI in Science & Medicine
53:30 Advice for Rising Scientists
55:00 The Role and Limits of AI in ScienceResources:
Find Dr. Bhattacharya on X: https://x.com/DrJBhattacharya and https://x.com/NIHDirector_Jay
Find Erik on X: https://x.com/eriktorenberg
Find Jorge on X: https://x.com/JorgeCondeBio
Find Vineeta on X: https://x.com/vintweeta
Learn more about the NIH: https://www.nih.gov/
Stay Updated:
Find a16z on YouTube: YouTube
Find a16z on X
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Listen to the a16z Show on Spotify
Listen to the a16z Show on Apple Podcasts
Follow our host: https://twitter.com/eriktorenberg
Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment ad…
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Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China
22 september 2025 · 1 uur 40 min
Nvidia’s $5 billion investment in Intel is one of the biggest surprises in semiconductors in years. Two longtime rivals are now teaming up, and the ripple effects could reshape AI, cloud, and the global chip race. Lees meer
To make sense of it all, Erik Torenberg is joined by Dylan Patel, chief analyst at SemiAnalysis, joins Sarah Wang, general partner at a16z, and Guido Appenzeller, a16z partner and former CTO of Intel’s Data Center and AI business unit. Together, they dig into what the deal means for Nvidia, Intel, AMD, ARM, and Huawei; the state of US-China tech bans; Nvidia’s moat and Jensen Huang’s leadership; and the future of GPUs, mega data centers, and AI infrastructure.
Resources:
Find Dylan on X: https://x.com/dylan522p
Find Sarah on X: https://x.com/sarahdingwang
Find Guido on X: https://x.com/appenz
Learn more about SemiAnalysis: https://semianalysis.com/dylan-patel/
Stay Updated:
If you enjoyed this episode, be sure to like, subscribe, and share with your friends!
Find a16z on X: https://x.com/a16z
Find a16z on LinkedIn: https://www.linkedin.com/company/a16z
Listen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX
Listen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711
Follow our host: https://x.com/eriktorenberg
Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
Stay Updated:
Find a16z on YouTube: YouTube
Find a16z on X
Find a16z on LinkedIn
Listen to the a16z Show on Spotify
Listen to the a16z Show on Apple Podcasts
Follow our host: https://twitter.com/eriktorenberg
Please note that the content here is for informatio…