The a16z Show

Alle afleveringen

1.000 afleveringen, van nieuw naar oud

  1. Charlie Kirk and the Rise of Political Violence

    21 september 2025 · 24 min

    Afspelen
    In this episode of Honestly with Bari Weiss, we share a special conversation featuring a16z general partner Katherine Boyle in the wake of Charlie Kirk’s shocking assassination. Lees meer

    Katherine reflects on what courage means in a culture where words and debate are increasingly met with violence. Drawing on faith, history, and her own response to recent tragedies, she discusses the idea of martyrdom, not only in its most extreme sense, but also in the small, everyday choices to speak the truth despite risk.

    Timecodes:

    0:00 Introduction

    0:49 Remembering Charlie Kirk

    2:46 The Meaning of Martyrdom

    4:49 Courage and the Choice We Face

    9:16 Returning to Normalcy

    10:35 The Age of Extremes

    12:15 Words, Violence, and the Next Generation

    14:10 Reclaiming the Center

    18:18 The Power and Danger of Rhetoric

    21:55 The Call to Speak Up

    Resources:

    Listen to more from Honestly: https://podcasts.apple.com/za/podcast/honestly-with-bari-weiss/id1570872415

    Find Bari on X: https://x.com/bariweiss

    Find Katherine on X: https://x.com/KTmBoyle

    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 Sp…

  2. The Death of Search: How Shopping Will Work In The Age of AI

    17 september 2025 · 45 min

    Afspelen
    The web is unhealthy, and AI agents are about to rewrite how we shop. Lees meer

    In this episode, a16z General Partner Alex Rampell and Partner Justine Moore explore how AI agents will change commerce and the implications for Google’s business model, affiliate marketing, online shopping, and more.

    Timecodes:

    0:00 Introduction

    0:12 The Role of AI Agents in Commerce

    1:28 Affiliate Marketing & Impulse Buys

    4:02 Observing Consumer Behavior & AI

    6:08 Dynamic Pricing & E-commerce Trends

    7:20 Online vs. Offline Shopping Behaviors

    10:09 The Challenge of Attribution in Commerce

    12:19 Aggregators, Brands, and Business Models

    15:24 Trend Cycles & Single SKU Retailers

    17:49 Google, Search, and the Freemium Model

    22:41 The Unhealthy Web & Commercialization

    26:04 Video Reviews & Trust in Commerce

    29:10 The Costco Model & Consumer Trust

    33:15 AI’s Impact on Different Types of Purchases

    39:56 The Future: Specialized Shopping Agents

    40:16 Opportunities for New Durable Companies

    44:18 The Merchant Side: Infrastructure for AI Agents

    Resources:

    Read the article: http://a16z.com/ai-x-commerce/

    Find Alex on X: https://x.com/arampell

    Find Justine on X: https://x.com/venturetwins

    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 ple…

  3. How OpenAI Built Its Coding Agent

    16 september 2025 · 1 uur 20 min

    Afspelen
    OpenAI’s Codex has already shipped hundreds of thousands of pull requests in its first month. But what is it really, and how will coding agents change the future of software? Lees meer

    In this episode, General Partner Anjney Midha goes behind the scenes with one of Codex’s product leads- Alexander Embiricos - to unpack its origin story, why its PR success rate is so high, the safety challenges of autonomous agents, and what this all means for developers, students, and the future of coding.

    Timecodes:

    0:00 Intro: The Vision for AI Agents

    1:25 Codex’s Origin and Naming

    3:20 Early Prototypes and Agent Form Factors

    6:00 Cloud Agents: Safety and Security

    9:40 Prompt Injection and Attack Vectors

    12:00 PR Merging: Metrics and Transparency

    17:00 The Future of Code Review and Automation

    20:00 User Adoption: Internal vs. External Surprises

    22:00 Multi-Turn Interactions and Product Learnings

    29:30 Best-of-N, Slot Machine Analogy, and Creativity

    33:00 Human Taste, Iteration, and Collaboration

    40:00 AI’s Impact on Software Engineering Careers

    45:00 Education, CS Degrees, and AI Integration

    49:00 Prototyping, Hackathons, and Speed to Magic

    55:00 Legacy Code, Modernization, and Global Adoption

    1:00:00 Enterprise, Security, and Air-Gapped Environments

    1:05:00 Product Roadmap and Future of Codex

    1:10:00 Advice for Founders and Startups

    1:15:00 Education Reform and Project-Based Learning

    1:20:00 Hiring, Building, and New Grad Advice

    Resources:

    Find Alex on X: https://x.com/embirico

    Find Anjney on X: https://twitter.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 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/eriktorenb…

  4. Faster Science, Better Drugs

    15 september 2025 · 56 min

    Afspelen
    Can we make science as fast as software? Lees meer

    In this episode, Erik Torenberg talks with Patrick Hsu (cofounder of Arc Institute) and a16z general partner Jorge Conde about Arc’s “virtual cells” moonshot, which uses foundation models to simulate biology and guide experiments.

    They discuss why research is slow, what an AlphaFold-style moment for cell biology could look like, and how AI might improve drug discovery. The conversation also covers hype versus substance in AI for biology, clinical bottlenecks, capital intensity, and how breakthroughs like GLP-1s show the path from science to major business and health impact.

    Resources:

    Find Patrick on X: https://x.com/pdhsu

    Find Jorge on X: https://x.com/JorgeCondeBio

    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 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.

  5. Ben Horowitz: Why Hesitation is a CEO’s Worst Enemy

    12 september 2025 · 1 uur 36 min

    Afspelen
    In this conversation from Lenny’s Podcast, Ben Horowitz joins Lenny to discuss the psychological muscle every founder needs, why hesitation can be fatal for CEOs, when it’s time to replace a founder, and how to normalize failure while building confidence. They also explore the Databricks founding story, investing in Adam Neumann after WeWork, whether AI is in a bubble, where the real opportunities lie, and Ben’s work with the Paid in Full Foundation supporting hip-hop pioneers. The result is a candid look at leadership, product management, and what it takes to build enduring companies. Lees meer

    Timecodes:

    00:00 Introduction

    00:22 The Psychology of Leadership & Decision-Making

    02:41 Leadership lessons from Shaka Senghor

    07.56 Struggle, Pain, and Growth as a CEO

    10:15 Running toward fear and why hesitation kills companies

    19:35 Who shouldn’t start a company

    22:36 The Databricks story: thinking bigger

    24:54 Managerial leverage and CEO psychology

    28:06 When founders should be replaced as CEOs

    31:20 Normalizing failure for CEOs

    37:57 Counterintuitive lessons about building companies

    42:31 “Good Product Manager/Bad Product Manager”

    48:21 Product managers as leaders

    51:16 Why a16z invested in Adam Neumann after WeWork

    56:23 Is AI in a bubble?

    01:02:43 The biggest opportunities in AI

    01:12:51 Why U.S. leadership in AI matters

    01:18:53 The Paid in Full Foundation for hip-hop pioneers

    01:23:18 Lightning round: book recommendations, products, and life mottos

    Resources:

    Find Ben on X: https://x.com/bhorowitz

    Find Ben on LinkedIn: https://www.linkedin.com/in/behorowitz/

    Watch more of Lenny’s Podcast: https://www.youtube.com/@LennysPodcast

    Check out Lenny’s newsletter here: https://www.lennysnewsletter.com

    Stay Updated:

    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?si=3E8B3qT9TyiwAHJ7JnaKbg

    Listen to the a16z Podcast o…

  6. Inside the $13T Mortgage Machine

    11 september 2025 · 55 min

    Afspelen
    The $13T U.S. mortgage market serves 50M homeowners but still runs on decades-old software. Lees meer

    In this episode, a16z GP Angela Strange hosts Tim Mayopoulos (ex-CEO of Fannie Mae and ex-president of Blend), Mike Yu (co-founder and CEO of Vesta), and Andrew Wang (co-founder and CEO of Valon) to unpack why standardization and regulation slow change, and how modern loan-origination and servicing platforms, cleaner data, and AI can cut costs, boost transparency, and reduce errors. They also discuss policy levers that could speed innovation and what a true one-tap mortgage could look like.

    Timecodes:

    00:00 Introduction

    00:59 The Scale and Structure of the US Mortgage Market

    01:33 Why Mortgage Tech is Slow to Change

    02:00 Challenges of Standardization and Regulation

    03:41 The Human Side of Home Buying

    07:43 Old Software and Its Impact on Homeowners

    11:16 Data Transparency and Capital Markets

    13:17 Building New Mortgage Infrastructure: LOS and Servicing

    16:22 Operational Challenges and Opportunities in Servicing

    22:04 Driving Digital Adoption at Fannie Mae

    25:15 Modernizing Data and Appraisals

    28:27 Core Replacement vs. Wrappers: Tech Strategies

    35:29 AI in Mortgage: Today and Tomorrow

    40:42 AI, Regulation, and the Future of Compliance

    43:54 Advice for Lenders Preparing for an AI Future

    47:49 Visions for the Future of Mortgages

    Resources:

    Find Angela on X: https://x.com/astrange

    Find Tim on LinkedIn: https://www.linkedin.com/in/timothy-j-mayopoulos-56972a45/

    Find Andrew on LinkedIn: https://www.linkedin.com/in/wangandrewd/

    Find Mike on LinkedIn: https://www.linkedin.com/in/mikeyu1/

    Stay Updated:

    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?si=3E8B3qT9TyiwAHJ7JnaKbg

    Listen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711

    Follow our host: https://twitter.co…

  7. Chris Dixon on How to Build Networks, Movements, and AI-Native Products

    10 september 2025 · 43 min

    Afspelen
    Why do some consumer products explode into networks that reshape the internet, while others fade away? Lees meer

    Today on the podcast, a16z general partners Anish Acharya and Chris Dixon take on that question. Anish invests in AI-native consumer products and the next wave of consumer tech. Chris is best known for his work in Web3 and network economies, and he’s also led some of a16z’s biggest consumer bets.

    Together, they cover the history and power of consumer networks, the exponential forces that shape how they grow, and what it all means for founders building in the age of AI.

    Timecodes:

    00:00 Introduction

    00:43 The Power of Networks in Tech

    02:19 Moore’s Law, Composability, and Network Effects

    06:39 Building Networks: Tools vs. Networks

    10:49 Brand, Pricing, and Consumer Software Trends

    14:33 Movements, Communities, and Niche Markets

    20:02 Decentralization, AI, and the Open Web

    24:45 Platform Shifts and the Idea Maze

    29:55 Native vs. Skeuomorphic Technologies

    36:14 Open Source, Policy, and the Future of AI

    42:03 Closing Thoughts & Outro

    Resources:
    Find Chris on X: https://x.com/cdixon

    Find Anish on X: https://x.com/illscience

    Stay Updated:

    Let us know what you think: https://ratethispodcast.com/a16z

    Find a16z on Twitter: https://twitter.com/a16z

    Find a16z on LinkedIn: https://www.linkedin.com/company/a16z

    Subscribe on your favorite podcast app: https://a16z.simplecast.com/

    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 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 Sh…

  8. Mark Cuban on the NBA, Cost Plus Drugs, and How to Fix Politics

    9 september 2025 · 1 uur 1 min

    Afspelen
    What happens when AI collides with salesmanship, streaming-era sports, and healthcare? Lees meer

    In this episode, Erik Torenberg is joined by Mark Cuban, entrepreneur, Dallas Mavericks co-owner, and founder of Cost Plus Drugs.

    Topics include fiery group chats and how dissent sharpens thinking, the sales playbook of modern politics, and concrete fixes for U.S. healthcare like ending PBM opacity, publishing real prices, and government-backed patient financing. Mark also explains how AI is pushing media from “social” to algorithmic, why he expects millions of models, and why ESOPs are an underrated wealth engine. He shares what he’d build today and weighs in on NBA economics under the new collective bargaining agreement.

    Timecodes:

    00:00 Introduction

    00:47 Salesmanship, Politics, and Social Media

    04:05 AI, Algorithms, and the Future of Media

    06:29 Fragmentation of Social Platforms

    09:04 Political Messaging & Economic Populism

    12:05 Wealth, Equity, and Employee Ownership

    16:39 AI’s Impact on Education and Healthcare

    21:32 Fixing the US Healthcare System

    29:39 Entrepreneurship in the Age of AI

    33:38 Business Success, Sports, and Investments

    35:32 NBA Economics and Team Building

    50:44 Personal Priorities & Closing Thoughts

    Resources:

    Find Mark on X: https://x.com/mcuban

    Stay Updated:

    Let us know what you think: https://ratethispodcast.com/a16z

    Find a16z on Twitter: https://twitter.com/a16z

    Find a16z on LinkedIn: https://www.linkedin.com/company/a16z

    Subscribe on your favorite podcast app: https://a16z.simplecast.com/

    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 Updat…

  9. The Little Tech Agenda for AI

    8 september 2025 · 57 min

    Afspelen
    Who’s speaking up for startups in Washington, D.C.? Lees meer

    In this episode, Matt Perault (Head of AI Policy, a16z) and Collin McCune (Head of Government Affairs, a16z) unpack the “Little Tech Agenda” for AI- why AI rules should regulate harmful use, not model development; how to keep open source open; the roles of the federal government vs states in regulating AI; and how the U.S. can compete globally without shutting out new founders.

    Timecodes:

    0:00 – Introduction

    1:12 – Defining the Little Tech Agenda

    4:40 – Challenges for Startups vs. Big Tech

    6:37 – Principles of Smart AI Regulation

    9:55 – History of AI Policy & Regulatory Fears

    19:26 – The Role of Open Source and Global Competition

    23:45 – Motivations Behind Policy Approaches

    26:40 – Debates on Regulating Use vs. Development

    35:15 – Federal vs. State Roles in AI Policy

    39:24 – AI Policy and U.S.–China Competition

    40:45 – Current Policy Landscape & Action Plans

    42:47 – Moratoriums, Preemption, and Political Dynamics

    50:00 – Looking Forward: The Future of AI Policy

    56:16 – Conclusion & Disclaimers

    Resources:

    Read the Little Tech Agenda: https://a16z.com/the-little-tech-agenda/

    Read ‘Regulate AI Use, Not AI Development : https://a16z.com/regulate-ai-use-not-ai-development/

    Read Martin’s article ‘Base AI Policy on Evidence, Not Existential Angst: https://a16z.com/base-ai-policy-on-evidence-not-existential-angst/

    Read ‘Setting the Agenda for Global AI Leadership’:

    https://a16z.com/setting-the-agenda-for-global-ai-leadership-assessing-the-roles-of-congress-and-the-states/

    Read ‘The Commerce Clause in the Age of AI”:

    https://a16z.com/the-commerce-clause-in-the-age-of-ai-guardrails-and-opportunities-for-state-legislatures/

    Find Matt on X: https://x.com/MattPerault

    Find Collin on X: https://x.com/Collin_McCune

    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://tw…

  10. Building APIs for Developers and AI Agents

    6 september 2025 · 27 min

    Afspelen
    Stainless founder Alex Rattray joins a16z partner Jennifer Li to talk about the future of APIs, SDKs, and the rise of MCP (Model Context Protocol). Drawing on his experience at Stripe—where he helped redesign API docs and built code-generation systems—Alex explains why the SDK is the API for most developers, and why high-quality, idiomatic libraries are essential not just for humans, but now for AI agents as well. Lees meer

    They dive into:

    The evolution of SDK generation and lessons from building at scale inside Stripe.

    Why MCP reframes APIs as interfaces for large language models.

    The challenges of designing tools and docs for both developers and AI agents.

    How context limits, dynamic tool generation, and documentation shape agent usability.

    The future of developer platforms in an era where “every company is an API company.”

    Timecodes:

    0:00 – Introduction: APIs as the Dendrites of the Internet

    1:49 – Building API Platforms: Lessons from Stripe

    3:03 – SDKs: The Developer’s Interface

    6:16 – The MCP Model: APIs for AI Agents

    9:23 – Designing for LLMs and AI Users

    13:08 – Solving Context Window Challenges

    16:57 – The Importance of Strongly Typed SDKs

    21:07 – The Future of API and Agent Experience

    24:45 – Lessons from Leading API Companies

    26:14 – Outro and Disclaimers

    Resources:

    Find Alex on X: https://x.com/rattrayalex

    Find Jennifer on X: https://x.com/JenniferHli

    Stay Updated:

    Let us know what you think: https://ratethispodcast.com/a16z

    Find a16z on Twitter: https://twitter.com/a16z

    Find a16z on LinkedIn: https://www.linkedin.com/company/a16z

    Subscribe on your favorite podcast app: https://a16z.simplecast.com/

    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 maintai…

  11. How to Be Free: Shaka Senghor, Oprah Winfrey, Ben Horowitz

    5 september 2025 · 37 min

    Afspelen
    Taken from The Oprah Podcast, this special episode brings together Shaka Senghor, a16z cofounder Ben Horowitz, and Oprah Winfrey for a powerful conversation on resilience and transformation. Lees meer

    Shaka, a resilience expert, motivational speaker, and bestselling author of Writing My Wrongs, shares his journey from incarceration to redemption along with insights from his new book, How to Be Free. Full of hard-earned wisdom and practical tools, it’s a guide for anyone seeking freedom in their own life.

    Timecodes:

    0:00 Introduction
    1:30 Shaka’s Journey: From Prison to Freedom
    4:10 The Power of Narrative and Mindset
    6:10 Active Journaling & Writing My Wrongs
    8:45 Escaping Life’s Hidden Prisons
    10:00 The Role of Forgiveness
    16:40 Healing Family Relationships
    21:00 Unconditional Forgiveness & True Freedom
    22:40 Resilience as a Spiritual Principle
    24:15 Mentorship & Meeting Ben Horowitz
    28:55 Lessons on Success and Failure
    30:20 The Meaning of a Pardon
    31:50 Life After Prison: Finding Joy in Freedom
    32:30 Advice for Listeners: How to Begin Your Own Journey
    35:15 Closing Thoughts

    Resources:

    Find Shaka on X: https://x.com/ShakaSengho

    Find Ben on X: https://x.com/bhorowitz

    Find Oprah on Instagram: https://www.instagram.com/oprahpodcast/

    Listen to the full podcast:

    https://open.spotify.com/show/0tEVrfNp92a7lbjDe6GMLI

    https://podcasts.apple.com/us/podcast/the-oprah-podcast/id1782960381

    Stay Updated:

    Let us know what you think: https://ratethispodcast.com/a16z

    Find a16z on Twitter: https://twitter.com/a16z

    Find a16z on LinkedIn: https://www.linkedin.com/company/a16z

    Subscribe on your favorite podcast app: https://a16z.simplecast.com/

    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 m…

  12. Is Non-Consensus Investing Overrated?

    4 september 2025 · 55 min

    Afspelen
    Is non-consensus investing overrated—or the secret to venture returns? Lees meer

    a16z General Partner Erik Torenberg is joined by Martín Casado (General Partner, a16z) and Leo Polovets (General Partner, Humba Ventures) to unpack the debate that lit up venture Twitter/X: should founders and VCs chase consensus, or run from it?

    They explore what “consensus” really means in practice, how market efficiency shapes venture outcomes, why most companies fail from indigestion, not starvation, and the risks founders face when they’re too far outside consensus.

    Timecodes:

    00:00 Introduction

    01:04 Defining Consensus and Market Efficiency

    06:30 The Role of Hot Rounds and Market Signals

    10:25 Founder Perspective: Risks of Non-Consensus

    13:19 Investor Perspective: Indigestion vs. Starvation

    18:28 Market Cycles & Sector Hype

    23:55 The Evolution of Venture Market Efficiency

    26:29 Case Studies & Personal Anecdotes

    33:02 Fund Size, Ownership, and the Impact on Strategy

    51:40 The Future of Venture: Multi-Stage vs. Seed Funds

    Resources:

    Find Leo on X: https://x.com/lpolovets

    Find Martin on X: https://x.com/martin_casado

    Stay Updated:

    Let us know what you think: https://ratethispodcast.com/a16z

    Find a16z on Twitter: https://twitter.com/a16z

    Find a16z on LinkedIn: https://www.linkedin.com/company/a16z

    Subscribe on your favorite podcast app: https://a16z.simplecast.com/

    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…

  13. Jack Altman & Martin Casado on the Future of VC

    3 september 2025 · 53 min

    Afspelen
    Jack Altman sits down with Martin Casado, General Partner at a16z, to unpack the shifting dynamics of venture capital and why media matters more than ever. They cover a16z’s evolution from generalists to specialized platforms, the rise of AI infrastructure, and why today’s fiercest battles are often for talent, not market share. Lees meer

    Timecodes:

    0:00 Introduction

    0:27 Importance of Media for VC

    3:50 Evolution of a16z

    7:00 Specialization

    10:32 Value of Distribution

    13:16 Staying Power in Infrastructure

    19:49 The Conflicts Dynamic

    26:32 State of Play in AI

    30:48 The Future of Coding

    34:58 Significance of Open Source

    39:48 Marc Andreessen’s Leadership

    44:02 The Only Sin in VC

    48:37 Scaling a Lot of Board Seats

    Resources:

    Listen to more from Uncapped: https://linktr.ee/uncappedpod

    Find Jack on X: https://x.com/jaltma

    Find Uncapped on X: https://x.com/uncapped_pod

    Find Martin on X: https://x.com/martin_casado

    Stay Updated:

    Let us know what you think: https://ratethispodcast.com/a16z

    Find a16z on Twitter: https://twitter.com/a16z

    Find a16z on LinkedIn: https://www.linkedin.com/company/a16z

    Subscribe on your favorite podcast app: https://a16z.simplecast.com/

    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 informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evalu…

  14. Chris Best of Substack on the Future of Media

    2 september 2025 · 46 min

    Afspelen
    What if the future of media isn’t controlled by algorithms or legacy institutions—but by independent voices building directly with their audiences? Lees meer

    In this episode, Erik Torenberg is joined by Chris Best, cofounder and CEO of Substack, along with a16z general partners Katherine Boyle and Andrew Chen.

    We trace the origin story of Substack and its cultural impact, including how it reinvented the business model for independent media. We also explore the evolution of blogging, the rebundling of media, and what the future holds as attention becomes the scarcest resource.

    Timecodes:

    00:00 Introduction
    03:50 Origins of Substack
    06:29 The Evolution of Blogging & Media Models
    09:15 Direct Audience Connection & Platform Independence
    10:57 Vision for Substack & The Role of Algorithms
    21:06 Business Models: Ads, Subscriptions, and AI
    26:10 The Scarcity of Attention & Value of Good Content
    27:45 Unbundling, Rebundling, and the Future of Media Companies
    37:12 Academia, Books, and Changing Content Formats
    44:31 Substack’s Next Phase & Closing Thoughts

    Resources:

    Find Chris on Substack: https://cb.substack.com/

    Find Chris on X: https://x.com/cjgbest

    Find Andrew Chen on Substack: https://andrewchen.substack.com/

    Find Andrew on X: https://x.com/andrewchen

    Find Katherine on X: https://x.com/KTmBoyle

    Find Katherine on Substack: https://boyle.substack.com/

    Stay Updated:

    Let us know what you think: https://ratethispodcast.com/a16z

    Find a16z on Twitter: https://twitter.com/a16z

    Find a16z on LinkedIn: https://www.linkedin.com/company/a16z

    Subscribe on your favorite podcast app: https://a16z.simplecast.com/

    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 compa…

  15. Katherine Boyle on Shawn Ryan

    30 augustus 2025 · 2 uur 52 min

    Afspelen
    Venture capital has powered companies like Facebook and TikTok—but what if that same urgency fueled America’s defense and industrial base? Katherine Boyle, General Partner at Andreessen Horowitz and cofounder of the firm’s American Dynamism practice, argues this is the biggest business opportunity of our time. Lees meer

    In this conversation from The Shawn Ryan Show, Boyle discusses the rise of defense tech startups, why optimism drives her work, and how a new generation of engineers and founders is rethinking innovation and patriotism in America.

    Timecodes:

    0:00 Introduction

    0:41 Patriotism, Optimism, and American Innovation

    4:27 Startups vs. Legacy Primes in Defense

    10:08 Venture Capital’s Unique Incentives

    17:21 Katherine’s Backstory: Family & Upbringing

    21:07 The Decline of Community & Family Pillars

    23:23 Polarization, Religion, and Social Fabric

    26:16 America’s Birth Rate Crisis

    29:46 Cultural Shifts and the Family Structure

    42:01 Katherine’s Path: Journalism to Venture Capital

    1:06:06 Breaking into Silicon Valley

    1:18:06 Investing in Defense: The Anduril Story

    1:37:37 The American Dynamism Movement

    2:04:27 Manufacturing, Space, and the Future of Defense

    2:14:06 Espionage, China, and National Security

    2:37:38 The Attack on the American Family

    2:48:29 Cultural Change, Suffering, and Purpose

    2:55:30 Closing Thoughts

    Resources:

    Find Katherine on X: https://x.com/KTmBoyle

    Shawn Ryan Show Links

    YouTube: https://www.youtube.com/channel/UCkoujZQZatbqy4KGcgjpVxQ/join

    Listen on Apple: https://podcasts.apple.com/us/podcast/shawn-ryan-show/id1492492083

    Listen on Spotify: https://open.spotify.com/show/5eodRZd3qR9VT1ip1wI7xQ?si=7abec4d61c324b24

    Stay Updated:

    Let us know what you think: https://ratethispodcast.com/a16z

    Find a16z on Twitter: https://twitter.com/a16z

    Find a16z on LinkedIn: https://www.linkedin.com/company/a16z

    Subscribe on your favorite podcast app: https://a16z.simplecast.com/

    Follow our host: https://x.com/eriktorenberg

    Please note th…

  16. Monopolies vs Oligopolies in AI

    28 augustus 2025 · 1 uur 17 min

    Afspelen
    In this interview from the 20VC podcast, Martin Casado (a16z General Partner) joins Harry Stebbings to unpack the state of AI, the rise of coding models, the future of open vs. closed source, and how value is shifting across the stack. Lees meer

    Martin offers a candid view of the opportunities and dangers shaping AI and venture capital today.

    Resources:

    Find Martin on X: https://x.com/martin_casado

    Find Harry on X: https://x.com/harrystebbings

    More about 20VC:

    Subscribe on YouTube: https://www.youtube.com/@20VC

    Subscribe on Spotify:

    https://open.spotify.com/show/3j2KMcZTtgTNBKwtZBMHvl?si=85bc9196860e4466&nd=1&dlsi=d1dbbc6a0d7c4408

    Subscribe on Apple Podcasts:

    https://podcasts.apple.com/us/podcast/the-twenty-minute-vc-20vc-venture-capital-startup/id958230465

    Visit their Website: https://www.20vc.com

    Subscribe to their Newsletter: https://www.thetwentyminutevc.com/

    Follow 20VC on Instagram: https://www.instagram.com/20vchq/#

    Follow 20VC on TikTok: https://www.tiktok.com/@20vc_tok

    Stay Updated:

    Let us know what you think: https://ratethispodcast.com/a16z

    Find a16z on Twitter: https://twitter.com/a16z

    Find a16z on LinkedIn: https://www.linkedin.com/company/a16z

    Subscribe on your favorite podcast app: https://a16z.simplecast.com/

    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 informational purposes only; should NOT be taken…

  17. The Top 100 Most Used AI Apps in 2025

    27 augustus 2025 · 26 min

    Afspelen
    What are real consumers actually doing with AI today? Lees meer

    In this episode, a16z consumer investors Olivia Moore and Justine Moore break down the fifth edition of our Consumer AI 100, a biannual ranking of the most used AI-native web and mobile products across the globe.

    Timecodes:

    0:00 Introduction

    1:45 New Companies & Trends

    3:32 Companionship & Creative Tools

    4:20 Big Tech on the List: Google’s Impact

    6:24 Chinese AI Companies & Global Trends

    10:19 Vibecoding: A New Trend

    13:40 AI All-Stars: Consistent Top Performers

    15:30 Network Effects & Product Experience

    17:20 Enterprise Adoption & Prosumer Growth

    19:40 Biggest Takeaways

    21:09 Grok's debut

    22:56 Future predictions

    25:14 Closing & Audience Engagement

    Resources:

    Read more about the Top Gen 100: http://a16z.com/100-gen-ai-apps-5/

    Find Olivia on X: https://x.com/omooretweets

    Find Justine on X: https://x.com/venturetwins

    Stay Updated:

    Let us know what you think: https://ratethispodcast.com/a16z

    Find a16z on Twitter: https://twitter.com/a16z

    Find a16z on LinkedIn: https://www.linkedin.com/company/a16z

    Subscribe on your favorite podcast app: https://a16z.simplecast.com/

    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 informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security…

  18. Aaron Levie and Steven Sinofsky on the AI-Worker Future

    25 augustus 2025 · 56 min

    Afspelen
    What exactly is an AI agent, and how will agents change the way we work? Lees meer

    In this episode, a16z general partners Erik Torenberg and Martin Casado sit down with Aaron Levie (CEO, Box) and Steven Sinofsky (a16z board partner; former Microsoft exec) to unpack one of the hottest debates in AI right now.

    They cover:

    Competing definitions of an “agent,” from background tasks to autonomous interns

    Why today’s agents look less like a single AGI and more like networks of specialized sub-agents

    The technical challenges of long-running, self-improving systems

    How agent-driven workflows could reshape coding, productivity, and enterprise software

    What history — from the early PC era to the rise of the internet — tells us about platform shifts like this one

    The conversation moves from deep technical questions to big-picture implications for founders, enterprises, and the future of work.

    Timecodes:

    0:00 Introduction: The Evolution of AI Agents

    0:36 Defining Agency and Autonomy

    1:54 Long-Running Agents and Feedback Loops

    4:49 Specialization and Task Division in AI

    6:20 Human-AI Collaboration and Productivity

    6:59 Anthropomorphizing AI and Economic Impact

    9:10 Predictions, Progress, and Platform Shifts

    11:31 Recursive Self-Improvement and Technical Challenges

    13:20 Hallucinations, Verification, and Expert Productivity

    16:20 The Role of Experts and Tool Adoption

    22:14 Changing Workflows: Agents Reshaping Work Patterns

    45:55 Division of Labor, Specialization, and New Roles

    48:47 Verticalization, Applied AI, and the Future of Agents

    54:44 Platform Competition and the Application Layer

    55:29 Closing Thoughts and Takeaways

    Resources:

    Find Aaron on X: https://x.com/levie

    Find Martin on X: https://x.com/martin_casado

    Find Steven on X: https://x.com/stevesi

    Stay Updated:

    Let us know what you think: https://ratethispodcast.com/a16z

    Find a16z on Twitter: https://twitter.com/a16z

    Find a16z on LinkedIn: https://www.linkedin.com/company/a16z

    Subscribe on your fav…

  19. Ben Horowitz on How a16z Was Built

    23 augustus 2025 · 44 min

    Afspelen
    Erik Torenberg sits down with Ben Horowitz, Cofounder of a16z, for a candid conversation on venture capital, leadership, and the future of innovation. Recorded live at a16z’s Menlo Park offices in 2023, Ben shares practical wisdom and hard-earned lessons on navigating market cycles, building resilient companies, and why culture is a lasting competitive edge. Lees meer

    Timecodes:

    0:00 Introduction

    0:49 Building a Lasting Venture Firm

    1:57 Product vs. Investor-Driven Firms

    5:17 Evolution of Andreessen Horowitz

    8:43 Fund Sizing & Market Opportunity

    11:38 Recruiting & Culture at a16z

    13:58 Supporting Founders & Firm Mission

    14:39 Governance & Firm Structure

    17:15 The Future of Venture Capital

    20:26 Riding Trends: AI, Web3, and Beyond

    27:06 Regulation, Open Source, and Innovation

    29:22 LPs, Macro, and Long-Term Strategy

    33:25 Advice for the Next Generation

    37:15 Tech Optimism & Societal Impact

    42:33 Closing Thoughts & Outro

    Resources:

    Find Ben on X: https://x.com/bhorowitz

    Subscribe to Turpentine VC: link.chtbl.com/TurpentineVC

    Stay Updated:

    Let us know what you think: https://ratethispodcast.com/a16z

    Find a16z on Twitter: https://twitter.com/a16z

    Find a16z on LinkedIn: https://www.linkedin.com/company/a16z

    Subscribe on your favorite podcast app: https://a16z.simplecast.com/

    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 f…

  20. AI and Accelerationism with Marc Andreessen

    22 augustus 2025 · 1 uur 9 min

    Afspelen
    Marc Andreessen, cofounder Andreessen Horowitz, joins the Hermitix podcast for a conversation on AI, accelerationism, energy, and the future. Lees meer

    From the thermodynamic roots of effective accelerationism (E/acc) to the cultural cycles of optimism and fear around new technologies, Marc shares why AI is best understood as code, how nuclear debates mirror today’s AI concerns, and what these shifts mean for society and progress.

    Timecodes:

    0:00 Introduction

    0:51 Podcast Overview & Guest Introduction

    1:45 Marc Andreessen’s Background

    3:30 Technology’s Role in Society

    4:44 The Hermitix Question: Influential Thinkers

    8:19 AI: Past, Present, and Future

    10:57 Superconductors and Technological Breakthroughs

    15:53 Optimism, Pessimism, and Stagnation in Technology

    22:54 Fear of Technology and Social Order

    29:49 Nuclear Power: Promise and Controversy

    34:53 AI Regulation and Societal Impact

    41:16 Effective Accelerationism Explained

    47:19 Thermodynamics, Life, and Human Progress

    53:07 Learned Helplessness and the Role of Elites

    1:01:08 The Future: 10–50 Years and Beyond

    Resources:

    Marc on X: https://x.com/pmarca

    Marc’s Substack: https://pmarca.substack.com/

    Become part of the Hermitix community:

    On X: https://x.com/Hermitixpodcast

    Support: http://patreon.com/hermitix

    Find James on X: https://x.com/meta_nomad

    Stay Updated:

    Let us know what you think: https://ratethispodcast.com/a16z

    Find a16z on Twitter: https://twitter.com/a16z

    Find a16z on LinkedIn: https://www.linkedin.com/company/a16z

    Subscribe on your favorite podcast app: https://a16z.simplecast.com/

    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 p…

  21. Can AI Fix Housing and Healthcare Affordability?

    21 augustus 2025 · 39 min

    Afspelen
    Housing and healthcare make up nearly half of household spending, yet both sectors are riddled with inefficiency and rising costs. Lees meer

    In this episode, Erik Torenberg is joined by a16z Growth partner Alex Immerman and Minna Song and Tony Stoyanov, cofounders of EliseAI, to discuss why they’re tackling these critical industries and how AI can transform everything from leasing and maintenance to patient scheduling and compliance.

    The conversation covers:

    Why the U.S. is 5 million housing units short — and how technology can help unlock existing supply

    How automation can cut waste, reduce labor costs, and improve affordability

    What fully autonomous buildings might look like, and how that model could extend to healthcare

    This is about the costs that touch every household, and the role AI might play in finally bringing them down.

    Timecodes:

    0:00 Introduction

    0:28 Why Housing and Healthcare?

    1:17 Technology’s Role in Housing

    3:39 Housing Affordability & Supply Challenges

    5:42 Regulatory and Capital Barriers

    8:30 Improving Efficiency in Real Estate

    13:05 Automation and the Future of Property Management

    18:28 The Human Role in an AI-Driven Industry

    20:35 Financial Engineering & Data Bottlenecks

    21:51 The Future of Housing: Robotics, Mobility, and Flexibility

    25:29 R&D and Technology Adoption in Real Estate

    27:09 Addressing Criticisms of PropTech

    29:24 Maintenance, Repairs, and AI Solutions

    31:44 Expanding from Housing to Healthcare

    32:38 Parallels Between Housing and Healthcare

    36:41 The Future of Healthcare Operations

    39:09 Lessons Learned & Ultimate Vision for EliseAI

    40:55 Closing Thought

    Resources:

    Link to blog: https://a16z.com/announcement/investing-in-eliseai/

    Find Minna on LinkedIn: https://www.linkedin.com/in/minna-song/

    Find Tony on LinkedIn: linkedin.com/in/stoyan-tony-stoyanov-07690a53

    FInd Alex on X: https://x.com/aleximm

    Stay Updated:

    Let us know what you think: https://ratethispodcast.com/a16z

    Find a16z on Twitter: https://twitte…

  22. Oren Cass & Noah Smith Debate the True Impact of Tariffs

    20 augustus 2025 · 1 uur 13 min

    Afspelen
    Do tariffs help rebuild American manufacturing or hold it back? Lees meer

    In this episode, American Compass founder and chief economist Oren Cass sits down with commentator and author Noah Smith and a16z General Partner Erik Torenberg for a lively debate on the future of U.S. industry.

    They discuss the case for tariff-driven re-industrialization versus free-market approaches, the role of allies in trade policy, and what the numbers really show about manufacturing jobs, investment, and output. Along the way, they challenge each other’s assumptions and explore what it would take to actually bring more production back to American soil.

    Timecodes:

    0:00 Introduction & Framing the Debate

    1:27 Oren Cass: Economic Philosophy & American Compass

    4:02 Manufacturing, Family, and Community

    5:00 Free Trade, Comparative Advantage, and Policy

    8:30 Tariffs: US vs. China and Historical Context

    9:30 Do Tariffs Help US Manufacturing?

    15:00 Data, Indicators, and Economic Predictions

    22:00 Theory, History, and the Role of Economics

    28:00 Trade Deficits, Scale, and Global Competition

    38:00 Negotiation, Game Theory, and Policy Tools

    46:00 Trade Deficits, Scale, and Global Competition

    1:03:23 Negotiating with Allies and the Limits of Tariff Threats

    Resources:

    Find Oren on X: https://https://x.com/oren_cass

    American Compass: https://americancompass.org/

    Find Noah on X: https://x.com/noahpinion

    Subscribe to Noah’s Substack: https://www.noahpinion.blog/

    Stay Updated:

    Let us know what you think: https://ratethispodcast.com/a16z

    Find a16z on Twitter: https://twitter.com/a16z

    Find a16z on LinkedIn: https://www.linkedin.com/company/a16z

    Subscribe on your favorite podcast app: https://a16z.simplecast.com/

    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 potentia…

  23. Dylan Patel: GPT-5, NVIDIA, Intel, Meta, Apple

    18 augustus 2025 · 1 uur 5 min

    Afspelen
    The AI hardware race is heating up, and NVIDIA is still far ahead. What will it take to close the gap? Lees meer

    In this episode, Dylan Patel (Founder & CEO, SemiAnalysis) joins Erin Price-Wright (General Partner, a16z), Guido Appenzeller (Partner, a16z), and host Erik Torenberg to break down the state of AI chips, data centers, and infrastructure strategy.

    We discuss:

    Why simply copying NVIDIA won’t work, and what it takes to beat them

    How custom silicon from Google, Amazon, and Meta could reshape the market

    The economics of AI model launches and the shift toward cost efficiency

    Infrastructure bottlenecks: power, cooling, and the global supply chain

    The rise of AI silicon startups and the challenges they face

    Export controls, China’s AI ambitions, and geopolitics in the chip race

    Big tech’s next moves: advice for leaders like Jensen Huang, Sundar Pichai, Mark Zuckerberg, and Elon Musk

    Resources:

    Find Dylan on X: https://x.com/dylan522p

    Find Erin on X: https://x.com/espricewright

    Find Guido on X: https://x.com/appenz

    Learn more about SemiAnalysis: https://semianalysis.com/dylan-patel/

    Stay Updated:

    Let us know what you think: https://ratethispodcast.com/a16z

    Find a16z on Twitter: https://twitter.com/a16z

    Find a16z on LinkedIn: https://www.linkedin.com/company/a16z

    Subscribe on your favorite podcast app: https://a16z.simplecast.com/

    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…

  24. Google DeepMind Lead Researchers on Genie 3 & the Future of World-Building

    16 augustus 2025 · 41 min

    Afspelen
    Genie 3 can generate fully interactive, persistent worlds from just text, in real time. Lees meer

    In this episode, Google DeepMind’s Jack Parker-Holder (Research Scientist) and Shlomi Fruchter (Research Director) join Anjney Midha, Marco Mascorro, and Justine Moore of a16z, with host Erik Torenberg, to discuss how they built it, the breakthrough “special memory” feature, and the future of AI-powered gaming, robotics, and world models.

    They share:

    How Genie 3 generates interactive environments in real time

    Why its “special memory” feature is such a breakthrough

    The evolution of generative models and emergent behaviors

    Instruction following, text adherence, and model comparisons

    Potential applications in gaming, robotics, simulation, and more

    What’s next: Genie 4, Genie 5, and the future of world models

    This conversation offers a first-hand look at one of the most advanced world models ever created.

    Timecodes:

    0:00 Introduction & The Magic of Genie 3

    0:41 Real-Time World Generation Breakthroughs

    1:22 The Team’s Journey: From Genie 1 to Genie 3

    5:03 Interactive Applications & Use Cases

    8:03 Special Memory and World Consistency

    12:29 Emergent Behaviors and Model Surprises

    18:37 Instruction Following and Text Adherence

    19:53 Comparing Genie 3 and Other Models

    21:25 The Future of World Models & Modality Convergence

    27:35 Downstream Applications and Open Questions

    31:42 Robotics, Simulation, and Real-World Impact

    39:33 Closing Thoughts & Philosophical Reflections

    Resources:

    Find Shlomi on X: https://x.com/shlomifruchter

    Find Jack on X: https://x.com/jparkerholder

    Find Anjney on X: https://x.com/anjneymidha

    Find Justine on X: https://x.com/venturetwins

    Find Marco on X: https://x.com/Mascobot

    Stay Updated:

    Let us know what you think: https://ratethispodcast.com/a16z

    Find a16z on Twitter: https://twitter.com/a16z

    Find a16z on LinkedIn: https://www.linkedin.com/company/a16z

    Subscribe on your favorite podcast app: https://a16z.simplecast.com/

    Follow our…

  25. The State of American AI Policy: From ‘Pause AI’ to ‘Build’

    15 augustus 2025 · 42 min

    Afspelen
    a16z General Partners Martin Casado and Anjney Midha join Erik Torenberg to unpack one of the most dramatic shifts in tech policy in recent memory: the move from “pause AI” to “win the AI race.” Lees meer

    They trace the evolution of U.S. AI policy—from executive orders that chilled innovation, to the recent AI Action Plan that puts scientific progress and open source at the center. The discussion covers how technologists were caught off guard, why open source was wrongly equated to nuclear risk, and what changed the narrative—including China's rapid progress.

    The conversation also explores:

    How and why the AI discourse got captured by doomerism

    What “marginal risk” really means—and why it matters

    Why open source AI is not just ideology, but business strategy

    How government, academia, and industry are realigning after a fractured few years

    The effect of bad legislation—and what comes next

    Whether you're a founder, policymaker, or just trying to make sense of AI's regulatory future, this episode breaks it all down.

    Timecodes:

    0:00 Introduction & Setting the Stage

    0:39 The Shift in AI Regulation Discourse

    2:10 Historical Context: Tech Waves & Policy

    6:39 The Open Source Debate

    13:39 The Chilling Effect & Global Competition

    15:00 Changing Sentiments on Open Source

    21:06 Open Source as Business Strategy

    28:50 The AI Action Plan: Reflections & Critique

    32:45 Alignment, Marginal Risk, and Policy

    41:30 The Future of AI Regulation & Closing Thoughts

    Resources

    Find Martin on X: https://x.com/martin_casado

    Find Anjney on X: https://x.com/anjneymidha

    Stay Updated:

    Let us know what you think: https://ratethispodcast.com/a16z

    Find a16z on Twitter: https://twitter.com/a16z

    Find a16z on LinkedIn: https://www.linkedin.com/company/a16z

    Subscribe on your favorite podcast app: https://a16z.simplecast.com/

    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 …

  26. H20s to China + 15% with Chris Miller and Lennart Heim

    14 augustus 2025 · 1 uur 7 min

    Afspelen
    We’re sharing an episode from ChinaTalk that dives into one of the biggest recent reversals in U.S. tech policy. Lees meer

    The U.S. banned Nvidia’s H20 AI chips to China in April. Now, just months later, they’re being sold—with a 15% export fee. What happened? Why the reversal? And what does it mean for the future of AI competition between the U.S. and China?

    Chris Miller—author of Chip War—and Lennart Heim from RAND join ChinaTalk host Jordan Schneider to unpack the policy flip-flop, why China is publicly downplaying interest in the H20, and why high-bandwidth memory and semiconductor manufacturing tools may be even more important than the Nvidia chips themselves.

    Resources:

    Listen to more from ChinaTalk: https://link.chtbl.com/chinatalk

    Check out the Horizon Fellowship to work in DC on emerging tech policy issues like AI chip export controls: https://horizonpublicservice.org/applications-open-for-2026-horizon-fellowship-cohort/

    Outro Music: It's a Shame, The Spinners, 1970

    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 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.

  27. Grok, Genie 3, GPT-5 & the Rise of Vibe Coding

    13 augustus 2025 · 28 min

    Afspelen
    a16z partners Olivia and Justine Moore unpack the latest in consumer AI including: Lees meer

    - Grok’s “Imagine” and its instant, social-first creative tools

    - Google’s Genie 3 and the future of 3D worlds

    - GPT-5: what’s new, what’s missing, and why some want their old chatbot back

    - AI-generated music from ElevenLabs

    - Olivia’s vibecoded Jensen Huang selfie app

    Timecodes:

    0:00 Introduction & This Week's Topics

    0:24 Grok Imagine: Social AI Image & Video Generation

    4:48 GPT-5 Release & GPT-4 Deprecation

    5:36 Comparing GPT-5 and GPT-4: Coding vs. Personality

    9:13 AI for Mental Health: Illinois Law & Industry Impact

    12:29 Genie 3: Interactive World Models from Google

    16:53 ElevenLabs Music Model: Licensed AI Music Generation

    19:16 Vibecoding: Consumer Experiments & Platform Evolution

    24:14 The Future of Vibecoding & AI Tools

    27:05 Conclusions

    Resources:

    Find Olivia on X: https://x.com/omooretweets

    Find Justine on X: https://x.com/venturetwins

    Read Anish and Justine’s vibecoding post: https://a16z.com/specialized-app-gen-platforms/

    Stay Updated:

    Let us know what you think: https://ratethispodcast.com/a16z

    Find a16z on Twitter: https://twitter.com/a16z

    Find a16z on LinkedIn: https://www.linkedin.com/company/a16z

    Subscribe on your favorite podcast app: https://a16z.simplecast.com/

    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…

  28. Alex Danco on Speechwriting, Blogging, and Giving Founders Power

    13 augustus 2025 · 15 min

    Afspelen
    Fresh off the announcement of his move from Shopify to a16z, Alex Danco joins TBPN to talk about the “trade deal” that brought him here and his mission to make the firm’s written content truly world class. Lees meer

    He discusses why he believes writing still matters in the age of AI, how great prose can act as “power transfer technology” for founders, and why he’s betting on the overlooked art of speechwriting. Alex also reflects on his years as a founder, investor, and longtime blogger, and shares the formats he’s most excited to explore, from deal memos to launch speeches.

    Timecodes:

    0:00 Joining a16z

    0:41 The Power of Writing & Speechwriting

    2:45 Reflections on Blogging & Communication

    5:10 Writing as Power Transfer Technology

    6:46 Formats & Content at a16z

    8:09 The Underrated Art of Speechwriting

    11:21 The Evolution of Blogging & Audience

    12:23 Looking Forward: Brand & Legacy

    Resources:

    Find Alex on X: https://x.com/Alex_Danco

    Watch TBPN: https://www.tbpn.com/

    Follow TBPN on X: https://x.com/tbpn

    Stay Updated:

    Let us know what you think: https://ratethispodcast.com/a16z

    Find a16z on Twitter: https://twitter.com/a16z

    Find a16z on LinkedIn: https://www.linkedin.com/company/a16z

    Subscribe on your favorite podcast app: https://a16z.simplecast.com/

    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 informational purposes on…

  29. Steven Sinofsky & Balaji Srinivasan on the Future of AI, Tech, & the Global World Order

    11 augustus 2025 · 1 uur 17 min

    Afspelen
    There’s been a wave of M&A deals lately - Meta and Scale, Windsurf and Google - and a lot of it points to something bigger: how regulation, capital, and innovation are colliding in 2025. Lees meer

    In this episode Erik Torenberg brings together Steven Sinofsky, former Microsoft Executive and Balaji Srinivasan, founder of the Network School, and author of the Network State to break it all down.

    From acquihires to “acquifires,” from FTC crackdowns to the deeper battle between the state and the network, this is a sharp conversation on the future of tech and power.

    Resources

    Find Balaji on X: https://x.com/balajis

    Find Steven on X: https://x.com/stevesi

    Learn more about The Network State: https://thenetworkstate.com

    Learn more about The Network School: https://ns.com

    Stay Updated:

    Let us know what you think: https://ratethispodcast.com/a16z

    Find a16z on Twitter: https://twitter.com/a16z

    Find a16z on LinkedIn: https://www.linkedin.com/company/a16z

    Subscribe on your favorite podcast app: https://a16z.simplecast.com/

    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 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…

  30. Marc Andreessen: Why Perfect Products Become Obsolete

    8 augustus 2025 · 37 min

    Afspelen
    In this episode, Marc Andreessen joins TBPN for an unfiltered conversation spanning everything from ads in LLMs to why Apple’s AI strategy may be risky for anyone not named Apple. Lees meer

    Marc breaks down the current state of AI: why open source is resurging, how foundational research is (or isn’t) turning into product, and whether we’ve hit the moment when phones start to fade as dominant platforms. He also shares his candid thoughts on Meta’s wearable wins, Vision Pro’s imperfections, and how humor and deep research are his two favorite use cases for AI today.

    Timecodes:

    0:00 Intro

    2:41 The Pace of AI and Technology Cycles

    4:03 Research vs. Productization in AI Companies

    5:15 Apple’s Strategy: Last Mover Advantage

    7:09 The Future Beyond Smartphones

    10:23 Open Source AI: Progress and Challenges

    13:49 Ads in AI: Business Models and User Experience

    15:52 Legal Frameworks for AI and Data

    17:53 Lightning Round: How Mark Uses AI

    19:01 Breaking into Venture Capital in 2025

    20:34 M&A, Survivorship Bias, and Company Resilience

    Resources

    Watch TBPN: https://www.tbpn.com/

    Marc on X: https://x.com/pmarca

    Marc’s Substack: https://pmarca.substack.com/

    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 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.

  31. GPT-5 and Agents Breakdown – w/ OpenAI Researchers Isa Fulford & Christina Kim

    8 augustus 2025 · 44 min

    Afspelen
    ChatGPT-5 just launched, marking a major milestone for OpenAI and the entire AI ecosystem. Lees meer

    Fresh off the live stream, Erik Torenberg was joined in the studio by three people who played key roles in making this model a reality:

    Christina Kim, Researcher at OpenAI, who leads the core models team on post-training

    Isa Fulford, Researcher at OpenAI, who leads deep research and the ChatGPT agent team on post-training

    Sarah Wang, General Partner at a16z, who helped lead our investment in OpenAI since 2021

    They discuss what’s actually new in ChatGPT-5—from major leaps in reasoning, coding, and creative writing to meaningful improvements in trustworthiness, behavior, and post-training techniques.

    We also discuss:

    How GPT-5 was trained, including RL environments and why data quality matters more than ever

    The shift toward agentic workflows—what “agents” really are, why async matters, and how it’s empowering a new golden age of the “ideas guy”

    What GPT-5 means for builders, startups, and the broader AI ecosystem going forward

    Whether you're an AI researcher, founder, or curious user, this is the deep-dive conversation you won't want to miss.

    Timecodes:

    0:00 ChatGPT Origins

    1:57 Model Capabilities & Coding Improvements

    4:00 Model Behaviors & Sycophancy

    6:15 Usage, Pricing & Startup Opportunities

    8:03 Broader Impact & AGI Discourse

    16:56 Creative Writing & Model Progress

    32:37 Training, Data & Reflections

    36:21 Company Growth & Culture

    41:39 Closing Thoughts & Mission

    Resources

    Find Christina on X: https://x.com/christinahkim

    Find Isa on X: https://x.com/isafulf

    Find Sarah on X: https://x.com/sarahdingwang

    Stay Updated:

    Let us know what you think: https://ratethispodcast.com/a16z

    Find a16z on Twitter: https://twitter.com/a16z

    Find a16z on LinkedIn: https://www.linkedin.com/company/a16z

    Subscribe on your favorite podcast app: https://a16z.simplecast.com/

    Follow our host: https://x.com/eriktorenberg

    Please note that the content here is for informati…

  32. How to Build a Successful Company in an Era of Disruption

    6 augustus 2025 · 43 min

    Afspelen
    What happens when a startup becomes a giant—and then has to reinvent itself all over again? Lees meer

    In this episode, Martin Casado sits down with Raghu Raghuram (former CEO of VMware) and Jeetu Patel (President and CPO at Cisco) for a deep, tactical conversation on scaling, disruption, and navigating transformation from the inside. They share hard-won lessons from leading two of the most iconic infrastructure companies in tech—through waves like virtualization, cloud, containers, and now AI.

    They cover:

    How to keep innovation alive inside large companies

    Why the best companies operate with a founder’s mindset, even without founders

    The difference between selling to buyers vs. practitioners

    Why the story is the strategy, and how to tell it at scale

    How Cisco is rebuilding its startup DNA in the age of AI

    If you're building or leading through a major tech wave, this episode is a playbook.

    Timecodes:

    0:00 Introduction

    2:02 Weapons of Mass Disruption: Abstractions, Business Models, and Cloud

    5:57 Cisco’s Missed Cloud Wave & Resetting for Innovation

    6:39 Operating Like a Startup: Speed, Scale, and Leadership

    10:00 Go-to-Market Challenges: Fencing Off Innovation

    11:04 Organic vs. Inorganic Growth: Lessons from VMware

    12:04 The 10x Rule and Competing with Incumbents

    14:39 Structuring for Disruption: Two-Pizza Teams and Ideal Customer Profiles

    18:43 Storytelling as Strategy: Galvanizing Large Organizations

    19:42 The AI Wave: Consumerization and Infrastructure Demands

    25:34 Founders vs. Operators: Leading Transformations

    31:47 Product-Led Organizations: From Sales to Product Focus

    34:35 The Future of Infrastructure: AI, Market Size, and Vertical Integration

    39:34 Timing, Market, Team, Product, Brand, and Scale

    41:19 Authenticity, Opportunity, and Final Thoughts

    Resources:

    Find Martin on X: https://x.com/martin_casado

    Find Raghu on X: https://x.com/raghuraghuram

    Find Jeetu on X: https://x.com/jpatel41

    Stay Updated:

    Let us know what you think: https://ra…

  33. Dwarkesh and Noah Smith on AGI and the Economy

    4 augustus 2025 · 1 uur 1 min

    Afspelen
    In this episode, Erik Torenberg is joined in the studio by Dwarkesh Patel and Noah Smith to explore one of the biggest questions in tech: what exactly is artificial general intelligence (AGI), and how close are we to achieving it? Lees meer

    They break down:

    Competing definitions of AGI — economic vs. cognitive vs. “godlike”

    Why reasoning alone isn’t enough — and what capabilities models still lack

    The debate over substitution vs. complementarity between AI and human labor

    What an AI-saturated economy might look like — from growth projections to UBI, sovereign wealth funds, and galaxy-colonizing robots

    How AGI could reshape global power, geopolitics, and the future of work

    Along the way, they tackle failed predictions, surprising AI limitations, and the philosophical and economic consequences of building machines that think, and perhaps one day, act, like us.

    Timecodes:

    0:00 Intro

    0:33 Defining AGI and General Intelligence

    2:38 Human and AI Capabilities Compared

    7:00 AI Replacing Jobs and Shifting Employment

    15:00 Economic Growth Trajectories After AGI

    17:15 Consumer Demand in an AI-Driven Economy

    31:00 Redistribution, UBI, and the Future of Income

    31:58 Human Roles and the Evolving Meaning of Work

    41:21 Technology, Society, and the Human Future

    45:43 AGI Timelines and Forecasting Horizons

    54:04 The Challenge of Predicting AI's Path

    57:37 Nationalization, Geopolitics, and the Global AI Race

    1:07:10 Brand and Network Effects in AI Dominance

    1:09:31 Final Thoughts

    Resources:

    Find Dwarkesh on X: https://x.com/dwarkesh_sp

    Find Dwarkesh on YT: https://www.youtube.com/c/DwarkeshPatel

    Subscribe to Dwarkesh’s Substack: https://www.dwarkesh.com/

    Find Noah on X: https://x.com/noahpinion

    Subscribe to Noah’s Substack: https://www.noahpinion.blog/

    Stay Updated:

    Let us know what you think: https://ratethispodcast.com/a16z

    Find a16z on Twitter: https://twitter.com/a16z

    Find a16z on LinkedIn: https://www.linkedin.com/company/a16z

    Subscribe on your favorite po…

  34. Balaji on How Tech Truly Wins Media

    1 augustus 2025 · 1 uur 38 min

    Afspelen
    What really caused the breakdown between tech and media—and what comes next? Lees meer

    Erik Torenberg sits down with Balaji Srinivasan (entrepreneur, investor, and author of The Network State) to explore the long-building conflict between Silicon Valley and legacy journalism. Balaji explains how the collapse of traditional media business models gave rise to political capture, clickbait, and adversarial coverage of the tech industry.

    They discuss why “going direct” is no longer optional, how tech became the villain in establishment narratives, and what it would take to build a new truth infrastructure - from decentralized content creation to cryptographic verification.

    This episode covers power, distribution, and the future of media, with a signature mix of historical insight, social analysis, and Balaji’s forward-looking frameworks.

    Timecodes:

    0:00 Introduction

    1:26 The Media vs. Tech Conflict

    2:11 The Collapse of Journalism Revenue

    2:39 Rise of Wokeness and Political Realignment

    6:50 State vs. Network: A New Framework

    9:00 The Power Structure of Media Institutions

    19:25 The Role of Distribution and the Internet

    29:20 The Social War: Red vs. Blue America

    30:05 X Day and the Shift in Social Media Power

    42:56 Strategies for Technologists: Go Direct

    48:36 The Importance of Individual Creators

    1:10:00 Decentralized Truth and the Ledger of Record

    1:36:00 The Future of Media, Democracy, and Equality

    1:37:08 Conclusion & Final Thoughts

    Resources

    Find Balaji on X: https://x.com/balajis

    Stay Updated:

    Let us know what you think: https://ratethispodcast.com/a16z

    Find a16z on Twitter: https://twitter.com/a16z

    Find a16z on LinkedIn: https://www.linkedin.com/company/a16z

    Subscribe on your favorite podcast app: https://a16z.simplecast.com/

    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 secur…

  35. AI Content and the War for Your Attention

    30 juli 2025 · 41 min

    Afspelen
    What happens when AI starts generating content for everyone—and no one wants to watch it? Lees meer

    In this episode, MSNBC’s Chris Hayes and ad tech veteran Antonio García Martínez join a16z General Partner, Erik Torenberg to unpack the shifting economics of attention: from the rise of “AI slop” and spammy feeds to the difference between what we want to pay attention to and what platforms push on us.

    They explore:

    How AI changes what gets created and what gets seen

    Why internet ads still mostly suck

    The return of group chats—and the slow death of mass culture

    Based on Chris’s new book The Sirens Call, this is a candid look at what AI might amplify or break in our online lives.

    Timecodes:

    0:00 Introduction

    1:47 Meet the Guests: Chris Hayes & Antonio Garcia Martinez

    3:01 The Economics of Attention & AI Slop

    6:38 Acquisition vs. Retention: The Attention Challenge

    10:01 Fame, Identity, and Social Media Fragmentation

    13:21 The Group Chat Solution & Privacy

    16:01 Business Models, Community, and Technology

    19:01 Mass Culture, Fragmentation, and the Algorithm

    23:01 Ad Tech, Personalization, and Advertising Effectiveness

    29:01 The Future: AI, Growth, and Abundance

    Resources:

    Find Chris on X: https://x.com/chrislhayes

    Find Antonio on X: https://x.com/antoniogm

    Learn more about Chris’ book ‘The Sirens' Call’: https://sirenscallbook.com/

    Learn more about Antonio’s book ‘Chaos Monkeys’: https://www.harpercollins.com/products/chaos-monkeys-antonio-garcia-martinez?variant=32207601532962

    Stay Updated:

    Let us know what you think: https://ratethispodcast.com/a16z

    Find a16z on Twitter: https://twitter.com/a16z

    Find a16z on LinkedIn: https://www.linkedin.com/company/a16z

    Subscribe on your favorite podcast app: https://a16z.simplecast.com/

    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;…

  36. Balaji Srinivasan: How AI Will Change Politics, War, and Money

    28 juli 2025 · 1 uur 6 min

    Afspelen
    a16z General Partners Erik Torenberg and Martin Casado sit down with technologist and investor Balaji Srinivasan to explore how the metaphors we use to describe AI—whether as god, swarm, tool, or oracle—reveal as much about us as they do about the technology itself. Lees meer

    Balaji, best known for his work in crypto and network states, also brings a deep background in machine learning. Together, the trio unpacks the evolution of AI discourse, from monotheistic visions of a singular AGI to polytheistic interpretations shaped by culture and context. They debate the practical and philosophical: the current limits of AI, why prompts function like high-dimensional programs, and what it really takes to “close the loop” in AI reasoning.

    This is a systems-level conversation on belief, control, infrastructure, and the architectures that might govern future societies.

    Timecodes:

    0:00 Introduction: The Polytheistic AGI Framework

    1:46 Personal Journeys in AI and Crypto

    3:18 Monotheistic vs. Polytheistic AGI: Competing Paradigms

    8:20 The Limits of AI: Chaos, Turbulence, and Predictability

    9:29 Platonic Ideals and Real-World Systems

    14:10 Decentralized AI and the End of Fast Takeoff

    14:34 Surprises in AI Progress: Language, Locomotion, and Double Descent

    25:45 Prompting, Verification, and the Age of the Phrase

    29:44 AI, Crypto, and the Grounding Problem

    34:26 Visual vs. Verbal: Where AI Excels and Struggles

    37:19 The Challenge of Markets, Politics, and Adversarial Systems

    40:11 Amplified Intelligence: AI as a Force Multiplier

    43:37 The Polytheistic Counterargument: Convergence and Specialization

    48:17 AI’s Impact on Jobs: Specialists, Generalists, and the Future of Work

    57:36 Security, Drones, and Digital Borders

    1:03:41 AI, Power, and the Balance of Control

    1:06:33 The Coming Anti-AI Backlash

    1:09:10 Global Implications: Labor, Politics, and the Future

    Resources:

    Find Balaji on X: https://x.com/balajis

    Find Martin on X: https://x.com/martin_casado

    Stay Updated:
    …

  37. Ben and Marc on New Media: Podcasts, Politics & the Collapse of Trust

    25 juli 2025 · 1 uur 38 min

    Afspelen
    On this episode of The Ben & Marc Show, a16z co-founders Marc Andreessen and Ben Horowitz sit down with Erik Torenberg— General Partner at a16z and founder of the media company Turpentine—to unpack how the internet shattered the old media order and reshaped the way power works in America. Lees meer

    What begins as a look at the evolution of media quickly becomes something bigger: a conversation about truth, trust, and the collapse of institutional authority. They explore how social media became both an x-ray and an engine, why authenticity now beats polish, and how the rules of politics, and journalism, have permanently changed.

    Together, they break down:

    -Why 2017 marked a structural break between tech and the press

    -Trump’s real training ground

    -The tension between objectivity, activism, and “speaking truth to power”

    -Why podcasters. not pundits, are setting the agenda

    - How the barbell strategy is reshaping media: short-form virality meets long-form depth

    With stops at Watergate, the rise of Rogan, the fall of legacy gatekeepers, and the media playbooks behind Obama, Trump, and the Kardashians—this episode explores how we got here, what’s next, and what it means for founders, voters, and anyone trying to build (or tell) a story.

    Timecodes:

    0:00 Introduction

    0:55 The Evolution of Media: From Centralization to Fragmentation

    2:34 The Internet’s Impact on Traditional Media

    4:06 Unionization and Technological Change in Media

    6:39 Oversupply and Competition in News Organizations

    8:44 The Changing Role and Ideology of Journalism

    11:46 Speak Truth to Power: Conflicts in Journalism

    13:39 The 2016 Election and the Collapse of Media Trust

    23:20 Martin Gurri and the Crisis of Authority

    31:34 Decentralization: From the 1970s to Social Media

    48:06 Trump, Reality TV, and the New Media Playbook

    59:10 Drama, Authenticity, and the Barbell Effect in Media

    1:16:40 Podcasts, Direct Communication, and the Future of Authority

    1:34:48 Advice for Founders and the Importance …

  38. Critical Minerals: Mining for the Industrial Future

    23 juli 2025 · 48 min

    Afspelen
    It can take more than 15 years to permit and build a new mine in the United States - yet nearly every modern technology we rely on, from smartphones to fighter jets to AI data centers, depends on a steady supply of critical minerals. Lees meer

    In this episode, Erik Torenberg is joined in the studio by Turner Caldwell, founder of Mariana Minerals, along with American Dynamism general partner Erin Price-Wright and partner Ryan McEntush.

    Turner spent nearly a decade at Tesla, working his way upstream from factory design to battery materials and mining. Now, he’s building a new kind of mining and refining company - vertically integrated and software-first- designed to meet the demands of our industrial future.

    We get into why the industry is so broken, what it actually takes to turn rocks into usable materials, and how the U.S. can rebuild its capacity to mine, refine, and manufacture the things that matter most.

    Timecodes:

    00:00 Introduction to Critical Minerals

    00:45 The Importance of Mining in Modern Technology

    00:58 Meet Turner Caldwell and Marianna Minerals

    03:02 The Mining and Refining Process

    05:10 Challenges in the Mining Industry

    07:11 Turner's Journey from Tesla to Marianna

    15:31 The Role of AI and ML in Mining

    22:00 Geopolitical and Talent Pool Dynamics

    23:46 Challenges in Junior Mining Exploration

    25:30 Mariana's Product and Approach

    25:47 Leveraging Technology in Mining and Construction

    28:29 Optimizing Refining Processes with AI

    37:31 The Importance of Critical Minerals

    41:18 Permitting and Regulatory Challenges

    46:08 Future Strategies and International Expansion

    46:53 Conclusion and Future Outlook

    Resources:

    Find Turner on X :https://x.com/tbc415

    Find Erin on X: https://x.com/espricewright

    Find Ryan on X: https://x.com/rmcentush

    Stay Updated:

    Let us know what you think: https://ratethispodcast.com/a16z

    Find a16z on Twitter: https://twitter.com/a16z

    Find a16z on LinkedIn: https://www.linkedin.com/company/a16z

    Subscribe on your favorite …

  39. The Future of Software Development - Vibe Coding, Prompt Engineering & AI Assistants

    21 juli 2025 · 44 min

    Afspelen
    Is AI the Fourth Pillar of Infrastructure? Lees meer

    Infrastructure doesn’t go away — it layers. And today, AI is emerging as a new foundational layer alongside compute, storage, and networking.

    Erik Torenberg interviews a16z’s Martin Casado, Jennifer Li, and Matt Bornstein breaking down how infrastructure is evolving in the age of AI — from models and agents to developer tools and shifting user behavior.

    We dive into what infra actually means today, how it differs from enterprise, and why software itself is being disrupted. Plus, we explore the rise of technical users as buyers, what makes infra companies defensible, and how past waves — from the cloud to COVID to AI — are reshaping how we build and invest.

    Timestamps:

    (00:00) Introduction

    (01:49) Defining Infrastructure in the AI Era

    (03:15) The Fourth Pillar: AI's Role in Infrastructure

    (06:01) Historical Context and Evolution of Infrastructure

    (08:20) The Impact of AI on Software Development

    (10:18) Investment Strategies and Market Dynamics

    (17:02) Developer Tools and AI Integration

    (20:57) Defensibility in the AI Landscape

    (22:16) Founders' Intuition and Industry Progress

    (22:26) Defensibility in AI Infrastructure

    (24:00) Expansion and Contraction Phases in the Industry

    (24:35) The Role of Layers in Market Consolidation

    (27:43) The Future of AI Models and Specialization

    (29:27) The Decade of AI Agents

    (29:54) Context Engineering and New Infrastructure

    (34:23) The Evolution of Software Development

    (42:13) Horizontal vs. Vertical Integration in AI

    (43:54) Conclusion and Final Thoughts

    Resources:

    Find Martin on X: https://x.com/martin_casado

    Find Jennifer on X: https://x.com/JenniferHli

    Find Matt on X: https://x.com/BornsteinMatt

    Stay Updated:

    Let us know what you think: https://ratethispodcast.com/a16z

    Find a16z on Twitter: https://twitter.com/a16z

    Find a16z on LinkedIn: https://www.linkedin.com/company/a16z

    Subscribe on your favorite podcast app: https://a16z.simplecast.com/

    Follow our hos…

  40. Marc Andreessen and Joe Lonsdale on Tariffs and Trade

    18 juli 2025 · 31 min

    Afspelen
    Today we’re sharing an episode from American Optimist featuring Marc Andreessen in conversation with Joe Lonsdale, recorded live at the inaugural Ronald Reagan Economic Forum. Lees meer

    They explore one of the most urgent and complex questions of our time: Can AI and robotics catalyze a new era of American industrial strength—and how do we ensure the entire country, including rural communities, shares in the upside?

    Marc walks through the history of U.S. industrialization, the lessons of tariffs and trade from leaders like McKinley, and how America’s shift to a services-based economy helped fuel our current urban-rural divide. The conversation spans immigration policy, housing, education, energy, and the path to a true AI-powered manufacturing revival—touching on what needs to change and how.

    This episode is a must-listen for anyone thinking about the future of American productivity, growth, and leadership in the age of AI.

    Resources:

    Find Marc on X: https://x.com/pmarca

    Follow Joe on X: https://x.com/jtlonsdale

    You can find his writings here: https://blog.joelonsdale.com/

    Stay Updated:

    Let us know what you think: https://ratethispodcast.com/a16z

    Find a16z on Twitter: https://twitter.com/a16z

    Find a16z on LinkedIn: https://www.linkedin.com/company/a16z

    Subscribe on your favorite podcast app: https://a16z.simplecast.com/

    Follow our host: https://twitter.com/stephsmithio

    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/eriktoren…

  41. America's Energy Problem: The Grid That Built America Can’t Power Its Future

    16 juli 2025 · 45 min

    Afspelen
    U.S. per capita energy usage peaked in 1973. Since then? Flat. Meanwhile, China’s per capita energy use has grown 9x. Lees meer

    Today, AI, EVs, manufacturing, and data centers are driving demand for more electricity than ever—and our grid can’t keep up.

    In this episode, a16z general partners David Ulevitch and Erin Price-Wright, along with investing partner Ryan McEntush from the American Dynamism team, join us to unpack:

    – How America’s grid fell behind

    – Why we "forgot how to build" power infrastructure

    – The role of batteries, solar, nuclear, and software in reshaping the grid

    – How AI is both stressing and helping the system

    – What it’ll take to build a more resilient, decentralized, and dynamic energy future

    Whether you’re a founder, policymaker, or just someone who wants their lights to stay on, this conversation covers what’s broken—and how to fix it.

    Resources:

    Find David on X: https://x.com/davidu

    Find Erin on X: https://x.com/espricewright

    Find Ryan on X: https://x.com/rmcentush

    Timestamps:

    00:00 Introduction

    01:05 Challenges and Solutions for Modernizing the Grid

    01:56 Decentralized Energy and Technological Innovations

    02:34 Grid Capacity and Transformer Issues

    04:10 The Role of AI and Software in Energy Management

    04:55 Policy and Workforce Challenges

    08:44 Texas vs. New York: A Tale of Two Grids

    10:31 The Importance of Battery Technology

    13:11 Balancing Energy Sources: Solar, Nuclear, and More

    14:54 The Future of Energy Consumption and Grid Management

    19:45 Wind Power: The Forgotten Energy Source

    20:53 Challenges in Grid Monitoring and Communication

    22:19 Load Forecasting and Weather Impact

    23:49 Nuclear Energy: Current State and Future Prospects

    26:44 Small Modular Reactors and Micro Reactors

    30:55 Technological Innovations in Grid Management

    35:41 The Role of AI in Regulatory Processes

    41:39 National Security and the Electrical Grid

    Stay Updated:

    Let us know what you think: https://ratethispodcast.com/a16z

    Find a16z on Twitter…

  42. Aaron Levie on AI's Enterprise Adoption

    14 juli 2025 · 53 min

    Afspelen
    In this episode, a16z General Partner Martin Casado sits down with Box cofounder and CEO Aaron Levie to talk about how AI is changing not just software, but the structure and speed of work itself. Lees meer

    They unpack how enterprise adoption of AI is different from the consumer wave, why incumbents may be better positioned than people think, and how the role of the individual contributor is already shifting from executor to orchestrator. From vibe coding and agent UX to why startups should still go vertical, this is a candid, strategic conversation about what it actually looks like to build and operate in an AI-native enterprise.

    Aaron also shares how Box is using AI internally today, and what might happen when agents outnumber employees.

    Resources:

    Find Aaron on X: https://x.com/levie

    Find Martin on X: https://x.com/martin_casado

    Stay Updated:

    Let us know what you think: https://ratethispodcast.com/a16z

    Find a16z on Twitter: https://twitter.com/a16z

    Find a16z on LinkedIn: https://www.linkedin.com/company/a16z

    Subscribe on your favorite podcast app: https://a16z.simplecast.com/

    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 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 …

  43. Ben Horowitz: What Founders Must Know About AI and Crypto

    11 juli 2025 · 1 uur 23 min

    Afspelen
    This week on the a16z Podcast, we're sharing a feed drop from Impact Theory with Tom Bilyeu, featuring a wide-ranging conversation with a16z cofounder Ben Horowitz. Lees meer

    Artificial intelligence isn't just a tool — it's a tectonic shift. In this episode, Ben joins Tom to break down what AI really is (and isn't), where it's taking us, and why it matters. They dive into the historical parallels, the looming policy battles, and how innovation cycles have always created — not destroyed — opportunity.

    From the future of work and education to the global AI race and the role of blockchain in preserving trust, Ben shares hard-won insights from decades at the forefront of technological disruption. It's a masterclass in long-term thinking for anyone building, investing, or navigating what's coming next.

    Resources:

    Listen to more episodes of Impact Theory with Tom Bilyeu: https://link.chtbl.com/impacttheory

    Watch full conversations on YouTube: youtube.com/tombilyeu
    Follow Tom on Instagram: @tombilyeu

    Learn more about Impact Theory: impacttheory.com

    Timecodes:

    00:00 Introduction to Impact Theory with Ben Horowitz

    01:12 The Disruptive Power of AI

    02:01 Understanding AI and Its Implications

    04:19 The Future of Jobs in an AI-Driven World

    06:52 Human Intelligence vs. Artificial Intelligence

    10:31 The Role of AI in Society

    21:41 AI and the Future of Work

    35:07 The AI Race: US vs. China

    41:25 The Importance of Blockchain in an AI World

    44:26 Government Regulation and Blockchain

    45:16 The Need for Stablecoins

    45:45 Energy Challenges and AI

    49:53 Market Structure Bill and Token Regulation

    53:51 Blockchain's Trust and Adoption

    01:04:17 Elon Musk's Government Involvement

    01:12:03 Historical Figures and Modern Parallels

    01:18:41 AI and Creativity in Business

    01:21:29 Conclusion and Final Thoughts

    Stay Updated:

    Let us know what you think: https://ratethispodcast.com/a16z

    Find a16z on Twitter: https://twitter.com/a16z

    Find a16z on LinkedIn: https://www.linkedin.com/c…

  44. Stablecoins & the Future Financial System

    9 juli 2025 · 38 min

    Afspelen
    a16z Crypto General Partners Ali Yahya, Arianna Simpson, and Erik Torenberg break down what’s actually working in crypto today - starting with the rise of stablecoins as a real-world payments layer. They discuss how stablecoins are being adopted by companies like Stripe and SpaceX, why regulatory shifts are opening new doors for crypto startups, and how AI and crypto are beginning to intersect. Lees meer

    They also cover:

    The future of decentralized social networks

    Where Ethereum, Solana, and others stand today

    Misconceptions still holding the space back

    A grounded conversation on what’s real, what’s hype, and where crypto’s finally finding traction.

    Timecodes:

    00:00 Introduction to Crypto and AI

    00:16 The Rise of Stable Coins

    00:40 Current State of Crypto

    02:02 Deep Dive into Stable Coins

    07:39 Institutional and Consumer Adoption

    22:09 The Future of Crypto and AI

    29:13 Misconceptions and Policy Changes

    33:06 Smart Contract Platforms

    36:14 Closing Thoughts

    Resources:

    Find Ali on X: https://x.com/alive_eth

    Find Arianna on X:

    https://x.com/AriannaSimpson

    Stay Updated:

    Let us know what you think: https://ratethispodcast.com/a16z

    Find a16z on Twitter: https://twitter.com/a16z

    Find a16z on LinkedIn: https://www.linkedin.com/company/a16z

    Subscribe on your favorite podcast app: https://a16z.simplecast.com/

    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 not…

  45. How Andreessen Horowitz Disrupted VC & What’s Coming Next

    7 juli 2025 · 1 uur 23 min

    Afspelen
    On this episode, taken from The Ben & Marc Show, a16z co-founders Marc Andreessen and Ben Horowitz dive deep into the unfiltered story behind the founding of Andreessen Horowitz—and how they set out to reinvent venture capital itself. Lees meer

    For the first time, Marc and Ben walk through the origins, strategy, and philosophy behind building a world-class venture capital firm designed for the future—not just the next fund. They reveal how they broke industry norms with a bold brand, a full-stack support model, and a long-term commitment to backing exceptional builders—anchored in the radical idea that founders deserved real support, not just checks.

    Joining them to guide the conversation is Erik Torenberg—Andreessen Horowitz’s newest General Partner—who makes his Ben & Marc Show moderating debut. Erik is a technology entrepreneur, investor, and founder of the media company Turpentine.

    Together, they explore:

    - Why traditional VC needed reinvention

    - How a16z scaled with a platform model, not a partner model

    - The "barbell strategy" reshaping venture capital today

    - Why venture remains a human craft, even in the age of AI

    Timecodes:

    00:00 - Intro

    01:00 - Why Traditional Venture Capital Was Broken

    03:05 - Marc on Discovering VC and Its Legends

    05:12 - Surviving the Dot-Com Crash and Angel Investing Collapse

    07:05 - Helping Founders Raise Venture / Fix VC Relationships

    08:47 - The a16z Strategy: Building a Support Platform

    12:07 - First Fund Wins: Skype, Instagram, Slack, Okta

    12:50 - Building a 'World-Dominating Monster' 15:00 - The Sushi Boat VC Problem

    18:07 - Treating LPs Differently

    21:40 - Marc and Ben's Working Relationship

    23:30 - Updating a16z’s Media Strategy for the Social Era

    27:20 - History of the Decentralized Media Environment

    30:36 - Decline of Corporate Brands and Going Direct

    36:06 - Naming the Firm

    40:13 - Building the a16z 'Cinematic Universe' of Talent

    42:16 - Creating a Federated Model

    51:02 - Deciding to Market the Firm

    53:26 - …

  46. Enabling Agents and Battling Bots on an AI-Centric Web

    4 juli 2025 · 26 min

    Afspelen
    Taken from the AI + a16z podcast, Arcjet CEO David Mytton sits down with a16z partner Joel de la Garza to discuss the increasing complexity of managing who can access websites, and other web apps, and what they can do there. A primary challenge is determining whether automated traffic is coming from bad actors and troublesome bots, or perhaps AI agents trying to buy a product on behalf of a real customer.Joel and David dive into the challenge of analyzing every request without adding latency, and how faster inference at the edge opens up new possibilities for fraud prevention, content filtering, and even ad tech.Topics include: Lees meer

    Why traditional threat analysis won’t work for the AI-powered web

    The need for full-context security checks

    How to perform sub-second, cost-effective inference

    The wide range of potential actors and actions behind any given visit

    As David puts it, lower inference costs are key to letting apps act on the full context window — everything you know about the user, the session, and your application.

    Follow everyone on social media:

    David Mytton

    Joel de la Garza

    Check out everything a16z is doing with artificial intelligence here, including articles, projects, and more podcasts.

    Stay Updated:

    Let us know what you think: https://ratethispodcast.com/a16z

    Find a16z on Twitter: https://twitter.com/a16z

    Find a16z on LinkedIn: https://www.linkedin.com/company/a16z

    Subscribe on your favorite podcast app: https://a16z.simplecast.com/

    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 Li…

  47. Marc Andreessen on Startup Timing

    2 juli 2025 · 18 min

    Afspelen
    What if now is the best time in decades to start a company? Lees meer

    In this episode, taken from Speedrun, a16z’s accelerator for early-stage founders, Marc Andreessen joins games General Partner Jonathan Lai to make the case that we’re entering a once-in-a-generation window for innovation. From the rise of AI to the cultural and policy shifts reshaping the global economy, Marc explains why the next four years present a rare opportunity for builders to seize the moment.

    Along the way, they discuss market timing, platform shifts, and what sets successful founders apart - including lessons from Steve Jobs, insights into AI’s impact on storytelling and games, and why being “too early” can feel just like being wrong.

    Timecodes

    0:00 Lessons from Steve Jobs on Leadership & Innovation

    2:27 The AI Boom: How It’s Changing Everything

    5:52 Market Timing: The #1 Factor in Startup Success

    8:13 Why the Next 4 Years Are Critical for Tech

    11:30 AI & The Future of Gaming, Storytelling & Virtual Worlds

    14:28 Why Some Startups Fail While Others Explode

    17:11 The Role of Founders in the AI Era

    Resources:

    Find Marc on X: https://x.com/pmarca

    Find Jonathan on X: https://x.com/Tocelot

    Stay Updated:

    Let us know what you think: https://ratethispodcast.com/a16z

    Find a16z on Twitter: https://twitter.com/a16z

    Find a16z on LinkedIn: https://www.linkedin.com/company/a16z

    Subscribe on your favorite podcast app: https://a16z.simplecast.com/

    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 Spoti…

  48. Katherine Boyle: How Tech Can Rebuild America

    30 juni 2025 · 53 min

    Afspelen
    Why does seriousness feel radical today? a16z General Partner Katherine Boyle joins The LaBossiere Podcast to explore what it means to build for the national interest—and why that starts with purpose. Lees meer

    Katherine, part of the American Dynamism team at a16z, shares how we got to a place where public service became uncool, how tech can help rebuild trust in government, and why suffering, friction, and responsibility are essential ingredients for growth. From the collapse of civic duty to the rise of meme-driven politics, they dig into the cultural forces shaping America—and the opportunity to reclaim a sense of mission.

    They also discuss why Silicon Valley is more idea than place, what journalists and investors have in common, and why being laughed at might be the clearest sign you’re on the right path.

    Timecodes:

    0:00 - Intro

    4:48 The Decline in Public Service

    7:47 Making Government Cool Again

    10:07 Silicon Valley’s Aversion to National Security

    13:15 Positive Sum vs Zero Sum Cultures

    16:27 China, Authoritarianism, and Doing Hard Things

    19:27 What Makes America Special?

    23:03 Silicon Valley and the “Real Economy”

    26:28 Investing in Mature Markets

    29:08 Vanna White and The Wheel of Fortune

    30:27 Journalism and Loneliness

    32:52 - Time and Suffering

    38:10 - Seriousness and Purpose

    41:11 - Is Culture Downstream of Technology?

    42:48 - Propaganda and Coolness as a Strategic Asset

    44:40 - Florida, Texas, and Regulatory Arbitrage

    47:51 - DC, Silicon Valley, and Florida

    50:20 - What Should More People Be Thinking About

    Resources:

    Find Katherine on X: https://x.com/KTmBoyle

    Find Alex on X: https://x.com/adlabossiere

    Listen to more from The LaBossiere Podcast:

    YouTube: ⁠https://bit.ly/3QDLQFt⁠

    Apple: ⁠https://apple.co/478Be6M⁠

    Spotify: ⁠https://spoti.fi/3sfiFiE⁠

    Stay Updated:

    Let us know what you think: https://ratethispodcast.com/a16z

    Find a16z on X: https://twitter.com/a16z

    Find a16z on LinkedIn: https://www.linkedin.com/company/a16z

    Subscribe …

  49. Where We Are in the AI Cycle

    27 juni 2025 · 30 min

    Afspelen
    In this episode of ‘This Week in Consumer’, a16z General Partners Anish Acharya and Erik Torenberg are joined by Steven Sinofsky - Board Partner at a16z and former President of Microsoft’s Windows division - for a deep dive on how today’s AI moment mirrors (and diverges from) past computing transitions. Lees meer

    They explore whether we’re at the “Windows 3.1” stage of AI or still in the earliest innings, why consumer adoption is outpacing developer readiness, and how frameworks like partial autonomy, jagged intelligence, and “vibe coding” are shaping what gets built next. They also dig into where the real bottlenecks lie, not in the tech, but in how companies, products, and people work.

    Resources:

    Find Anish on X: https://x.com/illscience

    Find Steven on X: https://x.com/stevesi

    Watch Andrej Karpathy’s talk: https://www.youtube.com/watch?v=LCEmiRjPEtQ

    Stay Updated:

    Let us know what you think: https://ratethispodcast.com/a16z

    Find a16z on Twitter: https://twitter.com/a16z

    Find a16z on LinkedIn: https://www.linkedin.com/company/a16z

    Subscribe on your favorite podcast app: https://a16z.simplecast.com/

    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 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 …

  50. Building Cluely: The Viral AI Startup that raised $15M in 10 Weeks

    25 juni 2025 · 38 min

    Afspelen
    What if virality wasn’t a tactic — but the entire product? Lees meer

    In this episode, a16z General Partners Erik Torenberg and Bryan Kim sit down with Roy Lee, cofounder and CEO of Cluely, one of the most talked-about consumer AI startups of 2025. Cluely didn’t raise a mega round or drop a feature suite to get traction - it broke through by turning distribution into design: launching viral short-form videos, pushing polarizing product drops, and building in public with speed and spectacle.

    We cover:

    – Why virality is Cluely’s moat

    – Building a brand-native AI interface

    – The Gen Z founder mindset

    – What most startups get wrong about attention

    – Why creators are the new product managers

    – Cluely’s long-term vision for ambient AI

    Cluely is a glimpse at the next generation of startups, where the line between product and performance is disappearing.

    Timecodes:

    00:00 Introduction

    01:07 Early Success

    02:02 Roy's Journey: From College Kid to Tech Universe

    04:37 The Turning Point: Harvard and Beyond

    06:57 Building Cluey: The Early Days

    08:27 The Viral Strategy: Mastering Algorithms

    13:56 The 50 Interns Experiment

    15:30 The Investment Journey: Roy and Bryan's Partnership

    19:20 Momentum as a Moat: The Future of AI Companies

    20:32 The Evolution of Product Strategy in the AI Era

    21:19 The Importance of Speed and Adaptability

    22:48 The Role of Distribution in Modern Startups

    24:26 Roy's Journey and Product Development

    25:25 The Power of User Data and Feedback

    26:58 Innovative Marketing and Distribution Tactics

    28:25 The Future of AI Integration and Translucent Overlays

    32:15 Controversial Marketing and Authenticity

    34:01 The Impact of Radical Transparency

    36:42 The Changing Landscape of Professionalism

    38:26 Concluding Thoughts and Future Vision

    Resources:

    Find Roy on X: https://x.com/im_roy_lee

    Find Bryan on X: https://x.com/kirbyman01

    Learn more about Cluely: http://cluely.com/

    Stay Updated:

    Let us know what you think: https://ratethispodcast.com/a16…