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Originally aired on MTS segment, Monetary Matters, Jack Farley and Max Wiethe speak with Ara Kharazian, Lead Economist at Ramp, about what real business spending data says about AI adoption, why the “SaaSpocalypse” narrative is overblown, and how companies are actually buying and deploying AI tools. They also discuss Anthropic overtaking OpenAI in Ramp's AI Index, token-based pricing, AI productivity gains, and why many legacy software firms may be more resilient than people expect.   Resources: Follow Ara on X: https://x.com/arakharazian Follow Jack on X: https://x.com/JackFarley96 Follow Max on X: https://x.com/maxwiethe Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow 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.

Clem Delangue joins MTS to discuss the global open-source AI landscape, the current large language model bubble, and the future of consumer robotics. Originally aired on MTS, Theo Jaffee and Sofia Puccini speak with Clément Delangue, CEO at Hugging Face, about the global open-source AI race, why he believes the real bubble is in API-based large language models, and how robotics could become the next major interface for AI. They also discuss AI safety, U.S.-China competition, open-weight models, and why Hugging Face became the infrastructure layer for open AI development.   Resources: Follow Clem on X: @ClementDelangue Follow Theo on X: @theojaffee  Follow Sofia on X: @schisofrenia Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow 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.

Rahul Vorra is the founder and CEO of Superhuman, the premium email client for power users. He previously built the Gmail plug-in Reportive and sold it to LinkedIn. He began somewhere unexpected though, as a game designer on RuneScape. In this conversation, Rahul breaks down why most founders misunderstand product market fit, why premium can actually hurt your business, and how deliberate constraint can become your biggest advantage.   Follow Rahul Vohra on X: https://x.com/rahulvohra Follow Fareed Mosavat on X: https://x.com/far33d Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow 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.

Marc Andreessen joins Joe Rogan for a conversation on AI, politics, technology, and the future of American society. They discuss how artificial intelligence is rapidly moving from novelty to infrastructure, and why Andreessen believes its long-term impact will be overwhelmingly positive despite growing public fear around automation and surveillance. The conversation covers the explosion of AI coding tools, the emergence of “AI agents,” and how these systems are already reshaping software development, medicine, and education. Andreessen argues that AI should be understood less as replacement technology and more as a universal layer of cognitive augmentation, giving individuals access to capabilities that previously required teams of experts. They also discuss the political and cultural dynamics surrounding AI, from fears about mass unemployment and surveillance to concerns about censorship, centralized power, and China's accelerating AI ecosystem. Along the way, the discussion expands into California politics, wealth taxes, urban decline, crime, housing, nuclear energy, and whether America can still build ambitious things at scale.   Resources: Follow Marc Andreessen on X: https://x.com/pmarca Follow Joe Rogan on X: https://x.com/joerogan Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow 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.

Erin Price-Wright speaks with Michael Duffey and Dino Mavrookas about what it will take to rebuild the American defense industrial base for a new era of competition. As production capacity becomes a central constraint, they outline how the system must shift toward speed, scale, and modern manufacturing. The conversation covers the role of autonomy in both defense systems and industrial processes, and how new approaches to design, labor, and production can dramatically reduce cost and complexity. Mavrookas explains how building for software and autonomy enables entirely new classes of platforms, while Duffey emphasizes the need for structural changes in how the Department of Defense works with industry. They also discuss the importance of commercial markets in supporting defense capabilities, the fragility of existing supply chains, and why aligning private capital with national priorities is essential to long-term resilience.   Resources: Follow Michael on X: https://x.com/USDASDuffey Follow Dino on X: https://x.com/MavrookasD Follow Erin on X: https://x.com/espricewright Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow 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.

David Ulevitch speaks with Col. Jeffrey Glover and Rahul Sidhu about how AI, drones, and sensor networks are reshaping public safety and what it takes to bring new technology into law enforcement at scale. As departments face staffing shortages, burnout, and rising complexity, they examine how the right tools can make officers more effective, safer, and better supported. The conversation covers how drone-as-first-responder programs are changing the speed and safety of emergency response, from high-risk warrant service to Amber Alert pursuits. Glover describes how Arizona DPS is building a full technology ecosystem around its officers, including body-worn camera analytics for burnout detection, brain scan wellness checks, and international intelligence-sharing partnerships ahead of FIFA and the Olympics. Sidhu explains how Flock Safety's layered sensor network — license plate readers, gunshot detection, and drone dispatch — is turning reactive policing into proactive, data-driven response. They also discuss what founders get wrong when building for law enforcement, why spending time on the beat matters more than any product spec, and how the next decade will fundamentally change the skills required to be a police officer in America.   Resources: Follow Col. Jeffrey Glover on LinkedIn: https://www.linkedin.com/in/jeffrey-glover-mpa-83310416/ Follow Rahul on X: https://x.com/rahul Follow David on X: https://x.com/davidu Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow 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.

Sophia Dew and Binji Pande speak with Vitalik Buterin about technology, human agency, and how the internet is changing the way people think, build, and relate to the world around them. Drawing from his writings and personal reflections, Buterin discusses how his worldview has evolved over the last decade, from creating Ethereum as a teenager to thinking more deeply about the social and philosophical implications of technology today. The conversation explores the idea of “sanctuary technology,” systems that provide safety and coordination without removing individual freedom or agency. They also discuss the changing relationship between humans and AI, the risks of over-relying on automated systems, and why actively learning and thinking for yourself may become even more important as AI capabilities improve. Along the way, Buterin reflects on creativity, community, identity, and the challenge of staying intentional in a world that increasingly pushes people toward autopilot.   Resources: Follow Vitalik Buterin on X: https://x.com/VitalikButerin Follow Sophia Dew on X: https://x.com/sodofi_ Follow Binji Pande on X: https://x.com/binji_x Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow 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.

Ben Horowitz shares lessons from building and scaling companies, drawing on his experience as a founder and CEO. He explains why a founder's primary responsibility comes down to one thing: delivering the right product at the right time. The conversation covers how strategy actually develops in practice, why a company's story is inseparable from its strategy, and how founders should think about hiring, fundraising, and decision-making in fast-changing environments. Horowitz also discusses how AI is reshaping teams, the increasing importance of creativity and relationships, and why roles may evolve toward more generalist “builders.” He also reflects on navigating uncertainty, the reality of pivots, and why defensibility still comes down to solving hard problems and building meaningful relationships with customers.   Resources: Follow Ben Horowitz on X: https://x.com/bhorowitz Follow Speedrun on YouTube: https://x.com/speedrun Apply for Speedrun: https://speedrun.a16z.com/ Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow 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.

Erin Price-Wright speaks with Turner Caldwell and Drew Baglino about what it will take to close America's critical minerals gap and modernize the power infrastructure that underpins the AI economy. With the US more than 50 years behind China in critical mineral supply and grid infrastructure built on systems designed a century ago, they examine where the real bottlenecks are and how to move faster. The conversation covers how automation, reinforcement learning, and vertically integrated operations can compress the timelines for mining and refining, and why co-locating supply chains matters more than labor costs in the race to reshore manufacturing. Baglino explains how solid state transformers can replace aging mechanical grid equipment with silicon and software, while Caldwell outlines how Mariana Minerals is applying autonomous systems to remove the know-how bottleneck from critical mineral processing. They also discuss the lessons both founders carried from Tesla — techno-optimism, appetite for risk, and mission-driven talent — and what durable industrial policy, smarter permitting, and a federal grid investment framework would unlock for American competitiveness.   Resources: Follow Michael on X: https://x.com/tbc415 Follow Drew on X: https://x.com/baglino Follow Erin on X: https://x.com/espricewright Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow 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.

David Haber speaks with Lloyd Blankfein, former CEO of Goldman Sachs, about leadership, risk, and navigating moments of extreme uncertainty. Drawing on his experience leading Goldman through the financial crisis, Blankfein shares how organizations can build resilience, make decisions under pressure, and maintain culture while scaling. They discuss the importance of risk management as both a discipline and a mindset, the difference between being wrong and being reckless, and how great organizations balance taking risk with protecting against it. Blankfein also reflects on Goldman's partnership culture, how it shaped decision-making and accountability, and what it takes to build enduring institutions over time. The conversation also touches on technology, from the role it played in transforming financial markets to the implications of AI today, including its potential, risks, and the challenges of operating in systems that are increasingly complex and harder to fully understand.   Resources: Follow Lloyd on X: https://x.com/lloydblankfein Follow David Haber on X: https://x.com/dhaber Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow 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.

Erik Torenberg speaks with Marc Andreessen about the state of AI, media, and the broader cultural and economic shifts shaping the internet. They discuss how narratives around AI, from fear to hype, are influencing public perception, and why real-world usage tells a very different story. The conversation covers AI's impact on jobs and productivity, the rise of “AI-native” builders, and why increased capability tends to expand work rather than eliminate it. Andreessen also examines how companies are adapting, from restructuring teams to rethinking roles around more generalist “builders.” They also explore the changing media landscape, from the dynamics of influence and information to the breakdown of traditional authority, and what it means for trust, culture, and generational attitudes. Along the way, they touch on topics ranging from institutional power to emerging internet subcultures, offering a wide-ranging look at how technology is reshaping both systems and society.   Resources: Follow Marc Andreessen on X: https://x.com/pmarca Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow 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.

David Ulevitch speaks with Ben Horowitz about what it means to lead the technology industry at scale, and the responsibilities that come with it. Following the firm's largest-ever fundraise, they discuss how venture capital, technology, and national strategy are increasingly intertwined. The conversation covers America's role in the next technological revolution, from AI to advanced manufacturing, and why maintaining technological leadership is critical not just for economic growth, but for global influence. Horowitz also shares his perspective on working with government, supporting national security innovation, and building systems that give more people the opportunity to contribute. They also discuss how venture capital is evolving, the shift toward larger firms and specialized strategies, and why optimism about technology, and its potential to improve lives, remains essential even amid growing skepticism.   Resources: Follow Ben Horowitz on X: https://x.com/bhorowitz Follow David Ulevitch on X: https://x.com/davidu   Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow 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.

Robert Hackett speaks with the general partners at a16z crypto about the launch of their fifth crypto fund and the current state of the industry. They reflect on how crypto has evolved from an ideological movement into a more pragmatic, product-focused ecosystem, shaped by real-world use cases and increasing regulatory clarity. The conversation covers the rise of stablecoins, onchain finance, and new market infrastructure, as well as the growing overlap between crypto and AI. The group also discusses how founders are shifting toward building products that work within existing systems, rather than attempting to replace them, and why this moment may represent a new phase of mainstream adoption. They also look ahead to what success looks like for the next generation of crypto companies, from onboarding billions of users to enabling AI agents as economic actors, and the role crypto could play in shaping more open, decentralized systems in an increasingly consolidated technology landscape.   Resources: Chris Dixon on X: https://twitter.com/cdixon Ali Yahya on X: https://twitter.com/alive_eth Eddy Lazzarin on X: https://twitter.com/eddylazzarin Guy Wuollet on X: https://twitter.com/guywuolletjr Robert Hackett on X: https://twitter.com/rhackett Follow a16z crypto: X: https://x.com/a16zcrypto LinkedIn: https://www.linkedin.com/showcase/a16zcrypto/posts YouTube: https://www.youtube.com/@a16zcrypto Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow 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.

Morgan Brennan speaks with NASA Administrator Jared Isaacman about the next phase of American space exploration and the urgency behind returning to the moon. They discuss the Artemis program, the challenges of cost, speed, and execution, and how a new competitive landscape is reshaping NASA's priorities. The conversation covers the role of public-private partnerships, the rise of commercial space companies, and the need to rebuild core capabilities within NASA. Isaacman also outlines how the agency is shifting toward faster iteration, clearer demand signals for industry, and a more focused strategy to compete in what he describes as a new space race.   Resources: Follow Jared Isaacman on X: https://twitter.com/rookisaacman Follow Morgan Brennan on X: https://twitter.com/MorganLBrennan Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow 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.

David Haber speaks with Tony James about building enduring firms across multiple eras of finance. From joining DLJ when it was a subscale firm to helping grow Blackstone into one of the largest asset managers in the world, James reflects on the decisions, structures, and cultural principles that enabled long-term success. They discuss the origins of leveraged buyouts, the evolution of private markets, and how identifying structural opportunities early can create lasting competitive advantage. James also shares lessons from backing companies like Costco, where culture, customer focus, and long-term thinking drove exceptional outcomes. The conversation covers leadership, talent development, and the challenges of scaling organizations while maintaining performance. James also reflects on succession, firm-building, and why culture, incentives, and alignment ultimately determine whether an organization compounds or stagnates.   Resources:   Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow 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.

Katherine Boyle speaks with Sarah Rogers, Under Secretary for Public Diplomacy, about the intersection of AI, free speech, and global information systems. They discuss how major technological shifts, from the printing press to the internet to AI, have reshaped communication and power, and why this moment may be even more consequential. Recorded at the a16z American Dynamism Summit, the conversation explores the role of public diplomacy in the digital age, the risks of censorship and overregulation, and how governments are approaching AI as both a national security priority and a platform for global influence. Rogers also highlights the importance of maintaining “AI with a Western soul,” and why preserving open systems and freedom of expression will shape the future of innovation.   Resources: Follow Sarah B. Rogers on X: https://x.com/UnderSecPD Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow 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.

Theo Jaffee speaks with Balaji Srinivasan and Taylor Lorenz about how AI is reshaping media, trust, and online communication. Building on prior public disagreements between the two, the conversation revisits core tensions around media, technology, and power in a rapidly changing information environment. They discuss the breakdown of traditional information systems, the rise of AI-generated content, and why new models for verifying identity and truth may be necessary. The conversation lays out competing visions for the future of media, from decentralized “webs of trust” and cryptographic verification to the role of journalism, privacy, and public accountability.   Resources: Follow Balaji on X: https://x.com/balajis Follow Taylor Lorenz on X: https://x.com/TaylorLorenz Follow Theo Jaffee on X: https://x.com/theojaffee Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow 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.

Elena Burger speaks with Joe Schmidt, partner on the enterprise team at a16z, about the future of enterprise software in the age of AI. Using Workday as a case study, they discuss why many of today's most important enterprise systems feel broken, how platform shifts reshape entire categories, and what an AI-native replacement might look like. The conversation covers the limits of legacy SaaS, why “AI revenue” may be overstated, and how agents could fundamentally change how companies manage workflows, permissions, and internal systems. They also explore why even the most defensible software businesses may now be vulnerable to replatforming.   Resources: Follow Joe on X: https://x.com/joeschmidtiv Follow Elena on X: https://x.com/elenaburger Read more from ‘Workday's Last Workday?': https://a16z.com/workdays-last-workday/ Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow 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.

Theo Jaffee and Gabriel Dickinson speak with Cremieux about China's rapid rise to the top of global clinical trial output. They discuss the regulatory reforms that accelerated China's progress, the surge in novel drug development, and what the US would need to change to stay competitive in biomedical innovation.   Resources: Follow Cremieux on X: https://x.com/cremieuxrecueil Follow Theo on X: https://x.com/theojaffee Follow Gabriel on X: https://x.com/gbrl_dick   Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow 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.

This interview with Stripe cofounders John and Patrick Collison originally aired on TBPN. They discuss Stripe's 34% growth and new employee tender offer, how agent commerce and stablecoins may require high-throughput blockchains built for millions of transactions per second, and why the economics of software are shifting from mass-produced products to bespoke, on-demand systems cooked fresh at the moment of use.   Resources: Follow TBPN on Twitter: https://x.com/tbpn Follow Patrick Collison on Twitter: https://x.com/patrickc Follow John Collison on Twitter: https://x.com/collision Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow 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.

Anjney Midha, founder of AMP PBC, speaks with Ben Horowitz, cofounder of a16z, about how venture capital changed from a small, relationship-driven business into a scalable system for backing new technology companies. They discuss network effects, firm design, leadership, culture, and how AI is reshaping both the capital race and the kinds of companies that can be built now.   Resources: Follow Ben on X: https://x.com/bhorowitz Follow Anjney on X: https://x.com/AnjneyMidha Watch more from CS 153: Frontiers: https://www.youtube.com/@CS153Team Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow 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.

Steven Sinofsky, board partner at a16z, Aaron Levie, CEO of Box, and Martin Casado, general partner at a16z, discuss the reality of AI inside enterprises. They cover the gap between Silicon Valley and the rest of the world, why most AI initiatives fail in large organizations, and how agents, infrastructure, and workflows are evolving beyond the hype.   Resources: Follow Aaron Levie on X: https://twitter.com/levie Follow Steve Sinofsky on X: https://twitter.com/stevesi Follow Martin Casado on X: https://twitter.com/martin_casado Follow Erik Torenberg on X: https://twitter.com/eriktorenberg Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow 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.

Erik Torenberg speaks with Martin Shkreli, American investor and businessman, about how he sees the AI landscape, from OpenAI to Anthropic, and what actually matters beyond the hype. They also talk through the future of computing, the limits of “vibe coding,” and why biotech and pharma remain some of the toughest industries to get right.   Resources: Follow Martin on X: https://x.com/MartinShkreli   Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow 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.

Erik Torenberg and Theo Jaffee speak with Balaji Srinivasan, angel investor, entrepreneur, and author of The Network State, about how AI is transforming media, eroding trust, and reshaping how information is created and verified. They discuss why systems like hiring, journalism, and online communication are breaking under synthetic content, and what replaces them. The conversation also examines the role of cryptography, on-chain data, and new models of proof in rebuilding trust online.   Resources: Follow Balaji on X: https://x.com/balajis Follow Erik Torenberg on X: https://twitter.com/eriktorenberg Follow Theo Jaffee on X: https://x.com/theojaffee Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow 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.

Erik Torenberg and Theo Jaffee speak with Marc Andreessen, cofounder and general partner at a16z, about the launch of Monitoring the Situation (MTS), a new, always-on media network on X. They discuss the rise of the “current thing,” how narratives spread in real time, and why internet-native media is reshaping politics, culture, and attention.   Resources: Follow Marc X: https://x.com/pmarca Follow Eric on X: https://x.com/eriktorenberg Follow Theo on X: https://x.com/theojaffee Follow MTS on X: https://x.com/MTSlive Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow 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.

Matt Bornstein speaks with Scott Chacon, cofounder of GitHub and CEO of GitButler, about why Git's user interface has barely changed since 2005, how GitButler is rethinking version control for both humans and AI agents, and what the "next GitHub" might actually look like. They cover parallel branches, agent-optimized CLI design, the future of code review, and why the best engineers of the future will be the best writers. Resources: Follow Scott Chacon on X: https://twitter.com/chacon Follow Matt Bornstein on X: https://twitter.com/BornsteinMatt Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow 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.

This episode originally aired on The Kevin Rose Show. Kevin Rose speaks with Anish Acharya, general partner at a16z, about how AI is rewriting the rules of consumer software, the defensibility of network effects in a world where anyone can spin up an app in 48 hours, and why the real threat to consumer founders may be the cost of inference, not competition. They also discuss model pricing, the future of the four-day work week, and peptides.   Resources: Follow Anish on X: https://x.com/illscience Follow Kevin on X: https://x.com/kevinrose   Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow 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.

Waymo is now delivering hundreds of thousands of fully autonomous rides each week — but getting there required more than better models. It meant building a complete system for training, evaluating, and deploying a driver in the real world. In this episode — originally aired on the Cheeky Pint podcast — Waymo Co-CEO Dmitri Dolgov joins John Collison to break down how self-driving actually works today: from sensor fusion across LiDAR, radar, and cameras, to simulation, “critic” models, and the role of AI in decision-making. They also explore why full autonomy is fundamentally different from driver-assist, what it takes to scale globally, and how recent advances in AI are reshaping the path forward.   Resources: Follow Dmitri Dolgov on X - https://x.com/dmitri_dolgov Follow John Collison on X - https://x.com/collision Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow 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.

Erik Torenberg and Anish Acharya, general partners at a16z, speak with signüll about how technology reshapes culture, relationships, and the products we build. The conversation covers tacit knowledge versus intellectual knowledge, dating apps and their effect on human connection, AI relationships, why Claude feels artisan while other models feel utilitarian, and what consumer founders should actually care about.   Resources: Follow signüll on X: https://twitter.com/signulll Follow Anish Acharya on X: https://twitter.com/illscience Follow Erik Torenberg on X: https://twitter.com/eriktorenberg Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow 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.

Jack Neel speaks with Amjad Masad, CEO at Replit, about how AI is making it easier than ever to build and ship software without a technical background. They discuss Replit's rise from a browser-based coding tool to a platform generating $250 million in annual revenue, why Masad turned down a $1 billion acquisition offer, and his case for why AI represents empowerment rather than existential risk. This episode originally aired on The Jack Neel Podcast. Follow Amjad Masad on X: https://twitter.com/amasad  Follow Jack Neel on X: https://twitter.com/jackhneel Listen to Jack Neel: https://www.youtube.com/jackneel   Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow 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.

Recorded live at the a16z Fintech Connect conference in Deer Valley, Alex Rampell speaks with Ben Horowitz, cofounder and general partner at a16z, about how AI has rewritten the fundamental rules of software competition, why crypto infrastructure will become essential in an AI-dominated world, and what the future holds for venture capital.   Resources: Follow Alex Rampell on X: https://twitter.com/arampell Follow Ben Horowitz on X: https://twitter.com/bhorowitz Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow 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.

Katherine Boyle and Sarah Wang speak with Jesse Genet, a startup founder and family builder, about building 11 AI agents while homeschooling four young children. Jesse runs agents across roles ranging from coding to curriculum planning to household management, and she shares how agent architecture, logging systems, and “benevolent neglect” parenting have changed her life as both a founder and a mother.   Resources: Follow Jesse Genet on X: https://twitter.com/jessegenet Follow Katherine Boyle on X: https://twitter.com/KTmBoyle Follow Sarah Wang on X: https://twitter.com/sarahdingwang Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow 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.

Theo Jaffee speaks with Steven Sinofsky, board partner at a16z and former president of the Windows division at Microsoft, about Apple's 50th anniversary, the cultural differences that separated Apple and Microsoft, why the MacBook Neo puts Windows laptops in a difficult position, and what the history of computing design reveals about where hardware and software are headed.   Resources: Follow Steven Sinofsky on X: https://twitter.com/stevesi Follow Theo Jaffee on X: https://twitter.com/theojaffee   Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow 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.

Eddy Lazzarin speaks with Vitalik Buterin, founder of Ethereum, and Guillaume Verdon, founder and CEO of Extropic, about whether AI progress can or should be steered, the risks of concentrated power, and what open source and decentralization mean for who benefits from increasingly powerful systems. This episode originally aired on the a16z crypto podcast.    Resources: Follow Vitalik Buterin on X: https://twitter.com/VitalikButerin  Follow Guillaume Verdon on X: https://twitter.com/GillVerd Follow Eddy Lazzarin on X: https://twitter.com/eddylazzarin  Follow Shaw Walters on X: https://twitter.com/shawmakesmagic Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow 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.

Erik Torenberg, Steve Sinofsky, and Martin Casado speak to Aaron Levie, CEO at Box, about what happens to enterprise software when agents become the primary users. They discuss why coding agents succeed where other knowledge work agents struggle, what abstraction layers mean for the workforce, and how data access and systems of record must change in an agent-first world.   Resources: Follow Aaron Levie on X: https://twitter.com/levie Follow Steve Sinofsky on X: https://twitter.com/stevesi Follow Martin Casado on X: https://twitter.com/martin_casado Follow Erik Torenberg on X: https://twitter.com/eriktorenberg Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow 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.

a16z general partner Erik Torenberg speaks with Balaji Srinivasan, angel investor and entrepreneur, about why AI simultaneously reduces the cost of creation and increases the cost of verification, and what that tension means for the shape of the AI economy. They discuss why AI drives companies toward the "trusted tribe" model of the Chinese internet, why physical world tasks are easier to automate than digital ones, why shortcuts only work for experts, and why AI makes everyone a CEO rather than making CEOs obsolete.   Resources: Follow Balaji Srinivasan on X: https://twitter.com/balajis Follow Erik Torenberg on X: https://twitter.com/eriktorenberg Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow 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.

Anish Acharya speaks with Peter Yang, creator and product lead at Roblox, about how personal AI agents are replacing the apps we open every day, why coding agents feel like slot machines, and what happens when the cost of building software drops to near zero. They discuss why future companies will stay radically small, how the IDE is becoming a thinking tool rather than a making tool, and why human ambition will always create more jobs than AI eliminates. Follow Peter Yang on X: https://x.com/petergyang Follow Anish Acharya on X: https://x.com/illscience Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow 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.

This episode originally aired on the Latent Space Podcast. swyx and Alessio Fanelli speak with Marc Andreessen about the arc of AI from its origins in 1943 to today's breakthroughs in reasoning, coding agents, and self-improvement. They cover the parallels between AI scaling laws and Moore's Law, the architectural insight behind Claude Code and the Unix shell, the coming supply crunch in compute, and why the messy reality of 8 billion people means both AI utopians and doomers are too optimistic about the pace of change. Follow Marc Andreessen on X: https://twitter.com/pmarca Follow Shawn "swyx" Wang on X:  https://twitter.com/swyx Follow Alessio Fanelli on X: https://twitter.com/FanaHOVA Listen to Latent Space. Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow 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.

a16z's Ben Horowitz and Erik Torenberg speak with Alex Blania, cofounder and CEO of Tools for Humanity, World, and cofounder of Merge Labs. World is building the largest real human network, a proof-of-human layer for the AI era. They cover the technical challenge of proving human uniqueness at scale using iris biometrics, the privacy architecture behind World ID, and why platforms from social networks to dating apps to video conferencing will soon require proof of human verification.   Resources: Follow Alex Blania on X: https://twitter.com/alexblania Follow Ben Horowitz on X: https://twitter.com/bhorowitz Follow Erik Torenberg on X: https://twitter.com/eriktorenberg Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow 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.

David Haber speaks with Owen Jennings, executive officer and business lead at Block, about how the company rebuilt itself around AI agents, small squads, and internal tools like Goose and Builder Bot after restructuring more than 40% of its workforce. They discuss what it took to execute a major restructuring, how teams of three are now doing what teams of 14 used to, and how Block is shipping AI-native products like Money Bot and Manager Bot that generate custom interfaces on the fly for tens of millions of users.   Resources: Follow Owen Jennings on X: https://twitter.com/owenbjennings Follow David Haber on X: https://twitter.com/dhaber   Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow 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.

a16z general partners Erin Price-Wright and Erik Torenberg speak with Doug Bernauer, founder and CEO of Radiant, and Drew Baglino, founder and CEO of Heron, about rebuilding American energy infrastructure. They discuss portable micro nuclear reactors, solid state power electronics, why delivery rather than generation is the real bottleneck, the case for modular manufacturing, and whether data centers are actually good for the grid.   Resources: Follow Doug Bernauer on X: https://twitter.com/DougBernauer Follow Drew Baglino on X: https://twitter.com/baglino Follow Erin Price-Wright on X: https://twitter.com/espricewright Follow Erik Torenberg on X: https://twitter.com/eriktorenberg Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow 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.

This episode originally aired on The Twenty Minute VC with Harry Stebbings. Marc Andreessen explains why learning from past investment mistakes can be a trap, shares his framework for evaluating founder greatness through IQ, courage, and drive, and makes the case that venture investors should back the person over the business plan. They also discuss why AI is reconcentrating the tech industry in Silicon Valley, the concept of consumer surplus and where 99% of AI's value will actually go, and why the labor displacement narrative is fundamentally wrong.   Resources: Follow Marc Andreessen on X:  https://twitter.com/pmarca Follow Harry Stebbings on X:  https://twitter.com/HarryStebbings  Listen to 20VC: https://www.youtube.com/@20VC Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow 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.

Erin Price-Wright speaks with Chandler Luzsicza, founder and CEO of Galadyne, and Turner Caldwell, cofounder and CEO of Mariana Minerals, about what they actually learned building Starship and Tesla's lithium refinery, and how those lessons translate to their own startups. They cover decision velocity, flat organizations, critical path management, vertical integration, hiring for high-talent-density teams, and how to set aggressive milestones without burning people out.   Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow 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.

David Ulevitch speaks with Justin Fanelli, CTO of the Navy, and John Doyle, founder and CEO at Cape, about how the Navy is transforming its approach to technology adoption, from running bootcamps for program managers to piloting commercial solutions in months instead of years. They discuss the Salt Typhoon breach that exposed China's infiltration of American cellular networks, how Cape built a secure alternative, and what defense tech founders need to understand about selling to the government.   Resources: Follow Justin Fanelli on LinkedIn: https://www.linkedin.com/in/justinfanelli/ Follow John Doyle on X: https://twitter.com/JohnDoyleCape Follow David Ulevitch on X: https://twitter.com/davidu     Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow 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.

David Ulevitch speaks with Chris Power, founder and CEO at Hadrian, and Vice Admiral Robert Gaucher, the Pentagon's first direct reporting portfolio manager for submarines, at the opening of Hadrian's Factory Four in Cherokee, Alabama. They discuss the state of America's submarine industrial base, why the Navy now needs more than five times the manufacturing capacity it had a decade ago, and how software-driven factories and a new workforce can close the gap.   Resources: Follow Chris Power on LinkedIn: https://www.linkedin.com/in/powerc/ Follow VADM Robert Gaucher on LinkedIn: https://www.linkedin.com/in/robertgaucher/ Follow David Ulevitch on X: https://x.com/davidu Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow 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.

Erin Price-Wright speaks with Adam Warmoth, founder and CEO of Chariot Defense, and Alex Miller, CTO of the U.S. Army, about the power crisis at the heart of modern military operations. As the battlefield becomes more distributed and electronics-heavy, the Army's legacy power infrastructure, built around diesel generators and lead-acid batteries, is struggling to keep up. They examine how commercial breakthroughs in EV and aviation technology are being adapted for the front line, why fuel convoys are a military liability, and how procurement reform is letting startups get hardware into soldiers' hands faster than ever.   Resources: Follow Adam Warmoth on X: https://x.com/AdamWarmoth Follow Alex Miller on LinkedIn: https://www.linkedin.com/in/alex-m-0983a5201/ Follow Erin Price-Wright on X: https://x.com/espricewright   Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow 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.

Bridgit Mendler, Co-founder and CEO of Northwood, joins a16z's Erik Torenberg to discuss the critical but overlooked bottleneck in space: ground infrastructure. Northwood is building the systems that connect satellites back to Earth, enabling faster, more scalable space missions. They cover Bridgit's unconventional path to founding a space company, why vertical integration matters in hard tech, and how modern ground networks could unlock the next wave of innovation in the space economy, from national security to new commercial applications.   Resources: Follow Bridgit on X: https://x.com/bridgitmendler   Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow 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.

In this conversation, Shyam Sankar, chief technology officer at Palantir Technologies, discusses his new book Mobilize, his commission in the U.S. Army, and why he believes the most important thing America can do right now is inspire its latent heretics to step forward. He also breaks down how he thinks about the SaaS market under AI pressure, what the "alpha versus beta software" distinction means for which companies survive, and why he started a film production company. Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow 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.

A new paper, “Some Simple Economics of AGI,” is making the rounds—Web3 with a16z we sat down with author Christian Catalini (MIT Crypto Economics Lab) and Eddy Lazzarin (CTO of a16z crypto), in conversation with Robert Hackett, to unpack what AGI could mean for work and markets. EPISODE NOTES:  A hot paper — "Some Simple Economics of AGI" — has been making the rounds, so we sat down with the author, covering:  Automation vs. verification: the key economic split  Why AI agents now feel like coworkers - What's happening to junior roles and the “codifier's curse”  The “AI sandwich” structure for firms  The value of "meaning-makers," consensus, and status economies  Why crypto may become essential infrastructure for identity, provenance, and trust  Two possible futures: a hollow vs. augmented economy  Featuring Christian Catalini (founder of MIT Crypto Economics Lab) and Eddy Lazzarin (CTO of a16z crypto) in conversation with Robert Hackett, our discussion dives deep into how automation is reshaping labor markets, as well as the nature of intelligence.  What do these changes mean for startups, the future of work, and your career?     Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow 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.

Erik Torenberg sits down with Jacob Helberg to discuss AI, manufacturing, supply chains, and the new geopolitics of technology. Drawing on themes from Helberg's book The Wires of War, they explore why hardware, industrial capacity, and secure supply chains have become central to both economic strength and national security. They also unpack what it means to “win the AI race” — from model leadership and global adoption to energy, compute, tariffs, and reindustrialization in the U.S.   Resources: Find Jacob Helberg on X: https://x.com/jacobhelberg Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow 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.

Vishal Misra returns to explain his latest research on how LLMs actually work under the hood. He walks through experiments showing that transformers update their predictions in a precise, mathematically predictable way as they process new information, explains why this still doesn't mean they're conscious, and describes what's actually required for AGI: the ability to keep learning after training and the move from pattern matching to understanding cause and effect.   Resources: Follow Vishal Misra on X: https://x.com/vishalmisra  Follow Martin Casado on X: https://x.com/martin_casado   Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow 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.