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Recorded live at our Founders Summit, a16z general partner Chris Dixon speaks with Palmer Luckey, founder of Anduril and Oculus VR. They talk about what it takes to build hardware at scale, where the biggest technological bottlenecks are today, and why optimism is still warranted despite geopolitical turmoil and regulatory constraints. They also cover crypto, stablecoins, modern warfare, the U.S.–China technology race, AI and manufacturing, and frontiers like fusion and quantum computing—plus lessons from Oculus, the founding of Anduril, and how to build mission-driven teams. Resources: Follow Palmer Luckey on X: https://twitter.com/PalmerLuckey https://x.com/PalmerLuckey Follow Chris Dixon on X: https://twitter.com/cdixon https://x.com/cdixon Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends! Find a16z on X: https://twitter.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 http://a16z.com/disclosures. STAY UPDATED: Find a16z on X https://x.com/a16z Find a16z on LinkedIn https://www.linkedin.com/company/a16z Listen to the a16z Show on Spotify https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX?si=3E8B3qT9TyiwAHJ7JnaKbg Listen to the a16z Show on Apple Podcasts https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711 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 https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
a16z general partner David Haber spoke with Goldman Sachs CEO David Solomon and a16z cofounder Ben Horowitz on the current macro environment, enterprise AI adoption, and crypto and AI policy. Solomon describes what he calls the "sweetest spot" he's seen in 40 years and explains Goldman's "One GS 3.0" initiative to reimagine core processes with AI. Horowitz discusses why "leads aren't what they once were" in AI and how a16z grew from a startup VC to capturing 18% of all US venture capital. RESOURCES: Follow David Solomon on X: https://twitter.com/DavidSolomon https://x.com/DavidSolomon Follow Ben Horowitz on X: https://twitter.com/bhorowitz https://x.com/bhorowitz Follow David Haber on X: https://twitter.com/dhaber TIMESTAMPS: 00:00 — Introduction 02:09 — Goldman's Evolution from Partnership to Public Company 08:54 — How a16z Went from Top Tier to 18% of All US Venture Capital 15:33 — "As Sweet a Spot" as Solomon Has Seen in 40 Years 19:00 — M&A Outlook: "Whatever the Question Is, the Answer Is Maybe" 21:33 — Why Leads Aren't What They Once Were in AI 23:03 — Crypto Policy: The Genius Act and Clarity Act 25:24 — AI Policy: "Don't Regulate Math" 28:03 — One GS 3.0: Reimagining Processes with AI 32:54 — Will AI Agents Change Investing? 34:00 — Favorite DJ STAY UPDATED: If you enjoyed this episode, be sure to like, subscribe, and share with your friends! Find a16z on X: https://twitter.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 http://a16z.com/disclosures. STAY UPDATED: Find a16z on X https://x.com/a16z Find a16z on LinkedIn https://www.linkedin.com/company/a16z Listen to the a16z Show on Spotify https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX?si=3E8B3qT9TyiwAHJ7JnaKbg Listen to the a16z Show on Apple Podcasts https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711 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 https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Netlify's CEO, Matt Biilmann, reveals a seismic shift nobody saw coming: 16,000 daily signups—five times last year's rate—and 96% aren't coming from AI coding tools. They're everyday people accidentally building React apps through ChatGPT, then discovering they need somewhere to deploy them. The addressable market for developer tools just exploded from 17 million JavaScript developers to 3 billion spreadsheet users, but only if your product speaks fluent AI—which is why Netlify's founder now submits pull requests he built entirely through prompting, never touching code himself, and why 25% of users immediately copy error messages to LLMs instead of debugging manually. The web isn't dying to agents; it's being reborn by them, with CEOs coding again and non-developers shipping production apps while the entire economics of software—from perpetual licenses to subscriptions to pure usage—gets rewritten in real-time. Resources: Follow Matt Biilmann on X: https://x.com/biilmann https://x.com/biilmann Follow Martin Casado on X: https://x.com/martin_casado https://x.com/martin_casado Follow Erik Torenberg on X: https://x.com/eriktorenberg Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends! Find a16z on X: https://x.com/a16z Find a16z on LinkedIn: https://www.linkedin.com/company/a16z Listen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX Listen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711 Follow our host: https://x.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see http://a16z.com/disclosures. STAY UPDATED: Find a16z on X https://x.com/a16z Find a16z on LinkedIn https://www.linkedin.com/company/a16z Listen to the a16z Show on Spotify https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX?si=3E8B3qT9TyiwAHJ7JnaKbg Listen to the a16z Show on Apple Podcasts https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711 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 https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Recently, Marc Andreessen joined Lenny Rachitsky on Lenny's Podcast. They talked about why 2025 may be the most significant year in tech history, how AI is reshaping the future of product managers, designers, and engineers, and what founders need to understand about building in this moment—from where moats actually exist in AI to what the most AI-native companies are doing differently to the skills Marc is teaching his own kids to thrive in what comes next. Resources: Follow Marc Andreessen on X: https://twitter.com/pmarca Follow Lenny Rachitsky on X: https://twitter.com/lennysan Check out Lenny’s Podcast: https://www.lennysnewsletter.com/podcast Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends! Find a16z on X: https://twitter.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 http://a16z.com/disclosures. STAY UPDATED: Find a16z on X https://x.com/a16z Find a16z on LinkedIn https://www.linkedin.com/company/a16z Listen to the a16z Show on Spotify https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX?si=3E8B3qT9TyiwAHJ7JnaKbg Listen to the a16z Show on Apple Podcasts https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711 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 https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Can a country be built from the internet up? Not as a metaphor or an online community, but as a system that replaces institutions we usually think of as fixed, money, law, and governance. In this conversation taken from The Network State Podcast, a16z cofounder Ben Horowitz joins Balaji Srinivasan to explore how internet native institutions are beginning to mirror and challenge traditional state structures. Drawing parallels to China’s early special economic zones, they discuss how constrained experiments like Shenzhen tested new rules without rewriting the entire system, and why similar experimentation is now happening online. The discussion examines crypto, digital identity, and network states as attempts to turn code into coordination and coordination into legitimacy, while grappling with a core tension. Code is deterministic, but societies are not. Ben and Balaji explore where these systems work, where they break, and whether network states are a curiosity or the next phase of governance. Resources: Follow Ben on X: https://x.com/bhorowitz Follow Balaji on X: https://x.com/balajis Listen to more from The Network State: https://ns.com/podcast 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](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 http://a16z.com/disclosures. STAY UPDATED: Find a16z on X https://x.com/a16z Find a16z on LinkedIn https://www.linkedin.com/company/a16z Listen to the a16z Show on Spotify https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX?si=3E8B3qT9TyiwAHJ7JnaKbg Listen to the a16z Show on Apple Podcasts https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711 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 https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Out-of-Pocket is a healthcare education company founded by Nikhil Krishnan that helps people understand how healthcare works and how to navigate it in practice. In this episode, a16z Health and Bio partner Jay Rughani and Nikhil discuss why health insurance is losing its role as the default way people access care. They explain how rising costs are pushing more consumers to pay out of pocket for diagnostics, preventive care, and navigation. The conversation also looks at what this shift means for startups, AI-powered tools, regulation, and access as healthcare continues to move beyond insurance. RESOURCES: Follow Jay Rughani on X: https://twitter.com/JayRughani https://x.com/JayRughani Follow Nikhil Krishnan on X: https://twitter.com/nikillinit Read Out of Pocket’s 2026 Predictions: https://www.outofpocket.health/p/out-of-pockets-2026-predictions STAY UPDATED: Find a16z on X https://x.com/a16z Find a16z on LinkedIn https://www.linkedin.com/company/a16z Listen to the a16z Show on Spotify https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX?si=3E8B3qT9TyiwAHJ7JnaKbg Listen to the a16z Show on Apple Podcasts https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711 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 X https://x.com/a16z Find a16z on LinkedIn https://www.linkedin.com/company/a16z Listen to the a16z Show on Spotify https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX?si=3E8B3qT9TyiwAHJ7JnaKbg Listen to the a16z Show on Apple Podcasts https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711 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 https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
In this episode, Jen Kha, Head of Investor Relations, and David George, General Partner, discuss how late-stage private markets are evolving as AI reshapes scale, capital intensity, and growth timelines. They explain why AI-driven companies are staying private longer, how infrastructure spending is changing return profiles, and what this moment means for durability, value creation, and long-term outcomes in private markets. Timecodes: 0:00 — Introduction 04:21 — The Market Opportunity for AI 26:48 — Pricing, Monetization, and Cash Burn 43:15 — Companies Staying Private Longer 51:30 — Portfolio Composition and Construction 57:18 — Team Culture and Collaboration Resources: Follow Jen Kha on X: https://x.com/jkhamehl Follow David George on X: https://x.com/DavidGeorge83 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 Not an offer or solicitation. None of the information herein should be taken as investment advice; Some of the companies mentioned are portfolio companies of a16z. Please see https://a16z.com/disclosures/ for more information. A list of investments made by a16z is available at https://a16z.com/portfolio. STAY UPDATED: Find a16z on X https://x.com/a16z Find a16z on LinkedIn https://www.linkedin.com/company/a16z Listen to the a16z Show on Spotify https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX?si=3E8B3qT9TyiwAHJ7JnaKbg Listen to the a16z Show on Apple Podcasts https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711 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 https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Mintlify is a documentation platform built by cofounders Han Wang and Hahnbee Lee to help teams create and maintain developer docs. In this episode, Andreessen Horowitz general partners Jennifer Li and Yoko Li speak with Han and Hahnbee about how coding agents are changing what “good docs” mean, shifting documentation from a human-only resource into infrastructure that powers AI tools, support agents, and internal knowledge workflows. They share Mintlify’s early journey, including eight pivots, the two-day prototype that landed their first customer, and the “do things that don’t scale” sales motion that helped them win early traction. The conversation also covers why docs go out of date, what “self-healing” documentation requires to actually work, and how serving fast-moving customers has shaped both their product priorities and their pace. Follow Jennifer Li on X: https://twitter.com/JenniferHli Follow Yoko Li on X: https://twitter.com/stuffyokodraws https://x.com/stuffyokodraws?lang=en Follow Han Wang on X: https://twitter.com/handotdev Follow Hahnbee Lee on X: https://twitter.com/hahnbeelee STAY UPDATED: Find a16z on X https://x.com/a16z Find a16z on LinkedIn https://www.linkedin.com/company/a16z Listen to the a16z Show on Spotify https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX?si=3E8B3qT9TyiwAHJ7JnaKbg Listen to the a16z Show on Apple Podcasts https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711 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 https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Inferact is a new AI infrastructure company founded by the creators and core maintainers of vLLM. Its mission is to build a universal, open-source inference layer that makes large AI models faster, cheaper, and more reliable to run across any hardware, model architecture, or deployment environment. Together, they broke down how modern AI models are actually run in production, why “inference” has quietly become one of the hardest problems in AI infrastructure, and how the open-source project vLLM emerged to solve it. The conversation also looked at why the vLLM team started Inferact and their vision for a universal inference layer that can run any model, on any chip, efficiently. Follow Matt Bornstein on X: https://twitter.com/BornsteinMatt Follow Simon Mo on X: https://twitter.com/simon_mo_ Follow Woosuk Kwon on X: https://twitter.com/woosuk_k https://x.com/woosuk_k Follow vLLM on X: https://twitter.com/vllm_project https://x.com/vllm_project STAY UPDATED: Find a16z on X https://x.com/a16z Find a16z on LinkedIn https://www.linkedin.com/company/a16z Listen to the a16z Show on Spotify https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX?si=3E8B3qT9TyiwAHJ7JnaKbg Listen to the a16z Show on Apple Podcasts https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711 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 https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
In this feed drop from The Six Five Pod, a16z General Partner Martin Casado discusses how AI is changing infrastructure, software, and enterprise purchasing. He explains why current constraints are driven less by technical limits and more by regulation, particularly around power, data centers, and compute expansion. The episode also covers how AI is affecting software development, lowering the barrier to coding without eliminating the need for experienced engineers, and how agent-driven tools may shift infrastructure decision-making away from humans. Watch more from Six Five Media: https://www.youtube.com/@SixFiveMedia Resources: Follow Martin Casado on X: https://twitter.com/martin_casado Follow Patrick Moorhead on X: https://twitter.com/PatrickMoorhead https://x.com/PatrickMoorhead Follow Daniel Newman on X: https://twitter.com/danielnewmanUV https://x.com/danielnewmanUV Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends! Find a16z on X: https://twitter.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 http://a16z.com/disclosures. STAY UPDATED: Find a16z on X https://x.com/a16z Find a16z on LinkedIn https://www.linkedin.com/company/a16z Listen to the a16z Show on Spotify https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX?si=3E8B3qT9TyiwAHJ7JnaKbg Listen to the a16z Show on Apple Podcasts https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711 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 https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Sourcegraph's CTO just revealed why 90% of his code now comes from agents—and why the Chinese models powering America's AI future should terrify Washington. While Silicon Valley obsesses over AGI apocalypse scenarios, Beyang Liu's team discovered something darker: every competitive open-source coding model they tested traces back to Chinese labs, and US companies have gone silent after releasing Llama 3. The regulatory fear that killed American open-source development isn't hypothetical anymore—it's already handed the infrastructure layer of the AI revolution to Beijing, one fine-tuned model at a time. Resources: Follow Beyang Liu on X: https://x.com/beyang https://x.com/beyang Follow Martin Casado on X: https://x.com/martin_casado https://x.com/martin_casado Follow Guido Appenzeller on X: https://x.com/appenz https://x.com/appenz 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 http://a16z.com/disclosures. STAY UPDATED: Find a16z on X https://x.com/a16z Find a16z on LinkedIn https://www.linkedin.com/company/a16z Listen to the a16z Show on Spotify https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX?si=3E8B3qT9TyiwAHJ7JnaKbg Listen to the a16z Show on Apple Podcasts https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711 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 https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
The a16z AI Apps team outlines how they are thinking about the AI application cycle and why they believe it represents the largest and fastest product shift in software to date. The conversation places AI in the context of prior platform waves, from PCs to cloud to mobile, and examines where adoption is already translating into real enterprise usage and revenue. They walk through three core investment themes: existing software categories becoming AI-native, new categories where software directly replaces labor, and applications built around proprietary data and closed-loop workflows. Using portfolio examples, the discussion shows how these models play out in practice and why defensibility, workflow ownership, and data moats matter more than novelty as AI applications scale. Resources: Follow Alex Rampell on X: https://twitter.com/arampell https://x.com/arampell Follow Jen Kha on X: https://twitter.com/jkhamehl https://twitter.com/jkhamehl Follow David Haber on X: https://twitter.com/dhaber https://x.com/dhaber Follow Anish Acharya on X: https://twitter.com/illscience Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends! Find a16z on X: https://twitter.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 Not an offer or solicitation. None of the information herein should be taken as investment advice; Some of the companies mentioned are portfolio companies of a16z. Please see https://a16z.com/disclosures/ for more information. A list of investments made by a16z is available at https://a16z.com/portfolio . STAY UPDATED: Find a16z on X https://x.com/a16z Find a16z on LinkedIn https://www.linkedin.com/company/a16z Listen to the a16z Show on Spotify https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX?si=3E8B3qT9TyiwAHJ7JnaKbg Listen to the a16z Show on Apple Podcasts https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711 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 https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Stanford PhD who built DSPy thought he was just creating better prompts—until he realized he'd accidentally invented a new paradigm that makes LLMs actually programmable. While everyone obsesses over whether LLMs will get us to AGI, Omar Khattab is solving a more urgent problem: the gap between what you want AI to do and your ability to tell it, the absence of a real programming language for intent. He argues the entire field has been approaching this backwards, treating natural language prompts as the interface when we actually need something between imperative code and pure English, and the implications could determine whether AI systems remain unpredictable black boxes or become the reliable infrastructure layer everyone's betting on. Follow Omar Khattab on X: https://x.com/lateinteraction Follow Martin Casado on X: https://x.com/martin_casado Check out everything a16z is doing with artificial intelligence here, including articles, projects, and more podcasts. 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 X https://x.com/a16z Find a16z on LinkedIn https://www.linkedin.com/company/a16z Listen to the a16z Show on Spotify https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX?si=3E8B3qT9TyiwAHJ7JnaKbg Listen to the a16z Show on Apple Podcasts https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711 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 https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
a16z cofounders Marc Andreessen and Ben Horowitz join a16z general partner Erik Torenberg and Not Boring founder Packy McCormick for a conversation on how the media and information ecosystem has changed over the past decade. The discussion breaks down the shift toward a more open and decentralized speech environment, the rise of writer- and creator-led platforms like Substack, and the erosion of centralized media gatekeepers. Marc and Ben also tie these dynamics to their investing worldview, outlining how supply-driven markets, major technological step changes, and reputation-driven venture platforms shape outcomes in the AI era. Resources: https://www.notboring.co/p/a16z-the-power-brokers https://www.a16z.news/p/firm-fund Follow Marc Andreessen on X: https://twitter.com/pmarca Follow Ben Horowitz on X: https://twitter.com/bhorowitz Follow Erik Torenberg on X: https://twitter.com/eriktorenberg Follow Packy McCormick on X: https://twitter.com/packyM Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends! Find a16z on X: https://twitter.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://twitter.com/eriktorenberg](https://x.com/eriktorenberg https://x.com/eriktorenberg](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 X https://x.com/a16z Find a16z on LinkedIn https://www.linkedin.com/company/a16z Listen to the a16z Show on Spotify https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX?si=3E8B3qT9TyiwAHJ7JnaKbg Listen to the a16z Show on Apple Podcasts https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711 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 https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
a16z General Partner Alex Rampell joined the Technology Brothers Podcast Network following the announcement of Andreessen Horowitz’s new fund to discuss what drives founders to build enduring companies. Drawing on his journey from early software entrepreneur to leading a16z’s apps fund, Alex shared how high agency, deep historical understanding, and the ability to attract talent, capital, and customers separate great founders from the rest. He reflected on motivation beyond money, explaining why “revenge or redemption” often fuels the resilience required to push through the hardest moments of company building. Resources: Follow Alex Rampell on X: https://twitter.com/arampell https://x.com/arampell?lang=en Follow John Coogan on X: https://twitter.com/johncoogan Follow Jordi Hays on X: https://twitter.com/jordihays Listen to more from TBPN: https://www.tbpn.com/ Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends! Find a16z on X: https://twitter.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 Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see http://a16z.com/disclosures. STAY UPDATED: Find a16z on X https://x.com/a16z Find a16z on LinkedIn https://www.linkedin.com/company/a16z Listen to the a16z Show on Spotify https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX?si=3E8B3qT9TyiwAHJ7JnaKbg Listen to the a16z Show on Apple Podcasts https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711 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 https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
AI is changing how companies are built and how venture firms operate, forcing faster decisions, clearer judgment, and new ways of working. In this exclusive conversation, Ben Horowitz shares how Andreessen Horowitz adapts to that shift. He explains why managing GPs is different from running a company, how investors are evaluated at the moment of decision rather than years later, and why verticalized teams help the firm scale without internal politics. Ben also breaks down the current AI cycle, from treating AI as a new computing platform to why application design and model orchestration matter more than raw model size. He discusses the return of M&A and why today’s AI market reflects real demand, not just inflated valuations. Resources: Follow Ben on X: https://twitter.com/bhorowitz Follow Jen on X: https://twitter.com/jkhamehl https://x.com/jkhamehl Read Justine’s piece ‘There is No God Tier Video Model’: https://a16z.com/there-is-no-god-tier-video-model-but-there-is-something-better/ Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends! Find a16z on X :https://twitter.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 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 X https://x.com/a16z Find a16z on LinkedIn https://www.linkedin.com/company/a16z Listen to the a16z Show on Spotify https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX?si=3E8B3qT9TyiwAHJ7JnaKbg Listen to the a16z Show on Apple Podcasts https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711 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 https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
This episode is a special feed drop from The Twenty Minute VC, featuring a conversation between Harry Stebbings and a16z General Partner Alex Rampell. Alex shares how he thinks about investing at scale, including why ownership and incentives matter, how venture changes as funds get larger, and what it really takes to win the best deals. He walks through his core founder framework of backing people who can materialize talent, capital, and customers, and explains why the strongest companies often have “hostages,” not just customers. The discussion also covers pricing risk, secondaries, moral hazard in private markets, and how AI is reshaping software, labor, and company formation. Together, Harry and Alex unpack what it takes to build durable, category-defining companies in an era where technology is moving faster than ever. Resources: Find Alex on X: https://x.com/arampell Find Harry on X: https://x.com/HarryStebbings Listen to more from 20VC: https://www.thetwentyminutevc.com https://www.thetwentyminutevc.com/ If you enjoyed this episode, be sure to like, subscribe, and share with your friends! Find a16z on X: https://twitter.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 Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see http://a16z.com/disclosures. STAY UPDATED: Find a16z on X https://x.com/a16z Find a16z on LinkedIn https://www.linkedin.com/company/a16z Listen to the a16z Show on Spotify https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX?si=3E8B3qT9TyiwAHJ7JnaKbg Listen to the a16z Show on Apple Podcasts https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711 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 https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Following the announcement of a16z’s new fund, Andreessen Horowitz cofounder and general partner Ben Horowitz joined TBPN to discuss how Andreessen Horowitz has evolved its firm structure as technology becomes embedded across every sector of the economy. Ben reflects on which lessons from The Hard Thing About Hard Things still apply to founders, why entrepreneurship remains difficult at any scale, and how long-term partnerships shape decision-making inside the firm. He explains the move toward specialized, independent investment teams, how a16z evaluates new markets, and why AI represents a generational technology shift that changes how companies are built and how investors operate. The conversation also lessons from prior technology cycles and bubbles, the role of public policy in sustaining innovation ecosystems, and how founders can navigate modern media attention and public discourse while building durable, long-term companies. Resources: Follow Ben Horowitz on X: https://twitter.com/bhorowitz https://x.com/bhorowitz Follow John Coogan on X: https://twitter.com/johncoogan Follow Jordi Hays on X: https://twitter.com/jordihays 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](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](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 http://a16z.com/disclosures. STAY UPDATED: Find a16z on X https://x.com/a16z Find a16z on LinkedIn https://www.linkedin.com/company/a16z Listen to the a16z Show on Spotify https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX?si=3E8B3qT9TyiwAHJ7JnaKbg Listen to the a16z Show on Apple Podcasts https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711 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 https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
In this feed drop from , Jack Altman sits down with a16z co-founder Ben Horowitz to unpack the founding bet behind Andreessen Horowitz. VC should be a better product for entrepreneurs, built on real operating experience, real networks, and real support. Ben shares how he and Marc Andreessen have worked together for 30 years, how they make decisions, and what it takes to scale a venture firm without losing the edge that actually helps founders. They also dig into why boards matter, how platform teams can change what partners do day-to-day, and the difference between “heat-seeking” investing and conviction-driven company building, especially in sectors like AI and crypto. Timecodes: 00:00 Introduction 01:05 Ben Horowitz & Marc Andreessen’s Partnership 04:05 Building & Leading a16z 07:16 Managing High-Powered VCs 11:01 Boards, Governance & Founder Support 15:36 Platform Services & Recruiting 17:43 Scale vs. Concentration in Venture 20:57 Why Venture Can Scale 24:27 Platform Services: What Works and What Doesn’t 27:50 The Real Value of Board Membership 35:38 Media, Brand & Marketing Evolution 41:32 The Future of Media & Journalism 45:30 Limits on Venture Firm Size 49:13 Winning vs. Picking Deals 53:16 The Case Against Venture Scale 55:49 Hiring Operators & Rethinking the VC Product Resources: Follow Ben on X: https://twitter.com/bhorowitz Follow Jack on X: https://twitter.com/jaltma https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbGFmbVZMMHdSZVN3TURCSzNtV0ZJRnhwRXJLd3xBQ3Jtc0trVXI4U2UyZWVYTVkxX2gwU1pvRjFGQ05qNXVCTlkzVVBOUy1hQThTTXE3QWZZUjE4MVMtZDY4N0dOTkVOSXBiSFdlRllGZXFXZzFfTXRJNzcyRzhOLTN6end6ckRSMVljSERuTGFJSDliWDNwVFZCYw&q=https%3A%2F%2Fx.com%2Fjaltma&v=_OHeOZiij_M Watch more from Uncapped: https://www.altcap.com/ https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbHh0SUp6SWxWUUgtYVF6eFlsQ25FZFV1WDBSUXxBQ3Jtc0tsVlhVZWRXNERHZm8tNnNtQ0xHNjA4WDRpb1ROMVc1VlBlellyWVJvOTB2UG5wZktfTkJ5aFhOck42V3cwQk5rWGNQTThOMlg0T19MekZmM2RoTWdoRnVnT3YxOGlmSzB1R1JFUllBQ3plLU9LNjRSdw&q=https%3A%2F%2Fwww.altcap.com%2F&v=_OHeOZiij_M Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends! Find a16z on X: https://twitter.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 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 X https://x.com/a16z Find a16z on LinkedIn https://www.linkedin.com/company/a16z Listen to the a16z Show on Spotify https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX?si=3E8B3qT9TyiwAHJ7JnaKbg Listen to the a16z Show on Apple Podcasts https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711 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 https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
In 2025, we saw the first glimpses of true AI agents. In 2026, every company will be rushing to get them into production, and they’ll need companies like Keycard to manage fleets of agents. In this conversation, a16z Partner Joel de la Garza sits down with Keycard Cofounder and CEO Ian Livingstone to discuss the continuum from copilots to agents, the security realities of tool-calling, why enterprises will adopt before consumers, and how to control your agents. Follow Joel on LinkedIn: https://www.linkedin.com/in/3448827723723234/ Follow Ian on X: https://x.com/ianlivingstone Follow Keycard on X: https://x.com/keycardlabs Learn more about Keycard: https://www.keycard.sh/ STAY UPDATED: Find a16z on X https://x.com/a16z Find a16z on LinkedIn https://www.linkedin.com/company/a16z Listen to the a16z Show on Spotify https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX?si=3E8B3qT9TyiwAHJ7JnaKbg Listen to the a16z Show on Apple Podcasts https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711 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 https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
a16z co-founder and General Partner Marc Andreessen joins an AMA-style conversation to explain why AI is the largest technology shift he has experienced, how the cost of intelligence is collapsing, and why the market still feels early despite rapid adoption. The discussion covers how falling model costs and fast capability gains are reshaping pricing, distribution, and competition across the AI stack, why usage-based and value-based pricing are becoming standard, and how startups and incumbents are navigating big versus small models and open versus closed systems. Marc also addresses China’s progress, regulatory fragmentation, lessons from Europe, and why venture portfolios are designed to back multiple, conflicting outcomes at once. Resources: Follow Marc Andreessen on X: https://twitter.com/pmarca https://x.com/pmarca?lang=en Follow Jen Kha on X: https://twitter.com/jkhamehl https://x.com/jkhamehl Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends! Find a16z on X :https://twitter.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://twitter.com/eriktorenberg https://x.com/eriktorenberg](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 X https://x.com/a16z Find a16z on LinkedIn https://www.linkedin.com/company/a16z Listen to the a16z Show on Spotify https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX?si=3E8B3qT9TyiwAHJ7JnaKbg Listen to the a16z Show on Apple Podcasts https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711 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 https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Dylan Field is the co-founder and CEO of Figma, a design software company that went public in July 2025. Founded in 2012, Figma transformed how people design, prototype, and build products together. After a $20 billion acquisition attempt by Adobe collapsed in 2022 because of regulators, Dylan helped Figma rebound stronger than ever. Just three years later, Figma listed its shares at nearly $20 billion and its stock price more than tripled on its first trading day. A few highlights: Expanding a sleepy market Merging of designers and product roles Counter-narrative to polarizing CEOs If models get better, we have to Remembering Brat Summer Resources: More on Dylan: https://www.figma.com/ https://X.com/zoink More on Jack: https://www.altcap.com/ https://x.com/jaltma https://linktr.ee/uncappedpod Email: friends@uncappedpod.com Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends! Find a16z on X: https://twitter.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 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 http://a16z.com/disclosures. STAY UPDATED: Find a16z on X https://x.com/a16z Find a16z on LinkedIn https://www.linkedin.com/company/a16z Listen to the a16z Show on Spotify https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX?si=3E8B3qT9TyiwAHJ7JnaKbg Listen to the a16z Show on Apple Podcasts https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711 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 https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Originally published in June 2023, this conversation features a16z cofounder Marc Andreessen following the release of his nearly 7,000-word essay arguing that AI does not threaten our humanity. In a wide-ranging discussion with a16z General Partner Martin Casado, Andreessen expands on why he believes AI can dramatically amplify human potential, why its future should be shaped by open markets rather than regulation, and why fears of existential catastrophe are misplaced. Rather than destroying the world, he argues, AI may help save it. Read “Why AI Will Save the World”: https://a16z.com/2023/06/06/ai-will-save-the-world/ Resources: Follow Martin on X: https://x.com/martin_casado Follow Marc on X: https://x.com/pmarca Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends! Find a16z on X: https://twitter.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 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 X https://x.com/a16z Find a16z on LinkedIn https://www.linkedin.com/company/a16z Listen to the a16z Show on Spotify https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX?si=3E8B3qT9TyiwAHJ7JnaKbg Listen to the a16z Show on Apple Podcasts https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711 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 https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
In this exclusive conversation from a16z’s Bio and Health BUILD Summit, founding partner Ben Horowitz sits down with general partner Jorge Conde. Originally released in August 2023, the episode covers everything from the inspiration behind Ben’s book The Hard Thing About Hard Things and how the open internet was secured, to the difference between wartime and peacetime CEOs, what it really means to scale culture, and how bio and healthcare innovation differs from other forms of technology. Ben’s Book: https://www.amazon.com/Hard-Thing-About-Things-Building/dp/0062273205 Resources: Follow Ben on Twitter: https://x.com/bhorowitz Follow Jorge on Twitter: https://x.com/jorgecondebio Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends! Find a16z on X: https://twitter.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 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 X https://x.com/a16z Find a16z on LinkedIn https://www.linkedin.com/company/a16z Listen to the a16z Show on Spotify https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX?si=3E8B3qT9TyiwAHJ7JnaKbg Listen to the a16z Show on Apple Podcasts https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711 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 https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Originally aired in October 2023, this episode centers on Marc Andreessen’s essay The Techno-Optimist Manifesto, which lays out his vision for the future of technology. The piece sparked widespread discussion across traditional and social media by challenging the prevailing pessimistic narrative around technology and arguing instead that it can be a force for growth, progress, and abundance. In this one-on-one conversation, based on listener questions from X (formerly Twitter), a16z cofounder Ben Horowitz and Marc discuss how technological advances can improve quality of life, support marginalized communities, and shape how we think about humanity’s long-term future. Read the full manifesto: https://a16z.com/the-techno-optimist-manifesto/ Resources: Follow Marc Andreessen on X: https://x.com/pmarca Follow Ben Horowitz on X: https://x.com/bhorowitz Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends! Find a16z on X: https://twitter.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 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 X https://x.com/a16z Find a16z on LinkedIn https://www.linkedin.com/company/a16z Listen to the a16z Show on Spotify https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX?si=3E8B3qT9TyiwAHJ7JnaKbg Listen to the a16z Show on Apple Podcasts https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711 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 https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
This episode is a special replay from , featuring a conversation with a16z General Partner Martin Casado. Martin has lived through multiple tech waves as a founder, researcher, and investor, and in this discussion he shares how he thinks about the AI boom, why he believes we’re still early in the cycle, and how a market-first lens shapes his approach to investing. They also dig into the mechanics behind the scenes: why AI coding could become a multi-trillion-dollar market, how a16z evolved from a small generalist firm into a specialized organization, the growing role of open-source models, and why Martin believes AGI debates often obscure more meaningful questions about how technology actually creates value. Resources: Follow Mario Gabriele X: https://x.com/mariogabriele https://www.generalist.com/ Follow Martin Casado: LinkedIn: https://www.linkedin.com/in/martincasado/ X: https://x.com/martin_casado The Generalist Substack: https://www.generalist.com/ The Generalist on YouTube: https://www.youtube.com/@TheGeneralistPodcast Spotify: https://open.spotify.com/show/6mHuHe0Tj6XVxpgaw4WsJV Apple: https://podcasts.apple.com/us/podcast/the-generalist/id1805868710 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 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 http://a16z.com/disclosures](http://a16z.com/disclosures STAY UPDATED: Find a16z on X https://x.com/a16z Find a16z on LinkedIn https://www.linkedin.com/company/a16z Listen to the a16z Show on Spotify https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX?si=3E8B3qT9TyiwAHJ7JnaKbg Listen to the a16z Show on Apple Podcasts https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711 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 https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
As 2025 comes to a close, consumer AI is entering a new phase. A small number of products now dominate everyday use, multimodal models have unlocked entirely new creative workflows, and the big labs have pushed aggressively into consumer experiences. At the same time, it is becoming clearer which ideas actually changed user behavior and which ones did not. In this episode, a16z consumer investors Anish Acharya, Olivia Moore, Justine Moore, and Bryan Kim look back at the biggest product and model shifts of 2025 and then look ahead to what 2026 may bring. They discuss why consumer AI appears to be trending toward winner-take-most, how subtle product design choices can matter more than raw model quality, and why templates, multimodality, and distribution are shaping the next wave of consumer products. Where do startups still have room to win? How will the role of the big labs continue to change? And what will it actually take for consumer AI apps to break out at scale in 2026? Resources: Follow Anish: https://x.com/illscience Follow Olivia: https://x.com/omooretweets Follow Justine: https://x.com/venturetwins Follow Bryan: https://x.com/kirbyman01 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 https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX?si=70ca2d87cf9342d9 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 X https://x.com/a16z Find a16z on LinkedIn https://www.linkedin.com/company/a16z Listen to the a16z Show on Spotify https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX?si=3E8B3qT9TyiwAHJ7JnaKbg Listen to the a16z Show on Apple Podcasts https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711 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 https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
New infrastructure primitives are creating entirely new rails for building. In this episode of Big Ideas 2026, we explore three foundational shifts that unlock new markets and workflows, not through incremental upgrades, but through primitives that compound over time. First, programmable money evolves beyond stablecoins into on-chain credit origination and synthetic financial products, offering lower operational costs and greater composability than traditional finance. Second, autonomy begins entering scientific research through collaborative labs, where AI reasoning models work alongside automation and robotics, and interpretability becomes essential for progress. Third, distribution itself becomes a primitive, as AI-native startups win early by selling to other startups at formation, then scale alongside the next generation of companies. You will hear from Guy Willette on the next phase of on-chain finance, Oliver Shu on autonomous labs and AI-assisted discovery, and James da Costa on the greenfield go-to-market strategy. Together, these ideas define what new infrastructure primitives really mean: the rails that enable entirely new systems to emerge, compound, and scale. Resources: Read more all of our 2026 Big Ideas Part 1: https://a16z.com/newsletter/big-ideas-2026-part-1 Part 2: https://a16z.com/newsletter/big-ideas-2026-part-2/ Part 3: https://a16z.com/newsletter/big-ideas-2026-part-3/ Crypto Big Ideas: https://a16zcrypto.com/posts/article/big-ideas-things-excited-about-crypto-2026/ Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends! Find a16z on X: https://twitter.com/a16z 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 X https://x.com/a16z Find a16z on LinkedIn https://www.linkedin.com/company/a16z Listen to the a16z Show on Spotify https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX?si=3E8B3qT9TyiwAHJ7JnaKbg Listen to the a16z Show on Apple Podcasts https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711 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 https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
AI is moving into the physical economy. In this episode of Big Ideas 2026, we explore what changes when AI leaves the screen and becomes part of factories, construction sites, supply chains, and critical infrastructure. When the product is physical, reliability matters, real-world constraints appear quickly, and the advantage shifts from standalone software to end-to-end systems. You will hear from Erin Price-Wright on factory-first principles, Ryan McEntush on the electro-industrial stack, Zabie Elmgren on physical observability, and Will Bitsky on why data, not compute, determines who wins. Together, these ideas define what physical AI really means: not smarter chat, but deployable systems built for the real world, grounded in new operating models, industrial infrastructure, and defensible data collection. Resources: Follow Ryan McEntush on X: https://x.com/rmcentush Follow Erin Price-Wright on X: https://x.com/espricewright Follow Zabie Elmgren on X: https://x.com/zabie_e Follow Will Bitsky on X: https://x.com/willbitsky Read more all of our 2026 Big Ideas Part 1: https://a16z.com/newsletter/big-ideas-2026-part-1 Part 2: https://a16z.com/newsletter/big-ideas-2026-part-2/ Part 3: https://a16z.com/newsletter/big-ideas-2026-part-3/ Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends! Find a16z on X: https://twitter.com/a16z 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 X https://x.com/a16z Find a16z on LinkedIn https://www.linkedin.com/company/a16z Listen to the a16z Show on Spotify https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX?si=3E8B3qT9TyiwAHJ7JnaKbg Listen to the a16z Show on Apple Podcasts https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711 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 https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Voice is becoming one of the fastest paths for AI to do real work, especially in regulated environments where accuracy and compliance matter. In this episode, we look at voice agents replacing and augmenting phone-based workflows, what trust and measurement look like when AI runs sensitive interactions, and how healthcare and consumer products shift toward continuous monitoring and deeper connection. The throughline is simple: as AI enters higher-stakes moments, the winners will be the systems people can trust and actually rely on. Resources: Follow Olivia Moore on X: https://x.com/omooretweets Follow Bryan Kim on X: https://x.com/kirbyman01 Follow Julie Yoo on X: https://x.com/julesyoo Read more all of our 2026 Big Ideas Part 1: https://a16z.com/newsletter/big-ideas-2026-part-1 Part 2: https://a16z.com/newsletter/big-ideas-2026-part-2/ Part 3: https://a16z.com/newsletter/big-ideas-2026-part-3/ Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends! Find a16z on X: https://twitter.com/a16z 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 X https://x.com/a16z Find a16z on LinkedIn https://www.linkedin.com/company/a16z Listen to the a16z Show on Spotify https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX?si=3E8B3qT9TyiwAHJ7JnaKbg Listen to the a16z Show on Apple Podcasts https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711 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 https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
