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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: YouTube https://www.youtube.com/@a16z 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.
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: YouTube https://www.youtube.com/@a16z 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, originally aired on Big Technology Podcast, Olivia Moore discusses whether AI startups can compete with the big chatbots, why American sentiment toward AI is so negative, and what she learned from giving LLMs personality tests. She also breaks down where ChatGPT, Claude, and Gemini are diverging, why Open Claw signals a new wave of agentic products, and what makes memory the most underrated feature in consumer AI. Resources: Follow Olivia Moore on X: https://x.com/omooretweets Follow Alex Kantrowitz on X: https://x.com/Kantrowitz List to Big Technology Podcast: https://www.youtube.com/playlist?list=PLADd6sStSis77HKfbf4KCY6SvthfxeUgn STAY UPDATED: Find a16z on YouTube: YouTube https://www.youtube.com/@a16z 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.
Marc Andreessen joins David Senra on the Founders podcast for a conversation about entrepreneurship, history, and what drives some of the world’s most ambitious builders. In this conversation with David, Marc reflects on patterns he’s seen across great founders, why many of them focus relentlessly on building rather than introspection, and how technology and entrepreneurship continue to shape the future. Resources: David Senra Website: https://www.davidsenra.com https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqazl5NTVoQy14b2pLU0hhdDZHOVBBR1lCMTNDZ3xBQ3Jtc0tsTVJDcDRpQ083MGNIZXhjdko0QWlnc05NYXRZTEs5YUV0cDZLbDlFeWhYSWFNTS1zNDNNQTZOQ2JycURHcXk1Nk9oYlllQUJPNEc5NTlQUjljYjE0cXJOZU85SkU5dldqejIxQXcwTG1JRnNlcFFoRQ&q=https%3A%2F%2Fwww.davidsenra.com%2F&v=qBVe3M2g_SA X: https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbURKQTdwdDJzMHpLWWZacDllcWh5TktBTkxOZ3xBQ3Jtc0tuM3A2MUVTOUxyckF0akotZm5JRVMwZ2pMMXBVT2FxNU9kT3hVOVF6ODBhTXBDcDdXWTNXWWtVeU9uRFlJWW13WmVSb0hqTUhHS2Y4TzJ2ZHNtQ2pqNDBjU0tUbzZHRVgzVzB2MDZrTzBkTWZHc0s1UQ&q=https%3A%2F%2Fx.com%2Fdavidsenra&v=qBVe3M2g_SAhttps://x.com/davidsenra Show notes: https://www.davidsenra.com/episode/ma... https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbHlVZXBBYWJKUVhSUlZTcTlndWRONzJ0aGkwQXxBQ3Jtc0tuZjNPeDFvMndXR25Ldk5feWN6bUhrdTdFUXozX3VraFhoR3FORTBCVUxDczdIZlpXeFJnMkxJQURqelcyTm9kOXZGWUR6b3c1d0c4czN0ZXVtQmc0ZklVQVp0SEE4ek1ZLVlIZFROWjRVTjRkb1c1TQ&q=https%3A%2F%2Fwww.davidsenra.com%2Fepisode%2Fmarc-andreessen&v=qBVe3M2g_SA Marc Andreessen X: https://x.com/pmarca https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa196VnFIUUJubWUtVFg0UGdxTkVtTFIyTE5Md3xBQ3Jtc0ttWjUwT19SRk9lYTZJMXlPQVItTDEzOW54OGhqTkJ2c3JuUlUxcWFkQWo1VkJBbGE5ZHJBWlhsTmlGVE1rLXdueXI1dmYyR2doVDlKeUdqRGNUcU42LUl1LXZMRE1jMjZneEFRbU9UMW1FZlBUV0hPZw&q=https%3A%2F%2Fx.com%2Fpmarca&v=qBVe3M2g_SA a16z: https://a16z.com/author/marc-andreessen https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbEFLVFE2RHg3WkdjSnNralktTnFFWHdIbE03Z3xBQ3Jtc0tsRFNZal9iZFk5T2djczNvbUJqREFQbHBFNVZvdjZBRmx1UDhsSmY2Y0hESVp5NEN5RElCd2FIMHFTcGUxRm53UWlacGZrWDUxZ3l3aHBweUN1MWlrSXRWd2VGUHN0X1dTNHZ6dmNKSy1LdmlYenFyaw&q=https%3A%2F%2Fa16z.com%2Fauthor%2Fmarc-andreessen&v=qBVe3M2g_SA Substack: https://pmarca.substack.com https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbExSaUJiY3dtV2ZiRzRRVWNWQUhfVlZZbnhQZ3xBQ3Jtc0tuWFpoR1QxbTlHRGRRdGRIbERwQmxONTFRZXBhVTNOSTVuZ1RvT09pcmNfVWk0cUh4YkVsMmxtVU9sX01QMGhLbEQ3MDhRVklKbWdjQ1o1Tm12N25WUGRrdWN1SG5JVkJJUTRkUWNlWWMxX1NDdF91Yw&q=https%3A%2F%2Fpmarca.substack.com%2F&v=qBVe3M2g_SA STAY UPDATED: Find a16z on YouTube: YouTube https://www.youtube.com/@a16z 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 conversation with Emil Michael, undersecretary of defense for research and engineering and acting director of the Defense Innovation Unit, was recorded at the a16z American Dynamism Summit in Washington, D.C. Michael walks through how he inherited a department running 14 undefined technology priorities, cut them to six, and made applied AI number one. He also gives the first detailed account of why commercial AI contracts written under the previous administration created a vendor-lock crisis that put active military operations at risk. STAY UPDATED: Find a16z on YouTube: YouTube https://www.youtube.com/@a16z 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 conversation with Alex Karp, cofounder and CEO of Palantir, was recorded at the a16z American Dynamism Summit in Washington, D.C. Karp discusses the role of technology in modern warfare, Silicon Valley's obligations to national defense, and why he believes America's single greatest competitive advantage is its ability to cultivate and protect unconventional talent. STAY UPDATED: Find a16z on YouTube: YouTube https://www.youtube.com/@a16z 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, previously aired on Cheeky Pint, Garrett Langley describes how a stolen gun in his Atlanta neighborhood led him to build Flock Safety, now deployed in more than 6,000 cities and involved in clearing over a million crimes last year. He covers how the product has evolved from license plate cameras to drones, real-time 911 integration, and an AI-powered orchestration layer for city safety. Resources: Follow Garrett Langley on X: https://twitter.com/glangley Follow John Collison on X: https://twitter.com/collision https://x.com/collision Listen to Cheeky Pint: https://www.youtube.com/playlist?list=PLcoWp8pBTM3BxiPMHCj0YJ4wvGbUOYZIG STAY UPDATED: Find a16z on YouTube: YouTube https://www.youtube.com/@a16z 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.
Anish Acharya speaks with Olivia Moore about the latest edition of the a16z Top 100 AI Apps report. They cover why ChatGPT is still 30 times bigger than Claude on web, how the three major platforms are specializing for different users, what global adoption data reveals about cultural attitudes toward AI, and why agents, memory, and voice are about to change everything. Resources: Follow Anish Acharya on X: https://twitter.com/illscience https://x.com/illscience Follow Olivia Moore on X: https://twitter.com/omooretweets https://x.com/omooretweets?lang=en STAY UPDATED: Find a16z on YouTube: YouTube https://www.youtube.com/@a16z 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.
Daisy Wolf speaks with Dr. Andrew Huberman, professor of neurobiology and ophthalmology at Stanford University and host of the Huberman Lab podcast. They discuss how the pandemic sparked a consumer health revolution, the emerging peptide and GLP landscape, what the science actually says about focus drugs, and the neurotechnologies Huberman believes will let us write to our own biology within the next five years. Resources: Follow Andrew Huberman on X: https://twitter.com/hubermanlab https://x.com/hubermanlab Follow Daisy Wolf on X: https://twitter.com/daisydwolf https://x.com/daisydwolf STAY UPDATED: Find a16z on YouTube: YouTube https://www.youtube.com/@a16z 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.
Alex Rampell and Erik Torenberg speak with Mike Cannon-Brookes, cofounder and CEO of Atlassian, about how to make sense of the SaaS selloff, why not all software companies face the same AI-driven risks, and how Atlassian is thinking about the shift from records to processes. They also examine the real design challenge of getting everyday users to trust and benefit from AI agents in enterprise workflows. Resources: Follow Alex Rampell on X: https://twitter.com/arampell Follow Erik Torenberg on X: https://twitter.com/eriktorenberg https://x.com/eriktorenberg?lang=en Follow Mike Cannon-Brookes on X: https://twitter.com/mcannonbrookes STAY UPDATED: Find a16z on YouTube: YouTube https://www.youtube.com/@a16z 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 conversation, previously aired on TBPN, John Coogan and Jordi Hays speak with Ben Thompson, founder of Stratechery, about his essay "Anthropic and Alignment" and the broader collision between AI power and state power that the Anthropic–Department of War standoff revealed. Resources: Follow Ben Thompson on X: https:// https://x.com/benthompsontwitter https://x.com/tbpn.com/benthompson https://x.com/benthompson Follow John Coogan on X: https:// https://x.com/johncoogantwitter https://x.com/tbpn.com/johncoogan https://x.com/johncoogan Follow Jordi Hays on X: https:// https://x.com/jordihaystwitter https://x.com/tbpn.com/jordihays https://x.com/jordihays Follow TBPN on X: https://twitter.com/tbpn https://x.com/tbpn STAY UPDATED: Find a16z on YouTube: YouTube https://www.youtube.com/@a16z 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 Julie Yoo talks with Nikhil Buduma, CEO and cofounder of Ambience Healthcare, to discuss how AI is transforming clinical workflows. They cover the early days of deep learning, why Ambience started by running a medical practice before building a platform company, and what it takes to achieve high clinician adoption rates at major academic medical centers. They also dig into the challenge of building products when AI capabilities change every few months, the real ROI that's finally converting CFOs, and why this might be the moment to reimagine the legacy EHR stack. Resources: Follow Nikhil Buduma on X: https://twitter.com/nkbuduma https://x.com/nkbuduma Follow Julie Yoo on X: https://twitter.com/julesyoo https://x.com/julesyoo If you enjoyed this episode, be sure to like, subscribe, and share with your friends! STAY UPDATED: Find a16z on YouTube: YouTube https://www.youtube.com/@a16z 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.
On the show Long Strange Trip, Sequoia Capital partner Brian Halligan speaks with a16z’s Ben Horowitz about what separates great founder CEOs from everyone else. Ben explains why first-time founders lose confidence, defer too much to senior hires, and let decision debt paralyze their companies. They discuss where founder mode works and where people are taking it too far, why the VP of Sales is the hire founders mess up more than any other, and why Andy Grove's "constructive confrontation" matters more than most CEOs realize. Ben also shares what he's learned working with Zuckerberg, what Jensen Huang and Elon Musk actually have in common, and why culture is defined by behavior, not values. Resources: Follow Brian Halligan on X: https://twitter.com/bhalligan https://x.com/bhalligan Follow Ben Horowitz on X: https://twitter.com/bhorowitz https://x.com/bhorowitz?lang=en Listen to more from Long Strange Trip: https://www.youtube.com/playlist?list=PLOhHNjZItNnNu8wknSuVtcSJRs7Q4xqOE STAY UPDATED: Find a16z on YouTube: YouTube https://www.youtube.com/@a16z 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 Internet History Podcast, host Brian McCullough speaks with Chris Dixon, general partner at a16z, about his path from 1980s hobbyist programmer to one of the most prominent venture capitalists in tech. Chris traces his career from quantitative finance to founding SiteAdvisor, cofounding Founder Collective, starting an early machine learning company, and eventually building a16z's crypto practice from the ground up. They also discuss his framework for spotting unconventional investments, the current state of crypto regulation, and why New York is becoming a serious tech hub. Resources: Follow Chris Dixon on X: https://twitter.com/cdixon Follow Brian McCullough on X: https://twitter.com/brianmcc https://x.com/brianmcc?lang=en Listen to Internet History Podcast: https://www.youtube.com/@internethistorypodcast STAY UPDATED: Find a16z on YouTube: YouTube https://www.youtube.com/@a16z 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.
Erik Torenberg, Ben Horowitz, and Marc Andreessen discuss how the media landscape has fundamentally changed and what a16z is doing about it. They cover why offense beats defense, why individuals now matter more than corporate brands, why speed wins in the new media landscape, and the difference between oral and written culture on the internet. Resources: Follow Erik Torenberg on X: https://twitter.com/eriktorenberg https://x.com/eriktorenberg Follow Ben Horowitz on X: https://twitter.com/bhorowitz https://x.com/bhorowitz Follow Marc Andreessen on X: https://twitter.com/bhorowitz https://x.com/bhorowitz STAY UPDATED: Find a16z on YouTube: YouTube https://www.youtube.com/@a16z 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.
Bloomberg's Odd Lots hosts Joe Weisenthal and Tracy Alloway speak with David George, general partner at a16z and head of the firm's growth fund, about why $5 trillion in tech market cap now sits in the private markets, how that figure has grown 10x in a decade, and what it means for founders, employees, and investors. They also cover SPVs, tender offers, the collapse of legacy software valuations, and why AI companies may be speed-running the path to public markets. This episode originally aired on Bloomberg's Odd Lots podcast. Resources: Follow Joe Weisenthal: https://twitter.com/TheStalwart Follow Tracy Alloway: https://twitter.com/tracyalloway Follow David George: https://twitter.com/DavidGeorge83 Listen to Odd Lots: https://www.bloomberg.com/oddlots STAY UPDATED: Find a16z on YouTube: YouTube https://www.youtube.com/@a16z 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.
Moonshots host Peter Diamandis speaks with Ben Horowitz, cofounder and general partner at a16z, alongside regular cohosts Salim Ismail, Dave Blundin, and Dr. Alexander Wissner-Gross, about whether AI can or should be paused, what happened when Horowitz told a Biden administration official that regulating AI means regulating math, why crypto is the natural money for AI agents, and why the gap between AI capability and societal adoption may be wider than people think. This episode originally aired on Peter Diamandis's Moonshots podcast. Follow Peter H. Diamandis on X: https://x.com/PeterDiamandis Follow Ben Horowitz on X: https://twitter.com/bhorowitz Follow Salim Ismail on X: https://twitter.com/salimismail Follow Dave Blundin on X: https://twitter.com/DavidBlundin Follow Dr. Alexander Wissner-Gross on X: https://twitter.com/alexwg Listen to Moonshots: https://www.youtube.com/@peterdiamandis STAY UPDATED: Find a16z on YouTube: YouTube https://www.youtube.com/@a16z 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.
Michael Truell, CEO of Cursor, sits down with Patrick Collison, CEO of Stripe and an investor in Anysphere, to talk about Collison's history with Smalltalk and Lisp, the MongoDB and Ruby decisions Stripe still lives with 15 years later, why he'd spend even more time on API design if he could do it over, and whether AI is actually showing up in economic productivity data. This episode originally aired on Cursor's podcast. Resources: Follow Patrick Collison on X: https://twitter.com/patrickc https://x.com/patrickc Follow Michael Truell on X: https://twitter.com/mntruell Follow Cursor: https://www.youtube.com/@cursor_ai STAY UPDATED: Find a16z on YouTube: YouTube https://www.youtube.com/@a16z 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's Martin Casado and Sarah Wang join Latent Space hosts Alessio Fanelli and Swyx to discuss what makes this AI investment cycle unlike anything in the history of venture capital. They cover why the lines between venture and growth, apps and infrastructure are blurring, how frontier model companies can raise more than the aggregate of everyone built on top of them, and why the industry-wide gap between perception and reality has never been wider. STAY UPDATED: Find a16z on YouTube: YouTube https://www.youtube.com/@a16z 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's Angela Strange and Gabriel Vasquez speak with Carlos García Ottati, founder and CEO of Kavak, about building Latin America's largest online used car marketplace across Mexico, Brazil, Chile, Argentina, and the Middle East. They discuss why building in emerging markets means constructing four businesses underneath your business, how Kavak replaced copilot tools with AI agents handling 90 to 95% of customer interactions, and what it took to go flat for a year during the transition before growing four times on the other side. STAY UPDATED: Find a16z on YouTube: YouTube https://www.youtube.com/@a16z 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 from WSJ Invest Live, Andy Serwer speaks with Katherine Boyle, general partner at a16z, about the American Dynamism practice she helped launch four years ago. They discuss why saying "America" out loud stunned Silicon Valley in 2022, how Russia's invasion of Ukraine changed everything, and what it means to invest in companies that support the national interest. STAY UPDATED: Find a16z on YouTube: YouTube https://www.youtube.com/@a16z 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 Jorge Conde talks with Vasant Narasimhan, CEO of Novartis International, about transforming a 250-year-old conglomerate into a pure play medicines company and unlocking $180 billion of value in the process. They cover Novartis's platform technologies: cell and gene therapies, RNA medicines, and radioligand therapies. They also discuss AI in drug discovery, the rise of China as a biotech competitor, and what Vasant looks for when evaluating startup partnerships, including his advice on the killer experiments and CMC work that can make or break a deal. Resources: Follow Vasant Narasimhan on X: https://twitter.com/VasNarasimhan https://x.com/VasNarasimhan Follow Jorge Conde on X: https://x.com/JorgeCondeBio STAY UPDATED: Find a16z on YouTube: YouTube https://www.youtube.com/@a16z 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.
Balaji Srinivasan speaks with Dan Wang, author of Breakneck, about China's industrial rise, America's competing strengths in software and finance, and what happens when an engineering state and a lawyerly state collide. The conversation covers manufacturing dominance, the future of the dollar, why both superpowers keep making costly mistakes, and where builders fit into what comes next. Resources: Follow Dan Wang on X: https://twitter.com/danwwang https://x.com/danwwang Follow Balaji on X: https://twitter.com/balajis Subscribe to Network State Podcast: https://www.youtube.com/@nspodcast STAY UPDATED: Find a16z on YouTube: YouTube https://www.youtube.com/@a16z 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 from 20VC, Harry Stebbings talks with Anish Acharya, general partner at a16z, about the future of SaaS in an AI world. Anish argues that software is completely oversold and that the general story about vibe coding everything is flat wrong. They discuss why SaaS switching costs are actually going down thanks to coding agents, where startups versus incumbents will win, and whether the apps layer or foundation models will capture more value. They also cover agent overhype, the changing UI paradigm, what defensibility looks like now, and why boring wins versus weird wins in this product cycle. Resources: Follow Anish Acharya on X: https://twitter.com/illscience Follow Harry Stebbings on X: https://twitter.com/HarryStebbings https://x.com/HarryStebbings 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’s Chris Lyons speaks with Earvin "Magic" Johnson about his 30-year journey from athlete to billionaire businessman. They cover the art of deal-making, lessons from mentors Michael Ovitz and Dr. Jerry Buss, why boring businesses often make the best investments, and Magic's sports ownership portfolio, from the Dodgers to the Commanders to the Sparks. They also discuss what the next generation of athletes and entertainers should know about equity, building teams, and taking risks. Resources: Follow Magic Johnson on X: https://twitter.com/MagicJohnson Follow Chris Lyons on X: https://twitter.com/chrislyons https://x.com/chrislyons 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.
Cisco president and CPO Jeetu Patel speaks with a16z cofounder Marc Andreessen about why AI may finally break a 50-year productivity slump—and what's at stake if America doesn't win the race. They discuss where value will accrue in the AI stack, why open source complicates the US-China competition, and what's blowing Andreessen's mind right now. Resources: Follow Marc Andreessen on X: https://twitter.com/pmarca Follow Jeetu Patel on X: https://twitter.com/jpatel41 https://x.com/jpatel41?lang=en 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 Head of Investor Relations Jen Kha speaks with general partner David George about the state of AI and private technology markets. David shares data on why AI companies are growing 2.5x faster than traditional software while spending significantly less on sales and marketing, driven by massive market pull and record-breaking ARR per employee. They discuss the rise of Model Busters, which are companies that grow faster and longer than anyone would have modeled, like the iPhone. They also highlight real-world adoption at Chime and Rocket Mortgage alongside portfolio breakouts like Harvey, Abridge, and ElevenLabs. Resources: Follow David on X: https://x.com/DavidGeorge83 https://x.com/DavidGeorge83?lang=en Follow Jen on X: https://x.com/jkhamehl Read The State of Markets - https://a16z.com/state-of-markets/ 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.
This episode originally appeared on the Network State Podcast. Balaji Srinivasan and Benedict Evans sit down in Singapore for a wide-ranging conversation on the mechanics of disruption. Evans, a former Andreessen Horowitz partner who now writes one of tech's most-read newsletters, argues that the conversation about any technology peaks during the transition—not at 0% or 100% adoption. They cover AI's real capabilities and limits, the politics of technological disruption, why crypto's killer metric is block space, and what smart glasses, elevator attendants, and the elephant graph reveal about how change works. Resources: Follow Benedict Evans on LinkedIn: https://www.linkedin.com/in/benedictevans/ Check out Benedict’s Newsletter: https://www.ben-evans.com/newsletter Follow Balaji Srinivasan on X: https://x.com/balajis Check out Network State Podcast: https://www.youtube.com/@nspodcast High Output Management: https://www.amazon.com/High-Output-Management-Andrew-Grove-ebook/dp/B015VACHOK/ eHang: https://www.youtube.com/watch?v=nUTu4_8QznE The Deep Research Problem: https://www.ben-evans.com/benedictevans/2025/2/17/the-deep-research-problem ARC AGI: https://arcprize.org/arc-agi Uber and Airbnb didn't sell software: https://www.ben-evans.com/benedictevans/2025/3/14/what-kind-of-disruption AI Use cases: https://www.ben-evans.com/benedictevans/2024/4/19/looking-for-ai-use-cases Stablecoin surpasses Visa & Mastercard: https://crypto.news/ark-invest-stablecoin-transaction-value-in-2024-surpasses-visa-and-mastercard/ Senate passes stablecoin bill: https://www.reuters.com/sustainability/boards-policy-regulation/us-senate-passes-stablecoin-bill-milestone-crypto-industry-2025-06-17/ 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.
Christopher Mims and Tim Higgins of the Wall Street Journal sit down with a16z General Partner Martin Casado on WSJ’s Bold Names to ask whether the AI spending boom is a bubble waiting to burst. Martin explains why the fundamentals differ dramatically from the dot-com era—when WorldCom had $40 billion in debt versus today's tech giants with hundreds of billions on their balance sheets—and why a speculative valuation correction shouldn't be confused with systemic collapse. They also discuss where a16z sees opportunity in the "long tail" of AI companies beyond the state-of-the-art large language models. Follow Martin Casado on X: https://twitter.com/martin_casado https://x.com/martin_casado Follow Christopher Mims on X: https://twitter.com/mims https://x.com/mims Follow Tim Higgins on X: https://twitter.com/timkhiggins https://x.com/timkhiggins Check out WSJ’s Bold Names: https://www.wsj.com/podcasts/wsj-the-future-of-everything 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 Erik Torenberg speaks with Justin Mares, founder and CEO of TrueMed. They discuss why American health outcomes are so poor compared to the rest of the developed world, how crop subsidies created a food system that "systematically outputs unhealthy people," and what it would take to treat the chronic disease crisis as a national security issue. Mares explains how TrueMed allows people to spend tax-free HSA and FSA dollars on lifestyle interventions like gym memberships, sleep aids, and healthier food—and why he believes this could redirect hundreds of billions of dollars toward prevention. They also explore the case for psychedelics as mental health therapy and why peptides could disrupt the pharmaceutical industry. Resources: Follow Justin Mares on X: https://x.com/jwmares Follow TrueMed on X: https://x.com/truemed 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.
