Last week, World Labs announced its acquisition of SceniX, bringing together two teams working on one of AI's biggest unsolved problems: how to give machines a true understanding of the physical world.

Martin Casado sits down with Fei-Fei Li, co-founder and CEO of World Labs, creator of ImageNet, and pioneer of spatial intelligence, alongside Yunzhu Li, co-founder of SceniX and assistant professor at Columbia University. They discuss why World Labs acquired SceniX, how simulation can unlock the next generation of robotics, and why training robots may require a fundamentally different approach than training language models.

The conversation explores real-to-sim-to-real pipelines, world models, robotics foundation models, evaluation, synthetic data, and why the future of AI depends not just on understanding language?but on understanding and interacting with the physical world.

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Steven Sinofsky joins Theo Jaffee and Sofia Puccini for a conversation on AI regulation, open-source models, and what history can teach us about technological revolutions. Drawing on decades of experience leading products at Microsoft, Sinofsky argues that governments are rushing to regulate AI before they fully understand the technology, risking innovation in the process.

They discuss the "precautionary principle," why open source has historically accelerated innovation, the role of regulation in emerging technologies, the AI competition between the U.S. and China, and why existing laws may already address many of the risks people attribute to AI.

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Ben Horowitz joins Theo Jaffee and Sofia Puccini to discuss one of the biggest debates in AI today: the future of open-source models. They examine the growing push to restrict open models, why Ben believes open source is critical for security, innovation, and competition, and what happens if a handful of frontier labs come to dominate the AI ecosystem.

They also discuss distillation, AI monopolies, China's role in open-source AI, robotics, manufacturing, the economics of frontier models, and why Ben believes the AI market is still in its earliest stages. The conversation closes with a look at AI-generated art, creativity, and whether new tools will spark the next cultural renaissance.

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Sriram Krishnan joins Theo Jaffee and Sofia Puccini just after concluding his tenure as Senior White House Policy Advisor on AI to discuss one of the biggest weeks yet for open-source AI. They unpack the rapid release of models including Kimi K3 and Qwen, why open models are putting pressure on frontier labs, and what it means for pricing, competition, and the future of AI infrastructure.

They also discuss AI policy, distillation, cybersecurity, the role of open-weight models, whether the U.S. should respond to China's growing AI capabilities, and how governments and frontier labs should navigate the next phase of AI development.

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Travis Kalanick joins TBPN to discuss Atoms, his vision for industrial AI, and why he believes the biggest opportunities in AI lie beyond software.

He explains how Atoms is bringing autonomy to mining, logistics, and food production, why robotics will reshape physical industries, and how lower costs and greater automation could unlock entirely new economic opportunities. Travis also reflects on raising $1.7 billion, building in stealth, regulation, hiring, and what he's learned since Uber.

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Travis Kalanick, Ben Horowitz, and Erik Torenberg reunite to reflect on Uber's early days, the investment that almost happened, and why Kalanick believes the next great technology opportunity lies beyond software.

They discuss the lessons of building Uber, the value of founder-led companies, and why Kalanick spent nearly eight years quietly building Atoms before stepping back into the spotlight.

The conversation explores industrial AI, robotics, autonomy, mining, food production, and Kalanick's vision for digitizing the physical world, where software, manufacturing, real estate, and transportation come together to transform entire industries.

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Applied Intuition has spent the past decade building the software that powers intelligent machines, from passenger vehicles and trucks to defense systems, mining equipment, and industrial robots.

In this conversation, Marc Andreessen and Erik Torenberg sit down with Applied Intuition cofounders Qasar Younis and Peter Ludwig to discuss the emergence of physical AI and the company's latest launch, Dana, a new platform designed to accelerate the development of autonomous systems.

They explore autonomous vehicles, robotics, world models, simulation, AI infrastructure, and the engineering challenges of deploying intelligence safely in the physical world. Along the way, they discuss self-driving cars, humanoid robots, global competition, and why lowering the barrier to building physical AI could unlock an entirely new generation of products and companies.

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As governments weigh new restrictions on frontier AI models, one question is becoming increasingly important: what role should open source play in the future of artificial intelligence?

Theo Jaffee and Sofia Puccini speak with Hugging Face CEO Clément Delangue about AI regulation, open source safety, model routing, and why he believes competition?not consolidation?is essential for the industry's future.

They discuss GPT-5, government oversight of frontier models, Hugging Face surpassing $100 million in annual recurring revenue, local AI, China's open-source ecosystem, Europe's AI ambitions, and why routing workloads across specialized models could fundamentally reshape where value is created in AI.

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Recorded live at the New Media Summit, Erik Torenberg sits down with Replit founder and CEO Amjad Masad to discuss founder-led storytelling, building in public, and the role of media in company building.

Masad reflects on Replit?s decade-long journey, including the years before the company?s recent breakout growth, and explains why communicating a vision can be just as important as executing on it. He argues that for many founders, especially those building ambitious products ahead of the market, telling a compelling story is often necessary to attract talent, capital, and early believers.

The conversation explores social media, authenticity, public communication, company-building, and how founders can develop a voice that resonates beyond their product. Along the way, Masad shares lessons from building Replit, navigating controversy, and why he believes founders should think carefully about when to go direct and what story they're trying to tell.

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As part of our summer replay series, we're revisiting one of our most-discussed conversations from the past year.

David Sacks joins Marc Andreessen, Ben Horowitz, and Erik Torenberg to discuss the intersection of AI, crypto, regulation, and American competitiveness.

The conversation explores the Trump administration's approach to AI and crypto policy, open source AI, export controls, energy and infrastructure, the global race with China, and the role regulation plays in shaping innovation. They also discuss stablecoins, the future of AI development, permissionless innovation, and why they believe America's long-term advantage depends on enabling builders rather than slowing them down.

Along the way, Sacks shares his perspective on AI safety, decentralized technology, federal versus state regulation, and what it will take for the U.S. to remain the global leader in emerging technologies.

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As part of our summer replay series, we're revisiting one of our favorite conversations on the future of AI infrastructure.

SemiAnalysis founder Dylan Patel joins Erin Price-Wright, Guido Appenzeller, and Erik Torenberg to examine the rapidly evolving economics of AI hardware, from GPUs and custom silicon to data centers, power, and the global race for compute.

The conversation explores NVIDIA's competitive advantages, the rise of custom chips from Google, Amazon, and Meta, the economics of frontier AI models, and the infrastructure constraints shaping the industry's next phase. They also discuss AI startups, export controls, robotics, enterprise software, and why simply copying NVIDIA isn't enough to build a winning AI hardware company.

Whether you're building AI products, investing in infrastructure, or trying to understand where the industry is headed, this conversation offers a practical look at the forces shaping the future of compute.

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As part of our summer replay series, we're revisiting one of the standout conversations from Runtime, a16z's conference on AI infrastructure and the future of computing.

Gavin Baker, Managing Partner and CIO of Atreides Management, joins David George to examine the biggest questions surrounding today's AI investment cycle. Is AI a bubble? What does the unprecedented buildout of data centers, GPUs, and compute infrastructure mean for the economy? And how should investors think about the companies building the next generation of AI?

The conversation explores frontier models, Nvidia, Google, custom silicon, AI infrastructure, application software, robotics, and why Baker believes today's AI investment cycle looks fundamentally different from the internet bubble of the early 2000s. Along the way, they discuss the economics of GPUs, enterprise software, AI business models, and what comes next as AI moves from experimentation into the broader economy.

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Every blockchain today relies on replication techniques first developed in the 1980s by researchers who weren't thinking about cryptocurrencies at all.

In this episode, Tim Roughgarden speaks with MIT professor and Turing Award winner Barbara Liskov, one of the pioneers of programming languages, fault tolerance, and distributed systems. Joined by a16z crypto research partner Ittai Abraham, they trace the evolution of ideas that now underpin modern blockchain networks.

The conversation explores viewstamped replication, Practical Byzantine Fault Tolerance (PBFT), state machine replication, and why concepts developed decades before Bitcoin became the foundation for today's blockchain protocols. Along the way, Liskov reflects on the relationship between theory and practice, the importance of modularity and formal reasoning, and why AI is creating a new generation of systems research.

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We're excited to share a special feed drop from The a16z Crypto Show.

In the first episode of First Principles: The Scientific Roots of Blockchain Technology, Tim Roughgarden and Ittai Abraham trace the decades of computer science research that laid the foundation for modern blockchains.

Long before Bitcoin, researchers were studying one of distributed computing's hardest challenges: how independent machines can reliably agree on a shared state, even when some participants are faulty or malicious. Bitcoin didn't invent that problem, but it introduced a breakthrough solution in a radically different, permissionless setting.

The conversation explores Byzantine agreement, state machine replication, proof of work, proof of stake, Tendermint, Casper, DAG-based protocols, and why concepts developed decades ago continue to shape the design of today's fastest and most secure blockchain networks.

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As part of our summer replay series, we're revisiting one of our favorite conversations from the past year.

Mark Zuckerberg and Dr. Priscilla Chan join Ben Horowitz, Vineeta Agarwala, and Erik Torenberg to discuss the Chan Zuckerberg Initiative's ambitious effort to help cure, prevent, and manage disease by the end of the century.

Rather than funding individual breakthroughs, CZI is focused on building the tools and infrastructure that can accelerate scientific discovery across entire fields. The conversation explores Biohub, Cell Atlas, virtual cell models, open biological datasets, and the growing role of AI in helping researchers better understand human biology.

They discuss why biology still lacks a "periodic table of elements," how AI could help scientists test hypotheses before running expensive experiments, and why pairing frontier biology with frontier AI may unlock a new era of medical discovery.

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Adam Neumann joins Marc Andreessen, Ben Horowitz, and Erik Torenberg for a candid conversation about entrepreneurship, failure, and building Flow.

Neumann reflects on his childhood, military service, immigration to the United States, the rise and fall of WeWork, and what he learned from one of the most scrutinized founder journeys in technology. He explains why Flow is focused on rethinking housing, community, and belonging, and why he believes technology can fundamentally improve how people live.

The conversation explores resilience, company building, leadership, real estate, software, flexible living, and the global housing crisis. Along the way, Neumann discusses rebuilding trust, designing for community, and why some of the biggest entrepreneurial opportunities emerge from deeply personal experiences.

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Seema Amble, Steven Sinofsky, and Elena Burger unpack one of the biggest questions facing enterprise software: what happens when AI agents become the primary users of software instead of humans?

The conversation explores the rise of "headless" software, why APIs and agentic workflows are reshaping enterprise applications, and whether traditional SaaS products are becoming systems of record rather than systems of engagement. They discuss Salesforce's Headless 360 announcement, MCP, enterprise software architecture, and why AI may fundamentally change how businesses interact with their data.

Along the way, they examine what actually makes enterprise software sticky, why replacing systems like SAP and Salesforce is harder than it appears, and where startups have the greatest opportunity as AI reshapes the software stack.

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Is Software Losing Its Head?
https://a16z.com/is-software-losing-its-head/

The Death of Software? Nah.
https://a16z.com/death-of-software-nah/

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In this commencement address to Columbia University's Fu Foundation School of Engineering and Applied Science Class of 2015, Ben Horowitz challenges some of the most common advice given to graduates.

Rather than urging students to ?follow their passion,? Horowitz argues that people should focus on developing their strengths and making meaningful contributions to the world. Drawing on stories from his own time at Columbia, the founding of technology companies, and investments in startups like Airbnb, he explores the importance of independent thinking, conviction, and pursuing ideas that others may initially dismiss.

Along the way, Horowitz discusses technological progress, entrepreneurship, opportunity, and why he believes today's graduates are entering a world defined less by unprecedented challenges than by unprecedented possibilities.

ee

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Ben Horowitz is joined by Anne Neuberger, Raghu Raghuram, and Jen Kha to discuss a16z's expanding international strategy and the growing role technology plays in economic growth, national security, and global partnerships.

The conversation explores why America's technology leadership matters beyond Silicon Valley, how AI is reshaping relationships between governments and the private sector, and why countries around the world are looking to adopt frontier technologies while building stronger innovation ecosystems of their own.

They discuss AI infrastructure, cybersecurity, defense technology, startup expansion, and what it takes to build enduring technology ecosystems. Along the way, they examine the role of trusted partnerships, the importance of Western technology, and why helping founders expand globally has become an increasingly important part of company building.

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What does it take to build a global mobility company from a country of just 1.3 million people?

Markus Villig, founder and CEO of Bolt, joins the show to share how he scaled from Estonia to 50+ countries, navigating early scrappy days, a near-bankruptcy from expanding too fast, and the hard-won lessons behind Bolt?s capital-efficient growth.

They also discuss building in Europe vs. the U.S., competing against much better-funded rivals, and why culture and ambition matter more than regulation.

Finally, Markus lays out what?s next: autonomy, robotaxis, and why the future of mobility will be a hybrid of human drivers and self-driving fleets.

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Rick Rubin joins Marc Andreessen, Ben Horowitz, Anjney Midha, and Erik Torenberg to discuss creativity, artificial intelligence, and his book The Way of Code, which reimagines the Tao Te Ching for the age of AI.

The conversation explores vibe coding, remix culture, artistic process, entrepreneurship, and what AI changes, and doesn't change, about creativity. Rubin argues that AI is best understood not as a replacement for artists, but as another creative tool, one that expands what's possible while making taste, curiosity, and individual perspective even more valuable.

Along the way, they discuss music, philosophy, startup building, collective intelligence, and why the most enduring creative work begins with staying true to yourself rather than trying to satisfy an audience.

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Yoko Li speaks with Luma's Head of Applied Research Matt Tancik and Phota Labs cofounder and CTO Zach Xia about how AI is changing creativity, photography, and the tools people use to make art.

The conversation explores the evolving relationship between artists and AI, from image generation and personalization to creative workflows, controllability, and agentic design tools. 

They discuss personalization, photography, creative software, model design, evaluation, and why the future of creative tools may depend less on generating content and more on helping people express ideas they couldn't easily realize before. Along the way, they explore AI agents, interfaces, and how creators are already using these tools in unexpected ways.

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Marc Andreessen joins CSIS's Navin Girishankar for a wide-ranging conversation on artificial intelligence, productivity growth, industrial policy, and America's technological future.

Andreessen argues that while AI has already begun reshaping the economy, the largest impacts are still ahead. He explores how AI could dramatically expand access to expertise, improve productivity, and transform industries ranging from healthcare and education to law and software development. At the same time, he warns that many of the biggest barriers to progress are not technological but institutional, driven by regulation, policy choices, and infrastructure constraints.

The discussion also covers the global AI race, U.S.-China competition, export controls, data centers, energy, reindustrialization, defense technology, and the role of government in fostering innovation. Along the way, Andreessen shares his views on technological progress, national competitiveness, and why he believes America still has an opportunity to lead the next wave of economic growth.

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Kevin Weil, the previous CPO & Vice President of Science at OpenAI, joins Speedrun to discuss the future of AI, scientific discovery, and startup building.

After helping build products at Twitter, Instagram, and Facebook, Weil is now focused on one of AI's most ambitious applications: accelerating science itself. He explains why modern AI models are beginning to solve problems that sit beyond the frontier of existing human knowledge, and how advances in reasoning, coding, and autonomous research could reshape fields ranging from mathematics to medicine.

The conversation explores scientific discovery, robotic labs, AI agents, product design, startup opportunities, and why the current wave of AI may create entirely new categories of companies. Along the way, Weil shares lessons from scaling products used by billions of people and explains what founders should understand about building in a world where AI capabilities continue to improve at an unprecedented pace.

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Michael Malice sits down with Marc Andreessen to discuss artificial intelligence, technological progress, economic growth, and the future of human flourishing.

Drawing on decades of experience spanning the birth of the commercial internet through today?s AI boom, Andreessen argues that many of the most common fears about technology are rooted in a misunderstanding of how innovation creates opportunity. He explains how modern AI systems work, why large language models differ from earlier visions of artificial intelligence, and why he believes AI will ultimately expand human capability rather than replace it.

The discussion covers AI, automation, productivity, cybersecurity, economic growth, creativity, and the recurring historical pattern of technological disruption. Along the way, Andreessen shares his views on optimism, abundance, and why he believes technological progress remains one of humanity?s most powerful tools for solving problems.

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Anish Acharya speaks with Microsoft VP of Design John Maeda and Impeccable founder and CEO Paul Bakaus about how AI is changing the practice of design.

The conversation explores the relationship between design and technology, the rise of AI-powered creative tools, and whether automation raises the floor, the ceiling, or both. Maeda and Bakaus discuss software craftsmanship, taste, creative judgment, and why some aspects of design may become increasingly automated while others become more valuable.

They also examine agentic workflows, the future of user experience, the role of designers in an AI-native world, and how new tools may reshape the relationship between designers, engineers, and software itself.

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Anish Acharya sits down with Josh Elman to discuss the future of consumer technology and Josh's decision to join a16z.

Over the past two decades, Elman has helped shape some of the most important consumer technology products and companies, including LinkedIn, Facebook, Twitter, Robinhood, Discord, Musical.ly, TikTok, and Apple. Drawing on those experiences, he reflects on how technology has evolved from a niche industry into a central force in everyday life.

The conversation explores consumer AI, product design, distribution, social networks, creator ecosystems, and the changing relationship between technology and human behavior. They discuss why AI may unlock an entirely new generation of consumer products, how discovery and distribution are changing, and what founders can learn from previous platform shifts.

Along the way, Elman shares his views on retention, network effects, product-market fit, and the opportunities he believes remain underexplored in consumer technology.

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Jake Paul and Geoff Woo join the podcast to announce Anti Fund?s new $100 million growth fund and discuss the evolution of their investment strategy.

The conversation covers the fund?s portfolio, including investments in companies such as SpaceX, OpenAI, Anthropic, Anduril, Cognition, Etched, and Modal, as well as the lessons they?ve learned backing founders and identifying emerging technologies. They discuss founder psychology, resilience, ambition, and why they believe attention, culture, and distribution are becoming increasingly important advantages in the AI era.

Along the way, Jake reflects on his path from creator to entrepreneur, athlete, and investor, while Geoff shares his views on venture capital, technology, and how AI is reshaping opportunity for founders and builders.

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Recorded live at the New Media Summit, Marc Andreessen, Ben Horowitz, Erik Torenberg, and Gaby Goldberg discuss how media, communication, and influence are changing in the internet era.

The conversation explores the shift from legacy media to creator-led platforms, why authenticity has become a competitive advantage, and how founders can build audiences by communicating directly with customers, employees, and the public. They discuss podcasts, social media, storytelling, corporate communications, and the changing relationship between companies, journalists, and audiences.

Along the way, they examine how founders can develop a public voice, why some leaders become influential communicators, and what it means to build a brand in a world where distribution is increasingly decentralized.

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Angela Strange and Gabriel Vásquez speak with Addi founder and CEO Santiago Suárez about building one of Latin America's largest financial platforms.

What began as a buy now, pay later product has evolved into a broader ecosystem spanning payments, commerce, logistics, and now banking. Serving millions of consumers and tens of thousands of merchants, Addi sits at the intersection of financial services and commerce in Colombia.

The conversation covers building in Latin America, lessons from scaling through multiple market cycles, the importance of technology infrastructure, and why Suárez believes financial inclusion and economic growth are deeply connected. They also discuss AI, organizational design, product strategy, and what it takes to build enduring companies outside Silicon Valley.

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Jack Altman joins Speedrun to discuss product-market fit, customer feedback, hiring, fundraising, and the realities of building an enduring company.

Drawing on his experience building Lattice from startup to multi-billion-dollar company, Altman explains how founders should think about customer requests, when to pivot, and why some of the hardest decisions come from balancing conviction with market feedback. He shares lessons from the early days of Lattice, including finding product-market fit, building a sales motion, hiring the first employees, and navigating the tradeoffs that emerge as companies scale.

The conversation also covers fundraising, co-founder relationships, startup momentum, and what Altman looks for today as an investor at Alt Capital.

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Yoko Li and Justine Moore speak with Ideogram founder and CEO Mohammad Norouzi about image generation models, design workflows, and the evolving relationship between AI and creative work.

The conversation covers Ideogram's decision to release an open-weight model, the challenges of generating text and layouts within images, and why controllability has become an increasingly important area of research. They discuss prompting, customization, editing, and the tradeoffs between general-purpose models and systems optimized for specific creative tasks.

Along the way, Norouzi shares his views on open-source AI, design tools, agentic workflows, and how image generation models may evolve as creators and enterprises seek greater control over their outputs.

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Theo Jaffee speaks with Samo Burja, founder of Bismarck Analysis, about AI, industrial capacity, economic growth, and the institutions that shape civilization.

The conversation explores how AI?s demand for compute, energy, and infrastructure could trigger a new wave of industrial expansion, benefiting sectors far beyond technology. Burja argues that AI is not just a software story but a demand shock that will ripple through energy, manufacturing, construction, and global supply chains.

They also discuss China and the United States, demographic decline, fertility, state capacity, welfare systems, and the political economy of automation. Along the way, Burja shares his views on functional institutions, economic growth, and why societies that can effectively organize people and resources may have an enduring advantage in the AI era.

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Erin Price-Wright speaks with Alex Modon, cofounder and CEO at Unlimited Industries, and Davide Asnaghi, CEO at Diode Computers, about how AI is moving from software into the physical world. They discuss automating construction and electronics design, using code and simulation to model real-world systems, and how incentives and manufacturing constraints shape adoption. They also examine what it takes to scale infrastructure, reduce build times, and unlock more abundant industrial capacity in the United States.

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Wyatt Thomson of OpenAI speaks with economists Tyler Cowen and Alex Tabarrok about AI, labor markets, and the future of economic growth.

The conversation explores one of the most common fears surrounding AI: that increasingly capable systems will eliminate jobs. Cowen and Tabarrok argue instead that economic growth remains the key variable. Throughout history, productivity-enhancing technologies have transformed work, created new industries, and expanded living standards, even as they disrupted existing jobs and institutions.

They discuss automation, comparative advantage, inequality, education, healthcare, energy, and the kinds of work that may become more valuable in an AI-driven economy. Along the way, they examine longer-term questions about abundance, ownership, AI agents, and how societies can adapt to rapid technological change.

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Erik Torenberg speaks with tech analyst Benedict Evans about the current state of AI, what has changed over the past year, and which questions remain unanswered.

The conversation covers coding agents, foundation models, AI infrastructure spending, software economics, and the tension between today's AI excitement and the long-term realities of technology adoption. Evans discusses why coding has emerged as AI's first breakout use case, how previous platform shifts can help frame the current moment, and why many of the most important questions about AI remain unresolved.

Along the way, they explore the future of software, enterprise adoption, consumer behavior, and whether AI models ultimately capture value themselves or become infrastructure for the next generation of applications.

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Sarah Wang speaks with Exa cofounder and CEO Will Bryk about building search infrastructure for the AI era.

The conversation covers Exa?s origins, why traditional search engines were not designed for AI agents, and how search changes when the user is no longer a human but an autonomous system. They discuss retrieval, agent workflows, coding agents, data access, and why search may become a foundational layer for the emerging agent economy.

Along the way, Bryk shares his views on AI-native products, the future of information discovery, and why some of the most important problems in technology can ultimately be framed as search problems.

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Martin Casado speaks with George Fraser, cofounder and CEO of Fivetran, about the future of data infrastructure in the age of AI.

The conversation covers Fivetran?s merger with dbt, the changing role of data platforms, and why Fraser believes many companies are overestimating the threat AI poses to enterprise software. They discuss open data access, the backlash against AI agents accessing systems of record, and why businesses still need centralized data foundations even as agent-based workflows become more common.

Along the way, Fraser shares his views on data gravity, coding agents, enterprise AI adoption, and how AI is changing the way software companies build and operate products.

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Theo Jaffee and Sophia Puccini speak with Balaji Srinivasan and Steven Glinert about the shifting balance of power between nations, networks, and technology.

The conversation covers China?s industrial rise, America?s manufacturing challenges, the role of alliances in a multipolar world, and whether the internet is becoming a political force independent of traditional nation states. They discuss supply chains, technological sovereignty, decentralization, and competing visions for the future global order.

Along the way, Balaji outlines ideas from the Network State and Network School, while both guests debate how technology, economics, and political power may evolve over the coming decades.

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Theo Jaffee speaks with Steven Sinofsky about the next generation of personal computing and the growing role of AI-native hardware.

The conversation covers NVIDIA?s entry into the PC market, Microsoft?s strategy for AI-powered devices, Apple?s hardware roadmap, and the long-running tension between backward compatibility and platform reinvention. Sinofsky explains why AI may fundamentally change how personal computers are designed, and why local inference could become increasingly important as AI workloads grow.

Along the way, they discuss Windows, Surface, Arm processors, Apple Silicon, and what the future of computing might look like as AI shifts from the cloud to devices.

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Anish Acharya and Olivia Moore speak with Pablo Palafox and Luis Paarup about the challenges of deploying AI agents in operationally complex industries.

The conversation covers the evolution of voice AI, enterprise workflows, and why logistics became an early proving ground for agent-based systems. They discuss context, coordination, and execution inside large organizations, as well as the role of forward-deployed engineering, enterprise deployment, and what it takes to move AI from experimentation into production.

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David George, General Partner at a16z, and David Clark, CIO at VenCap, discuss how AI is reshaping venture capital and the technology industry itself. They examine why today?s AI companies are scaling faster than any previous generation of startups, and why the eventual outcomes may be significantly larger than most investors currently expect.

The conversation covers frontier AI models, coding agents, open source competition, data center constraints, and who ultimately captures value in the AI ecosystem. They also discuss what these shifts mean for venture capital itself, including larger company outcomes, faster value creation, and the growing challenge of identifying durable winners in a market evolving at unprecedented speed.

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Angela Strange speaks with Dileep Thazhmon, founder and CEO of Jeeves, about building a global financial operating system for enterprises across Latin America using stablecoins and AI.

The conversation covers the challenges of building localized financial infrastructure across 25 countries, from regulation and payments to underwriting and compliance. They also discuss why stablecoin adoption is accelerating in Latin America, and how AI is helping Jeeves scale billions in payment volume while automating underwriting, customer support, reconciliation, and KYB workflows.

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In 1990, Marc Rowan walked out of Drexel with his belongings in a cardboard box. Within a year, Apollo was managing $6 billion.

David Haber speaks with Marc Rowan, Cofounder, CEO, and Chair of Apollo Global Management, about building Apollo into one of the world?s largest alternative asset managers and how private capital is reshaping the global economy.

The conversation covers the rise of private credit, and why Rowan believes private markets are becoming increasingly central to financing the real economy. They also discuss AI, data centers, robotics, and the growing intersection between venture-backed technology companies and large-scale private financing.

Along the way, they reflect on leadership, institutional culture, and why enduring organizations must adapt rather than protect the status quo.

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Theo Jaffee and Sophia Puccini speak with economist Robin Hanson about prediction markets, gambling, and why he believes speculative markets are one of the most powerful tools humans have for aggregating information and forecasting outcomes.

The conversation begins with Minnesota?s recent law criminalizing prediction markets before expanding into the broader backlash surrounding platforms like Kalshi and Polymarket. Hanson explains his long-term vision for ?decision markets,? where markets could help guide choices made by companies, governments, and even individuals.

Along the way, they discuss sports betting, games and human psychology, futurism, AI, and Hanson?s broader work on how societies misunderstand risk, incentives, and coordination

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Originally aired on MTS segment, Monetary Matters, Jack Farley and Max Wiethe speak with Ara Kharazian, Lead Economist at Ramp, about what real business spending data says about AI adoption, why the ?SaaSpocalypse? narrative is overblown, and how companies are actually buying and deploying AI tools. They also discuss Anthropic overtaking OpenAI in Ramp?s AI Index, token-based pricing, AI productivity gains, and why many legacy software firms may be more resilient than people expect.

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Clem Delangue joins MTS to discuss the global open-source AI landscape, the current large language model bubble, and the future of consumer robotics.

Originally aired on MTS, Theo Jaffee and Sofia Puccini speak with Clément Delangue, CEO at Hugging Face, about the global open-source AI race, why he believes the real bubble is in API-based large language models, and how robotics could become the next major interface for AI. They also discuss AI safety, U.S.-China competition, open-weight models, and why Hugging Face became the infrastructure layer for open AI development.

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Rahul Vohra is the founder and CEO of Superhuman, the premium email client for power users. He previously built the Gmail plug-in Reportive and sold it to LinkedIn. He began somewhere unexpected though, as a game designer on RuneScape. In this conversation, Rahul breaks down why most founders misunderstand product market fit, why premium can actually hurt your business, and how deliberate constraint can become your biggest advantage.

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Marc Andreessen joins Joe Rogan for a conversation on AI, politics, technology, and the future of American society. They discuss how artificial intelligence is rapidly moving from novelty to infrastructure, and why Andreessen believes its long-term impact will be overwhelmingly positive despite growing public fear around automation and surveillance.

The conversation covers the explosion of AI coding tools, the emergence of ?AI agents,? and how these systems are already reshaping software development, medicine, and education. Andreessen argues that AI should be understood less as replacement technology and more as a universal layer of cognitive augmentation, giving individuals access to capabilities that previously required teams of experts.

They also discuss the political and cultural dynamics surrounding AI, from fears about mass unemployment and surveillance to concerns about censorship, centralized power, and China?s accelerating AI ecosystem. Along the way, the discussion expands into California politics, wealth taxes, urban decline, crime, housing, nuclear energy, and whether America can still build ambitious things at scale.

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Erin Price-Wright speaks with Michael Duffey and Dino Mavrookas about what it will take to rebuild the American defense industrial base for a new era of competition. As production capacity becomes a central constraint, they outline how the system must shift toward speed, scale, and modern manufacturing.

The conversation covers the role of autonomy in both defense systems and industrial processes, and how new approaches to design, labor, and production can dramatically reduce cost and complexity. Mavrookas explains how building for software and autonomy enables entirely new classes of platforms, while Duffey emphasizes the need for structural changes in how the Department of Defense works with industry.

They also discuss the importance of commercial markets in supporting defense capabilities, the fragility of existing supply chains, and why aligning private capital with national priorities is essential to long-term resilience.

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