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

Resources:

Follow Ben Horowitz on X: https://x.com/bhorowitz

Stay Updated:

Find a16z on YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

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

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.

Resources:

Read more about a16z?s global mission:  https://a16z.com/a16zs-global-mission/

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

Follow Anne on X: https://x.com/AnneNeuberger

Follow Raghu on X: https://x.com/RaghuRaghuram

Follow Jen Kha on X: https://x.com/jkhamehl

Stay Updated:

Find a16z on YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

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

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.

Resources:

Find Markus on X: https://x.com/villigm

Find Gabriel on X: https://x.com/GEVS94

Stay Updated:

Find a16z on YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

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

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.

Resources:

Follow Rick Rubin on X: https://x.com/rickrubin

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

Follow Ben Horowitz on X: https://x.com/bhorowitz

Follow Anjney Midha on X: https://x.com/AnjneyMidha

Stay Updated:

Find a16z on YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

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

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.

Resources:

Follow Matt on LinkedIn: https://www.linkedin.com/in/matthewtancik/

Follow Zach on LinkedIn: https://www.linkedin.com/in/zhihao-zach-xia/

Follow Yoko Li on X: https://x.com/stuffyokodraws

Stay Updated:

Find a16z on YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

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

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.

Resources:

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

Follow Navin Girishankar on X: https://x.com/ngirishankar

Follow CSIS on X: https://x.com/CSIS

Stay Updated:

Find a16z on YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

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

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.

Resources:

Follow Kevin Weil on X: https://x.com/kevinweil

Follow Speedrun on X: https://x.com/speedrun

Stay Updated:

Find a16z on YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

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

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.

Resources:

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

Follow Michael Malice on X: https://x.com/michaelmalice

Stay Updated:

Find a16z on YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

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

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.

Resources:

Follow Anish Acharya on X: https://x.com/illscience

Follow John Maeda on X: https://x.com/johnmaeda

Follow Paul Bakaus on X: https://x.com/pbakaus

Get the GitHub Copilot app: gh.io/app

Stay Updated:

Find a16z on YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

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

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.

Resources:

Follow Josh Elman on X: https://x.com/joshelman

Follow Anish Acharya on X: https://x.com/illscience

Stay Updated:

Find a16z on YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

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

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.

Resources:

Follow Jake Paul on X: https://x.com/jakepaul

Follow Geoff Woo on X: https://x.com/geoffreywoo

Stay Updated:

Find a16z on YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

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

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.

Resources:

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

Follow Ben Horowitz on X: https://x.com/bhorowitz

Follow Erik Torenberg on X: https://x.com/eriktorenberg

Follow Gaby Goldberg on X: https://x.com/gaby_goldberg

Stay Updated:

Find a16z on YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

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

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.

Resources:

Follow Santiago Suárez on X: https://x.com/SantiaSua

Follow Angela Strange on X: https://x.com/astrange

Follow Gabriel Vásquez on X: https://x.com/GEVS94

Stay Updated:

Find a16z on YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

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

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.

Resources:

Follow Jack Altman on X: https://x.com/jaltma

Stay Updated:

Find a16z on YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

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

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.

Resources:

Follow Mohammad Norouzi on X: https://x.com/mo_norouzi

Follow Yoko Li on X: https://x.com/stuffyokodraws

Follow Justine Moore on X: https://x.com/venturetwins

Stay Updated:

If you enjoyed this episode, be sure to like, subscribe, and share with your friends!

Find a16z on X: https://x.com/a16z](https://x.com/a16z

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

Listen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX

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

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

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details, please see http://a16z.com/disclosures. 

Stay Updated:

Find a16z on YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

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

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.

Resources: 

Follow Samo Burja on X: https://x.com/SamoBurja

Follow Theo Jaffee on X: https://x.com/theojaffee

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 YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

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

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.

Resources:

Follow Alex on X: https://x.com/alexmodon

Follow Davide on X: https://x.com/davideasnaghi

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

Stay Updated:

Find a16z on YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

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

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.

Resources:

Follow Tyler on X: https://x.com/tylercowen

Follow Alex on X: https://x.com/ATabarrok

Follow Wyatt on X: https://x.com/dataWyatt

Stay Updated:

Find a16z on YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

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

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.

Resources:

Follow Benedict Evans on X: https://x.com/benedictevans

Follow Erik Torenberg on X: https://x.com/eriktorenberg

Stay Updated:

Find a16z on YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

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

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.

Resources:

Find Will on X: https://x.com/WilliamBryk

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

Stay Updated:

Find a16z on YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

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

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.

Resources:

Follow George Fraser on X: https://x.com/frasergeorgew

Follow Martin Casado on X: https://x.com/martin_casado

Stay Updated:

Find a16z on YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

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

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.

Resources:

Follow Balaji Srinivasan on X: https://x.com/balajis

Follow Steven Glinert on X: https://x.com/stevenglinert

Follow Theo Jaffee on X: https://x.com/theojaffee

Follow Sophia Puccini on X:https://x.com/schisofrenia

Stay Updated:

Find a16z on YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

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

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.

Resources:

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

Find Theo on X: https://x.com/theojaffee

Stay Updated:

Find a16z on YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

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

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.

Resources:

Pablo Palafox on X: https://x.com/pablorpalafox

Luis Paarup on X: https://x.com/PaarupLuis

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

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

Stay Updated:

Find a16z on YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

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

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.

Resources:

Follow David George on X: https://x.com/DavidGeorge83

Follow David Clark on X: https://x.com/daveclark85

Follow VenCap on X: https://www.vencap.com

Stay Updated:

Find a16z on YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

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

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.

Resources:

Follow Dileep Thazhmon on X: https://x.com/thazhmon

Follow Angela Strange on X: https://x.com/astrange

Stay Updated:

Find a16z on YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

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

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.

Resources:

Follow David Haber on X: https://x.com/dhaber

Learn more about Apollo Global Management: https://www.apollo.com

Stay Updated:

Find a16z on YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

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

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

Resources:

Follow Robin Hanson on X: https://x.com/robinhanson

Follow Theo Jaffee on X: https://x.com/theojaffee

Follow Sophia Puccini on X: https://x.com/schisofrenia

Stay Updated:

Find a16z on YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

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

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

Resources:

Follow Ara on X: https://x.com/arakharazian

Follow Jack on X: https://x.com/JackFarley96

Follow Max on X: https://x.com/maxwiethe

Stay Updated:

Find a16z on YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

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

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

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

Resources:

Follow Clem on X: @ClementDelangue

Follow Theo on X: @theojaffee 

Follow Sofia on X: @schisofrenia

Stay Updated:

Find a16z on YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

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

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.

Follow Rahul Vohra on X: https://x.com/rahulvohra

Follow Fareed Mosavat on X: https://x.com/far33d

Stay Updated:

Find a16z on YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

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

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

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

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

Resources:

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

Follow Joe Rogan on X: https://x.com/joerogan

Stay Updated:

Find a16z on YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

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

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

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

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

Resources:

Follow Michael on X: https://x.com/USDASDuffey

Follow Dino on X: https://x.com/MavrookasD

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

Stay Updated:

Find a16z on YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

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

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

David Ulevitch speaks with Col. Jeffrey Glover and Rahul Sidhu about how AI, drones, and sensor networks are reshaping public safety and what it takes to bring new technology into law enforcement at scale. As departments face staffing shortages, burnout, and rising complexity, they examine how the right tools can make officers more effective, safer, and better supported.

The conversation covers how drone-as-first-responder programs are changing the speed and safety of emergency response, from high-risk warrant service to Amber Alert pursuits. Glover describes how Arizona DPS is building a full technology ecosystem around its officers, including body-worn camera analytics for burnout detection, brain scan wellness checks, and international intelligence-sharing partnerships ahead of FIFA and the Olympics. Sidhu explains how Flock Safety's layered sensor network ? license plate readers, gunshot detection, and drone dispatch ? is turning reactive policing into proactive, data-driven response.

They also discuss what founders get wrong when building for law enforcement, why spending time on the beat matters more than any product spec, and how the next decade will fundamentally change the skills required to be a police officer in America.

Resources:

Follow Col. Jeffrey Glover on LinkedIn: https://www.linkedin.com/in/jeffrey-glover-mpa-83310416/

Follow Rahul on X: https://x.com/rahul

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

Stay Updated:

Find a16z on YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

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

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sophia Dew and Binji Pande speak with Vitalik Buterin about technology, human agency, and how the internet is changing the way people think, build, and relate to the world around them. Drawing from his writings and personal reflections, Buterin discusses how his worldview has evolved over the last decade, from creating Ethereum as a teenager to thinking more deeply about the social and philosophical implications of technology today.

The conversation explores the idea of ?sanctuary technology,? systems that provide safety and coordination without removing individual freedom or agency. They also discuss the changing relationship between humans and AI, the risks of over-relying on automated systems, and why actively learning and thinking for yourself may become even more important as AI capabilities improve.

Along the way, Buterin reflects on creativity, community, identity, and the challenge of staying intentional in a world that increasingly pushes people toward autopilot.

Resources:

Follow Vitalik Buterin on X: https://x.com/VitalikButerin

Follow Sophia Dew on X: https://x.com/sodofi_

Follow Binji Pande on X: https://x.com/binji_x

Stay Updated:

Find a16z on YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

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

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ben Horowitz shares lessons from building and scaling companies, drawing on his experience as a founder and CEO. He explains why a founder?s primary responsibility comes down to one thing: delivering the right product at the right time.

The conversation covers how strategy actually develops in practice, why a company?s story is inseparable from its strategy, and how founders should think about hiring, fundraising, and decision-making in fast-changing environments. Horowitz also discusses how AI is reshaping teams, the increasing importance of creativity and relationships, and why roles may evolve toward more generalist ?builders.?

He also reflects on navigating uncertainty, the reality of pivots, and why defensibility still comes down to solving hard problems and building meaningful relationships with customers.

Resources:

Follow Ben Horowitz on X: https://x.com/bhorowitz

Follow Speedrun on YouTube: https://x.com/speedrun

Apply for Speedrun: https://speedrun.a16z.com/

Stay Updated:

Find a16z on YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

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

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Erin Price-Wright speaks with Turner Caldwell and Drew Baglino about what it will take to close America's critical minerals gap and modernize the power infrastructure that underpins the AI economy. With the US more than 50 years behind China in critical mineral supply and grid infrastructure built on systems designed a century ago, they examine where the real bottlenecks are and how to move faster.

The conversation covers how automation, reinforcement learning, and vertically integrated operations can compress the timelines for mining and refining, and why co-locating supply chains matters more than labor costs in the race to reshore manufacturing. Baglino explains how solid state transformers can replace aging mechanical grid equipment with silicon and software, while Caldwell outlines how Mariana Minerals is applying autonomous systems to remove the know-how bottleneck from critical mineral processing.

They also discuss the lessons both founders carried from Tesla ? techno-optimism, appetite for risk, and mission-driven talent ? and what durable industrial policy, smarter permitting, and a federal grid investment framework would unlock for American competitiveness.

Resources:

Follow Michael on X: https://x.com/tbc415

Follow Drew on X: https://x.com/baglino

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

Stay Updated:

Find a16z on YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

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

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

David Haber speaks with Lloyd Blankfein, former CEO of Goldman Sachs, about leadership, risk, and navigating moments of extreme uncertainty. Drawing on his experience leading Goldman through the financial crisis, Blankfein shares how organizations can build resilience, make decisions under pressure, and maintain culture while scaling.

They discuss the importance of risk management as both a discipline and a mindset, the difference between being wrong and being reckless, and how great organizations balance taking risk with protecting against it. Blankfein also reflects on Goldman?s partnership culture, how it shaped decision-making and accountability, and what it takes to build enduring institutions over time.

The conversation also touches on technology, from the role it played in transforming financial markets to the implications of AI today, including its potential, risks, and the challenges of operating in systems that are increasingly complex and harder to fully understand.

Resources:

Follow Lloyd on X: https://x.com/lloydblankfein

Follow David Haber on X: https://x.com/dhaber

Stay Updated:

Find a16z on YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

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

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Erik Torenberg speaks with Marc Andreessen about the state of AI, media, and the broader cultural and economic shifts shaping the internet. They discuss how narratives around AI, from fear to hype, are influencing public perception, and why real-world usage tells a very different story.

The conversation covers AI?s impact on jobs and productivity, the rise of ?AI-native? builders, and why increased capability tends to expand work rather than eliminate it. Andreessen also examines how companies are adapting, from restructuring teams to rethinking roles around more generalist ?builders.?

They also explore the changing media landscape, from the dynamics of influence and information to the breakdown of traditional authority, and what it means for trust, culture, and generational attitudes. Along the way, they touch on topics ranging from institutional power to emerging internet subcultures, offering a wide-ranging look at how technology is reshaping both systems and society.

Resources:

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

Stay Updated:

Find a16z on YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

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

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

David Ulevitch speaks with Ben Horowitz about what it means to lead the technology industry at scale, and the responsibilities that come with it. Following the firm?s largest-ever fundraise, they discuss how venture capital, technology, and national strategy are increasingly intertwined.

The conversation covers America?s role in the next technological revolution, from AI to advanced manufacturing, and why maintaining technological leadership is critical not just for economic growth, but for global influence. Horowitz also shares his perspective on working with government, supporting national security innovation, and building systems that give more people the opportunity to contribute.

They also discuss how venture capital is evolving, the shift toward larger firms and specialized strategies, and why optimism about technology, and its potential to improve lives, remains essential even amid growing skepticism.

Resources:

Follow Ben Horowitz on X: https://x.com/bhorowitz

Follow David Ulevitch on X: https://x.com/davidu

Stay Updated:

Find a16z on YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

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

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Robert Hackett speaks with the general partners at a16z crypto about the launch of their fifth crypto fund and the current state of the industry. They reflect on how crypto has evolved from an ideological movement into a more pragmatic, product-focused ecosystem, shaped by real-world use cases and increasing regulatory clarity.

The conversation covers the rise of stablecoins, onchain finance, and new market infrastructure, as well as the growing overlap between crypto and AI. The group also discusses how founders are shifting toward building products that work within existing systems, rather than attempting to replace them, and why this moment may represent a new phase of mainstream adoption.

They also look ahead to what success looks like for the next generation of crypto companies, from onboarding billions of users to enabling AI agents as economic actors, and the role crypto could play in shaping more open, decentralized systems in an increasingly consolidated technology landscape.

Resources:

Chris Dixon on X: https://twitter.com/cdixon

Ali Yahya on X: https://twitter.com/alive_eth

Eddy Lazzarin on X: https://twitter.com/eddylazzarin

Guy Wuollet on X: https://twitter.com/guywuolletjr

Robert Hackett on X: https://twitter.com/rhackett

Follow a16z crypto: X: https://x.com/a16zcrypto

LinkedIn: https://www.linkedin.com/showcase/a16zcrypto/posts

YouTube: https://www.youtube.com/@a16zcrypto

Stay Updated:

Find a16z on YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

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

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Morgan Brennan speaks with NASA Administrator Jared Isaacman about the next phase of American space exploration and the urgency behind returning to the moon. They discuss the Artemis program, the challenges of cost, speed, and execution, and how a new competitive landscape is reshaping NASA?s priorities.

The conversation covers the role of public-private partnerships, the rise of commercial space companies, and the need to rebuild core capabilities within NASA. Isaacman also outlines how the agency is shifting toward faster iteration, clearer demand signals for industry, and a more focused strategy to compete in what he describes as a new space race.

Resources:

Follow Jared Isaacman on X: https://twitter.com/rookisaacman

Follow Morgan Brennan on X: https://twitter.com/MorganLBrennan

Stay Updated:

Find a16z on YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

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

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

David Haber speaks with Tony James about building enduring firms across multiple eras of finance. From joining DLJ when it was a subscale firm to helping grow Blackstone into one of the largest asset managers in the world, James reflects on the decisions, structures, and cultural principles that enabled long-term success.

They discuss the origins of leveraged buyouts, the evolution of private markets, and how identifying structural opportunities early can create lasting competitive advantage. James also shares lessons from backing companies like Costco, where culture, customer focus, and long-term thinking drove exceptional outcomes.

The conversation covers leadership, talent development, and the challenges of scaling organizations while maintaining performance. James also reflects on succession, firm-building, and why culture, incentives, and alignment ultimately determine whether an organization compounds or stagnates.

Resources:

Stay Updated:

Find a16z on YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

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

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Katherine Boyle speaks with Sarah Rogers, Under Secretary for Public Diplomacy, about the intersection of AI, free speech, and global information systems. They discuss how major technological shifts, from the printing press to the internet to AI, have reshaped communication and power, and why this moment may be even more consequential.

Recorded at the a16z American Dynamism Summit, the conversation explores the role of public diplomacy in the digital age, the risks of censorship and overregulation, and how governments are approaching AI as both a national security priority and a platform for global influence. Rogers also highlights the importance of maintaining ?AI with a Western soul,? and why preserving open systems and freedom of expression will shape the future of innovation.

Resources:

Follow Sarah B. Rogers on X: https://x.com/UnderSecPD

Stay Updated:

Find a16z on YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

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

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Theo Jaffee speaks with Balaji Srinivasan and Taylor Lorenz about how AI is reshaping media, trust, and online communication. Building on prior public disagreements between the two, the conversation revisits core tensions around media, technology, and power in a rapidly changing information environment.

They discuss the breakdown of traditional information systems, the rise of AI-generated content, and why new models for verifying identity and truth may be necessary. The conversation lays out competing visions for the future of media, from decentralized ?webs of trust? and cryptographic verification to the role of journalism, privacy, and public accountability.

Resources:

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

Follow Taylor Lorenz on X: https://x.com/TaylorLorenz

Follow Theo Jaffee on X: https://x.com/theojaffee

Stay Updated:

Find a16z on YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

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

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Elena Burger speaks with Joe Schmidt, partner on the enterprise team at a16z, about the future of enterprise software in the age of AI. Using Workday as a case study, they discuss why many of today?s most important enterprise systems feel broken, how platform shifts reshape entire categories, and what an AI-native replacement might look like.

The conversation covers the limits of legacy SaaS, why ?AI revenue? may be overstated, and how agents could fundamentally change how companies manage workflows, permissions, and internal systems. They also explore why even the most defensible software businesses may now be vulnerable to replatforming.

Resources:

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

Follow Elena on X: https://x.com/VirtualElena

Read more from ?Workday?s Last Workday??: https://a16z.com/workdays-last-workday/

Stay Updated:

Find a16z on YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

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

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Theo Jaffee and Gabriel Dickinson speak with Cremieux about China?s rapid rise to the top of global clinical trial output. They discuss the regulatory reforms that accelerated China?s progress, the surge in novel drug development, and what the US would need to change to stay competitive in biomedical innovation.

Resources:

Follow Cremieux on X: https://x.com/cremieuxrecueil

Follow Theo on X: https://x.com/theojaffee

Follow Gabriel on X: https://x.com/gbrl_dick

Stay Updated:

Find a16z on YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

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

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This interview with Stripe cofounders John and Patrick Collison originally aired on TBPN. They discuss Stripe's 34% growth and new employee tender offer, how agent commerce and stablecoins may require high-throughput blockchains built for millions of transactions per second, and why the economics of software are shifting from mass-produced products to bespoke, on-demand systems cooked fresh at the moment of use.

Resources:

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

Follow Patrick Collison on Twitter: https://x.com/patrickc

Follow John Collison on Twitter: https://x.com/collision

Stay Updated:

Find a16z on YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

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

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Anjney Midha, founder of AMP PBC, speaks with Ben Horowitz, cofounder of a16z, about how venture capital changed from a small, relationship-driven business into a scalable system for backing new technology companies. They discuss network effects, firm design, leadership, culture, and how AI is reshaping both the capital race and the kinds of companies that can be built now.

Resources:

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

Follow Anjney on X: https://x.com/AnjneyMidha

Watch more from CS 153: Frontiers: https://www.youtube.com/@CS153Team

Stay Updated:

Find a16z on YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

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

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Steven Sinofsky, board partner at a16z, Aaron Levie, CEO of Box, and Martin Casado, general partner at a16z, discuss the reality of AI inside enterprises. They cover the gap between Silicon Valley and the rest of the world, why most AI initiatives fail in large organizations, and how agents, infrastructure, and workflows are evolving beyond the hype.

Resources:

Follow Aaron Levie on X: https://twitter.com/levie

Follow Steve Sinofsky on X: https://twitter.com/stevesi

Follow Martin Casado on X: https://twitter.com/martin_casado

Follow Erik Torenberg on X: https://twitter.com/eriktorenberg

Stay Updated:

Find a16z on YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

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

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.