a16z Podcast
Business og økonomiVitenskapTeknologiThe a16z Podcast discusses tech and culture trends, news, and the future – especially as ‘software eats the world’. It features industry experts, business leaders, and other interesting thinkers and voices from around the world. This podcast is produced by Andreessen Horowitz (aka “a16z”), a Silicon Valley-based venture capital firm. Multiple episodes are released every week; visit a16z.com for more details and to sign up for our newsletters and other content as well!
Siste episoder av a16z Podcast podcast
- Can America Win The AI Biotech Race Against China? | Lada Nuzhna & Elliot Hershberg (01:02:23)
Two venture capitalists dissect why biotech burns billions while China runs trials in weeks—and why the next Genentech won't look anything like the last one. Elliot Hershberg reveals the "three horsemen" strangling drug development as costs explode to $2.5 billion per approval, while Lada Nuzhna exposes how investigator-initiated trials in Shanghai are rewriting the competitive playbook faster than American founders can file INDs. When the infrastructure that built monoclonal antibodies becomes the commodity threatening to hollow out an entire industry, the only path forward demands inventing medicines that are literally impossible to make without tools that don't exist yet—and they're betting everything on which approach survives. Resources:Follow Jorge on X: https://x.com/JorgeCondeBioFollow Lada on X: https://x.com/ladanuzhnaFollow Elliot on X: https://x.com/ElliotHershbergFollow Erik on X: https://x.com/eriktorenberg Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends!Find a16z on X: https://x.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zListen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYXListen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Podcast on SpotifyListen to the a16z Podcast on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- The Frontier of Spatial Intelligence with Fei-Fei Li (00:44:11)
Fei-Fei Li and Justin Johnson are pioneers in AI. While the world has only recently witnessed a surge in consumer AI, they have long been laying the groundwork for the innovations transforming industries today.With the recent launch of Marble, the first product from their company World Labs, we are revisiting this conversation to explore the ideas that started it all. World Labs is focused on spatial intelligence, building Large World Models that can perceive, generate, and interact with the 3D world. Marble brings that vision to life, allowing anyone, from individual creators to major platforms, to generate 3D scenes directly from text or image prompts and turn complex 3D creation into a simple, creative process.In this episode, a16z general partner Martin Casado talks with Fei-Fei and Justin about the journey from early AI winters to the rise of deep learning and multimodal AI. From foundational breakthroughs like ImageNet to the cutting-edge realm of spatial intelligence, they discuss the evolution of the field and what is next for innovation at World Labs. Timecode:0:00 – The Next Decade of AI2:45 – Origins: Backgrounds of the Founders6:50 – The Rise of Deep Learning & ImageNet8:00 – Algorithmic Unlocks: Compute, Data, and Supervised Learning12:00 – From Predictive to Generative AI16:20 – The Journey to Spatial Intelligence18:35 – Defining Spatial Intelligence21:15 – 3D Data, Computer Vision, and Breakthroughs23:15 – Reconstruction vs. Generation in Computer Vision24:45 – Spatial Intelligence vs. Language Models29:00 – Applications: Virtual, Augmented, and Physical Worlds39:55 – Building World Labs: Team and Vision41:55 – The North Star: Measuring Success in Spatial Intelligence Resources:Learn more about World Labs: https://www.worldlabs.aiLearn more about Marble: https://Marble.WorldLabs.aiFind Fei-Fei on Twitter: https://x.com/drfeifeiFind Justin on Twitter: https://x.com/jcjohnssFind Martin on Twitter: https://x.com/martin_casado Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends!Find a16z on X: https://x.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zListen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYXListen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Podcast on SpotifyListen to the a16z Podcast on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- Rocket Companies CEO: Here’s How to Fix the Housing Crisis (00:55:55)
The Empire State Building took 110 days to build—today, changing a window would take two years. Alex Rampell (a16z) and Varun Krishna (Rocket CEO) expose how asset inflation turned housing from the American Dream into a wealth transfer machine where the median homebuyer age jumped from 30 to 38 in just fourteen years. While Silicon Valley burns billions on products people use daily but never pay for, Rocket quietly assembled a $10 billion profit engine and is now buying up the entire housing funnel—from Redfin's 50 million monthly searchers to one in six US mortgages—betting they can crack the code everyone else gave up on: turning a once-in-a-lifetime transaction into an everyday relationship. Resources:Follow Varun on LinkedIn: https://www.linkedin.com/in/varun-krishna-30019a22Follow Rocket on X: https://x.com/RocketOTDFollow Alex on X: https://x.com/arampell Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends!Find a16z on X: https://x.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zListen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYXListen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Podcast on SpotifyListen to the a16z Podcast on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- Grant Lee: Building Gamma’s AI Presentation Company to 100 Million Users (00:53:17)
Grant Lee was told Gamma was "the worst idea ever heard" by an investor who hung up mid-Zoom—yet he built it to 100 million users and $100M ARR without spending a dollar on advertising.While competitors hired aggressively, Grant's team of seven refused to grow, dedicating 25% of their tiny team to design and personally onboarding every influencer themselves. They reveal how ignoring AI for their first two years, then orchestrating multiple models in ways the frontier labs can't replicate, let them steal the presentation market from Microsoft and Google—going from 60,000 signups in eight months to 50,000 per day. Resources:Follow Grant on X: https://x.com/thisisgrantleeFollow Sarah on X: https://x.com/sarahdingwangFollow Olivia on X: https://x.com/omooretweets Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends!Find a16z on X: https://x.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zListen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYXListen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Podcast on SpotifyListen to the a16z Podcast on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- Michael Truell: How Cursor Builds at the Speed of AI (00:27:30)
When four MIT grads decided to build a code editor while everyone else was building AI agents, they created the fastest-growing developer tool ever built. Cursor CEO Michael Truell joins a16z’s Martin Casado to discuss the deliberate constraints that led to breakthroughs: why they rejected the "democratization" narrative to focus on power users, how their 2-day work trials test for agency over credentials, and the strategic decision to own the editor when conventional wisdom said it was impossible. Resources:Follow Michael on X: https://x.com/mntruell Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends!Find a16z on X: https://x.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zListen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYXListen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Podcast on SpotifyListen to the a16z Podcast on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- a16z's State of Crypto: The $4 Trillion Milestone and What's Next' (01:38:31)
The regulatory environment has completely inverted. Stablecoins are now a top 20 holder of US treasuries. Every major bank wants in. In a16z Crypto's 2025 State of Crypto report, Daren Matsuoka (Head of Data) and Eddy Lazzarin (CTO) reveal how crypto hit $4 trillion market cap while fundamentally reshaping how institutions think about payments, with surprising data on why developers aren't following prices this cycle and what privacy's inevitable rise means for mainstream adoption. Resources: Follow Eddy on X: https://x.com/eddylazzarinFollow Daren on X: https://x.com/DarenMatsuokaFollow Robert on X: https://x.com/rhackett Stay Updated:If you enjoyed this episode, be sure to like, subscribe, and share with your friends!Find a16z on X: https://x.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zListen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYXListen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Podcast on SpotifyListen to the a16z Podcast on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- Amjad Masad & Adam D’Angelo: How Far Are We From AGI? (01:02:44)
Adam D’Angelo (Quora/Poe) thinks we're 5 years from automating remote work. Amjad Masad (Replit) thinks we're brute-forcing intelligence without understanding it.In this conversation, two technical founders who are building the AI future disagree on almost everything: whether LLMs are hitting limits, if we're anywhere close to AGI, and what happens when entry-level jobs disappear but experts remain irreplaceable. They dig into the uncomfortable reality that AI might create a "missing middle" in the job market, why everyone in SF is suddenly too focused on getting rich to do weird experiments, and whether consciousness research has been abandoned for prompt engineering.Plus: Why coding agents can now run for 20+ hours straight, the return of the "sovereign individual" thesis, and the surprising sophistication of everyday users juggling multiple AIs. Resources:Follow Amjad on X: https://x.com/amasadFollow Adam on X: https://x.com/adamdangelo Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends!Find a16z on X: https://x.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zListen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYXListen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Podcast on SpotifyListen to the a16z Podcast on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- Mark Zuckerberg & Priscilla Chan: How AI Will Cure All Disease (00:45:21)
Priscilla Chan and Mark Zuckerberg join a16z’s Ben Horowitz, Erik Torenberg, and Vineeta Agarwala to share how the Chan Zuckerberg Initiative is building the computational tools that will accelerate the cure, prevention, and management of all disease by century's end. They explain why basic science needs $100 million-scale projects that traditional NIH grants can't fund, how their Cell Atlas became biology's missing periodic table with millions of cells catalogued in open-source format, and why their new virtual cell models will let scientists test high-risk hypotheses in silico before investing in expensive wet lab work. Plus: the organizational shift unifying the Biohub under AI leadership, what happens when biologists and engineers sit side-by-side, and why modern biology labs are expanding compute instead of square footage. Timestamps:4:17 - Building tools to accelerate scientific discovery5:47 - The credible path to funding basic science7:21 - Biohub = Frontier Biology + Frontier AI9:05 - Challenges building on a 10-15 year timeline9:43 - How CZI chooses what to work on11:15 - Making sense of science with LLMs11:31 - Measuring success in the therapeutic realm13:32 - “Most diseases should be thought of as rare diseases”15:39 - Inspiration: building a periodic table for biology19:27 - Why virtual cells?21:17 - The Biohub Master Plan21:51 - How virtual cell models allow more risk taking28:15 - Bringing CZI & Biohub together30:32 - Why Biohub matters33:36 - The importance of interface design in democratizing scientific discovery35:34 - How Biohub encourages cross-functional collaboration40:38 - Looking ahead: the broader impact of AI on biotech Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends!Find a16z on X: https://x.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zListen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYXListen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Podcast on SpotifyListen to the a16z Podcast on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- Seeing The Future from AI Companions to Personal Software (00:50:20)
Eugenia Kuyda, CEO of Wabi and AI pioneer behind Replika, joins Erik, Anish, and Justine to reveal how personal software will transform from a developer monopoly to a creative medium for all. She exposes why command-line AI interfaces are the new MS-DOS, explains how mini-apps will become as shareable as TikToks, and details her decade-long journey from training language models in 2012 to building the platform where your mom can create custom apps in minutes. Plus: untold stories from OpenAI's apartment days and why voice-only devices completely miss the point. Resources:Follow Eugenia on X: https://x.com/ekuydaFollow Anish on X: https://x.com/illscience Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends!Find a16z on X: https://x.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zListen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYXListen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Podcast on SpotifyListen to the a16z Podcast on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- ElevenLabs CEO: Why Voice is the Next AI Interface (00:31:14)
ElevenLabs CEO and co‑founder Mati Staniszewski joins Jennifer Li to explain how the team ships research‑grade AI at lightning speed—from text‑to‑speech and fully licensed AI music to real‑time voice agents—and why voice is the next interface for human‑computer interaction. He shares the small, autonomous team model, global hiring approach, and how the Voice Marketplace has paid creators over $10M while evolving into an enterprise platform. Resources:Follow Mati on X: https://x.com/matistanisFollow Jennifer on X: https://x.com/JenniferHli Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends!Find a16z on X: https://x.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zListen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYXListen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Podcast on SpotifyListen to the a16z Podcast on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- David Sacks: AI, Crypto, China, Dems, and SF (01:16:57)
David Sacks, White House AI and Crypto Czar, joins Marc, Ben, and Erik to explore what's really happening inside the Trump administration's AI and crypto strategy. They expose the regulatory capture playbook being pushed by certain AI companies, explain why open source is America's secret weapon, and detail the infrastructure crisis that could determine who wins the global AI race. Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends!Find a16z on X: https://x.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zListen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYXListen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Podcast on SpotifyListen to the a16z Podcast on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- Why Speed, Not Size, Will Define the Next War (00:39:25)
As global tensions rise, AI and autonomy are transforming how nations prepare for conflict.In this episode, Horacio Rozanski, CEO of Booz Allen Hamilton and Gary Shield, CEO of Shield AI join Erik Torenberg to discuss how technology, speed, and public–private partnerships are reshaping America’s defense strategy.They cover lessons from Ukraine and Taiwan, the rise of autonomous systems, and why the future of warfare will be defined by software, agility, and innovation. Resources:Follow Gary on X: https://x.com/garylsteeleFind Horacio on LinkedIn: https://www.linkedin.com/in/horacio-rozanski-84a2519 Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends!Find a16z on X: https://x.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zListen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYXListen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Podcast on SpotifyListen to the a16z Podcast on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- Beyond Chatbots: Marc Andreessen and Ben Horowitz on AI's Future (00:38:11)
In this closing keynote from a16z’s Runtime conference, General Partner Erik Torenberg speaks with our firm’s cofounders, Marc Andreessen and Ben Horowitz on highlights from throughout the conference, the current state of LLM capabilities, and why despite huge capex, AI is not a bubble. Resources:Follow Marc on X: https://x.com/pmarcaFollow Ben on X: https://x.com/bhorowitz Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends!Find a16z on X: https://x.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zListen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYXListen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Podcast on SpotifyListen to the a16z Podcast on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- "Is there an AI bubble?” Gavin Baker and David George (00:31:50)
In this conversation from a16z’s Runtime conference, Gavin Baker, Managing Partner and CIO of Atreides Management, joins David George, General Partner at a16z, to unpack the macro view of AI: the trillion-dollar data center buildout, the new economics of GPUs, and what this boom means for investors, founders, and the global economy. Resources:Follow Gavin on X: https://x.com/GavinSBakerFollow Atreides Management on X: https://x.com/atreidesmgmtFollow David on X: https://x.com/DavidGeorge83 Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends!Find a16z on X: https://x.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zListen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYXListen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Podcast on SpotifyListen to the a16z Podcast on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- Building the Real-World Infrastructure for AI, with Google, Cisco & a16z (00:32:44)
AI isn’t just changing software, it’s causing the biggest buildout of physical infrastructure in modern history.In this episode, Raghu Raghuram (a16z) speaks with Amin Vahdat, VP and GM of AI and Infrastructure at Google, and Jeetu Patel, President and Chief Product Officer at Cisco, about the unprecedented scale of what’s being built — from chips to power grids to global data centers.They discuss the new “AI industrial revolution,” where power, compute, and network are the new scarce resources; how geopolitical competition is shaping chip design and data center placement; and why the next generation of AI infrastructure will demand co-design across hardware, software, and networking.The conversation also covers how enterprises will adapt, why we’re still in the earliest phase of this CapEx supercycle, and how AI inference, reinforcement learning, and multi-site computing will transform how systems are built and run. Resources:Follow Raghu on X: https://x.com/RaghuRaghuramFollow Jeetu on X: https://x.com/jpatel41Follow Amin on LinkedIn: https://www.linkedin.com/in/vahdat/ Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends!Find a16z on X: https://x.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zListen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYXListen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Podcast on SpotifyListen to the a16z Podcast on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- Google DeepMind Developers: How Nano Banana Was Made (00:54:19)
Google DeepMind’s new image model Nano Banana took the internet by storm.In this episode, we sit down with Principal Scientist Oliver Wang and Group Product Manager Nicole Brichtova to discuss how Nano Banana was created, why it’s so viral, and the future of image and video editing. Resources: Follow Oliver on X: https://x.com/oliver_wang2Follow Nicole on X: https://x.com/nbrichtovaFollow Guido on X: https://x.com/appenzFollow Yoko on X: https://x.com/stuffyokodraws Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends!Follow a16z on X: https://x.com/a16zSubscribe to a16z on Substack: https://a16z.substack.com/Follow a16z on LinkedIn: https://www.linkedin.com/company/a16zListen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYXListen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Podcast on SpotifyListen to the a16z Podcast on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- Raghu Raghuram: AI, Robotics, and the Rebirth of Infrastructure (00:30:12)
From Netscape to VMware, Raghu Raghuram has been at the center of nearly every major inflection point in enterprise technology.In this episode, Raghu joins Ben Horowitz, Martin Casado and David George to reflect on the early internet wars with Microsoft, how Netscape’s browser battles shaped a generation of founders, and the inside story of one of the most successful tech acquisitions in history, VMware’s $1.3B purchase of Nicira, which redefined modern networking and grew into a multi-billion-dollar business.They discuss how VMware scaled from tens of millions to over $13 billion in revenue, what it took to outlast the cloud revolution, and why AI is now triggering the biggest infrastructure reset since virtualization. Raghu shares his vision for the next decade — from data-center robotics and energy-aware compute to how AI is reshaping both startups and giants alike. Resources:Follow Raghu on X: https://x.com/RaghuRaghuramFollow Ben on X: https://x.com/bhorowitzFollow Martin on X: https://x.com/martin_casadoFollow David on X: https://x.com/DavidGeorge83 Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends!Find a16z on X: https://x.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zListen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYXListen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Podcast on SpotifyListen to the a16z Podcast on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- Marc Andreessen: How Movies Explain America (01:15:30)
In this episode of Monitoring the Situation, Marc Andreessen, Katherine Boyle, and Erik Torenberg dive into the movies that best explain America, from Once Upon a Time in Hollywood to Tropic Thunder to Fight Club.They explore how Tarantino’s revisionist masterpiece reimagines 1969 and the end of America’s cultural innocence, why Tropic Thunder was the last truly un-cancellable comedy, and how Fight Club evolved from a left-wing critique of capitalism to a right-wing prophecy about alienation and identity.Along the way, they trace the parallels between the counterculture of the 1960s and the internet culture wars of the 2010s, and debate whether we’re living through another great American cultural reset. Resources:Follow Marc on X: https://x.com/pmarcaFollow Katherine on X: https://x.com/KTmBoyle Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends!Find a16z on X: https://x.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zListen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYXListen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Podcast on SpotifyListen to the a16z Podcast on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- Marc Andreessen and Amjad Masad: English As the New Programming Language (01:11:38)
Amjad Masad, founder and CEO of Replit, joins a16z’s Marc Andreessen and Erik Torenberg to discuss the new world of AI agents, the future of programming, and how software itself is beginning to build software.They trace the history of computing to the rise of AI agents that can now plan, reason, and code for hours without breaking, and explore how Replit is making it possible for anyone to create complex applications in natural language. Amjad explains how RL unlocked reasoning for modern models, why verification loops changed everything, whether LLMs are hitting diminishing returns — and if “good enough” AI might actually block progress toward true general intelligence. Resources:Follow Amjad on X: https://x.com/amasadFollow Marc on X: https://x.com/pmarcaFollow Erik on X: https://x.com/eriktorenberg Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends!Find a16z on X: https://x.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zListen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYXListen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Podcast on SpotifyListen to the a16z Podcast on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- Why Creativity Will Matter More Than Code (01:25:15)
In this episode, a16z's Anish Acharya joins Kevin Rose for an in-depth, fast-paced conversation on the rebirth of consumer technology, and how AI is reshaping what it means to build, invest, and create.They talk about why AI has reignited the consumer renaissance, what it means to build “weird and working” products, and how the next wave of apps will blend emotion, utility, and creativity in entirely new ways. From AI companions and “emotional interfaces” to the tools making it possible to build entire startups solo, Kevin and Anish explore what’s emerging at the edge of culture and code.This is a conversation about the future of creation, where consumer tech meets human feeling, and why the next big ideas will come from people bold enough to be weird. Resources:Follow Kevin on X: x.com/kevinroseFollow Anish on X: x.com/illscience Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends!Find a16z on X: https://x.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zListen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYXListen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Podcast on SpotifyListen to the a16z Podcast on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- How Kong Was Born: APIs, Hustle, and the Future of AI Infrastructure (00:37:57)
Augusto Marietti, CEO and cofounder of Kong, has one of the most remarkable founder stories in Silicon Valley history.In this conversation with Martin Casado, Aghi shares how he went from a garage in Milan to building one of the world’s leading API infrastructure companies, surviving years of rejection, living in the U.S. on $1,000 a month, and raising his first $50K while sleeping on Travis Kalanick’s couch. They talk about the near-death moments that defined Kong’s journey, the seven-year grind before breakout success, and how APIs became the “assembly line of software.” Aghi also explains how Kong evolved into the backbone of modern API and AI connectivity, and why the coming wave of AI agents will make APIs more essential than ever. Resources:Follow Aghi on X: x.com/sonicaghiFollow Kong on X: https://x.com/kongFollow Martin on X: x.com/martin_casado Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends!Find a16z on X: https://x.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zListen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYXListen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Podcast on SpotifyListen to the a16z Podcast on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- Reid Hoffman on AI, Consciousness, and the Future of Humanity (00:53:00)
Reid Hoffman has been at the center of every major tech shift, from co-founding LinkedIn and helping build PayPal to investing early in OpenAI. In this conversation, he looks ahead to the next transformation: how artificial intelligence will reshape work, science, and what it means to be human.In this episode, Reid joins Erik Torenberg and Alex Rampell to talk about what AI means for human progress, where Silicon Valley’s blind spots lie, and why the biggest breakthroughs will come from outside the obvious productivity apps. They discuss why reasoning still limits today’s AI, whether consciousness is required for true intelligence, and how to design systems that augment, not replace, people.Reid also reflects on LinkedIn’s durability, the next generation of AI-native companies, and what friendship and purpose mean in an era where machines can simulate almost anything. This is a sweeping, high-level conversation at the intersection of technology, philosophy, and humanity. Resources:Follow Reid on X: x.com/reidhoffmanFollow Alex on X: x.com/arampell Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends!Find a16z on X: https://x.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zListen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYXListen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Podcast on SpotifyListen to the a16z Podcast on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- Marc Andreessen on the State of Film and Hollywood (01:07:46)
Hollywood is going through a major cultural and creative reset, and Marc Andreessen thinks it’s long overdue.In this episode of Monitoring the Situation, Marc joins Erik Torenberg and Katherine Boyle to dissect the past decade of filmmaking, from the rise of “the message” in every movie to the return of genuine comedy and art. They cover the post-woke shift in Hollywood, the financial collapse of the streaming era, and why AI could spark a renaissance for a new generation of independent filmmakers.Marc also shares his favorite recent films (and the ones he thinks aged terribly), why Edington might be the first true “Capital-A Art” film in years, and how AI could democratize storytelling the way digital cameras did in the 1990s. Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends!Find a16z on X: https://x.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zListen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYXListen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Podcast on SpotifyListen to the a16z Podcast on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- Keith Rabois: Israel, OpenAI, Opendoor, and DOGE (00:49:08)
From politics to technology to real estate, Keith Rabois has bold predictions for America’s next decade.In this conversation with Erik Torenberg, Keith breaks down why he believes the U.S. is entering a new economic expansion driven by AI, productivity, and sovereign technology. They discuss how AI could lift GDP growth to 5%, why sovereign AI projects are inevitable, and why America can “grow its way out” of debt.Keith also shares his takes on Trump’s second term, the decline of legacy institutions, OpenAI’s dominance, the future of Google and Microsoft, and how startups like Ramp and Opendoor are rewriting the rules of fintech and housing. Resources:Follow Keith on X: https://x.com/raboisFollow Alex on X: https://x.com/arampell Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends!Find a16z on X: https://x.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zListen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYXListen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Podcast on SpotifyListen to the a16z Podcast on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- Ben Horowitz and Ali Ghodsi: How to Run a Billion-Dollar Business (01:04:36)
Ben Horowitz founded Loudcloud in the middle of the dot-com bust and sold it for $1.6 billion, then led Andreessen Horowitz from its founding to $46 billion in committed capital. Ali Ghodsi co-founded Databricks, stepped in as CEO during a crisis, and led it to a valuation of over $100 billion.In this episode of “Boss Talk”, Ben and Ali join a16z General Partners Sarah Wang and Erik Torenberg to share founder war stories, how to hire and make deals, how to keep culture intense without burning employees out, and why founders should raise their ambitions even higher. Resources:Follow Ali on X: https://x.com/alighodsiLearn more about Databricks: https://www.databricks.com/Follow Ben on X: https://x.com/bhorowitzFollow Sarah on X: https://x.com/sarahdingwangFollow Erik on X: https://x.com/eriktorenberg Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends!Find a16z on X: https://x.com/a16zSubscribe to a16z on Substack: https://a16z.substack.com/Find a16z on LinkedIn: https://www.linkedin.com/company/a16zListen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYXListen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Podcast on SpotifyListen to the a16z Podcast on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.