The a16z Show - podcast cover

The a16z Show

Andreessen Horowitza16z.simplecast.com
The a16z Show 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 show 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!
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Episodes

What Happens When a Public Company Goes All In on AI

David Haber speaks with Owen Jennings, executive officer and business lead at Block, about how the company rebuilt itself around AI agents, small squads, and internal tools like Goose and Builder Bot after restructuring more than 40% of its workforce. They discuss what it took to execute a major restructuring, how teams of three are now doing what teams of 14 used to, and how Block is shipping AI-native products like Money Bot and Manager Bot that generate custom interfaces on the fly for tens o...

Apr 01, 202628 minEp. 1069

How Radiant and Heron Are Rethinking Power Generation and Delivery

a16z general partners Erin Price-Wright and Erik Torenberg speak with Doug Bernauer, founder and CEO of Radiant, and Drew Baglino, founder and CEO of Heron, about rebuilding American energy infrastructure. They discuss portable micro nuclear reactors, solid state power electronics, why delivery rather than generation is the real bottleneck, the case for modular manufacturing, and whether data centers are actually good for the grid. Resources: Follow Doug Bernauer on X: https://twitter.com/DougBe...

Mar 31, 202649 minEp. 1068

Marc Andreessen on Evaluating Founders and AI's Consumer Surplus

This episode originally aired on The Twenty Minute VC with Harry Stebbings. Marc Andreessen explains why learning from past investment mistakes can be a trap, shares his framework for evaluating founder greatness through IQ, courage, and drive, and makes the case that venture investors should back the person over the business plan. They also discuss why AI is reconcentrating the tech industry in Silicon Valley, the concept of consumer surplus and where 99% of AI's value will actually go, and why...

Mar 30, 20261 hr 8 minEp. 1067

The SpaceX and Tesla Playbook for Hard Tech Startups

Erin Price-Wright speaks with Chandler Luzsicza, founder and CEO of Galadyne, and Turner Caldwell, cofounder and CEO of Mariana Minerals, about what they actually learned building Starship and Tesla's lithium refinery, and how those lessons translate to their own startups. They cover decision velocity, flat organizations, critical path management, vertical integration, hiring for high-talent-density teams, and how to set aggressive milestones without burning people out. Resources: Follow Chandle...

Mar 27, 202651 minEp. 1066

Security, Resilience, and the Future of Mobile Infrastructure

David Ulevitch speaks with Justin Fanelli, CTO of the Navy, and John Doyle, founder and CEO at Cape, about how the Navy is transforming its approach to technology adoption, from running bootcamps for program managers to piloting commercial solutions in months instead of years. They discuss the Salt Typhoon breach that exposed China's infiltration of American cellular networks, how Cape built a secure alternative, and what defense tech founders need to understand about selling to the government. ...

Mar 26, 202641 minEp. 1065

Submarines and the Future of Defense Manufacturing

David Ulevitch speaks with Chris Power, founder and CEO at Hadrian, and Vice Admiral Robert Gaucher, the Pentagon's first direct reporting portfolio manager for submarines, at the opening of Hadrian's Factory Four in Cherokee, Alabama. They discuss the state of America's submarine industrial base, why the Navy now needs more than five times the manufacturing capacity it had a decade ago, and how software-driven factories and a new workforce can close the gap. Resources: Follow Chris Power on Lin...

Mar 25, 202624 minEp. 1064

The Missing Power Layer of Modern Warfare

Erin Price-Wright speaks with Adam Warmoth, founder and CEO of Chariot Defense, and Alex Miller, CTO of the U.S. Army, about the power crisis at the heart of modern military operations. As the battlefield becomes more distributed and electronics-heavy, the Army's legacy power infrastructure, built around diesel generators and lead-acid batteries, is struggling to keep up. They examine how commercial breakthroughs in EV and aviation technology are being adapted for the front line, why fuel convoy...

Mar 24, 202651 minEp. 1063

Why Every Satellite Needs Earth | Northwood CEO on a16z

Bridgit Mendler, Co-founder and CEO of Northwood, joins a16z’s Erik Torenberg to discuss the critical but overlooked bottleneck in space: ground infrastructure. Northwood is building the systems that connect satellites back to Earth, enabling faster, more scalable space missions. They cover Bridgit’s unconventional path to founding a space company, why vertical integration matters in hard tech, and how modern ground networks could unlock the next wave of innovation in the space economy, from nat...

Mar 23, 202641 minEp. 1062

Inside Palantir: Building Software That Matters with Shyam Sankar

In this conversation, Shyam Sankar, chief technology officer at Palantir Technologies, discusses his new book Mobilize, his commission in the U.S. Army, and why he believes the most important thing America can do right now is inspire its latent heretics to step forward. He also breaks down how he thinks about the SaaS market under AI pressure, what the "alpha versus beta software" distinction means for which companies survive, and why he started a film production company. Stay Updated: Find a16z...

Mar 20, 202655 minEp. 1061

AI Just Gave You Superpowers — Now What?

A new paper, “Some Simple Economics of AGI,” is making the rounds—Web3 with a16z we sat down with author Christian Catalini (MIT Crypto Economics Lab) and Eddy Lazzarin (CTO of a16z crypto), in conversation with Robert Hackett, to unpack what AGI could mean for work and markets. EPISODE NOTES: A hot paper — "Some Simple Economics of AGI" — has been making the rounds, so we sat down with the author, covering: Automation vs. verification: the key economic split Why AI agents now feel like coworker...

Mar 19, 20261 hr 6 minEp. 1060

AI, Supply Chains, and the Future of Economic Power

Erik Torenberg sits down with Jacob Helberg to discuss AI, manufacturing, supply chains, and the new geopolitics of technology. Drawing on themes from Helberg’s book The Wires of War, they explore why hardware, industrial capacity, and secure supply chains have become central to both economic strength and national security. They also unpack what it means to “win the AI race” — from model leadership and global adoption to energy, compute, tariffs, and reindustrialization in the U.S. Resources: Fi...

Mar 18, 202637 minEp. 1059

What's Missing Between LLMs and AGI - Vishal Misra & Martin Casado

Vishal Misra returns to explain his latest research on how LLMs actually work under the hood. He walks through experiments showing that transformers update their predictions in a precise, mathematically predictable way as they process new information, explains why this still doesn't mean they're conscious, and describes what's actually required for AGI: the ability to keep learning after training and the move from pattern matching to understanding cause and effect. Resources: Follow Vishal Misra...

Mar 17, 202648 minEp. 1058

AI Startups vs. Big Chatbots — With Olivia Moore

Olivia Moore, an AI partner at Andreessen Horowitz, explores the challenges and opportunities for AI startups against dominant chatbots, examining why American public sentiment toward AI is surprisingly negative despite its growing capabilities. She details the strategic divergence among ChatGPT, Claude, and Gemini, highlights the significance of agentic products like OpenClaw, and emphasizes how personalized memory will become the most underrated feature in consumer AI, reshaping industries and work.

Mar 16, 202657 minEp. 1057

Marc Andreessen on the Mindset of Great Founders — with David Senra

Marc Andreessen joins David Senra for a conversation about entrepreneurship, history, and what drives some of the world’s most ambitious builders. In this conversation with David, Marc reflects on patterns he’s seen across great founders, why many of them focus relentlessly on building rather than introspection, and how technology and entrepreneurship continue to shape the future. Resources: David Senra Website: https://www.davidsenra.com X: https://x.com/davidsenra Show notes: https://www.david...

Mar 15, 20261 hr 49 minEp. 1056

Emil Michael: Iran, Anthropic and the Future of AI at the Pentagon

This conversation with Emil Michael, undersecretary of defense for research and engineering and acting director of the Defense Innovation Unit, was recorded at the a16z American Dynamism Summit in Washington, D.C. Michael walks through how he inherited a department running 14 undefined technology priorities, cut them to six, and made applied AI number one. He also gives the first detailed account of why commercial AI contracts written under the previous administration created a vendor-lock crisi...

Mar 13, 202628 minEp. 1055

Palantir CEO Alex Karp on the Zero-Sum AI Race

This conversation with Alex Karp, cofounder and CEO of Palantir, was recorded at the a16z American Dynamism Summit in Washington, D.C. Karp discusses the role of technology in modern warfare, Silicon Valley's obligations to national defense, and why he believes America's single greatest competitive advantage is its ability to cultivate and protect unconventional talent. Stay Updated: Find a16z on YouTube: YouTube Find a16z on X Find a16z on LinkedIn Listen to the a16z Show on Spotify Listen to t...

Mar 12, 202633 minEp. 1054

What It Takes to Clear a Million Crimes a Year with Flock Safety's CEO

In this episode, previously aired on Cheeky Pint, Garrett Langley describes how a stolen gun in his Atlanta neighborhood led him to build Flock Safety, now deployed in more than 6,000 cities and involved in clearing over a million crimes last year. He covers how the product has evolved from license plate cameras to drones, real-time 911 integration, and an AI-powered orchestration layer for city safety. Resources: Follow Garrett Langley on X: https://twitter.com/glangley Follow John Collison on ...

Mar 11, 20261 hr 47 minEp. 1053

The Top 100 Gen AI Consumer Apps

Anish Acharya speaks with Olivia Moore about the latest edition of the a16z Top 100 AI Apps report. They cover why ChatGPT is still 30 times bigger than Claude on web, how the three major platforms are specializing for different users, what global adoption data reveals about cultural attitudes toward AI, and why agents, memory, and voice are about to change everything. Resources: Follow Anish Acharya on X: https://twitter.com/illscience Follow Olivia Moore on X: https://twitter.com/omooretweets ...

Mar 10, 202641 minEp. 1052

Andrew Huberman: Peptides, Sleep Tech, and the End of Obesity

Daisy Wolf speaks with Dr. Andrew Huberman, professor of neurobiology and ophthalmology at Stanford University and host of the Huberman Lab podcast. They discuss how the pandemic sparked a consumer health revolution, the emerging peptide and GLP landscape, what the science actually says about focus drugs, and the neurotechnologies Huberman believes will let us write to our own biology within the next five years. Resources: Follow Andrew Huberman on X: https://twitter.com/hubermanlab Follow Daisy...

Mar 09, 202652 minEp. 1051

Atlassian CEO on the SaaS Apocalypse, AI Agents & What Comes Next

Alex Rampell and Erik Torenberg speak with Mike Cannon-Brookes, cofounder and CEO of Atlassian, about how to make sense of the SaaS selloff, why not all software companies face the same AI-driven risks, and how Atlassian is thinking about the shift from records to processes. They also examine the real design challenge of getting everyday users to trust and benefit from AI agents in enterprise workflows. Resources: Follow Alex Rampell on X: https://twitter.com/arampell Follow Erik Torenberg on X:...

Mar 06, 202655 minEp. 1050

Ben Thompson: Anthropic, the Pentagon, and the Limits of Private Power

In this conversation, previously aired on TBPN, John Coogan and Jordi Hays speak with Ben Thompson, founder of Stratechery, about his essay "Anthropic and Alignment" and the broader collision between AI power and state power that the Anthropic–Department of War standoff revealed. Resources: Follow Ben Thompson on X: https:// twitter .com/benthompson Follow John Coogan on X: https:// twitter .com/johncoogan Follow Jordi Hays on X: https:// twitter .com/jordihays Follow TBPN on X: https://twitter....

Mar 05, 202637 minEp. 1048

Deploying AI in Healthcare

Nikhil Buduma, CEO of Ambience Healthcare, shares his journey from early deep learning to building an AI company by first operating a medical practice to deeply understand clinical needs. He and Julie Yoo explore the rapid adoption of AI by providers, the "last mile" challenges in healthcare data and quality definition, and how AI is finally delivering significant financial ROI for hospital systems. They also discuss the potential to disrupt the incumbent EHR stack and the future role of AI as virtual care team members.

Mar 04, 202649 minEp. 1049

Ben Horowitz On What Makes a Great Founder

On the show Long Strange Trip, Sequoia Capital partner Brian Halligan speaks with a16z’s Ben Horowitz about what separates great founder CEOs from everyone else. Ben explains why first-time founders lose confidence, defer too much to senior hires, and let decision debt paralyze their companies. They discuss where founder mode works and where people are taking it too far, why the VP of Sales is the hire founders mess up more than any other, and why Andy Grove's "constructive confrontation" matter...

Mar 03, 202651 minEp. 1047

Chris Dixon: From Quant Trading to Building a16z Crypto

In this feed drop from the Internet History Podcast, host Brian McCullough speaks with Chris Dixon, general partner at a16z, about his path from 1980s hobbyist programmer to one of the most prominent venture capitalists in tech. Chris traces his career from quantitative finance to founding SiteAdvisor, cofounding Founder Collective, starting an early machine learning company, and eventually building a16z's crypto practice from the ground up. They also discuss his framework for spotting unconvent...

Mar 02, 20261 hrEp. 1046

a16z's New Media Playbook

Erik Torenberg, Ben Horowitz, and Marc Andreessen discuss how the media landscape has fundamentally changed and what a16z is doing about it. They cover why offense beats defense, why individuals now matter more than corporate brands, why speed wins in the new media landscape, and the difference between oral and written culture on the internet. Resources: Follow Erik Torenberg on X: https://twitter.com/eriktorenberg Follow Ben Horowitz on X: https://twitter.com/bhorowitz Follow Marc Andreessen on...

Feb 27, 202648 minEp. 1045

When Giants Don’t Go Public: Inside the $5 Trillion Private Tech Market

Bloomberg's Odd Lots hosts Joe Weisenthal and Tracy Alloway speak with David George, general partner at a16z and head of the firm's growth fund, about why $5 trillion in tech market cap now sits in the private markets, how that figure has grown 10x in a decade, and what it means for founders, employees, and investors. They also cover SPVs, tender offers, the collapse of legacy software valuations, and why AI companies may be speed-running the path to public markets. This episode originally aired...

Feb 26, 202647 minEp. 1044

Ben Horowitz: RSI, Crypto as AI Money, & Classified Physics

Moonshots host Peter Diamandis speaks with Ben Horowitz, cofounder and general partner at a16z, alongside regular cohosts Salim Ismail, Dave Blundin, and Dr. Alexander Wissner-Gross, about whether AI can or should be paused, what happened when Horowitz told a Biden administration official that regulating AI means regulating math, why crypto is the natural money for AI agents, and why the gap between AI capability and societal adoption may be wider than people think. This episode originally aired...

Feb 23, 20261 hr 48 minEp. 1043

Patrick Collison on Stripe’s Early Choices, Smalltalk, and What Comes After Coding

Michael Truell, CEO of Cursor, sits down with Patrick Collison, CEO of Stripe and an investor in Anysphere, to talk about Collison's history with Smalltalk and Lisp, the MongoDB and Ruby decisions Stripe still lives with 15 years later, why he'd spend even more time on API design if he could do it over, and whether AI is actually showing up in economic productivity data. This episode originally aired on Cursor's podcast. Resources: Follow Patrick Collison on X: https://twitter.com/patrickc Follo...

Feb 20, 202653 minEp. 1042

AI’s Capital Flywheel: Models, Money, and the Future of Power

a16z's Martin Casado and Sarah Wang join Latent Space hosts Alessio Fanelli and Swyx to discuss what makes this AI investment cycle unlike anything in the history of venture capital. They cover why the lines between venture and growth, apps and infrastructure are blurring, how frontier model companies can raise more than the aggregate of everyone built on top of them, and why the industry-wide gap between perception and reality has never been wider. Follow Alessio Fanelli on X: https://x.com/Fan...

Feb 19, 202658 minEp. 1041

From Copilots to Agents: Rebuilding the Company Around AI

a16z's Angela Strange and Gabriel Vasquez speak with Carlos García Ottati, founder and CEO of Kavak, about building Latin America's largest online used car marketplace across Mexico, Brazil, Chile, Argentina, and the Middle East. They discuss why building in emerging markets means constructing four businesses underneath your business, how Kavak replaced copilot tools with AI agents handling 90 to 95% of customer interactions, and what it took to go flat for a year during the transition before gr...

Feb 18, 20261 hrEp. 1040
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