Episodes
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Ben Horowitz is joined by Anne Neuberger, Raghu Raghuram, and Jen Kha to discuss a16z's expanding international strategy and the growing role technology plays in economic growth, national security, and global partnerships.
The conversation explores why America's technology leadership matters beyond Silicon Valley, how AI is reshaping relationships between governments and the private sector, and why countries around the world are looking to adopt frontier technologies while building stronger innovation ecosystems of their own.
They discuss AI infrastructure, cybersecurity, defense technology, startup expansion, and what it takes to build enduring technology ecosystems. Along the way, they examine the role of trusted partnerships, the importance of Western technology, and why helping founders expand globally has become an increasingly important part of company building.
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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.
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What does it take to build a global mobility company from a country of just 1.3 million people?
Markus Villig, founder and CEO of Bolt, joins the show to share how he scaled from Estonia to 50+ countries, navigating early scrappy days, a near-bankruptcy from expanding too fast, and the hard-won lessons behind Bolt’s capital-efficient growth.
They also discuss building in Europe vs. the U.S., competing against much better-funded rivals, and why culture and ambition matter more than regulation.
Finally, Markus lays out what’s next: autonomy, robotaxis, and why the future of mobility will be a hybrid of human drivers and self-driving fleets.
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Rick Rubin joins Marc Andreessen, Ben Horowitz, Anjney Midha, and Erik Torenberg to discuss creativity, artificial intelligence, and his book The Way of Code, which reimagines the Tao Te Ching for the age of AI.
The conversation explores vibe coding, remix culture, artistic process, entrepreneurship, and what AI changes, and doesn't change, about creativity. Rubin argues that AI is best understood not as a replacement for artists, but as another creative tool, one that expands what's possible while making taste, curiosity, and individual perspective even more valuable.
Along the way, they discuss music, philosophy, startup building, collective intelligence, and why the most enduring creative work begins with staying true to yourself rather than trying to satisfy an audience.
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Yoko Li speaks with Luma's Head of Applied Research Matt Tancik and Phota Labs cofounder and CTO Zach Xia about how AI is changing creativity, photography, and the tools people use to make art.
The conversation explores the evolving relationship between artists and AI, from image generation and personalization to creative workflows, controllability, and agentic design tools.
They discuss personalization, photography, creative software, model design, evaluation, and why the future of creative tools may depend less on generating content and more on helping people express ideas they couldn't easily realize before. Along the way, they explore AI agents, interfaces, and how creators are already using these tools in unexpected ways.
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Marc Andreessen joins CSIS's Navin Girishankar for a wide-ranging conversation on artificial intelligence, productivity growth, industrial policy, and America's technological future.
Andreessen argues that while AI has already begun reshaping the economy, the largest impacts are still ahead. He explores how AI could dramatically expand access to expertise, improve productivity, and transform industries ranging from healthcare and education to law and software development. At the same time, he warns that many of the biggest barriers to progress are not technological but institutional, driven by regulation, policy choices, and infrastructure constraints.
The discussion also covers the global AI race, U.S.-China competition, export controls, data centers, energy, reindustrialization, defense technology, and the role of government in fostering innovation. Along the way, Andreessen shares his views on technological progress, national competitiveness, and why he believes America still has an opportunity to lead the next wave of economic growth.
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Kevin Weil, the previous CPO & Vice President of Science at OpenAI, joins Speedrun to discuss the future of AI, scientific discovery, and startup building.
After helping build products at Twitter, Instagram, and Facebook, Weil is now focused on one of AI's most ambitious applications: accelerating science itself. He explains why modern AI models are beginning to solve problems that sit beyond the frontier of existing human knowledge, and how advances in reasoning, coding, and autonomous research could reshape fields ranging from mathematics to medicine.
The conversation explores scientific discovery, robotic labs, AI agents, product design, startup opportunities, and why the current wave of AI may create entirely new categories of companies. Along the way, Weil shares lessons from scaling products used by billions of people and explains what founders should understand about building in a world where AI capabilities continue to improve at an unprecedented pace.
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Michael Malice sits down with Marc Andreessen to discuss artificial intelligence, technological progress, economic growth, and the future of human flourishing.
Drawing on decades of experience spanning the birth of the commercial internet through today’s AI boom, Andreessen argues that many of the most common fears about technology are rooted in a misunderstanding of how innovation creates opportunity. He explains how modern AI systems work, why large language models differ from earlier visions of artificial intelligence, and why he believes AI will ultimately expand human capability rather than replace it.
The discussion covers AI, automation, productivity, cybersecurity, economic growth, creativity, and the recurring historical pattern of technological disruption. Along the way, Andreessen shares his views on optimism, abundance, and why he believes technological progress remains one of humanity’s most powerful tools for solving problems.
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Anish Acharya speaks with Microsoft VP of Design John Maeda and Impeccable founder and CEO Paul Bakaus about how AI is changing the practice of design.
The conversation explores the relationship between design and technology, the rise of AI-powered creative tools, and whether automation raises the floor, the ceiling, or both. Maeda and Bakaus discuss software craftsmanship, taste, creative judgment, and why some aspects of design may become increasingly automated while others become more valuable.
They also examine agentic workflows, the future of user experience, the role of designers in an AI-native world, and how new tools may reshape the relationship between designers, engineers, and software itself.
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Anish Acharya sits down with Josh Elman to discuss the future of consumer technology and Josh's decision to join a16z.
Over the past two decades, Elman has helped shape some of the most important consumer technology products and companies, including LinkedIn, Facebook, Twitter, Robinhood, Discord, Musical.ly, TikTok, and Apple. Drawing on those experiences, he reflects on how technology has evolved from a niche industry into a central force in everyday life.
The conversation explores consumer AI, product design, distribution, social networks, creator ecosystems, and the changing relationship between technology and human behavior. They discuss why AI may unlock an entirely new generation of consumer products, how discovery and distribution are changing, and what founders can learn from previous platform shifts.
Along the way, Elman shares his views on retention, network effects, product-market fit, and the opportunities he believes remain underexplored in consumer technology.
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Jake Paul and Geoff Woo join the podcast to announce Anti Fund’s new $100 million growth fund and discuss the evolution of their investment strategy.
The conversation covers the fund’s portfolio, including investments in companies such as SpaceX, OpenAI, Anthropic, Anduril, Cognition, Etched, and Modal, as well as the lessons they’ve learned backing founders and identifying emerging technologies. They discuss founder psychology, resilience, ambition, and why they believe attention, culture, and distribution are becoming increasingly important advantages in the AI era.
Along the way, Jake reflects on his path from creator to entrepreneur, athlete, and investor, while Geoff shares his views on venture capital, technology, and how AI is reshaping opportunity for founders and builders.
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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.
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Recorded live at the New Media Summit, Marc Andreessen, Ben Horowitz, Erik Torenberg, and Gaby Goldberg discuss how media, communication, and influence are changing in the internet era.
The conversation explores the shift from legacy media to creator-led platforms, why authenticity has become a competitive advantage, and how founders can build audiences by communicating directly with customers, employees, and the public. They discuss podcasts, social media, storytelling, corporate communications, and the changing relationship between companies, journalists, and audiences.
Along the way, they examine how founders can develop a public voice, why some leaders become influential communicators, and what it means to build a brand in a world where distribution is increasingly decentralized.
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Angela Strange and Gabriel Vásquez speak with Addi founder and CEO Santiago Suárez about building one of Latin America's largest financial platforms.
What began as a buy now, pay later product has evolved into a broader ecosystem spanning payments, commerce, logistics, and now banking. Serving millions of consumers and tens of thousands of merchants, Addi sits at the intersection of financial services and commerce in Colombia.
The conversation covers building in Latin America, lessons from scaling through multiple market cycles, the importance of technology infrastructure, and why Suárez believes financial inclusion and economic growth are deeply connected. They also discuss AI, organizational design, product strategy, and what it takes to build enduring companies outside Silicon Valley.
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Jack Altman joins Speedrun to discuss product-market fit, customer feedback, hiring, fundraising, and the realities of building an enduring company.
Drawing on his experience building Lattice from startup to multi-billion-dollar company, Altman explains how founders should think about customer requests, when to pivot, and why some of the hardest decisions come from balancing conviction with market feedback. He shares lessons from the early days of Lattice, including finding product-market fit, building a sales motion, hiring the first employees, and navigating the tradeoffs that emerge as companies scale.
The conversation also covers fundraising, co-founder relationships, startup momentum, and what Altman looks for today as an investor at Alt Capital.
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Yoko Li and Justine Moore speak with Ideogram founder and CEO Mohammad Norouzi about image generation models, design workflows, and the evolving relationship between AI and creative work.
The conversation covers Ideogram's decision to release an open-weight model, the challenges of generating text and layouts within images, and why controllability has become an increasingly important area of research. They discuss prompting, customization, editing, and the tradeoffs between general-purpose models and systems optimized for specific creative tasks.
Along the way, Norouzi shares his views on open-source AI, design tools, agentic workflows, and how image generation models may evolve as creators and enterprises seek greater control over their outputs.
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Theo Jaffee speaks with Samo Burja, founder of Bismarck Analysis, about AI, industrial capacity, economic growth, and the institutions that shape civilization.
The conversation explores how AI’s demand for compute, energy, and infrastructure could trigger a new wave of industrial expansion, benefiting sectors far beyond technology. Burja argues that AI is not just a software story but a demand shock that will ripple through energy, manufacturing, construction, and global supply chains.
They also discuss China and the United States, demographic decline, fertility, state capacity, welfare systems, and the political economy of automation. Along the way, Burja shares his views on functional institutions, economic growth, and why societies that can effectively organize people and resources may have an enduring advantage in the AI era.
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Erin Price-Wright speaks with Alex Modon, cofounder and CEO at Unlimited Industries, and Davide Asnaghi, CEO at Diode Computers, about how AI is moving from software into the physical world. They discuss automating construction and electronics design, using code and simulation to model real-world systems, and how incentives and manufacturing constraints shape adoption. They also examine what it takes to scale infrastructure, reduce build times, and unlock more abundant industrial capacity in the United States.
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Wyatt Thomson of OpenAI speaks with economists Tyler Cowen and Alex Tabarrok about AI, labor markets, and the future of economic growth.
The conversation explores one of the most common fears surrounding AI: that increasingly capable systems will eliminate jobs. Cowen and Tabarrok argue instead that economic growth remains the key variable. Throughout history, productivity-enhancing technologies have transformed work, created new industries, and expanded living standards, even as they disrupted existing jobs and institutions.
They discuss automation, comparative advantage, inequality, education, healthcare, energy, and the kinds of work that may become more valuable in an AI-driven economy. Along the way, they examine longer-term questions about abundance, ownership, AI agents, and how societies can adapt to rapid technological change.
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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.
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Erik Torenberg speaks with tech analyst Benedict Evans about the current state of AI, what has changed over the past year, and which questions remain unanswered.
The conversation covers coding agents, foundation models, AI infrastructure spending, software economics, and the tension between today's AI excitement and the long-term realities of technology adoption. Evans discusses why coding has emerged as AI's first breakout use case, how previous platform shifts can help frame the current moment, and why many of the most important questions about AI remain unresolved.
Along the way, they explore the future of software, enterprise adoption, consumer behavior, and whether AI models ultimately capture value themselves or become infrastructure for the next generation of applications.
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Sarah Wang speaks with Exa cofounder and CEO Will Bryk about building search infrastructure for the AI era.
The conversation covers Exa’s origins, why traditional search engines were not designed for AI agents, and how search changes when the user is no longer a human but an autonomous system. They discuss retrieval, agent workflows, coding agents, data access, and why search may become a foundational layer for the emerging agent economy.
Along the way, Bryk shares his views on AI-native products, the future of information discovery, and why some of the most important problems in technology can ultimately be framed as search problems.
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Martin Casado speaks with George Fraser, cofounder and CEO of Fivetran, about the future of data infrastructure in the age of AI.
The conversation covers Fivetran’s merger with dbt, the changing role of data platforms, and why Fraser believes many companies are overestimating the threat AI poses to enterprise software. They discuss open data access, the backlash against AI agents accessing systems of record, and why businesses still need centralized data foundations even as agent-based workflows become more common.
Along the way, Fraser shares his views on data gravity, coding agents, enterprise AI adoption, and how AI is changing the way software companies build and operate products.
Resources:
Follow George Fraser on X: https://x.com/frasergeorgew
Follow Martin Casado on X: https://x.com/martin_casado
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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.
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