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  • What if the rise of Apple also built modern China?

    a16z’s Erik Torenberg is joined by board partner and former Microsoft Windows chief Steven Sinofsky to unpack how Apple’s pursuit of design excellence and supply chain scale catalyzed China’s manufacturing superpower status - and why that partnership is now under intense scrutiny.

    Inspired by the book Apple in China (but not a book review), the episode dives deep into:

    The early days of Apple’s shift to Chinese manufacturing What experts got wrong in 1999 about trade, globalization, and China’s trajectoryHow Tim Cook’s operational playbook reshaped the global tech industryBehind-the-scenes stories from Microsoft’s own hardware battles and Surface launchWhy Apple’s entanglement with China may now be a strategic liabilityWhat COVID revealed about fragile global dependencies — and where innovation goes nextHow national policy, intellectual property, and AI intersect in the new industrial era

    The episode opens with a few reactions to WWDC: Apple’s new UI, the iPad’s evolving role, and why Apple’s AI story still feels unfinished - before zooming out into one of the most consequential tech and geopolitical stories of our time.

    TImecodes:

    00:00 Introduction

    00:37 Guest Introduction: Steven Sinofsky

    00:49 WWDC Reactions and Apple's AI Story

    02:27 WWDC Highlights: Liquid Glass and iPad Updates

    05:16 Apple's AI Strategy and Market Dynamics

    06:34 Meta's AI Moves and Market Implications

    13:30 Apple's Manufacturing Evolution: From Garage to Global

    20:50 The Rise of ODMs and Global Manufacturing

    26:32 Microsoft's Struggle with Piracy in China

    27:19 Apple's Revolutionary MacBook Air

    29:30 Challenges in PC Manufacturing

    31:05 The Rise of Chinese Manufacturing Skills

    32:07 The Point of No Return for Apple and China

    32:59 Global Trade and Intellectual Property Issues

    37:04 COVID-19's Impact on Global Manufacturing

    41:19 Future of Innovation and Manufacturing

    47:10 Navigating Intellectual Property in the AI Era

    48:55 Conclusion and Final Thoughts

    Resources:

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

    Find Erik on X: https://x.com/eriktorenberg

    Stay Updated:

    Let us know what you think: https://ratethispodcast.com/a16z

    Find a16z on Twitter: https://twitter.com/a16z

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

    Subscribe on your favorite podcast app: https://a16z.simplecast.com/

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

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

  • In this recent episode of The Ben & Marc Show, a16z co-founders Marc Andreessen and Ben Horowitz sit down with Adam Neumann—founder of WeWork and now Flow—to unpack one of the most unlikely comeback storie s in tech.

    What began as a personal reckoning after a very public fall has become a bold new vision for how we live and belong. Flow isn’t just a real estate company—it’s an operating system for community, built on first-principles software, design, and soul.

    Joined by a16z General Partner Erik Torenberg, the group goes deep on:

    Why Adam’s childhood shaped his obsession with communityAdam’s fall from WeWork—and how he found a new path to redemptionHow Flow is re-architecting real estate from scratchWhy loneliness is the greatest design challenge of our time

    With reflections on dyslexia, the American dream, and the thin line between failure and greatness, this is a candid and wide-ranging conversation about redemption, vision, and building something that matters in this world. We hope you enjoy this deeply human conversation about the future of living.

    Timecodes

    00:00 Introduction

    00:51 Adam's Early Life and Family Background

    07:56 Military Service and Discipline

    10:08 Transition to the US and Education

    14:43 Entrepreneurial Journey Begins

    17:49 The Concept of Flow and Vision

    20:28 Meeting and Partnership Formation

    25:22 Overcoming Challenges and Resilience

    28:30 The Isolation Phenomenon

    30:03 Navigating Post-Crisis Relationships

    31:50 Real Estate Strategies During COVID

    33:47 The Genesis of a New Venture

    36:47 Lessons from WeWork

    38:49 Building Flow: The Vision

    41:44 The Importance of Alignment

    51:23 Technological Innovations in Real Estate

    55:44 Revolutionizing Real Estate Software and Flexible Living Solutions

    56:28 Challenges and Innovations in Multifamily Housing Rental Markets

    58:40 Global Housing Crisis and Solutions

    01:06:10 Expanding to Saudi Arabia

    01:08:49 Success in Saudi Arabia

    01:12:43 Real Estate Funds and Future Plans

    01:19:10: Why Is This an Opportunity?

    01:20:45 Impact of COVID on Living and Working

    01:26:14 Future Potential of Housing and Living

    Resources:

    Read Marc's blog post about Flow: https://a16z.com/announcement/flow/

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

    Marc’s Substack: https://pmarca.substack.com/

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

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

    Erik's Substack: https://eriktorenberg.substack.com/

    Stay Updated:

    Let us know what you think: https://ratethispodcast.com/a16z

    Find a16z on Twitter: https://twitter.com/a16z

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

    Subscribe on your favorite podcast app: https://a16z.simplecast.com/

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

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

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  • Things in consumer AI are moving fast. In this episode, Justine and Olivia Moore, investing partners (and identical twins!) at a16z, break down what’s real, what’s overhyped, and what’s next across the consumer AI space. They cover:

    Veo 3: how Google's video model unlocked a new genre of content OpenAI’s Advanced Voice Mode: upgrades, realism, and... um, human-like hesitation Apple's AI announcements 11Labs V3: expressive voice tags, real-time interruptions, and narrative tools for creators New data from a16z: AI consumer startups are ramping revenue faster than ever—and they show you how Justine walks through how she used ChatGPT, Ideogram, and Krea to launch a fully AI-assisted brand prototype (store photos and all)

    Timecodes:

    00:00 Introduction

    00:28 Meet the Hosts: Justine and Olivia

    00:44 Veo 3: The Game-Changer in AI Video

    06:34 ChatGPT's Advanced Voice Mode Updates

    10:22 Apple's AI Announcements and Siri's Shortcomings

    12:18 11 Labs' New Voice Model: 11 V3

    15:50 Report from a16z: AI Revenue Growth

    23:14 Demo of the Week: AI in Brand Creation


    Resources:

    Read ‘What “Working” Means in the Era of AI Apps’: https://a16z.com/revenue-benchmarks-a...

    Find Justine on X: https://x.com/venturetwins

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


    Tools Discussed:

    Veo 3: https://gemini.google/overview/video-...

    OpenAI: https://openai.com/chatgpt

    11Labs (V3 voice model) – https://elevenlabs.io/

    Ideogram (logo/image generation) – https://ideogram.ai/

    Black Forest Labs/Flux Context (image editing via Krea) – https://www.krea.ai/

    Flux Context demo (Krea launch post) – https://www.krea.ai/blog/flux-context

    Hedra: https://www.hedra.com/

    Stay Updated:

    Let us know what you think: https://ratethispodcast.com/a16z

    Find a16z on Twitter: https://twitter.com/a16z

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

    Subscribe on your favorite podcast app: https://a16z.simplecast.com/

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

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

  • In this episode Jack Altman, CEO of Lattice and host of Uncapped, interviews Marc Andreessen on how venture capital is evolving — from small seed funds to billion-dollar barbell strategies — and why today’s most important tech companies don’t just build tools, they replace entire industries. They cover:

    The end of “picks and shovels” investingWhy missing a great company matters more than backing a bad oneThe power law math behind fund size and asymmetric returnsAI as the next computing platform — and a test for Western civilizationPreference falsification, media power, and what founders can’t say out loud

    This is a conversation about ambition at scale, the structure of modern venture, and the deep forces reshaping startups, innovation, and power.

    Resources:

    Listen to more from Uncapped: https://linktr.ee/uncappedpod

    Find Jack on Xhttps://x.com/jaltma

    Find Marc on X: https://x.com/pmarca

    Find Uncapped on X: https://x.com/uncapped_pod

    Timecodes:
    00:00 What You Can’t Say

    01:20 Founders, Funders, and the Future

    02:00 Fund Size and Power Law Math

    06:45 From Tools to Full Stack Startups

    10:00 Market Sizing and Asymmetric Bets

    13:00 Public Markets Mirror Venture Dynamics

    17:00 The Barbell Strategy in Venture

    20:00 The Conflict Dilemma in Venture

    25:00 Staying in Early-Stage Venture

    29:30 The Death of the Middle

    32:00 Why It’s So Rare to Build a New Top VC Firm

    35:00 The Case for Power in Venture

    37:45 Limiting Factors for Big Companies

    41:00 AI as the Next Computing Platform

    45:30 Betting on Startups, Not Incumbents

    48:00 How a16z Thinks About Risk

    51:00 Building a Top-Tier GP Team

    55:00 Taste, Timing, and Getting Into the Scene

    57:00 Raising Capital Is the Easy Part

    1:00:30 AI’s Existential Stakes

    1:05:00 Autonomous Weapons, Ethics, and War

    1:11:00 Tech, Government, and Power

    1:13:00 Media, Mistrust, and Narrative Collapse

    1:24:00 Preference Falsification and Cultural Cascades

    1:32:00 The Thought Experiment

    1:33:00 Career Advice for Young Builders

    1:35:00 Marc vs. the Huberman Protocol

    1:39:30 What Would Prove You Right?

    Stay Updated:

    Let us know what you think: https://ratethispodcast.com/a16z

    Find a16z on Twitter: https://twitter.com/a16z

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

    Subscribe on your favorite podcast app: https://a16z.simplecast.com/

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

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

  • What if crypto isn’t just a speculative asset class—but the next foundational layer of the internet?

    In this episode, Chris Dixon, founding partner of a16z crypto and one of the earliest, most forward-thinking investors in the space, joins TBPN for a wide-ranging conversation on the real, long-term promise of crypto—and why we're still early.

    He unpacks:

    Why stablecoins are already functioning as internet-native moneyHow blockchains can serve as global, programmable financial infrastructureWhy programmability, not just low fees, is the real unlockThe evolving regulatory landscape and new bipartisan momentumThe rise of AI agents, decentralized platforms, and real-world crypto use cases

    This episode is about long-term thinking, technical optimism, and building open infrastructure for the future of the internet.


    Resources:

    Find Chris on X: https://x.com/cdixon

    Watch TBPN: https://www.tbpn.com/

    Timecodes:

    00:00 Meet Chris Dixon: Crypto Visionary

    00:26 The Evolution of Stable Coins

    02:49 The Future of Stable Coins and Global Payments

    06:04 Lobbying Efforts and Legislative Impact

    09:01 Adoption Across Different Sectors

    11:53 Competitive Forces in the Crypto Market

    14:37 The Crypto Talent Shortage

    15:05 Opportunities in the Crypto Space

    17:08 Crypto Fund Performance

    19:04 Venture Capital in Crypto

    23:30 Real World Assets on Blockchain

    26:34 Social Engineering and Proof of Humanity

    29:10 Conclusion and Final Thoughts

    Stay Updated:

    Let us know what you think: https://ratethispodcast.com/a16z

    Find a16z on Twitter: https://twitter.com/a16z

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

    Subscribe on your favorite podcast app: https://a16z.simplecast.com/

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

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

  • In this episode, a16z General Partner Erik Torenberg is joined by the a16z Consumer team—General Partner Anish Acharya and Partners Olivia Moore, Justine Moore, and Bryan Kim—for a conversation on the current state (and future) of consumer tech.

    They unpack why it feels like breakout consumer apps have slowed down, how AI is changing the game, and what might define the next era of products. Topics include:

    The rise of AI-native consumer tools and companion appsWhy users are now spending $200+/month on AI productsThe missing AI-powered social graphWhy speed and iteration may matter more than traditional moatsAnd what it means to build for a world where software touches everything

    From shifting business models to new behavior patterns, this is your pulse check on where we are—and where consumer is heading next.

    Timecodes:

    00:00:00 – Introduction to Consumer AI

    00:01:00 – The Evolution of Consumer Breakouts

    00:03:18 – The Shift in Consumer Spending

    00:08:00 – The Future of Social Networks with AI

    00:13:00 – Enterprise Adoption of AI

    00:20:42 – The Rise of Voice Technology

    00:23:06 – AI's Role in Enterprise Conversations

    00:25:25 – AI in Education and Personal Development

    00:26:34 – AI Companions: The New Norm

    00:31:52 – The Future of AI Companions

    00:38:50 – Speculating on New AI Platforms

    00:42:07 – The Social Norms of AI Integration

    Resources:

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

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

    Find Justine on X: https://x.com/venturetwins

    Find Bryan on X: https://x.com/kirbyman01

    Stay Updated:

    Let us know what you think: https://ratethispodcast.com/a16z

    Find a16z on Twitter: https://twitter.com/a16z

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

    Subscribe on your favorite podcast app: https://a16z.simplecast.com/

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

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

  • What if the next leap in artificial intelligence isn’t about better language—but better understanding of space?

    In this episode, a16z General Partner Erik Torenberg moderates a conversation with Fei-Fei Li, cofounder and CEO of World Labs, and a16z General Partner Martin Casado, an early investor in the company. Together, they dive into the concept of world models—AI systems that can understand and reason about the 3D, physical world, not just generate text.

    Often called the “godmother of AI,” Fei-Fei explains why spatial intelligence is a fundamental and still-missing piece of today’s AI—and why she’s building an entire company to solve it. Martin shares how he and Fei-Fei aligned on this vision long before it became fashionable, and why it could reshape the future of robotics, creativity, and computational interfaces.

    From the limits of LLMs to the promise of embodied intelligence, this conversation blends personal stories with deep technical insights—exploring what it really means to build AI that understands the real (and virtual) world.

    Resources:

    Find Fei-Fei on X: https://x.com/drfeifei

    Find Martin on X: https://x.com/martin_casado

    Learn more about World Labs: https://www.worldlabs.ai/

    Stay Updated:

    Let us know what you think: https://ratethispodcast.com/a16z

    Find a16z on Twitter: https://twitter.com/a16z

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

    Subscribe on your favorite podcast app: https://a16z.simplecast.com/

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

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

  • What does it take to build a venture firm from scratch—and scale it across multiple waves of technological and cultural change?

    In this special episode recorded at the a16z LP Summit, Marc Andreessen joins Erik Torenberg for a conversation on the origins and evolution of Andreessen Horowitz. From raising Fund I during the depths of the 2008 financial crisis to shaping the firm’s multistage, multi-sector strategy, Marc reflects on how the firm was built—and rebuilt—as the tech landscape shifted.

    They discuss the rise of “Little Tech,” why policy now matters to startups, how scale became a strategic advantage in venture capital, and why the move from generalists to vertical specialists was inevitable.

    Along the way, Marc shares behind-the-scenes stories on Facebook’s near-sale to Yahoo, the evolution of founder archetypes, the global talent arbitrage, and what too many people still misunderstand about tech’s role in society.

    Resources:

    Find Marc on X: https://x.com/pmarca

    Find Erik on X: https://x.com/eriktorenberg

    Stay Updated:

    Let us know what you think: https://ratethispodcast.com/a16z

    Find a16z on Twitter: https://twitter.com/a16z

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

    Subscribe on your favorite podcast app: https://a16z.simplecast.com/

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

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

  • What happens when two of the biggest tech waves—AI and crypto—start to converge?

    In this LP Summit conversation, a16z General Partners Chris Dixon and David George explore how stablecoins are creating a new global financial layer, why generative AI is reshaping market structures, and how the next tech giants will be built.

    From network effects to native AI business models, this is a sharp look at the future of innovation and investing.

    Resources:

    Find Chris on X: https://x.com/cdixon

    Find David on X: https://x.com/DavidGeorge83

    Watch ‘What is an AI Agent?’: https://youtu.be/xGEUPLLuEIo?si=RM-tD-R8H9XfbIP

    Stay Updated:

    Let us know what you think: https://ratethispodcast.com/a16z

    Find a16z on Twitter: https://twitter.com/a16z

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

    Subscribe on your favorite podcast app: https://a16z.simplecast.com/

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

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

  • In this episode a16z co-founders Marc Andreessen and Ben Horowitz sit down with legendary music producer and bestselling author Rick Rubin to explore the origin of his unexpected new creation: "The Way of Code"*

    Blending ancient philosophy and modern AI, The Way of Code reimagines the 3,000-year-old Tao Te Ching for the age of artificial intelligence, software, and “vibe coding.” What began as a viral tweet quickly evolved into a creative manifesto—part book, part tool, part spiritual operating system for the future. Joined by a16z General Partners Anjney Midha and Erik Torenberg, the group dives deep into:

    How Rick became a meme for Vibe Coding —and then quickly wrote "The Way of Code"Why AI is just another artistic toolRemix culture, creativity, and collective consciousnessWhy great founders and artists need to stay true to themselves

    With shout outs to punk rock, the collective unconscious, and Johnny Cash’s famed acoustic sessions, this conversation is a sprawling, soul-searching journey across music, philosophy, tech, and truth. We hope you enjoy this deeply personal and surprisingly practical conversation on how to live—and create—in the age of AI.

    The Way of Code: https://www.thewayofcode.com/

    “Tools will come and tools will go. Only the vibe coder remains.” - Rick Rubin

    Resources:

    Watch the Tetragrammaton podcast: https://www.youtube.com/channel/UC5Gat6FdyiG5ydUUHqPTAEQ

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

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

    Marc’s Substack: https://pmarca.substack.com/

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

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

    Erik's Substack: https://eriktorenberg.substack.com/

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

    Stay Updated:

    Let us know what you think: https://ratethispodcast.com/a16z

    Find a16z on Twitter: https://twitter.com/a16z

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

    Subscribe on your favorite podcast app: https://a16z.simplecast.com/

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

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

  • AI’s breakout moment is here - but where is the real value accruing, and what’s just hype?

    Recorded live at a16z’s annual LP Summit, General Partners Erik Torenberg, Martin Casado, and Sarah Wang unpack the current state of play in AI. From the myth of the GPT wrapper to the rapid rise of apps like Cursor, the conversation explores where defensibility is emerging, how platform shifts mirror (and diverge from) past tech cycles, and why the zero-sum mindset falls short in today’s AI landscape.

    They also dig into the innovator’s dilemma facing SaaS incumbents, the rise of brand moats, the surprising role of prosumer adoption, and what it takes to pick true category leaders in a market defined by both exponential growth - and accelerated wipeouts.

    Resources:

    Find Martin on X: https://x.com/martin_casado

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

    Stay Updated:

    Let us know what you think: https://ratethispodcast.com/a16z

    Find a16z on Twitter: https://twitter.com/a16z

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

    Subscribe on your favorite podcast app: https://a16z.simplecast.com/

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

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

  • What happens when AI stops being just infrastructure—and becomes a matter of national identity and global power?

    In this episode, a16z’s Anjney Midha and Guido Appenzeller explore the rise of sovereign AI—the idea that countries must own their own AI models, data centers, and value systems.

    From Saudi Arabia’s $100B+ AI ambitions to the cultural stakes of model alignment, we examine:

    Why nations are building local “AI factories” instead of relying on U.S. cloud providersHow foundation models are becoming instruments of soft powerWhat the DeepSeek release tells us about China’s AI strategyWhether the world needs a “Marshall Plan for AI”And how open-source models could reshape the balance of power

    AI isn’t just a technology anymore - it’s geopolitical infrastructure. This conversation maps the new battleground.

    Resources:

    Find Anj on X: https://x.com/AnjneyMidha

    Find Guido on X: https://x.com/appenz

    Stay Updated:

    Let us know what you think: https://ratethispodcast.com/a16z

    Find a16z on Twitter: https://twitter.com/a16z

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

    Subscribe on your favorite podcast app: https://a16z.simplecast.com/

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

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


  • What exactly is an AI agent — and does anyone actually agree?

    In this episode, taken from of AI + a16z, General Partner Guido Appenzeller and partners Matt Bornstein and Yoko Li break down one of the most hyped- and most hotly debated 0 concepts in AI right now: agents.

    Are agents just clever wrappers around LLMs? Tools that can reason and act? Or simply a fresh label for familiar tech?

    Whether you're building, investing, or just trying to make sense of the buzz, this episode is for you.

    Resources:
    Find Guido on X: https://x.com/appenz

    Find Yoko on X: https://x.com/stuffyokodraws

    Find Matt on X: https://x.com/BornsteinMatt

    Stay Updated:

    Let us know what you think: https://ratethispodcast.com/a16z

    Find a16z on Twitter: https://twitter.com/a16z

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

    Subscribe on your favorite podcast app: https://a16z.simplecast.com/

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

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

  • Recorded live at the 2025 a16z LP Summit, this episode is a candid conversation between a16z cofounders Marc Andreessen and Ben Horowitz—hosted by general partner Erik Torenberg.

    They cover the evolution of a16z from startup firm to multi-practice platform, how the media landscape is shaped by meme-speed narratives, why reorgs—not just returns—determine who wins, and what it takes to build an enduring venture franchise.

    They also share thoughts on the changing policy landscape for AI and crypto, the firm’s bipartisan approach to Washington—and why Marc personally screens social media profiles before anyone joins the team.

    Resources:

    Find Marc on X: https://x.com/pmarca

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

    Stay Updated:

    Let us know what you think: https://ratethispodcast.com/a16z

    Find a16z on Twitter: https://twitter.com/a16z

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

    Subscribe on your favorite podcast app: https://a16z.simplecast.com/

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

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

  • Business Process Outsourcing (BPO) is a $300 billion industry powering the back- and front-office operations of the world’s largest companies.

    In her article, "Unbundling the BPO: How AI Will Disrupt Outsourced Work," Kimberly Tan (Partner, a16z) explores how the rise of AI is challenging the status quo.

    In this episode, Kimberly unpacks the shift—from call centers and invoice processing to cross-system automation and coding agents. They explore how AI is redefining the economics of scale, unlocking new markets, and expanding the reach of automation beyond the Fortune 500. For founders and operators alike, this conversation offers a clear-eyed look at the playbook for building in this newly addressable space.

    Resources:

    Read the article: https://a16z.com/unbundling-the-bpo-how-ai-will-disrupt-outsourced-work/

    Find Kimberly on X: https://x.com/kimberlywtan

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    Subscribe on your favorite podcast app: https://a16z.simplecast.com/

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

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

  • Today on the a16z Podcast, we’re sharing Marc Andreessen’s recent appearance on TBPN.

    Marc—cofounder and general partner at a16z—joins hosts John Coogan and Jordi Hays for a wide-ranging conversation, recorded live at the a16z’s 2025 LP Conference in Las Vegas.

    They cover the rise of AI, the future of open source models, and how tech is transforming every corner of the economy—from education and defense to healthcare and housing.

    Marc also shares his thoughts on the evolution of venture capital, the firm’s new branding, and what it takes to build enduring companies in a rapidly changing world.

    Resources:

    Watch more from TBPN: https://www.tbpn.com/

    Find TBPN on X: https://x.com/tbpn

    Find Marc on X: https://x.com/pmarca

    Stay Updated:

    Let us know what you think: https://ratethispodcast.com/a16z

    Find a16z on Twitter: https://twitter.com/a16z

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

    Subscribe on your favorite podcast app: https://a16z.simplecast.com/

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

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

  • American healthcare is in crisis—but what if we could change the system by preventing disease before it starts?

    In this episode of the a16z Podcast, general partner Vijay Pande sits down with Dr. Eric Topol, founder and director of the Scripps Research Translational Institute and one of the most cited researchers in medicine, to explore the cutting edge of preventive healthcare and longevity science.

    Drawing from his new book Super Agers: An Evidence-Based Path to Longevity, Topol breaks down why understanding the biology of aging—not reversing it—is the key to preventing the “Big Three” age-related diseases: cancer, cardiovascular disease, and neurodegenerative conditions. The conversation spans AI-powered risk prediction, organ clocks, polygenic risk scores, GLP-1s, and the cultural and economic shifts required to move from a “sick care” system to one rooted in precision prevention and extended healthspan.

    If you’ve ever wondered how data, personalized medicine, and AI can add seven healthy years to your life—and what it will take to bring those benefits to everyone—this episode is for you.

    Resources:

    Find Eric on X: https://x.com/erictopol

    Find Vijay on X: https://x.com/vijaypande

    Stay Updated:

    Let us know what you think: https://ratethispodcast.com/a16z

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

    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.

  • In this episode of th a16z Podcast, we’re sharing Katherine Boyle’s recent interview on TBPN.

    Katherine—General Partner at a16z and the architect of the American Dynamism thesis—joins hosts John Coogan and Jordi Hays to discuss the state of the movement today. They cover the Department of Defense’s sweeping reform efforts, the role of startups in national security, and why American Dynamism is just getting started.

    From procurement reform to reindustrialization, this wide-ranging conversation explores how founders and investors are reshaping the future in service of the national interest.

    Resources:

    Watch more from TBPN: https://www.tbpn.com/

    Find TBPN on X: https://x.com/tbpn

    Find Katherine on X: https://x.com/KTmBoyle

    Stay Updated:

    Let us know what you think: https://ratethispodcast.com/a16z

    Find a16z on Twitter: https://twitter.com/a16z

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

    Subscribe on your favorite podcast app: https://a16z.simplecast.com/

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

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

  • Your ideal customer profile (ICP) is the north star for your entire company: it determines who you’re building for and selling to. Though most growth-stage founders think they know who their ICP is, very few know how to update and refine it to keep the company focused as they grow—which can lead to a lot of headaches down the road.

    In this debut episode of a16z Growth’s new company scaling podcast, the a16z Guide to Growth, a16z's Joe Morrissey (General Partner, a16z Growth), Michael King (Partner, Go-to-Market Network), and Mark Regan (Partner, a16z Growth) break down why ICP misalignment is often the hidden cause of common problems across the entire company, from pipeline gaps and bloated marketing spend to stalled product roadmaps—and dive deep on how to fix it.

    They offer tactical advice for defining (and refining!) your ICP as you scale, explain why getting it right requires company-wide alignment, and how to navigate the “precision paradox” when implementing it. Plus, why ICPs matter even more in the AI era, and how a well-executed ICP shows up across the business when it's working.

    Resources:

    Read more on sales and go-to-market on our Growth Content Compendium

    Find Joe on LinkedIn: https://www.linkedin.com/in/morrisseyjoe/

    Find Mark on LinkedIn: https://www.linkedin.com/in/mregan178/

    Find Michael on LinkedIn: https://www.linkedin.com/in/michael-king-62258/

    Find Emma on LinkedIn: https://www.linkedin.com/in/emmajanaskie/

    Stay Updated:

    Let us know what you think: https://ratethispodcast.com/a16z

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

    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.

  • Today’s critical infrastructure—air traffic, logistics, defense—is powered by legacy software. And that’s a problem.

    In this episode, recorded live at the a16z American Dynamism Summit, a16z partner Leila Hay sits down with Phillip Buckendorf, CEO of Air Space Intelligence, and Lt. Gen. Leonard J. Kosinski (Ret.), ASI’s Chief Strategy Officer and former Director for Logistics on the Joint Staff for the Pentagon.

    They explore why software is now a weapon system, how dual-use tech can harden both civilian and military infrastructure, and what happens if we don’t modernize fast enough.

    Resources:

    Find Phillip on LinkedIn: https://www.linkedin.com/in/phillipbuckendorf/?locale=en_US

    Find Lieutenant General Leonard J Kosinsk on LinkedIn: https://www.linkedin.com/in/ljkosinski/

    Find Leila on LinkedIn: https://www.linkedin.com/in/leilahay/

    Stay Updated:

    Let us know what you think: https://ratethispodcast.com/a16z

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

    Subscribe on your favorite podcast app: https://a16z.simplecast.com/

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

    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.