a16z — transcripts.

1Why Top Founders Are Racing Into AI InfrastructureWe have a whole new technology. That's the most important technology ever. And you need a whole new infrastructure. >> Normally when we talk about the infrastructure world, we're… 2Tokens Are the New Dollars | Stripe's Will Gaybrick & David GeorgeIf you want to ship more and build faster, you have to create founder-like agency inside your company. A single engineer can do what two teams of engineers could do two years ago.… 3The New Rules for Founders | Garry Tan on a16zWe may never achieve a utopia, but it is worthy and worth it to attempt. Everything that's awesome in my life is kind of a cult. We had to go over to the Windows team. They… 4Fei-Fei Li is Solving the Hardest Problem in Robotics | World Labs with a16zWe are building the next frontier of AI which is what we call spatial intelligence. >> As Cynics, we are developing what we call a real to see to real pipeline. We can replace all… 5Why Physical AI Is the Next Frontier | Applied Intuition with a16zOur mission is to put intelligence on a billion machines and we think that can have a profound impact on society. Applied intuition is a physical AI company. We put intelligence… 6Inside a16z’s Top 100 AI Apps Report with Olivia MooreOlivia welcome. >> Thanks for having me. >> It's the most exciting time of the year, which is the top 100 report is coming out today, I think. Is that right? >> Yep. >> It's been… 7Atlassian CEO on the SaaS Apocalypse, AI Agents & What Comes Nextgive people a chat box that can do unlimited power and they're like tell me a dad joke. In the technology world, the underutilized capabilities are so big. It's almost trit now to… 8How Bots, Deepfakes and AI Agents Are Forcing a New Internet Identity Layer | Alex Blania on a16zHow do you prove somebody is human? >> It is a surprisingly hard problem. I think that people are going to start getting accused of being bots. >> What we currently see is less… 9Box CEO on the AI Adoption Gap | The a16z ShowThe diffusion of AI capability is going to take longer than people in Silicon Valley realize. >> It's just absurd to think you're going to vibe code your way to like SAP. All of… 10Box CEO on AI Agents & Why Enterprise Can't Keep Up | a16zSo the board goes to the CEO. What does the board say? We need more AI. And what does the CEO said? Oh, okay. I'll get like a consultant to do more AI. And then they have some… 11Software in the Age of Agents | The a16z ShowThere are many things that made software sticky, but a lot of it had to do with the fact that the way a human interacts. In an agentic world, do you actually need that? The data… 12Why Claude Feels Different (And What That Means for AI) | The a16z ShowIt's funny how the internet now everybody can comment on everything. Every technology cycle to me is increasingly harder because you're probably going into a different part of how… 13Why Scale Will Not Solve AGI | Vishal Misra - The a16z ShowAnthropic makes great products. Clot code is fantastic. Co-work is fantastic. But they are grains of silicon doing matrix multiplication. They don't have consciousness. They don't… 14Building Agents at Home: Homeschooling, Parenting and More | The a16z ShowI was resigned to not challenging myself to build technical or hard things for like the next 5 years or so. I really want to be present with my kids. I need to take this break.… 15Why Attention is Becoming a Competitive Advantage | a16zWe're officially announcing the hund00 million overs subscribed growth fund and some of the tier one names, maybe all the tier one names. And Edged, Cognition Seronic Modal. >>… 16Marc Andreessen's 2026 Outlook: AI Timelines, US vs. China, and The Price of AIthis new wave of AI companies is is growing revenue like just like actual customer revenue, actual demand translated through to dollars showing up in bank accounts at like an… 17Inside The Life of Silicon Valley's First Athlete Investor | Magic JohnsonThere's only four billionaire people in sports. You have LeBron, you have Jordan, you have Tiger, and then we got >> Introducing the towering point guard from the Midwest. Number… 18Emil Michael: The Department of War Is Moving Faster Than Silicon Valley on AI | The a16z ShowWe're faced with the biggest military buildup in history. We're trending toward artificial general intelligence, a substrate, a layer, something that will touch everything. But… 19AI Markets: Deep Dive with a16z's David GeorgeLet me just start with what I think the big takeaways are from this piece because this is the first time we've ever done this style piece. We produce so much work and so much… 20Ben Horowitz on Investing in AI: AI Bubbles, Economic Impact, and VC AccelerationYou know, if you you want to change the world, you have to believe you can change the world. What you're really trying to find is are they literally the best in the world at a… 21Andrew Huberman: Peptides, Sleep Tech, and the End of ObesityYou don't want to stimulate the sympathetic nervous system so much for so often. It can probably shorten your life. There's a whole category of what are called growth hormone… 22Is Defense the Next Trillion-Dollar Category? | a16z American Dynamism SummitThere's a real generational opportunity to build what this country needs for the next h 100red years and we need more founders. We need more builders and we need more folks in… 23Where does consumer AI stand at the end of 2025?For most the year, less than 10% of chatbt users even visited another one of the big LLM providers. >> When you open Gemini, it has a popup says, "We got nano banana. Would you… 24Why Balaji Srinivasan Thinks the SaaS Apocalypse Is Overhyped | The a16z ShowAI doesn't take your job. AI makes you the CEO. The problem is AI is a shortcut and a shortcut is good except when it's bad. If you don't know how to go the long way around, then… 25Private Markets, Software Repricing and Capital Allocation | Marc Rowan on a16z10 stocks right now in the US are nearly 50% of the S&P and they're all levered to the same trend. The same thing is happening in the global fixed income market. And so if you're… 26The Economics of AI Usage and What's Next For SaaS | Benedict Evans on a16zAgentic coding went from being kind of useful to really changing everything. It was going to be magic. And in 20 years time, we'll just say, "Well, of course that's how it is.… 27How to Reorg After AI Changes Everything | Block's Owen Jennings on the a16z ShowThe biggest moat is going to be which companies understand something that's super hard for other people to understand. And if your answer to that is I don't know, then you maybe… 28Marc Andreessen’s Worldview in 60 Minutes | Live on MTSpeople are becoming what we now refer to as AI vampires. They got these huge bags under their eyes. They're completely exhausted, but they're like euphoric. They're thrilled.… 29Ben Horowitz and David Solomon: The Sweetest Macro Spot in 40 YearsWe were the largest wholesale funder in the world 10 years ago. There are a lot of things you want to be the largest in the world. Wholesale fund not one of them. >> We got a lot… 30Inside The $100M Bet on the Future of Space | Northwood CEO on a16zEvery satellite requires a connection point back to Earth. If you don't have it, you don't have a space mission. It literally is just like a rock in space. >> You just want a $50… 31Digital Freedom, AI Regulation, and the Fight for the Western Internet | The a16z ShowAI is going to be more important, not less important. And so the proliferation of a western AI stack should be a top priority for anyone who cares about freedom. The rules around… 32The Story Behind ElevenLabs | Interview with CEO Mati StaniszewskiWe've been trying to make these human voices for literally since the 1700s. Then in the early 1900s, we had the first digital synthesizers. >> Are you um >> that it doesn't cross… 33Building Blackstone, Backing Costco, and Working with Munger | Tony James on The a16z ShowIf you think about the development of a successful company, there's kind of an S-curve. It starts off small and entrepreneurial. Then there's this kind of escalation where you… 34Tesla and SpaceX Alumni on Elon Musk, Decision Velocity, and the Future of Hard Tech | a16zI entered into SpaceX four times. I couldn't leave. Like it was the dream. >> I spent about a decade at Tesla and got to run around the battery supply chain. >> Chandler Lugjitsa… 35Ben Horowitz on the Global Race for Tech, Power, and InfluenceWhen AI becomes the interface for everything, every tool we have, every technology we use is going to be built on these models. And the models are not objective. They have… 36The Media Game Has ChangedOne rule of old media's don't be interested. Like that's the worst thing you can do. There is no way to get to anything resembling a story that you're going to like through the… 37Ben Horowitz on American Dynamism and the Future of AI | The a16z ShowOver 70% of people in China are optimistic about AI and less than 30% in America were optimistic about AI. >> We have placed the largest bet in American history on the proposition… 38Palantir CEO on Iran, AI Weapons and American Domination | a16z American Dynamism SummitWe were the freak show and we spent 20 years for this moment. >> We're doing it. We're doing it. And I'm sure you're enjoying this as much as I am. >> I just got three things to… 39OpenClaw, Claude Code, and the Future of Software | Peter Yang on The a16z Showinteresting said software will eat the world. I I feel like coding will eat all knowledge work, right? And we're kind of going that direction already. >> The whole agent stack is… 40It's Time To BuildOur civilization was built on technology. It is the glory of human ambition and achievement and we have invented a new technology. >> I think the internet is the the supererset of… 41Ben & Marc: Why Everything Is About to Get 10x BiggerWhat virtually everybody finds, including Elon Musk, is the real world is just really, really big and really, really messy. >> The AI thing is so interesting, right? Because from… 42This is New Mediaold media, you had very restricted channels, very restricted formats, and the brands were the companies. But there's still this anxiety that people have, which is legacy media… 43AI in 2026: 3 Predictions For What’s To Come (a16z Big Ideas)Welcome to part three of our 2026 big idea series. Oliver Shu explores how autonomous labs and AI are revolutionizing scientific discovery and changing how we conduct research and… 44How Founders Can Build for Law Enforcement and First Responders | The a16z ShowThere's two things cops hate. For things to change and for things to stay the same. >> Most of the cops in the field are going to have to change the way their skill set is shaped… 45Ben Horowitz on AI Anxiety, Big Tech Transitions & The Future of Startups | a16zAmerica's got to rebuild its entire infrastructure like right now. We don't have enough rare earth minerals. We don't have enough electricity. We don't have enough manufacturing… 46The Founders Who Left Tesla to Rebuild America | a16zThe US is 50 years behind on critical mineral supply. We are too slow at designing, building, and ramping up new minerals capacity even after we have licensed to operate. >> Even… 47Marc Andreessen & Ben Horowitz on a16z’s New Media StrategyToday's going to be a fun one. We're going to dive into all things new media. What is new media? What the new media team is doing here at 816Z, what we're focused on, and where… 48AI Is Coming For These 3 Industries In 2026 (a16z Big Ideas)Welcome to part two of our 2026 Big Ideas. Ryan Macintosh explores the rise of what he calls the electro-industrial stack, a new foundation for how we build and power America's… 49The New Rule for Picking AI Winners | The a16z ShowAnthropic and OpenAI are adding more revenue per month than Meta, Google, or Microsoft. And I wouldn't be surprised if the combination of those two companies is doing 200 billion… 50Goldman Sachs Chairman on Why Finance Adopts AI Differently | a16zanybody who's investing, you know, you're doing two things. You're trying to make money for yourselves and your clients, and so you're trying to get out there and take risk, and… 51Marc Andreessen on how the internet changed news, politics, and outrage | The a16z ShowEach viral social media meme explosion is like a two and a half day panic cycle. It was not that long ago grown men in serious positions of power and authority in the US got mad… 52How Truemed Is Incentivizing Americans to Invest in PreventionWhen you look at our food system today, majority of what people are eating is ultrarocessed crap. The average child spends less time outside than like a maximum security prison… 53NASA, SpaceX, Blue Origin, and The Race to The Moon | Jared Isaacman on The a16z ShowWe are going to get back into the habit of launching moon rockets in months, not years. >> Why is it so important for us to go back to the moon? >> This was a promise that was… 54The Biggest Bottlenecks For AI: Energy & CoolingIt was like a very simple premise when we started. It was like tech markets are bigger than ever. Companies are staying private longer than ever. Uh and as a result of that uh you… 55The AI Opportunity that goes beyond ModelsSo for everyone that I haven't met before, I'm Alex Rampel on the Apps Fund. I've been at the firm for 10 years. I stole this from Chris Dixon who published a post like this about… 56Palantir CTO on The SaaS Apocalypse & Preventing The Next World War | a16zWorld events remind us that there is actually evil out there. Just horrendous barbarism is still possible. When a country goes to war, it's not enough to just have the department…