Podcasts

Balaji Srinivasan speaks with Dan Wang, author of Breakneck, about China's industrial rise, America's competing strengths in software and finance, and what happens when an engineering state and a lawyerly state collide. The conversation covers manufacturing dominance, the future of the dollar, why both superpowers keep making costly mistakes, and where builders fit into what comes next. Resources: Follow Dan Wang on X: https://twitter.com/danwwang Follow Balaji on X: https://twitter.com/balajis Subscribe to Network State Podcast: https://www.youtube.com/@nspodcast Stay Updated: Find a16z on YouTube: YouTube Find a16z on X Find a16z on LinkedIn Listen to the a16z Show on Spotify Listen to the a16z Show on Apple Podcasts 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 invest

In this episode from 20VC, Harry Stebbings talks with Anish Acharya, general partner at a16z, about the future of SaaS in an AI world. Anish argues that software is completely oversold and that the general story about vibe coding everything is flat wrong. They discuss why SaaS switching costs are actually going down thanks to coding agents, where startups versus incumbents will win, and whether the apps layer or foundation models will capture more value. They also cover agent overhype, the changing UI paradigm, what defensibility looks like now, and why boring wins versus weird wins in this product cycle. Resources: Follow Anish Acharya on X: https://twitter.com/illscience Follow Harry Stebbings on X: https://twitter.com/HarryStebbings Listen to more from 20VC: https://www.thetwentyminutevc.com/ Check out 20VC's YouTube: https://www.youtube.com/@20VC Stay Updated: Find a16z on YouTube: YouTube Find a16z on X Find a16z on LinkedIn Listen to the a16z Show on Spotify Listen to the a16z Sh

Peter Steinberger is the creator of OpenClaw, an open-source AI agent framework that’s the fastest-growing project in GitHub history. https://lexfridman.com/sponsors/ep491-sc Transcript: https://lexfridman.com/peter-steinberger-transcript CONTACT LEX: Feedback – give feedback to Lex: https://lexfridman.com/survey AMA – submit questions, videos or call-in: https://lexfridman.com/ama Hiring – join our team: https://lexfridman.com/hiring Other – other ways to get in touch: https://lexfridman.com/contact EPISODE LINKS: https://x.com/steipete https://github.com/steipete https://steipete.com https://www.linkedin.com/in/steipete https://openclaw.ai https://github.com/openclaw/openclaw https://discord.gg/openclaw SPONSORS: Perplexity: AI-powered answer engine. https://perplexity.ai/ Quo: Phone system (calls, texts, contacts) for businesses. https://quo.com/lex CodeRabbit: AI-powered code reviews. https://coderabbit.ai/lex Fin: AI agent for customer service. https://fin.ai/lex Blitzy: AI agent

a16z’s Chris Lyons speaks with Earvin "Magic" Johnson about his 30-year journey from athlete to billionaire businessman. They cover the art of deal-making, lessons from mentors Michael Ovitz and Dr. Jerry Buss, why boring businesses often make the best investments, and Magic's sports ownership portfolio, from the Dodgers to the Commanders to the Sparks. They also discuss what the next generation of athletes and entertainers should know about equity, building teams, and taking risks. Resources: Follow Magic Johnson on X: https://twitter.com/MagicJohnson Follow Chris Lyons on X: https://twitter.com/chrislyons Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends! Find a16z on X: https://twitter.com/a16z Find a16z on LinkedIn: https://www.linkedin.com/company/a16z Listen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX Listen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-po

Cisco president and CPO Jeetu Patel speaks with a16z cofounder Marc Andreessen about why AI may finally break a 50-year productivity slump—and what's at stake if America doesn't win the race. They discuss where value will accrue in the AI stack, why open source complicates the US-China competition, and what's blowing Andreessen's mind right now. Resources: Follow Marc Andreessen on X: https://twitter.com/pmarca Follow Jeetu Patel on X: https://twitter.com/jpatel41 Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends! Find a16z on X: https://twitter.com/a16z Find a16z on LinkedIn: https://www.linkedin.com/company/a16z Listen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX Listen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711 Follow our host: https://x.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be

Sam Altman has led OpenAI from its founding as a research nonprofit in 2015 to becoming the most valuable startup in the world ten years later. In this episode, a16z Cofounder Ben Horowitz and General Partner Erik Torenberg sit down with Sam to discuss the core thesis behind OpenAI’s disparate bets, why they released Sora, how they use models internally, the best AI evals, and where we’re going from here. Follow Sam on X: https://x.com/sama Follow OpenAI on X: https://x.com/openai Learn more about OpenAI: https://openai.com/ Try Sora: https://sora.com/ Follow Ben on X: https://x.com/bhorowitz Follow our host: https://x.com/eriktorenberg Check out everything a16z is doing with artificial intelligence here, including articles, projects, and more podcasts. 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

a16z Head of Investor Relations Jen Kha speaks with general partner David George about the state of AI and private technology markets. David shares data on why AI companies are growing 2.5x faster than traditional software while spending significantly less on sales and marketing, driven by massive market pull and record-breaking ARR per employee. They discuss the rise of Model Busters, which are companies that grow faster and longer than anyone would have modeled, like the iPhone. They also highlight real-world adoption at Chime and Rocket Mortgage alongside portfolio breakouts like Harvey, Abridge, and ElevenLabs. Resources: Follow David on X: https://x.com/DavidGeorge83 Follow Jen on X: https://x.com/jkhamehl Read The State of Markets - https://a16z.com/state-of-markets/ Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends! Find a16z on X: https://twitter.com/a16z Find a16z on LinkedIn: https://www.linkedin.com/company/a16z Listen to the

This episode originally appeared on the Network State Podcast. Balaji Srinivasan and Benedict Evans sit down in Singapore for a wide-ranging conversation on the mechanics of disruption. Evans, a former Andreessen Horowitz partner who now writes one of tech's most-read newsletters, argues that the conversation about any technology peaks during the transition—not at 0% or 100% adoption. They cover AI's real capabilities and limits, the politics of technological disruption, why crypto's killer metric is block space, and what smart glasses, elevator attendants, and the elephant graph reveal about how change works. Resources: Follow Benedict Evans on LinkedIn: https://www.linkedin.com/in/benedictevans/ Check out Benedict’s Newsletter: https://www.ben-evans.com/newsletter Follow Balaji Srinivasan on X: https://x.com/balajis Check out Network State Podcast: https://www.youtube.com/@nspodcast High Output Management: https://www.amazon.com/High-Output-Management-Andrew-Grove-ebook/dp/B015VACHOK

This week, the A.I. initial-public-offering race is heating up! We break down SpaceX’s acquisition of xAI, as well as OpenAI and Nvidia’s messy situationship. Then, it’s time for show and tell. We got our hands on the latest experimental A.I. prototype from Google called Project Genie, and we discuss our experience using it to generate and navigate video-game-like environments. Finally, we’re joined by Moltbook’s founder, Matt Schlicht, to discuss his new social media platform for A.I. agents, and how he’s planning to deal with security risks and spam on the site. Guest: Matt Schlicht, creator of Moltbook Additional Reading: Elon Musk Merges SpaceX With His A.I. Start-Up xAI The $100 Billion Megadeal Between OpenAI and Nvidia Is on Ice Project Genie: Experimenting with infinite, interactive worlds An A.I. Pioneer Warns the Tech ‘Herd’ Is Marching Into a Dead End Moltbook Mania Explained We want to hear from you. Email us at hardfork@nytimes.com. Find “Hard Fork” on YouTube and TikTok.

This week, the A.I. initial-public-offering race is heating up! We break down SpaceX’s acquisition of xAI, as well as OpenAI and Nvidia’s messy situationship. Then, it’s time for show and tell. We got our hands on the latest experimental A.I. prototype from Google called Project Genie, and we discuss our experience using it to generate and navigate video-game-like environments. Finally, we’re joined by Moltbook’s founder, Matt Schlicht, to discuss his new social media platform for A.I. agents, and how he’s planning to deal with security risks and spam on the site. Guest: Matt Schlicht, creator of Moltbook Additional Reading: Elon Musk Merges SpaceX With His A.I. Start-Up xAI The $100 Billion Megadeal Between OpenAI and Nvidia Is on Ice Project Genie: Experimenting with infinite, interactive worlds An A.I. Pioneer Warns the Tech ‘Herd’ Is Marching Into a Dead End Moltbook Mania Explained We want to hear from you. Email us at hardfork@nytimes.com. Find “Hard Fork” on YouTube and TikTok.

Christopher Mims and Tim Higgins of the Wall Street Journal sit down with a16z General Partner Martin Casado on WSJ’s Bold Names to ask whether the AI spending boom is a bubble waiting to burst. Martin explains why the fundamentals differ dramatically from the dot-com era—when WorldCom had $40 billion in debt versus today's tech giants with hundreds of billions on their balance sheets—and why a speculative valuation correction shouldn't be confused with systemic collapse. They also discuss where a16z sees opportunity in the "long tail" of AI companies beyond the state-of-the-art large language models. Follow Martin Casado on X: https://twitter.com/martin_casado Follow Christopher Mims on X: https://twitter.com/mims Follow Tim Higgins on X: https://twitter.com/timkhiggins Check out WSJ’s Bold Names: https://www.wsj.com/podcasts/wsj-the-future-of-everything Stay Updated: Find a16z on YouTube: YouTube Find a16z on X Find a16z on LinkedIn Listen to the a16z Show on Spotify Listen to the a1

A Reddit-style web forum for A.I. agents has captured the attention of the tech world. According to the site, called Moltbook, more than 1.5 million agents have contributed to over 150,000 posts, making it the largest experiment to date of what happens when A.I. agents interact with each other. We discuss our favorite posts, how we’re thinking about the question of what is “real” on the site, and where we expect agents to go from here. Additional Reading: A Social Network for A.I. Bots Only. No Humans Allowed. Five Ways of Thinking About Moltbook We want to hear from you. Email us at hardfork@nytimes.com. Find “Hard Fork” on YouTube and TikTok. Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify. You can also subscribe via your favorite podcast app here https://www.nytimes.com/activate-access/audio?source=podcatcher. For more podcasts and narrated articles, download The New York Times app at nytimes.com/app. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz

a16z general partner Erik Torenberg speaks with Justin Mares, founder and CEO of Truemed. They discuss why American health outcomes are so poor compared to the rest of the developed world, how crop subsidies created a food system that "systematically outputs unhealthy people," and what it would take to treat the chronic disease crisis as a national security issue. Mares explains how TrueMed allows people to spend tax-free HSA and FSA dollars on lifestyle interventions like gym memberships, sleep aids, and healthier food—and why he believes this could redirect hundreds of billions of dollars toward prevention. They also explore the case for psychedelics as mental health therapy and why peptides could disrupt the pharmaceutical industry. Resources: Follow Justin Mares on X: https://x.com/jwmares Follow TrueMed on X: https://x.com/truemed Timestamps: 00:00 — Introduction 0:44 — The Environment That Makes Us Sick 04:19 — What Went Wrong in the 1970s 6:10 — The Subsidy Problem 8:49 — Univer

Recorded live at our Founders Summit, a16z general partner Chris Dixon speaks with Palmer Luckey, founder of Anduril and Oculus VR. They talk about what it takes to build hardware at scale, where the biggest technological bottlenecks are today, and why optimism is still warranted despite geopolitical turmoil and regulatory constraints. They also cover crypto, stablecoins, modern warfare, the U.S.–China technology race, AI and manufacturing, and frontiers like fusion and quantum computing—plus lessons from Oculus, the founding of Anduril, and how to build mission-driven teams. Resources: Follow Palmer Luckey on X: https://twitter.com/PalmerLuckey Follow Chris Dixon on X: https://twitter.com/cdixon Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends! Find a16z on X: https://twitter.com/a16z Find a16z on LinkedIn: https://www.linkedin.com/company/a16z Listen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX

a16z general partner David Haber spoke with Goldman Sachs CEO David Solomon and a16z cofounder Ben Horowitz on the current macro environment, enterprise AI adoption, and crypto and AI policy. Solomon describes what he calls the "sweetest spot" he's seen in 40 years and explains Goldman's "One GS 3.0" initiative to reimagine core processes with AI. Horowitz discusses why "leads aren't what they once were" in AI and how a16z grew from a startup VC to capturing 18% of all US venture capital. Resources: Follow David Solomon on X: https://twitter.com/DavidSolomon Follow Ben Horowitz on X: https://twitter.com/bhorowitz Follow David Haber on X: https://twitter.com/dhaber Timestamps: 00:00 — Introduction 02:09 — Goldman's Evolution from Partnership to Public Company 08:54 — How a16z Went from Top Tier to 18% of All US Venture Capital 15:33 — "As Sweet a Spot" as Solomon Has Seen in 40 Years 19:00 — M&A Outlook: "Whatever the Question Is, the Answer Is Maybe" 21:33 — Why Leads Aren't What They

a16z general partner David Haber spoke with Goldman Sachs CEO David Solomon and a16z cofounder Ben Horowitz on the current macro environment, enterprise AI adoption, and crypto and AI policy. Solomon describes what he calls the "sweetest spot" he's seen in 40 years and explains Goldman's "One GS 3.0" initiative to reimagine core processes with AI. Horowitz discusses why "leads aren't what they once were" in AI and how a16z grew from a startup VC to capturing 18% of all US venture capital. Resources: Follow David Solomon on X: https://twitter.com/DavidSolomon Follow Ben Horowitz on X: https://twitter.com/bhorowitz Follow David Haber on X: https://twitter.com/dhaber Timestamps: 00:00 — Introduction 02:09 — Goldman's Evolution from Partnership to Public Company 08:54 — How a16z Went from Top Tier to 18% of All US Venture Capital 15:33 — "As Sweet a Spot" as Solomon Has Seen in 40 Years 19:00 — M&A Outlook: "Whatever the Question Is, the Answer Is Maybe" 21:33 — Why Leads Aren't What They

Nathan Lambert and Sebastian Raschka are machine learning researchers, engineers, and educators. Nathan is the post-training lead at the Allen Institute for AI (Ai2) and the author of The RLHF Book. Sebastian Raschka is the author of Build a Large Language Model (From Scratch) and Build a Reasoning Model (From Scratch). https://lexfridman.com/sponsors/ep490-sc Transcript: https://lexfridman.com/ai-sota-2026-transcript CONTACT LEX: Feedback – give feedback to Lex: https://lexfridman.com/survey AMA – submit questions, videos or call-in: https://lexfridman.com/ama Hiring – join our team: https://lexfridman.com/hiring Other – other ways to get in touch: https://lexfridman.com/contact SPONSORS: Box: Intelligent content management platform. https://box.com/ai Quo: Phone system (calls, texts, contacts) for businesses. https://quo.com/lex UPLIFT Desk: Standing desks and office ergonomics. https://upliftdesk.com/lex Fin: AI agent for customer service. https://fin.ai/lex Shopify: Sell stuff onli

with ICE + Casey Tries Clawdbot, a Risky New A.I. Assistant + HatGPT

This week we’re talking about the tech industry’s response to the killings by federal agents in Minneapolis and the federal government’s strategy to control the narrative on social media. Then we follow Casey through his trial of a new open-source A.I. assistant called Moltbot (formerly Clawdbot) and consider whether it is worth the security risk. And, finally, it’s time for a look at the rest of the week’s tech news with a round of HatGPT. Additional Reading: False Posts and Altered Images Distort Views of Minnesota Shooting A Moment-by-Moment Look at the Shooting of Alex Pretti It’s a War: Inside ICE’s Media Machine Some Amazon Employees Get ‘Project Dawn’ Calendar Invitation Discussing Upcoming Job Cuts TikTok Data Center Outage Triggers Trust Crisis for New U.S. Owners Former FTX Crypto Executive Caroline Ellison Released From Federal Custody Anthropic C.E.O.’s Grave Warning: A.I. Will “Test Us as a Species” Inside the White House Screening for Amazon’s ‘Melania’ Doc App for Quitti

Netlify's CEO, Matt Biilmann, reveals a seismic shift nobody saw coming: 16,000 daily signups—five times last year's rate—and 96% aren't coming from AI coding tools. They're everyday people accidentally building React apps through ChatGPT, then discovering they need somewhere to deploy them. The addressable market for developer tools just exploded from 17 million JavaScript developers to 3 billion spreadsheet users, but only if your product speaks fluent AI—which is why Netlify's founder now submits pull requests he built entirely through prompting, never touching code himself, and why 25% of users immediately copy error messages to LLMs instead of debugging manually. The web isn't dying to agents; it's being reborn by them, with CEOs coding again and non-developers shipping production apps while the entire economics of software—from perpetual licenses to subscriptions to pure usage—gets rewritten in real-time. Resources: Follow Matt Biilmann on X: https://x.com/biilmann Follow Martin

Recently, Marc Andreessen joined Lenny Rachitsky on Lenny's Podcast. They talked about why 2025 may be the most significant year in tech history, how AI is reshaping the future of product managers, designers, and engineers, and what founders need to understand about building in this moment—from where moats actually exist in AI to what the most AI-native companies are doing differently to the skills Marc is teaching his own kids to thrive in what comes next. Resources: Follow Marc Andreessen on X: https://twitter.com/pmarca Follow Lenny Rachitsky on X: https://twitter.com/lennysan Check out Lenny’s Podcast: https://www.lennysnewsletter.com/podcast Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends! Find a16z on X: https://twitter.com/a16z Find a16z on LinkedIn: https://www.linkedin.com/company/a16z Listen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX Listen to the a16z Podcast on Apple Podcasts: https