Podcast · 489 episodes
The a16z Show, page 5
by Andreessen Horowitz · English
The a16z Show discusses tech and culture trends, news, and the future – especially as ‘software eats the world’. It features industry experts, business leaders, and other interesting thinkers and voices from around the world. This show is produced by Andreessen Horowitz (aka “a16z”), a Silicon Valley-based venture capital firm. Multiple episodes are released every week; visit a16z.com for more details and to sign up for our newsletters and other content as well!
All episodes, page 5
AI Eats the World? A Reality Check with Benedict EvansAI’s “value capture” and adoption reality check, arguing that today’s AI impact is mostly infrastructure-like and that coding is the only clear product-market-fit use case; major uncertainties remain…4 Jun 2026 · 1 h 3 min · 30 chapters
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition StrategyNetwork states vs nation-states; “internet-first” geopolitics; how supply chains and allied coalitions determine power more than brute force; why coercion fails in a multipolar, networked world.3 Jun 2026 · 55 min · 21 chapters
Steven Sinofsky on AI PCs, NVIDIA, and the Future of ComputingSteven Sinofsky discusses Apple’s 50th anniversary and how AI is reshaping personal computing—especially the shift from paying for “tokens” in the cloud to running more compute locally on AI-native…2 Jun 2026 · 30 min · 13 chapters
Building AI Agents for Enterprise OperationsHappy Robot discusses building voice-first AI agents for enterprise operations, emphasizing coordination, context, and reliable execution across messy real-world workflows (not just supply-chain).1 Jun 2026 · 46 min · 24 chapters
Why $1B Exits are DeadAI revenue concentration and why “$1B exits are dead,” arguing AI is driving much larger, faster venture outcomes despite low enterprise diffusion and supply constraints (compute/data centers).29 May 2026 · 34 min · 16 chapters
Stablecoins, AI Agents, and The Future of Global BankingJeeves’ plan to build a stablecoin-native “global business bank” using its own payments/ledger infrastructure plus AI agents, aiming to make money programmable and easier to launch across countries.28 May 2026 · 37 min · 22 chapters
Marc Rowan on Private Markets, Software Repricing, and Capital AllocationMark Rowan (Apollo) argues that public-market concentration and correlated risk are rising, so investors should diversify via private markets—especially private investment-grade credit and “hybrid…27 May 2026 · 56 min · 22 chapters
Robin Hanson on Prediction Markets, Gambling, and the Future of ForecastingRobin Hanson argues prediction markets are an “unmatched” mechanism for aggregating information and forecasting outcomes, beyond elections/sports betting.26 May 2026 · 28 min · 12 chapters
Why AI Isn’t Killing SaaS YetThe episode argues that “SaaSpocalypse” (AI killing SaaS, ending seat-based pricing, and centralizing spend with frontier model labs) is not supported by Ramp’s business spend data.25 May 2026 · 40 min · 22 chapters
Hugging Face's Clem Delangue on Open Source AI and the LLM Bubble | MTS LiveClem Delangue (Hugging Face) argues for open-source AI, critiques “tying everyone’s hands” safety restrictions, discusses an LLM bubble risk, U.S.-China open-source dynamics, and robotics as the next…22 May 2026 · 16 min · 9 chapters
How Superhuman Took Over Silicon Valley EmailHow Superhuman built a “cult” email product by using game-design principles, premium pricing, human onboarding, and a measurable product-market-fit process (“Superhuman question”).21 May 2026 · 56 min · 21 chapters
Marc Andreessen on AI, California, and the Future of America | Joe RoganMarc Andreessen discusses AI’s near-term and long-term impact (“turning sand into thought”), and then pivots to U.S.20 May 2026 · 3 h 4 min · 89 chapters
Rebuilding The American ShipyardRebuilding the American defense industrial base by shifting from “innovation-first” to “production-first,” using autonomy and digitization to bend cost/speed curves, expanding shipyard capacity…19 May 2026 · 13 min · 7 chapters
The Plan to Make American Crime ObsoleteRebuilding public safety for the 21st century by deploying investigative, AI-enabled technologies—especially drones, real-time sensing, and body-cam analytics—to reduce harm and make “American crime…18 May 2026 · 12 min · 8 chapters
Vitalik Buterin on Human Agency in the AI EraHuman agency in the AI era; “sanctuary technologies” that protect people’s privacy and control rather than replacing them with centralized “uncle in the sky” systems.15 May 2026 · 26 min · 10 chapters
Ben Horowitz - "Your ONLY job is Right Product, Right Time"Ben Horowitz argues that a company’s only job is delivering the right product at the right time; everything else (strategy, hiring, fundraising, storytelling) supports that.14 May 2026 · 19 min · 7 chapters
Energy, Minerals, and the Physical Stack Behind AIThe episode argues AI dominance is a physical, energy-and-minerals problem, not just software/chips. It claims the U.S.13 May 2026 · 25 min · 14 chapters
Lloyd Blankfein on Risk, Crisis, and LeadershipLloyd Blankfein (former Goldman Sachs CEO) and a16z GP David Haber discuss how investors should balance taking risk with managing it, why most “risk work” is contingency planning rather than…12 May 2026 · 1 h 13 min · 27 chapters
Marc Andreessen on Builder Culture in the Age of AIBuilder culture and AI’s shift from novelty to infrastructure, plus debates over AI hype/fear, AI psychosis/COPE, and how AI affects work, jobs, and institutions.11 May 2026 · 1 h 5 min · 30 chapters
Ben Horowitz on the Next Technology EraBen Horowitz (a16z) argues the U.S. must win the “next century of technology” driven by AI, tying technological leadership to America’s system of protected freedoms and to giving people a chance to…8 May 2026 · 29 min · 16 chapters
Crypto Fund 5: We Raised $2.2B. Here’s Why.A16Z Crypto Fund 5 launch and why crypto is shifting from ideological “revolution” to pragmatic “infrastructure,” with stablecoins, on-chain finance, and AI-agent payments driving mainstream adoption.7 May 2026 · 1 h 2 min · 39 chapters
The New Space Race: NASA, Artemis, and the Race to the MoonNASA’s “new space race” to return to the Moon faster, sustain a base, and compete with a rival (implied China) that targets lunar presence before 2030; includes Artemis II test plans, SLS cadence…6 May 2026 · 30 min · 12 chapters
Building Blackstone, Backing Costco, with Tony JamesTony James (Blackstone) discusses how to build enduring firms and compound talent, capital, and culture—using his career arc from DLJ to Blackstone, plus lessons from backing Costco.5 May 2026 · 1 h 24 min · 31 chapters
Sarah Rogers: Free Speech, AI Diplomacy, and What America Owes Its AlliesSarah Rogers, Undersecretary of State for Public Diplomacy, argues the U.S.4 May 2026 · 24 min · 9 chapters