Podcast: a16z

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 Martin Casado and Sarah Wang join Erik Torenberg to 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.

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 providers
- How foundation models are becoming instruments of soft power
- What the DeepSeek release tells us about China’s AI strategy
- Whether 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.

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.

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.

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.

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.

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.

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.

In this episode of the 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.

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.

Are we nearing the end of the smartphone era?
In this episode, a16z Growth General Partner David George talks with Meta CTO Andrew “Boz” Bosworth about what comes after apps and touchscreens. From smart glasses to AR headsets, Boz shares how AI is powering a new wave of computing—one that’s ambient, agentic, and driven by human intent.
They explore what it takes to build for this future, the risks of changing interaction models, and why the next big platform shift may already be in motion.
This episode is part of our AI Revolution series, where we explore how industry leaders are leveraging generative AI to steer innovation and navigate the next major platform shift. Discover more insights and content from the AI Revolution series at a16z.com/AIRevolution.

In today’s world, the battlefield extends far beyond war zones—it’s embedded in our tech stacks, supply chains, and airspace security systems. So who better to solve these modern challenges than those who’ve served on the front lines?

Recorded live at the third annual American Dynamism Summit in Washington D.C., this episode features a16z’s Matt Shortal—a veteran himself—moderating a conversation with three founders who transitioned from military service to building cutting-edge defense startups:

-John Doyle, founder & CEO of Cape
-David Tuttle, cofounder & CEO of Rune
-Grant Jordan, founder & CEO of SkySafe

The panel covers their journeys from service to startups, how their time in uniform shaped what they chose to build, and whether veterans should go straight into entrepreneurship—or stop first at places like Palantir or Anduril. They also discuss how Ukraine changed the game, how dual-use tech is shifting the innovation landscape, and how to instill trust and culture in mission-driven companies.

The big question: how do we win the next war—the asymmetric, fast-moving, tech-enabled kind—and build the industrial base we need to do it?

War has always been shaped by technology—from steel and gunpowder to GPS and nuclear weapons. But the decisive technologies of tomorrow aren’t coming—they’re already here.

In this episode, recorded live at our third annual American Dynamism Summit, a16z’s Senior National Security Advisor Matt Cronin sits down with Ryan Tseng (cofounder & CEO, Shield AI) and Adam Bry (cofounder & CEO, Skydio) to discuss the rise of autonomous drones, AI-driven warfare, and the escalating great power competition with China. They cover:

-Why drones are reshaping the battlefield in Ukraine, Israel, and beyond
-The asymmetry of $1,000 drones taking out $10M tanks
-Why U.S. drone production lags China—and how to catch up
-The ethical and tactical implications of autonomy in combat
-What it will take to reindustrialize America and maintain deterrence

If the future of warfare is software-defined, who writes that software—and who deploys it first—matters more than ever.

When people think about startups working with the government, the phrase “black box” often comes up. But what if that box is finally being pried open?

In this episode—recorded live at the American Dynamism Summit in DC—we talk with two Chief Technology Officers at the heart of American defense: Alex Miller, CTO for the Chief of Staff of the Army, and Justin Fanelli, CTO at the Department of the Navy. Along with a16z partner Leila Hay, they break down how the Department of Defense is shifting from decades-old processes to software-speed execution, why the real bottlenecks are cultural, not technical, and how startups can actually navigate and scale within this massive system.

From replacing outdated procurement with faster pathways, to getting tech into the hands of warfighters faster, this is a rare look inside the government’s most ambitious efforts to modernize—and what it means for builders on the outside.

Is it time to rip up the system and start fresh? Or are the seeds of change already in the ground?

This month, a16z’s Consumer team released the fourth edition of the GenAI 100 — a data-driven ranking of the top 50 AI-first web products and mobile apps, based on unique monthly visits and active users.

In just six months, the consumer AI landscape has shifted dramatically. Some products surged ahead, others plateaued, and a few unexpected players reshaped the leaderboard entirely.

In this episode, a16z General Partner Anish Acharya and Partner Olivia Moore join us to unpack the latest rankings and explore the key cultural and product moments that brought us to this point.

Which applications are leading the pack — and which ones are quietly on the rise? What do trends like AI video, companion apps, and “vibe coding” reveal about the future of consumer AI? And for the first time, the team also analyzed which products aren’t just gaining users, but generating real revenue.

If you’re looking to understand where we are in the GenAI adoption cycle — and what might come next — this episode offers a data-backed view into one of the fastest-moving corners of technology.

You can find the full GenAI 100 list at a16z.com/genai100-4

The global race for AI leadership is no longer just about companies—it’s about nations. AI isn’t just computing infrastructure; it’s cultural infrastructure, economic strategy, and national security all rolled into one.

In this episode, Jensen Huang, founder and CEO of NVIDIA, and Arthur Mensch, cofounder and CEO of Mistral, sit down to discuss sovereign AI, national AI strategies, and why every country must take ownership of its digital intelligence.

How AI will reshape global economies and GDP
The full AI stack—from chips to models to AI factories
Why AI is both a general purpose technology and deeply specialized
The open-source vs. closed AI debate and its impact on sovereignty
Why no one will build AI for you—you have to do it yourself

Is this the most consequential technology shift of all time? If so, the stakes have never been higher.

AI voice technology has been around for years — think Siri or Alexa — but the magic has been missing. That’s changing, and quickly!

In this episode, Anish Acharya, General Partner at a16z, and Olivia Moore, Partner at a16z, explore why AI voice is reaching a breakthrough moment, how today’s models feel more human than ever, and why voice is poised to become the primary way people interact with AI.

With businesses already making tens of thousands of AI-driven phone calls daily, AI-powered conversations are no longer a distant vision—they’re happening now. Whether it's AI companions, customer service bots, or enterprise applications, voice tech is here—and it’s improving faster than anyone expected.

For over a century, the United States has been the birthplace of world-changing innovation – from the Wright brothers’ first flight to the invention of the transistor, the moon landing, and the birth of the internet. But in recent years, belief in American progress has wavered.
Three years ago, a16z General Partner Katherine Boyle wrote a bold thesis called Building American Dynamism, challenging this apathy and calling for startups to tackle the country’s biggest problems. The idea spread fast – first as a meme, then as a movement, and today as a $600M dedicated fund.

In this episode, Katherine and fellow a16z General Partner David Ulevitch discuss:
-The origins of American Dynamism—and why it was controversial at first
-How Washington and Silicon Valley can come together
-America’s competitiveness in today’s great power competition
-The latest American Dynamism 50 list focused on the Indo-Pacific, showcasing the top startups building for the national interest

If you’re curious about the future of America, this is a conversation you won’t want to miss.
Check out this year’s full AD50 list at a16z.com/AD50.

Henry Ward, cofounder and CEO of Carta, has spent over a decade scaling his company from an early-stage startup to a 2,000-person industry leader. In this Speedrun conversation with a16z Games partner Josh Lu, Henry shares hard-earned lessons on:

-Hiring missionaries vs. mercenaries — and how to keep company culture intact as you scale
-The reality of product-market fit and why many founders try to sell too soon
-The evolution of a CEO — from building a product to building a system around you
-Inputs vs. outputs, and why companies should focus on the right leading indicators
-Transparency in leadership, including when (and when not) to share

This episode is packed with candid insights and lessons on company building. Recorded live at the a16z Speedrun program, you can learn more at a16z.com/games/speedrun.

Being a creator in 2025 is tough—but building for creators is even harder. Perhaps no one understands this conundrum better than Scott Belsky. As the founder of Behance, a longtime executive at Adobe, and an advisor to companies like Pinterest and Atlassian, Scott has spent his career at the intersection of technology, design, and creativity.

In this speedrun episode, recorded live in San Francisco during the fourth iteration of our a16z Games Speedrun program, we dive into:

How AI can actually enable creators—and where its toolset should end
The evolution from the "prompt era" to the "controls era" of AI
Whether people really want bespoke, personalized experiences or simply crave familiarity
What happens when creative scarcity disappears and AI-generated content becomes ubiquitous
The future of creative tooling, from generative UI to AI-native interfaces

Plus, Scott shares insights from his time building Behance, leading product strategy at Adobe, and investing in the next generation of creative tools.

If you want to learn more about A16Z Games Speedrun, visit a16z.com/games/speedrun.