a16z Podcast

a16z Podcast

The a16z Podcast 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 podcast 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!

  1. The State of Consumer Tech in the Age of AI

    24M AGO

    The State of Consumer Tech in the Age of AI

    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 everythingFrom 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.

    47 min
  2. Fei-Fei Li: World Models and the Multiverse

    1D AGO

    Fei-Fei Li: World Models and the Multiverse

    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.

    23 min
  3. Marc Andreessen: What We Got Right—and Wrong—About the Future of Tech

    4D AGO

    Marc Andreessen: What We Got Right—and Wrong—About the Future of Tech

    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.

    32 min
  4. Where Crypto Meets AI with Chris Dixon & David George

    6D AGO

    Where Crypto Meets AI with Chris Dixon & David George

    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.

    34 min
  5. Rick Rubin: Vibe Coding is the Punk Rock of Software

    MAY 29

    Rick Rubin: Vibe Coding is the Punk Rock of Software

    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 themselvesWith 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.

    1h 16m
  6. Where Value Will Accrue in AI: Martin Casado & Sarah Wang

    MAY 27

    Where Value Will Accrue in AI: Martin Casado & Sarah Wang

    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.

    22 min
  7. Sovereign AI: Why Nations Are Building Their Own Models

    MAY 24

    Sovereign AI: Why Nations Are Building Their Own Models

    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 powerAI 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.

    32 min
4.4
out of 5
941 Ratings

About

The a16z Podcast 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 podcast 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!

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