The a16z Show

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!

  1. vor 13 m

    Can Anyone Catch NVIDIA? | The Future of Chips and Infrastructure

    As part of our summer replay series, we're revisiting one of our favorite conversations on the future of AI infrastructure. SemiAnalysis founder Dylan Patel joins Erin Price-Wright, Guido Appenzeller, and Erik Torenberg to examine the rapidly evolving economics of AI hardware, from GPUs and custom silicon to data centers, power, and the global race for compute. The conversation explores NVIDIA's competitive advantages, the rise of custom chips from Google, Amazon, and Meta, the economics of frontier AI models, and the infrastructure constraints shaping the industry's next phase. They also discuss AI startups, export controls, robotics, enterprise software, and why simply copying NVIDIA isn't enough to build a winning AI hardware company. Whether you're building AI products, investing in infrastructure, or trying to understand where the industry is headed, this conversation offers a practical look at the forces shaping the future of compute.   Resources: Follow Dylan Patel on X: https://x.com/dylan522p Follow Erin Price-Wright on X: https://x.com/espricewright Follow Guido Appenzeller on X: https://x.com/appenz Learn more about SemiAnalysis: https://semianalysis.com/dylan-patel/ 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 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  2. vor 1 Tag

    Is AI a Bubble? | Gavin Baker on Data Centers, GPUs, and the AI Economy

    As part of our summer replay series, we're revisiting one of the standout conversations from Runtime, a16z's conference on AI infrastructure and the future of computing. Gavin Baker, Managing Partner and CIO of Atreides Management, joins David George to examine the biggest questions surrounding today's AI investment cycle. Is AI a bubble? What does the unprecedented buildout of data centers, GPUs, and compute infrastructure mean for the economy? And how should investors think about the companies building the next generation of AI? The conversation explores frontier models, Nvidia, Google, custom silicon, AI infrastructure, application software, robotics, and why Baker believes today's AI investment cycle looks fundamentally different from the internet bubble of the early 2000s. Along the way, they discuss the economics of GPUs, enterprise software, AI business models, and what comes next as AI moves from experimentation into the broader economy.   Resources: Follow Gavin Baker on X: https://x.com/GavinSBaker Follow Atreides Management on X: https://x.com/atreidesmgmt Follow David George on X: https://x.com/DavidGeorge83 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 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  3. vor 2 Tagen

    Before Blockchains, There Was State Machine Replication

    Every blockchain today relies on replication techniques first developed in the 1980s by researchers who weren't thinking about cryptocurrencies at all. In this episode, Tim Roughgarden speaks with MIT professor and Turing Award winner Barbara Liskov, one of the pioneers of programming languages, fault tolerance, and distributed systems. Joined by a16z crypto research partner Ittai Abraham, they trace the evolution of ideas that now underpin modern blockchain networks. The conversation explores viewstamped replication, Practical Byzantine Fault Tolerance (PBFT), state machine replication, and why concepts developed decades before Bitcoin became the foundation for today's blockchain protocols. Along the way, Liskov reflects on the relationship between theory and practice, the importance of modularity and formal reasoning, and why AI is creating a new generation of systems research.   Resources: Follow Tim Roughgarden on X: https://x.com/Tim_Roughgarden Follow Ittai Abraham on X: https://x.com/ittaia Follow a16z Crypto on X: https://x.com/a16zcrypto Subscribe to The a16z Crypto Show: https://a16zcrypto.substack.com/subscribe/ 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 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  4. vor 5 Tagen

    How Bitcoin Rewired a Classic Computer Science Problem

    We're excited to share a special feed drop from The a16z Crypto Show. In the first episode of First Principles: The Scientific Roots of Blockchain Technology, Tim Roughgarden and Ittai Abraham trace the decades of computer science research that laid the foundation for modern blockchains. Long before Bitcoin, researchers were studying one of distributed computing's hardest challenges: how independent machines can reliably agree on a shared state, even when some participants are faulty or malicious. Bitcoin didn't invent that problem, but it introduced a breakthrough solution in a radically different, permissionless setting. The conversation explores Byzantine agreement, state machine replication, proof of work, proof of stake, Tendermint, Casper, DAG-based protocols, and why concepts developed decades ago continue to shape the design of today's fastest and most secure blockchain networks.   Resources: Follow Tim Roughgarden on X: https://x.com/Tim_Roughgarden Follow Ittai Abraham on X: https://x.com/ittaia Follow a16z Crypto on X: https://x.com/a16zcrypto Subscribe to The a16z Crypto Show: https://a16zcrypto.substack.com/subscribe/ 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 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  5. vor 6 Tagen

    Mark Zuckerberg & Priscilla Chan: How AI Will Help Cure Disease

    As part of our summer replay series, we're revisiting one of our favorite conversations from the past year. Mark Zuckerberg and Dr. Priscilla Chan join Ben Horowitz, Vineeta Agarwala, and Erik Torenberg to discuss the Chan Zuckerberg Initiative's ambitious effort to help cure, prevent, and manage disease by the end of the century. Rather than funding individual breakthroughs, CZI is focused on building the tools and infrastructure that can accelerate scientific discovery across entire fields. The conversation explores Biohub, Cell Atlas, virtual cell models, open biological datasets, and the growing role of AI in helping researchers better understand human biology. They discuss why biology still lacks a "periodic table of elements," how AI could help scientists test hypotheses before running expensive experiments, and why pairing frontier biology with frontier AI may unlock a new era of medical discovery.   Resources: Follow Mark Zuckerberg on X: https://x.com/finkd Follow Dr. Priscilla Chan on Instagram: https://www.instagram.com/priscillachan Follow Ben Horowitz on X: https://x.com/bhorowitz Follow Vineeta Agarwala on X: https://x.com/vintweeta 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 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  6. 8. Juli

    Adam Neumann: This Is How You Build Iconic Companies

    Adam Neumann joins Marc Andreessen, Ben Horowitz, and Erik Torenberg for a candid conversation about entrepreneurship, failure, and building Flow. Neumann reflects on his childhood, military service, immigration to the United States, the rise and fall of WeWork, and what he learned from one of the most scrutinized founder journeys in technology. He explains why Flow is focused on rethinking housing, community, and belonging, and why he believes technology can fundamentally improve how people live. The conversation explores resilience, company building, leadership, real estate, software, flexible living, and the global housing crisis. Along the way, Neumann discusses rebuilding trust, designing for community, and why some of the biggest entrepreneurial opportunities emerge from deeply personal experiences.   Resources: Read Marc's blog post about Flow: https://a16z.com/announcement/flow/ 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/ 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 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  7. 7. Juli

    Is Software Losing Its Head?

    Seema Amble, Steven Sinofsky, and Elena Burger unpack one of the biggest questions facing enterprise software: what happens when AI agents become the primary users of software instead of humans? The conversation explores the rise of "headless" software, why APIs and agentic workflows are reshaping enterprise applications, and whether traditional SaaS products are becoming systems of record rather than systems of engagement. They discuss Salesforce's Headless 360 announcement, MCP, enterprise software architecture, and why AI may fundamentally change how businesses interact with their data. Along the way, they examine what actually makes enterprise software sticky, why replacing systems like SAP and Salesforce is harder than it appears, and where startups have the greatest opportunity as AI reshapes the software stack.   Resources: Follow Seema Amble on X: https://x.com/seema_amble Follow Steven Sinofsky on X: https://x.com/stevesi Follow Elena Burger on X: https://x.com/VirtualElena Related Reading Is Software Losing Its Head?https://a16z.com/is-software-losing-its-head/ The Death of Software? Nah.https://a16z.com/death-of-software-nah/ 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 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  8. 6. Juli

    Don’t Follow Your Passion | Ben Horowitz’s Advice for New Graduates

    In this commencement address to Columbia University's Fu Foundation School of Engineering and Applied Science Class of 2015, Ben Horowitz challenges some of the most common advice given to graduates. Rather than urging students to “follow their passion,” Horowitz argues that people should focus on developing their strengths and making meaningful contributions to the world. Drawing on stories from his own time at Columbia, the founding of technology companies, and investments in startups like Airbnb, he explores the importance of independent thinking, conviction, and pursuing ideas that others may initially dismiss. Along the way, Horowitz discusses technological progress, entrepreneurship, opportunity, and why he believes today's graduates are entering a world defined less by unprecedented challenges than by unprecedented possibilities. ee Resources: Follow Ben Horowitz on X: https://x.com/bhorowitz 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 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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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!

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