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. Is Non-Consensus Investing Overrated?

    17 GIỜ TRƯỚC

    Is Non-Consensus Investing Overrated?

    Is non-consensus investing overrated—or the secret to venture returns? a16z General Partner Erik Torenberg is joined by Martín Casado (General Partner, a16z) and Leo Polovets (General Partner, Humba Ventures) to unpack the debate that lit up venture Twitter/X: should founders and VCs chase consensus, or run from it? They explore what “consensus” really means in practice, how market efficiency shapes venture outcomes, why most companies fail from indigestion, not starvation, and the risks founders face when they’re too far outside consensus.   Timecodes:  00:00 Introduction  01:04 Defining Consensus and Market Efficiency 06:30 The Role of Hot Rounds and Market Signals 10:25 Founder Perspective: Risks of Non-Consensus 13:19 Investor Perspective: Indigestion vs. Starvation 18:28 Market Cycles & Sector Hype 23:55 The Evolution of Venture Market Efficiency 26:29 Case Studies & Personal Anecdotes 33:02 Fund Size, Ownership, and the Impact on Strategy 51:40 The Future of Venture: Multi-Stage vs. Seed Funds   Resources:  Find Leo on X: https://x.com/lpolovets Find Martin on X: https://x.com/martin_casado   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.

    55 phút
  2. Jack Altman & Martin Casado on the Future of VC

    1 NGÀY TRƯỚC

    Jack Altman & Martin Casado on the Future of VC

    Jack Altman sits down with Martin Casado, General Partner at a16z, to unpack the shifting dynamics of venture capital and why media matters more than ever. They cover a16z’s evolution from generalists to specialized platforms, the rise of AI infrastructure, and why today’s fiercest battles are often for talent, not market share. Timecodes: 0:00 Introduction 0:27 Importance of Media for VC 3:50 Evolution of a16z 7:00 Specialization 10:32 Value of Distribution 13:16 Staying Power in Infrastructure 19:49 The Conflicts Dynamic 26:32 State of Play in AI 30:48 The Future of Coding 34:58 Significance of Open Source 39:48 Marc Andreessen’s Leadership 44:02 The Only Sin in VC 48:37 Scaling a Lot of Board Seats Resources:  Listen to more from Uncapped: https://linktr.ee/uncappedpod Find Jack on X: https://x.com/jaltma Find Uncapped on X: https://x.com/uncapped_pod Find Martin on X: https://x.com/martin_casado 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.

    53 phút
  3. Chris Best of Substack on the Future of Media

    2 NGÀY TRƯỚC

    Chris Best of Substack on the Future of Media

    What if the future of media isn’t controlled by algorithms or legacy institutions—but by independent voices building directly with their audiences? In this episode, Erik Torenberg is joined by Chris Best, cofounder and CEO of Substack, along with a16z general partners Katherine Boyle and Andrew Chen. We trace the origin story of Substack and its cultural impact, including how it reinvented the business model for independent media. We also explore the evolution of blogging, the rebundling of media, and what the future holds as attention becomes the scarcest resource. Timecodes:  00:00 Introduction 03:50 Origins of Substack 06:29 The Evolution of Blogging & Media Models 09:15 Direct Audience Connection & Platform Independence 10:57 Vision for Substack & The Role of Algorithms 21:06 Business Models: Ads, Subscriptions, and AI 26:10 The Scarcity of Attention & Value of Good Content 27:45 Unbundling, Rebundling, and the Future of Media Companies 37:12 Academia, Books, and Changing Content Formats 44:31 Substack’s Next Phase & Closing Thoughts Resources:  Find Chris on Substack: https://cb.substack.com/ Find Chris on X: https://x.com/cjgbest Find Andrew Chen on Substack: https://andrewchen.substack.com/ Find Andrew on X: https://x.com/andrewchen Find Katherine on X: https://x.com/KTmBoyle Find Katherine on Substack: https://boyle.substack.com/ 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.

    46 phút
  4. 5 NGÀY TRƯỚC

    Katherine Boyle on Shawn Ryan

    Venture capital has powered companies like Facebook and TikTok—but what if that same urgency fueled America’s defense and industrial base? Katherine Boyle, General Partner at Andreessen Horowitz and cofounder of the firm’s American Dynamism practice, argues this is the biggest business opportunity of our time. In this conversation from The Shawn Ryan Show, Boyle discusses the rise of defense tech startups, why optimism drives her work, and how a new generation of engineers and founders is rethinking innovation and patriotism in America.   Timecodes:  0:00 Introduction  0:41 Patriotism, Optimism, and American Innovation 4:27 Startups vs. Legacy Primes in Defense 10:08 Venture Capital’s Unique Incentives 17:21 Katherine’s Backstory: Family & Upbringing 21:07 The Decline of Community & Family Pillars 23:23 Polarization, Religion, and Social Fabric 26:16 America’s Birth Rate Crisis 29:46 Cultural Shifts and the Family Structure 42:01 Katherine’s Path: Journalism to Venture Capital 1:06:06 Breaking into Silicon Valley 1:18:06 Investing in Defense: The Anduril Story 1:37:37 The American Dynamism Movement 2:04:27 Manufacturing, Space, and the Future of Defense 2:14:06 Espionage, China, and National Security 2:37:38 The Attack on the American Family 2:48:29 Cultural Change, Suffering, and Purpose 2:55:30 Closing Thoughts   Resources:  Find Katherine on X: https://x.com/KTmBoyle Shawn Ryan Show Links  YouTube:  https://www.youtube.com/channel/UCkoujZQZatbqy4KGcgjpVxQ/join Listen on Apple: https://podcasts.apple.com/us/podcast/shawn-ryan-show/id1492492083 Listen on Spotify: https://open.spotify.com/show/5eodRZd3qR9VT1ip1wI7xQ?si=7abec4d61c324b24   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.

    2 giờ 52 phút
  5. 28 THG 8

    Monopolies vs Oligopolies in AI

    In this interview from the 20VC podcast, Martin Casado (a16z General Partner) joins Harry Stebbings to unpack the state of AI, the rise of coding models, the future of open vs. closed source, and how value is shifting across the stack. Martin offers a candid view of the opportunities and dangers shaping AI and venture capital today.   Resources:  Find Martin on X: https://x.com/martin_casado Find Harry on X: https://x.com/harrystebbings More about 20VC: Subscribe on YouTube: https://www.youtube.com/@20VC Subscribe on Spotify: https://open.spotify.com/show/3j2KMcZTtgTNBKwtZBMHvl?si=85bc9196860e4466&nd=1&dlsi=d1dbbc6a0d7c4408 Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-twenty-minute-vc-20vc-venture-capital-startup/id958230465 Visit their Website: https://www.20vc.com Subscribe to their Newsletter: https://www.thetwentyminutevc.com/ Follow 20VC on Instagram:  https://www.instagram.com/20vchq/# Follow 20VC on TikTok: https://www.tiktok.com/@20vc_tok   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.

    1 giờ 17 phút
  6. The Top 100 Most Used AI Apps in 2025

    27 THG 8

    The Top 100 Most Used AI Apps in 2025

    What are real consumers actually doing with AI today? In this episode, a16z consumer investors Olivia Moore and Justine Moore break down the fifth edition of our Consumer AI 100, a biannual ranking of the most used AI-native web and mobile products across the globe.   Timecodes:   0:00 Introduction 1:45 New Companies & Trends 3:32 Companionship & Creative Tools 4:20 Big Tech on the List: Google’s Impact 6:24 Chinese AI Companies & Global Trends 10:19 Vibecoding: A New Trend 13:40 AI All-Stars: Consistent Top Performers 15:30 Network Effects & Product Experience 17:20 Enterprise Adoption & Prosumer Growth 19:40 Biggest Takeaways 21:09 Grok's debut 22:56 Future predictions 25:14 Closing & Audience Engagement   Resources: Read more about the Top Gen 100: http://a16z.com/100-gen-ai-apps-5/ Find Olivia on X: https://x.com/omooretweets Find Justine on X: https://x.com/venturetwins   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.

    26 phút
  7. Aaron Levie and Steven Sinofsky on the AI-Worker Future

    25 THG 8

    Aaron Levie and Steven Sinofsky on the AI-Worker Future

    What exactly is an AI agent, and how will agents change the way we work? In this episode, a16z general partners Erik Torenberg and Martin Casado sit down with Aaron Levie (CEO, Box) and Steven Sinofsky (a16z board partner; former Microsoft exec) to unpack one of the hottest debates in AI right now. They cover: Competing definitions of an “agent,” from background tasks to autonomous internsWhy today’s agents look less like a single AGI and more like networks of specialized sub-agentsThe technical challenges of long-running, self-improving systemsHow agent-driven workflows could reshape coding, productivity, and enterprise softwareWhat history — from the early PC era to the rise of the internet — tells us about platform shifts like this oneThe conversation moves from deep technical questions to big-picture implications for founders, enterprises, and the future of work.   Timecodes:  0:00 Introduction: The Evolution of AI Agents 0:36 Defining Agency and Autonomy 1:54 Long-Running Agents and Feedback Loops 4:49 Specialization and Task Division in AI 6:20 Human-AI Collaboration and Productivity 6:59 Anthropomorphizing AI and Economic Impact 9:10 Predictions, Progress, and Platform Shifts 11:31 Recursive Self-Improvement and Technical Challenges 13:20 Hallucinations, Verification, and Expert Productivity 16:20 The Role of Experts and Tool Adoption 22:14 Changing Workflows: Agents Reshaping Work Patterns 45:55 Division of Labor, Specialization, and New Roles 48:47 Verticalization, Applied AI, and the Future of Agents 54:44 Platform Competition and the Application Layer 55:29 Closing Thoughts and Takeaways    Resources:  Find Aaron on X: https://x.com/levie Find Martin on X: https://x.com/martin_casado Find Steven on X: https://x.com/stevesi   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.

    56 phút
  8. 23 THG 8

    Ben Horowitz on How a16z Was Built

    Erik Torenberg sits down with Ben Horowitz, Cofounder of a16z, for a candid conversation on venture capital, leadership, and the future of innovation. Recorded live at a16z’s Menlo Park offices in 2023, Ben shares practical wisdom and hard-earned lessons on navigating market cycles, building resilient companies, and why culture is a lasting competitive edge. Timecodes:  0:00 Introduction  0:49 Building a Lasting Venture Firm 1:57 Product vs. Investor-Driven Firms 5:17 Evolution of Andreessen Horowitz 8:43 Fund Sizing & Market Opportunity 11:38 Recruiting & Culture at a16z 13:58 Supporting Founders & Firm Mission 14:39 Governance & Firm Structure 17:15 The Future of Venture Capital 20:26 Riding Trends: AI, Web3, and Beyond 27:06 Regulation, Open Source, and Innovation 29:22 LPs, Macro, and Long-Term Strategy 33:25 Advice for the Next Generation 37:15 Tech Optimism & Societal Impact 42:33 Closing Thoughts & Outro   Resources:  Find Ben on X:  https://x.com/bhorowitz Subscribe to Turpentine VC: link.chtbl.com/TurpentineVC   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.

    44 phút
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Giới Thiệu

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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