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PODCAST

a16z Podcast

Andreessen Horowitz

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!

technology entrepreneurship

All Episodes

00:31:50

"Is there an AI bubble?” Gavin Baker and David George

a16z Podcast ·

2025/10/30

In this conversation from a16z’s Runtime conference, Gavin Baker, Managing Partner and CIO of Atreides Management, joins David George, General Partner at a16z, to unpack the macro view of AI: the trillion-dollar data center buildout, the new economics of GPUs, and what this boom means for investors, founders, and the global economy. Resources:Follow Gavin on X: https://x.com/GavinSBakerFollow Atreides Management on X: https://x.com/atreidesmgmtFollow David on X: https://x.com/DavidGeorge83 Stay

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00:32:44

Building the Real-World Infrastructure for AI, with...

a16z Podcast ·

2025/10/29

AI isn’t just changing software, it’s causing the biggest buildout of physical infrastructure in modern history.In this episode, Raghu Raghuram (a16z) speaks with Amin Vahdat, VP and GM of AI and Infrastructure at Google, and Jeetu Patel, President and Chief Product Officer at Cisco, about the unprecedented scale of what’s being built — from chips to power grids to global data centers.They discuss the new “AI industrial revolution,” where power, compute, and network are the new scarce resources; how

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00:54:19

Google DeepMind Developers: How Nano Banana Was Made

a16z Podcast ·

2025/10/28

Google DeepMind’s new image model Nano Banana took the internet by storm.In this episode, we sit down with Principal Scientist Oliver Wang and Group Product Manager Nicole Brichtova to discuss how Nano Banana was created, why it’s so viral, and the future of image and video editing. Resources: Follow Oliver on X: https://x.com/oliver_wang2Follow Nicole on X: https://x.com/nbrichtovaFollow Guido on X: https://x.com/appenzFollow Yoko on X: https://x.com/stuffyokodraws Stay Updated: If you enjoyed this

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00:30:12

Raghu Raghuram: AI, Robotics, and the Rebirth of...

a16z Podcast ·

2025/10/27

From Netscape to VMware, Raghu Raghuram has been at the center of nearly every major inflection point in enterprise technology.In this episode, Raghu joins Ben Horowitz, Martin Casado and David George to reflect on the early internet wars with Microsoft, how Netscape’s browser battles shaped a generation of founders, and the inside story of one of the most successful tech acquisitions in history, VMware’s $1.3B purchase of Nicira, which redefined modern networking and grew into a

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01:15:30

Marc Andreessen: How Movies Explain America

a16z Podcast ·

2025/10/24

In this episode of Monitoring the Situation, Marc Andreessen, Katherine Boyle, and Erik Torenberg dive into the movies that best explain America, from Once Upon a Time in Hollywood to Tropic Thunder to Fight Club.They explore how Tarantino’s revisionist masterpiece reimagines 1969 and the end of America’s cultural innocence, why Tropic Thunder was the last truly un-cancellable comedy, and how Fight Club evolved from a left-wing critique of capitalism to a right-wing prophecy about alienation and

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01:11:38

Marc Andreessen and Amjad Masad: English As the New...

a16z Podcast ·

2025/10/23

Amjad Masad, founder and CEO of Replit, joins a16z’s Marc Andreessen and Erik Torenberg to discuss the new world of AI agents, the future of programming, and how software itself is beginning to build software.They trace the history of computing to the rise of AI agents that can now plan, reason, and code for hours without breaking, and explore how Replit is making it possible for anyone to create complex applications in natural language. Amjad explains how RL unlocked reasoning for modern models,

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01:25:15

Why Creativity Will Matter More Than Code

a16z Podcast ·

2025/10/22

In this episode, a16z's Anish Acharya joins Kevin Rose for an in-depth, fast-paced conversation on the rebirth of consumer technology, and how AI is reshaping what it means to build, invest, and create.They talk about why AI has reignited the consumer renaissance, what it means to build “weird and working” products, and how the next wave of apps will blend emotion, utility, and creativity in entirely new ways. From AI companions and “emotional interfaces” to the tools making it possible to build

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00:37:57

How Kong Was Born: APIs, Hustle, and the Future of AI...

a16z Podcast ·

2025/10/21

Augusto Marietti, CEO and cofounder of Kong, has one of the most remarkable founder stories in Silicon Valley history.In this conversation with Martin Casado, Aghi shares how he went from a garage in Milan to building one of the world’s leading API infrastructure companies, surviving years of rejection, living in the U.S. on $1,000 a month, and raising his first $50K while sleeping on Travis Kalanick’s couch. They talk about the near-death moments that defined Kong’s journey, the seven-year grind

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00:53:00

Reid Hoffman on AI, Consciousness, and the Future of...

a16z Podcast ·

2025/10/20

Reid Hoffman has been at the center of every major tech shift, from co-founding LinkedIn and helping build PayPal to investing early in OpenAI. In this conversation, he looks ahead to the next transformation: how artificial intelligence will reshape work, science, and what it means to be human.In this episode, Reid joins Erik Torenberg and Alex Rampell to talk about what AI means for human progress, where Silicon Valley’s blind spots lie, and why the biggest breakthroughs will come from outside the

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01:07:46

Marc Andreessen on the State of Film and Hollywood

a16z Podcast ·

2025/10/17

Hollywood is going through a major cultural and creative reset, and Marc Andreessen thinks it’s long overdue.In this episode of Monitoring the Situation, Marc joins Erik Torenberg and Katherine Boyle to dissect the past decade of filmmaking, from the rise of “the message” in every movie to the return of genuine comedy and art. They cover the post-woke shift in Hollywood, the financial collapse of the streaming era, and why AI could spark a renaissance for a new generation of independent

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00:49:08

Keith Rabois: Israel, OpenAI, Opendoor, and DOGE

a16z Podcast ·

2025/10/16

From politics to technology to real estate, Keith Rabois has bold predictions for America’s next decade.In this conversation with Erik Torenberg, Keith breaks down why he believes the U.S. is entering a new economic expansion driven by AI, productivity, and sovereign technology. They discuss how AI could lift GDP growth to 5%, why sovereign AI projects are inevitable, and why America can “grow its way out” of debt.Keith also shares his takes on Trump’s second term, the decline of legacy

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01:04:36

Ben Horowitz and Ali Ghodsi: How to Run a...

a16z Podcast ·

2025/10/15

Ben Horowitz founded Loudcloud in the middle of the dot-com bust and sold it for $1.6 billion, then led Andreessen Horowitz from its founding to $46 billion in committed capital. Ali Ghodsi co-founded Databricks, stepped in as CEO during a crisis, and led it to a valuation of over $100 billion.In this episode of “Boss Talk”, Ben and Ali join a16z General Partners Sarah Wang and Erik Torenberg to share founder war stories, how to hire and make deals, how to keep culture intense without burning

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01:31:02

Is AI Slowing Down? Nathan Labenz Says We're Asking...

a16z Podcast ·

2025/10/14

Nathan Labenz is one of the clearest voices analyzing where AI is headed, pairing sharp technical analysis with his years of work on The Cognitive Revolution.In this episode, Nathan joins a16z’s Erik Torenberg to ask a pressing question: is AI progress actually slowing down, or are we just getting used to the breakthroughs? They discuss the debate over GPT-5, the state of reasoning and automation, the future of agents and engineering work, and how we can build a positive vision for where AI goes

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00:50:54

Columbia CS Professor: Why LLMs Can’t Discover New...

a16z Podcast ·

2025/10/13

From GPT-1 to GPT-5, LLMs have made tremendous progress in modeling human language. But can they go beyond that to make new discoveries and move the needle on scientific progress?We sat down with distinguished Columbia CS professor Vishal Misra to discuss this, plus why chain-of-thought reasoning works so well, what real AGI would look like, and what actually causes hallucinations. Resources:Follow Dr. Misra on X: https://x.com/vishalmisraFollow Martin on X: https://x.com/martin_casado Stay

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00:52:44

Monitoring the Situation #3: Who Is Nick Land?

a16z Podcast ·

2025/10/12

Zach Dell is founder and CEO of Base Power, an energy tech company that builds affordable, reliable power via home batteries.In this episode of Monitoring the Situation, a16z General Partners Erik Torenberg, Katherine Boyle, and Erin Price-Wright sit down with Zach to discuss the current state of home power generation, what’s misunderstood about the data center buildout, and how to fix the US electricity grid. Plus, Erik and Katherine talk with a16z crypto CTO Eddy Lazzarin about Silicon Valley’s

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00:48:25

Sam Altman on Sora, Energy, and Building an AI Empire

a16z Podcast ·

2025/10/08

Sam Altman has led OpenAI from its founding as a research nonprofit in 2015 to becoming the most valuable startup in the world ten years later.In this episode, a16z Cofounder Ben Horowitz and General Partner Erik Torenberg sit down with Sam to discuss the core thesis behind OpenAI’s disparate bets, why they released Sora, how they use models internally, the best AI evals, and where we’re going from here. Resources:Follow Sam on X: https://x.com/samaFollow OpenAI on X: https://x.com/openaiLearn more

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00:55:44

How to Build a Real Estate Marketplace - Kaz...

a16z Podcast ·

2025/10/07

Opendoor is trying to make it easier to buy a home. Kaz Nejatian just joined as CEO to help them succeed.In this episode, a16z General Partners Alex Rampell and Erik Torenberg sit down with Kaz to cover all things real estate and marketplaces. They cover Kaz’s vision for Opendoor, the problem with copying the hedge fund model, how to build through economic downturns, and the importance of ambition and long-term thinking. Resources:Follow Kaz on X: https://x.com/CanadaKazFollow Alex on X:

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01:03:10

Can the US Beat China’s Engineering State?

a16z Podcast ·

2025/10/06

From high-speed rail to electric cars to batteries to AI, it’s clear that China can operate with incredible speed at massive scale. Can the US still compete?We sat down with Dan Wang, a Research Fellow at the Hoover Institution and the author of “Breakneck: China’s Quest to Engineer the Future” to discuss. Timecodes: 0:00 Introduction1:36 Lawyers vs. Engineers: Cultural and Economic Differences4:06 Urban and Rural Life: Comparing Infrastructure7:20 Barriers to Progress: Regulation and

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00:58:58

Monitoring the Situation #2: Alana Newhouse

a16z Podcast ·

2025/10/05

Two trends in media have been abundantly clear since 2020: legacy media is dying, and independent media is rising.a16z General Partners Erik Torenberg and Katherine Boyle sit down with Tablet founder and editor-in-chief Alana Newhouse to discuss the great media realignment, why real institutions will outlast the new “internet pirates", Alana’s deeply personal case for gene editing, and how faith, science, and community can coexist without giving in to government referees. Resources:Read Tablet

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00:26:49

Software is Eating Labor

a16z Podcast ·

2025/10/03

Software has fundamentally changed the way we record, store, and share information. Its next act is to fundamentally change the nature of our economy, capturing trillions of dollars of value in the process.In this talk from the 2025 a16z LP Summit, a16z General Partner Alex Rampell discusses the history of filing cabinets and databases, how SaaS pricing moved from seats to outcomes, and how AI agents will accelerate the trend of the last 70 years of software progress. Timecodes: 0:00

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