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PODCAST

AI + a16z

Artificial intelligence is changing everything from art to enterprise IT, and a16z is watching all of it with a close eye. This podcast features discussions with leading AI engineers, founders, and experts, as well as our general partners, about where the technology and industry are heading.

technology entrepreneurship

All Episodes

00:52:53

Patrick Collison on Stripe’s Early Choices,...

AI + a16z ·

2026/03/24

Michael Truell, CEO of Cursor, sits down with Patrick Collison, CEO of Stripe and an investor in Anysphere, to talk about Collison's history with Smalltalk and Lisp, the MongoDB and Ruby decisions Stripe still lives with 15 years later, why he'd spend even more time on API design if he could do it over, and whether AI is actually showing up in economic productivity data. This episode originally aired on Cursor's podcast.Follow Patrick Collison on X: https://twitter.com/patrickc Follow Michael

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00:47:10

OpenClaw: Why the Internet Isn't Built for AI Agents

AI + a16z ·

2026/03/19

Yoko Li, Guido Appenzeller, and Joel de la Garza discuss OpenClaw, the open source personal AI assistant that's forcing a rethink of how identity, permissions, and security work on the internet. They cover why setting up Gmail integration took seven hours, what happens when an agent asks for domain-wide access to every email in your company, and why consumer websites like DoorDash and Amazon have no incentive to make their services agent-friendly.Resources: Follow Yoko Li on X:

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00:47:35

What's Missing Between LLMs and AGI - Vishal Misra &...

AI + a16z ·

2026/03/17

Vishal Misra returns to explain his latest research on how LLMs actually work under the hood. He walks through experiments showing that transformers update their predictions in a precise, mathematically predictable way as they process new information, explains why this still doesn't mean they're conscious, and describes what's actually required for AGI: the ability to keep learning after training and the move from pattern matching to understanding cause and effect. Resources: Follow Vishal Misra

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01:39:18

Replit's CEO on Vibe Coding, Wealth Building, and...

AI + a16z ·

2026/03/10

Jack Neel speaks with Amjad Masad, CEO at Replit, about how AI is making it easier than ever to build and ship software without a technical background. They discuss Replit's rise from a browser-based coding tool to a platform generating $250 million in annual revenue, why Masad turned down a $1 billion acquisition offer, and his case for why AI represents empowerment rather than existential risk. This episode originally aired on The Jack Neel Podcast.Resources: Follow Amjad Masad on X:

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00:53:28

Jack Altman & Martin Casado on the Future of VC

AI + a16z ·

2026/03/03

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

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00:57:52

AI’s Capital Flywheel: Models, Money, and the Future...

AI + a16z ·

2026/02/24

a16z's Martin Casado and Sarah Wang join Latent Space hosts Alessio Fanelli and Swyx to discuss what makes this AI investment cycle unlike anything in the history of venture capital. They cover why the lines between venture and growth, apps and infrastructure are blurring, how frontier model companies can raise more than the aggregate of everyone built on top of them, and why the industry-wide gap between perception and reality has never been wider.Follow Alessio Fanelli on X:

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01:03:46

Durable Execution and the Infrastructure Powering AI...

AI + a16z ·

2026/02/19

Raghu Raghuram, Managing Partner at a16z, and Sarah Wang, General Partner at a16z, speak with Samar Abbas, CEO of Temporal, about how durable execution became the infrastructure layer behind some of the world’s most widely used AI agents. They cover why long-running agents require state management and recoverability, how Temporal powers OpenAI’s Codex and Snap’s Story processing, and why the shift from interactive to background agents is creating distributed systems challenges at a scale that didn’t

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00:43:49

Evals, Feedback Loops, and the Engineering That Makes...

AI + a16z ·

2026/02/17

Martin Casado speaks with Ankur Goyal, founder and CEO of Braintrust, about where engineering actually matters in AI and where it doesn't. They cover the open source vs closed source model cycle, why Chinese models are gaining ground faster than spending suggests, whether AI demand will eventually saturate, and the Bash vs SQL benchmark that challenges the "just give it a computer" approach to agents.Follow Martin Casado on X: https://twitter.com/martin_casadoFollow Ankur Goyal on X:

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00:48:25

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

AI + a16z ·

2026/02/10

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.Follow Sam on X: https://x.com/samaFollow OpenAI on X: https://x.com/openaiLearn more about

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00:29:29

Why This Isn't the Dot-Com Bubble | Martin Casado on...

AI + a16z ·

2026/02/03

Christopher Mims and Tim Higgins of the Wall Street Journal sit down with a16z General Partner Martin Casado on WSJ’s Bold Names to ask whether the AI spending boom is a bubble waiting to burst. Martin explains why the fundamentals differ dramatically from the dot-com era—when WorldCom had $40 billion in debt versus today's tech giants with hundreds of billions on their balance sheets—and why a speculative valuation correction shouldn't be confused with systemic collapse. They also discuss where

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00:27:59

Martin Casado on the Demand Forces Behind AI

AI + a16z ·

2026/01/27

In this feed drop from The Six Five Pod, a16z General Partner Martin Casado discusses how AI is changing infrastructure, software, and enterprise purchasing. He explains why current constraints are driven less by technical limits and more by regulation, particularly around power, data centers, and compute expansion.The episode also covers how AI is affecting software development, lowering the barrier to coding without eliminating the need for experienced engineers, and how agent-driven tools may

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00:44:48

How Mintlify Is Rebuilding Documentation for Coding...

AI + a16z ·

2026/01/23

Mintlify is a documentation platform built by cofounders Han Wang and Hahnbee Lee to help teams create and maintain developer docs. In this episode, Andreessen Horowitz general partners Jennifer Li and Yoko Li speak with Han and Hahnbee about how coding agents are changing what “good docs” mean, shifting documentation from a human-only resource into infrastructure that powers AI tools, support agents, and internal knowledge workflows. They share Mintlify’s early journey, including eight pivots, the

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00:43:37

Inferact: Building the Infrastructure That Runs...

AI + a16z ·

2026/01/22

Inferact is a new AI infrastructure company founded by the creators and core maintainers of vLLM. Its mission is to build a universal, open-source inference layer that makes large AI models faster, cheaper, and more reliable to run across any hardware, model architecture, or deployment environment. Together, they broke down how modern AI models are actually run in production, why “inference” has quietly become one of the hardest problems in AI infrastructure, and how the open-source project vLLM

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00:46:45

How Should AI Be Regulated? Use vs. Development

AI + a16z ·

2026/01/20

To Regulate AI Effectively, Focus on How It’s UsedA conversation with Martin Casado on learning from past computing platform shifts, understanding marginal risk in AI, and why open source matters for US competitiveness.One of the core pillars of our roadmap for federal AI legislation makes clear AI should not excuse wrongdoing. When people or companies use AI to break the law, existing criminal, civil rights, consumer protection, and antitrust frameworks should still apply. Enforcement agencies

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00:27:30

Michael Truell: How Cursor Builds at the Speed of AI

AI + a16z ·

2026/01/13

When four MIT grads decided to build a code editor while everyone else was building AI agents, they created the fastest-growing developer tool ever built. Cursor CEO Michael Truell joins a16z’s Martin Casado to discuss the deliberate constraints that led to breakthroughs: why they rejected the "democratization" narrative to focus on power users, how their 2-day work trials test for agency over credentials, and the strategic decision to own the editor when conventional wisdom said it was

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01:40:00

Dylan Patel on the AI Chip Race - NVIDIA, Intel & the...

AI + a16z ·

2026/01/06

Nvidia’s $5 billion investment in Intel is one of the biggest surprises in semiconductors in years. Two longtime rivals are now teaming up, and the ripple effects could reshape AI, cloud, and the global chip race.To make sense of it all, Erik Torenberg is joined by Dylan Patel, chief analyst at SemiAnalysis, joins Sarah Wang, general partner at a16z, and Guido Appenzeller, a16z partner and former CTO of Intel’s Data Center and AI business unit. Together, they dig into what the deal means for Nvidia,

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01:21:52

Feed Drop from The Generalist: Why a16z's Martin...

AI + a16z ·

2025/12/30

This episode is a special replay from The Generalist Podcast, featuring a conversation with a16z General Partner Martin Casado. Martin has lived through multiple tech waves as a founder, researcher, and investor, and in this discussion he shares how he thinks about the AI boom, why he believes we’re still early in the cycle, and how a market-first lens shapes his approach to investing.They also dig into the mechanics behind the scenes: why AI coding could become a multi-trillion-dollar market, how

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00:22:56

Fei-Fei Li: World Models and the Multiverse

AI + a16z ·

2025/12/23

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

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00:39:25

Building the “See Something, Say Something” AI for...

AI + a16z ·

2025/12/16

a16z's Martin Casado sits down with Shikhar Shrestha, CEO and cofounder of Ambient, the company bringing agentic AI to physical security.Shikhar shares how a traumatic armed robbery at age 12—and a security camera that no one was watching—sparked his mission to make every camera intelligent.They discuss how Ambient's AI monitors camera feeds in real-time to detect threats and prevent incidents before they happen, navigating COVID as a physical security company, building their own reasoning VLM

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00:39:12

The AI That Found A Bug In The World’s Most Audited Code

AI + a16z ·

2025/12/10

Matt Knight spent five years as OpenAI’s CISO. Now he runs what colleagues call “the most interesting job at the company”: leading Aardvark, an AI agent that finds security vulnerabilities the way a human researcher would—by reading code, writing tests, and proposing patches. It recently found a memory corruption bug in OpenSSH, one of the most heavily audited codebases in existence.In this conversation with a16z’s Joel de la Garza, Matt traces the evolution from GPT-3 (which couldn’t analyze

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