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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

00:29:29

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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01:22:53

The Death of Data Gatekeeping: AI Makes Everyone An...

AI + a16z ·

2025/12/05

Most companies still rely on dashboards to understand their data, even though AI now offers new ways to ask questions and explore information. Barry McCardel, CEO of Hex and former engineer at Palantir, joins a16z General Partner Sarah Wang to discuss how agent workflows, conversational interfaces, and context-aware models are reshaping analysis. Barry also explains how Hex aims to make everyone a data person by unifying analysis and AI in one workflow, and he reflects on his post about getting rid

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00:25:14

Why Social Engineering Now Works on Machines

AI + a16z ·

2025/12/02

Ian Webster built PromptFoo after watching 200 million Discord users systematically dismantle his AI agent—now Fortune 10 companies pay him to break theirs before customers do. The "lethal trifecta" sounds academic until you realize it's already happening: untrusted input plus sensitive data plus an exfiltration channel equals the security incident that just cost a SaaS company its multi-tenancy guarantees. Webster's red-teaming agents don't use signatures—they have 30,000 conversations with your

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00:57:59

“Anyone Can Code Now” - Netlify CEO Talks AI Agents

AI + a16z ·

2025/11/28

Netlify's CEO, Matt Biilmann, reveals a seismic shift nobody saw coming: 16,000 daily signups—five times last year's rate—and 96% aren't coming from AI coding tools. They're everyday people accidentally building React apps through ChatGPT, then discovering they need somewhere to deploy them. The addressable market for developer tools just exploded from 17 million JavaScript developers to 3 billion spreadsheet users, but only if your product speaks fluent AI—which is why Netlify's founder now submits

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00:46:35

From Code Search to AI Agents: Inside Sourcegraph's...

AI + a16z ·

2025/11/25

Sourcegraph's CTO just revealed why 90% of his code now comes from agents—and why the Chinese models powering America's AI future should terrify Washington. While Silicon Valley obsesses over AGI apocalypse scenarios, Beyang Liu's team discovered something darker: every competitive open-source coding model they tested traces back to Chinese labs, and US companies have gone silent after releasing Llama 3. The regulatory fear that killed American open-source development isn't hypothetical anymore—it's

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00:52:01

Ryo Lu (Cursor): AI Turns Designers to Developers

AI + a16z ·

2025/11/21

Ryo Lu spent years watching his designs die in meetings. Then he discovered the tool that lets designers ship code at the speed of thought: Cursor, the company where Ryo is now Head of Design. In this episode, we discuss why "taste" is the wrong framework for understanding the future, why purposeful apps are "selfish," how System 7 holds secrets about AI interfaces, and the radical bet that one codebase can serve everyone if you design the concepts right instead of the buttons.Follow Ryo Lu on X:

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00:57:06

How Foundation Models Evolved: A PhD Journey Through...

AI + a16z ·

2025/11/18

The Stanford PhD who built DSPy thought he was just creating better prompts—until he realized he'd accidentally invented a new paradigm that makes LLMs actually programmable. While everyone obsesses over whether LLMs will get us to AGI, Omar Khattab is solving a more urgent problem: the gap between what you want AI to do and your ability to tell it, the absence of a real programming language for intent. He argues the entire field has been approaching this backwards, treating natural language prompts

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00:28:37

TruffleHog Creator: You Can’t Have AI Agents Without...

AI + a16z ·

2025/11/11

If you can’t robustly protect your secrets, you can’t have reliable AI agents.In this episode, Truffle Security cofounder and CEO Dylan Ayrey joins a16z partner Joel de la Garza to discuss the emergent security stack for AI agents, why leaks are actually getting worse, and how Truffle evolved from an open-source side project to a major VC-backed startup. Follow Dylan here: https://x.com/InsecureNatureFollow Joel here: https://www.linkedin.com/in/3448827723723234/Check out everything a16z is doing

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00:38:43

Tigris Data CEO on Building Your Own Datacenters

AI + a16z ·

2025/11/07

In this episode, a16z General Partner Martin Casado sits down with Ovais Tariq, Cofounder and CEO of Tigris Data, to discuss why independent storage is so hard, what operating your own datacenters is like, and what’s in store for the future of cloud.ResourcesFollow Ovais on X: https://x.com/ovaistariqFollow Tigris Data on X: https://x.com/tigrisdataFollow Martin on X: https://x.com/martin_casadoCheck out everything a16z is doing with artificial intelligence here, including articles, projects, and

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00:47:31

Pylon: Reimagining B2B Customer Support

AI + a16z ·

2025/10/31

Customer support platforms lacked adequate solutions for B2B companies - until Pylon entered the scene.We sat down with Pylon cofounders Marty Kausas, Advith Chelikani, and Robert Eng to discuss why they went into B2B, how they plan to beat huge competitors, and why they still live together in a windowless apartment and work 9-9-6 hours despite having raised tens of millions.Follow Pylon on X: https://x.com/usepylonFollow Marty on X: https://x.com/marty_kausasFollow Advith on X:

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81 results

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