The a16z Show

Today we’re sharing a feed drop from Cheeky Pint, where Stripe cofounder and president John Collison chats with legends in technology over a pint of Guinness. In this episode, John is joined by a16z cofounder Marc Andreessen and tech investor Charlie Songhurst for a candid conversation about bubbles, downturns, and the psychology of markets. They discuss what makes Silicon Valley so hard to replac...

Scaling laws took us from GPT-1 to GPT-5 Pro. But in order to crack physics, we’ll need a different approach.  In this episode, a16z General Partner Anjney Midha talks to Liam Fedus, former VP of post-training research and co-creator of ChatGPT at OpenAI, and Ekin Dogus Cubuk, former head of materials science and chemistry research at Google DeepMind, on their new startup Periodic Labs and their p...

Ads pay for the internet—and they’re about to change again. a16z General Partner Erik Torenberg, entrepreneur and author Antonio García Martínez, and Meta CMO Alex Schultz dive into growth and performance marketing, privacy myths, retail media, and the AI future of “audience-of-one” advertising—plus Instagram what-ifs, WhatsApp as a super-app, and how Meta’s feed shifted from social graphs to AI-r...

Announcing our new show, Monitoring the Situation, hosted by a16z General Partners Erik Torenberg and Katherine Boyle, with guest Eddie Lazzarin, CTO of a16z crypto.  In this first episode, we ask how American Dynamism, consumer, games, and crypto all fit together, from Palmer/Oculus to Marc Andreessen’s Techno-Optimist Manifesto, while also exploring crypto × AD values, parenting in the AI era, a...

What comes after vibe coding? Maybe vibe researching. OpenAI’s Chief Scientist, Jakub Pachocki, and Chief Research Officer, Mark Chen, join a16z general partners Anjney Midha and Sarah Wang to go deep on GPT-5—how they fused fast replies with long-horizon reasoning, how they measure progress once benchmarks saturate, and why reinforcement learning keeps surprising skeptics. They explore agentic sy...

Should the US put a price on H-1B visas, or would that block the flow of new talent? Are AI coding agents actually making teams way more productive, or is it just hype? And in the AI platform shift, will the big winners be incumbents or new AI-native startups? Erik Torenberg is joined by Box co-founder and CEO Aaron Levie, a16z board partner Steven Sinofsky, and a16z general partner Martin Casado...

Dr. Jay Bhattacharya is one of the country’s top medical experts and a 24-year professor of medicine at Stanford. After being censored and deplatformed during COVID for his role in opposing harsh lockdowns, he was appointed Director of the National Institutes of Health by President Trump in 2025. a16z General Partners Erik Torenberg, Vineeta Agarwala, and Jorge Conde join Dr. Bhattacharya to discu...

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...

In this episode of Honestly with Bari Weiss, we share a special conversation featuring a16z general partner Katherine Boyle in the wake of Charlie Kirk’s shocking assassination. Katherine reflects on what courage means in a culture where words and debate are increasingly met with violence. Drawing on faith, history, and her own response to recent tragedies, she discusses the idea of martyrdom, not...

The web is unhealthy, and AI agents are about to rewrite how we shop. In this episode, a16z General Partner Alex Rampell and Partner Justine Moore explore how AI agents will change commerce and the implications for Google’s business model, affiliate marketing, online shopping, and more.   Timecodes:  0:00 Introduction  0:12 The Role of AI Agents in Commerce 1:28 Affiliate Marketing & Impulse Buys...

OpenAI’s Codex has already shipped hundreds of thousands of pull requests in its first month. But what is it really, and how will coding agents change the future of software? In this episode, General Partner Anjney Midha goes behind the scenes with one of Codex’s product leads- Alexander Embiricos - to unpack its origin story, why its PR success rate is so high, the safety challenges of autonomous...

Can we make science as fast as software?  In this episode, Erik Torenberg talks with Patrick Hsu (cofounder of Arc Institute) and a16z general partner Jorge Conde about Arc’s “virtual cells” moonshot, which uses foundation models to simulate biology and guide experiments.  They discuss why research is slow, what an AlphaFold-style moment for cell biology could look like, and how AI might improve d...

In this conversation from Lenny’s Podcast, Ben Horowitz joins Lenny to discuss the psychological muscle every founder needs, why hesitation can be fatal for CEOs, when it’s time to replace a founder, and how to normalize failure while building confidence. They also explore the Databricks founding story, investing in Adam Neumann after WeWork, whether AI is in a bubble, where the real opportunities...

The $13T U.S. mortgage market serves 50M homeowners but still runs on decades-old software.  In this episode, a16z GP Angela Strange hosts Tim Mayopoulos (ex-CEO of Fannie Mae and ex-president of Blend), Mike Yu (co-founder and CEO of Vesta), and Andrew Wang (co-founder and CEO of Valon) to unpack why standardization and regulation slow change, and how modern loan-origination and servicing platfor...

Why do some consumer products explode into networks that reshape the internet, while others fade away? Today on the podcast, a16z general partners Anish Acharya and Chris Dixon take on that question. Anish invests in AI-native consumer products and the next wave of consumer tech. Chris is best known for his work in Web3 and network economies, and he’s also led some of a16z’s biggest consumer bets....

What happens when AI collides with salesmanship, streaming-era sports, and healthcare? In this episode, Erik Torenberg is joined by Mark Cuban, entrepreneur, Dallas Mavericks co-owner, and founder of Cost Plus Drugs. Topics include fiery group chats and how dissent sharpens thinking, the sales playbook of modern politics, and concrete fixes for U.S. healthcare like ending PBM opacity, publishing r...

Who’s speaking up for startups in Washington, D.C.? In this episode, Matt Perault (Head of AI Policy, a16z) and Collin McCune (Head of Government Affairs, a16z) unpack the “Little Tech Agenda” for AI- why AI rules should regulate harmful use, not model development; how to keep open source open; the roles of the federal government vs states in regulating AI; and how the U.S. can compete globally wi...

Stainless founder Alex Rattray joins a16z partner Jennifer Li to talk about the future of APIs, SDKs, and the rise of MCP (Model Context Protocol). Drawing on his experience at Stripe—where he helped redesign API docs and built code-generation systems—Alex explains why the SDK is the API for most developers, and why high-quality, idiomatic libraries are essential not just for humans, but now for A...

Taken from The Oprah Podcast, this special episode brings together Shaka Senghor, a16z cofounder Ben Horowitz, and Oprah Winfrey for a powerful conversation on resilience and transformation. Shaka, a resilience expert, motivational speaker, and bestselling author of Writing My Wrongs , shares his journey from incarceration to redemption along with insights from his new book, How to Be Free. Full o...

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 shap...

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 Evo...

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 bus...

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...

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...

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...