The a16z Show

Databricks co-founder and CEO Ali Ghodsi joins a16z General Partners Martin Casado and Sarah Wang for a conversation about AI risk, recursive self-improvement, cybersecurity, and what’s actually holding back enterprise adoption. Ali argues that today’s models are already capable enough to automate far more work than most companies are using them for. The bigger problem is context: models haven’t b...

a16z General Partner Jennifer Li sits down with fal co-founder Gorkem Yurtseven and Head of Engineering Batuhan Taskaya to discuss what changes when generative video becomes fast enough to run in real time. They unpack the technical work behind H3 Max, fal’s post-trained version of MiniMax’s open-weight video model, and how combining model post-training with systems and hardware optimization signi...

a16z’s Alex Rampell and Joe Schmidt sit down with Lightfield co-founder and CEO Keith Peiris to discuss what it takes to rethink the CRM for an AI-native world, and the unusual pivot that got him there. Keith previously built Tome to 25 million users, but eventually walked away from the product after concluding that the underlying technology couldn’t capture enough context about a presenter, their...

Elena Burger sits down with academic and cyber ethnographer Ruby Justice Thelot to explore the increasingly blurry line between internet culture and the real world, and how to tell the difference between a trend that’s actually changing behavior and one that simply feels enormous online. They use today’s wellness and optimization culture as a case study, from peptides and GLP-1s to protein maxxing...

Ben Horowitz and Erik Torenberg sit down with OpenAI co-founder and President Greg Brockman to discuss why he believes AI has entered a new phase, what OpenAI’s latest models reveal about the path to AGI, and the safety and security challenges that come with increasingly capable systems. Greg explains why computer use represents such an important step for agents, including models that can work coh...

World Labs co-founder Justin Johnson joins MTS hosts Theo Jaffee and Sofia Puccini to discuss Atlas, World Labs’ latest world model, and the broader case for AI systems that understand and interact with the physical world. Justin explains how Atlas approaches three core tasks: generating new worlds, reconstructing real environments from images, and simulating how objects or robots might behave wit...

a16z General Partner Anish Acharya joins Lenny Rachitsky on Lenny’s Podcast to discuss why fears of an AI-driven “permanent underclass” may be misplaced, how AI is changing the way companies operate, and why the opportunity may be less about replacing people and more about dramatically expanding what they can build. Anish lays out his idea that companies are becoming a series of loops, with agents...

a16z’s Matt Perault sits down with General Partner and Speedrun lead Andrew Chen on the a16z AI Policy Brief to explore what “Little Tech” actually looks like at the earliest stages, and why the realities of building a two- or three-person startup are often missing from policy debates. Andrew takes us inside Speedrun, where founders are often starting companies from kitchen tables, working with ti...

a16z’s Jen Kha and David George sit down with Accolade Partners’ Aram Verdiyan to discuss how AI is changing the power law of technology investing, why the largest companies can compound advantages in ways that weren’t possible before, and what that means for how investors construct portfolios. They explore why AI may be much bigger than traditional software, with applications reaching into labor,...

a16z’s Erik Torenberg, Ben Horowitz, and Jennifer Li sit down with Vals founder and CEO Rayan Krishnan to discuss one of AI’s increasingly difficult problems: how do you actually measure whether a model is getting better? As public benchmarks saturate and models get better at optimizing for the tests themselves, Rayan makes the case for independent, continuously evolving evaluations. They unpack w...

a16z Infra Partner Lisha Li sits down with OpenAI mathematicians Mehtaab Sawhney and Mark Sellke to discuss how quickly AI’s mathematical capabilities are advancing, what recent results reveal about model reasoning, and what happens when AI begins making progress on problems mathematicians have struggled with for decades. Mehtaab and Mark unpack several recent results from OpenAI’s models, includi...

MTS host Sophia Dew visits the Open Source AI Summit in San Francisco to ask researchers and founders across the AI stack a central question: can open source prevent AI power from concentrating in the hands of a few companies? Lukasz Kaiser, co-author of Attention Is All You Need , argues that today’s concentration may be a feature of the current technological paradigm rather than a permanent feat...

a16z General Partner Julie Yoo joins MTS host Sophia Dew to explain why she believes healthcare could benefit more from AI than almost any other industry, and why decades of slow technology adoption may actually give healthcare an advantage in the AI era. Julie traces healthcare’s evolution from paper records and fax machines through electronic health records and telehealth, and explains why AI re...

Box co-founder and CEO Aaron Levie joins MTS hosts Theo Jaffee and Sofia Puccini to make the case for open-weight AI, unpack the economics of open versus closed models, and explain why he believes more openness could strengthen rather than undermine the U.S. AI ecosystem. Aaron argues that open models create more use cases, push closed labs to innovate faster, and don't fundamentally change where...

World Labs co-founders Fei-Fei Li, Justin Johnson, and Ben Mildenhall join a16z General Partner Martin Casado to discuss Atlas, their latest world model, and what it reveals about the pursuit of spatial intelligence. At the center of Atlas is what the team calls “new view prediction”: given images or views of a scene, the model predicts what that environment should look like from a different posit...

Erik Torenberg is joined by a16z General Partner Alex Rampell and Affirm Co-Founder and CEO Max Levchin for a conversation on 25 years of fintech, from the early days of digital payments to the origins of Affirm and the next generation of agentic commerce. Max and Alex revisit what surprised them most about how payments evolved, why the card interface has been so difficult to displace, and why eve...

a16z General Partner Jorge Conde sits down with Moderna CEO Stéphane Bancel to discuss a major milestone for mRNA technology: positive Phase 3 results from Moderna and Merck’s individualized treatment for melanoma, after more than a decade of work on personalized cancer vaccines. Stéphane explains how the treatment works by sequencing an individual patient’s tumor and healthy cells, identifying th...

a16z’s Lisha Li sits down with Daniel Litt, Assistant Professor of Mathematics at the University of Toronto, to unpack AI's rapid progress in mathematics, what today's frontier models can actually do, and what they're still missing about the way mathematicians think. Daniel explains why some recent AI-generated results are genuinely impressive, including an autonomous solution to the Erdős unit di...

a16z’s David George sits down with Gavin Baker to unpack the state of the AI boom, why demand for intelligence may still be dramatically underestimated, and why the outcome doesn't necessarily have to be winner-take-all. David and Gavin explore the possibility that frontier labs, open-source models, applications, clouds, and NVIDIA can all capture significant value as AI adoption expands. They dig...

a16z Managing Partner and Head of Global Partnerships Jen Kha joins MTS hosts Theo Jaffee and Sophia Dew to discuss a16z's Machine Age Fund and the investment thesis behind rebuilding the physical infrastructure that powers AI. Jen explains why chips, networking, memory, cooling, data centers, and other parts of the physical computing stack are becoming investable again after decades in which soft...

Ryan Greenblatt, Chief Scientist at Redwood Research, joins MTS host Theo Jaffee to unpack a new independent investigation into the OpenAI Hugging Face hacking incident and what it reveals about how large groups of AI agents behave when they're allowed to coordinate. Ryan and his collaborators found agents spontaneously organizing through message boards, sharing information, assigning tasks, formi...

Ben Horowitz, Martin Casado, Raghu Raghuram, and Erik Torenberg discuss the launch of a16z's new Machine Age Fund and the infrastructure buildout behind AI, from chips, memory, and networking to power, cooling, and data centers. Why a dedicated fund now? The group argues that the bottleneck in AI is increasingly shifting from the models themselves to everything beneath them. Hyperscaler CapEx is s...

a16z General Partners Martin Casado, Sarah Wang, and Matt Bornstein unpack the story of Cursor: how a small, product-obsessed team entered one of the most competitive markets in technology, took on incumbents with seemingly unbeatable advantages, and repeatedly made decisions that ran against conventional startup wisdom. They revisit the early bet that the interface between humans and AI would mat...

Anish Acharya joins Jen Kha to break down the next frontier of AI, from the evolving model landscape and open-source AI to why the application layer, and consumer AI in particular, may be entering a new phase. Anish explains why he believes there will be multiple winners at the model layer, why traditional moats like network effects, scale, and brand still matter, and how companies can choose betw...

a16z General Partners Martin Casado and Erik Torenberg are joined by Board Partner Steven Sinofsky to explore what recent breakthroughs in AI and mathematics tell us about where the technology is headed, and whether some of the basic assumptions that have governed computing for decades are starting to break. Martin and Steven debate whether AI's progress in mathematics represents a genuine leap in...