A16z Podcast

In this episode, Erik Torenberg is joined in the studio by Dwarkesh Patel and Noah Smith to explore one of the biggest questions in tech: what exactly is artificial general intelligence (AGI), and how close are we to achieving it?They break down:Competing definitions of AGI — economic vs. cognitive vs. “godlike”Why reasoning alone isn’t enough — and what capabilities models still lackThe debate over substitution vs. complementarity between AI and human laborWhat an AI-saturated economy might look like — from growth projections to UBI, sovereign wealth funds, and galaxy-colonizing robotsHow AGI could reshape global power, geopolitics, and the future of workAlong the way, they tackle failed predictions, surprising AI limitations, and the philosophical and economic consequences of building machines that think, and perhaps one day, act, like us. Timecodes: 0:00 Intro0:33 Defining AGI and General Intelligence2:38 Human and AI Capabilities Compared7:00 AI Replacing Jobs and Shifting Employment15:00 Economic Growth

What really caused the breakdown between tech and media—and what comes next?Erik Torenberg sits down with Balaji Srinivasan (entrepreneur, investor, and author of The Network State) to explore the long-building conflict between Silicon Valley and legacy journalism. Balaji explains how the collapse of traditional media business models gave rise to political capture, clickbait, and adversarial coverage of the tech industry.They discuss why “going direct” is no longer optional, how tech became the villain in establishment narratives, and what it would take to build a new truth infrastructure - from decentralized content creation to cryptographic verification.This episode covers power, distribution, and the future of media, with a signature mix of historical insight, social analysis, and Balaji’s forward-looking frameworks.Timecodes: 0:00 Introduction 1:26 The Media vs. Tech Conflict2:11 The Collapse of Journalism Revenue2:39 Rise of Wokeness and Political Realignment6:50 State vs. Network: A New Framework9:00 Th

What happens when AI starts generating content for everyone—and no one wants to watch it?In this episode, MSNBC’s Chris Hayes and ad tech veteran Antonio García Martínez join a16z General Partner, Erik Torenberg to unpack the shifting economics of attention: from the rise of “AI slop” and spammy feeds to the difference between what we want to pay attention to and what platforms push on us.They explore:How AI changes what gets created and what gets seenWhy internet ads still mostly suckThe return of group chats—and the slow death of mass cultureBased on Chris’s new book The Sirens Call, this is a candid look at what AI might amplify or break in our online lives. Timecodes:0:00 Introduction 1:47 Meet the Guests: Chris Hayes & Antonio Garcia Martinez3:01 The Economics of Attention & AI Slop6:38 Acquisition vs. Retention: The Attention Challenge10:01 Fame, Identity, and Social Media Fragmentation13:21 The Group Chat Solution & Privacy16:01 Business Models, Community, and Technology19:01 Mass Culture,

a16z General Partners Erik Torenberg and Martin Casado sit down with technologist and investor Balaji Srinivasan to explore how the metaphors we use to describe AI—whether as god, swarm, tool, or oracle—reveal as much about us as they do about the technology itself.Balaji, best known for his work in crypto and network states, also brings a deep background in machine learning. Together, the trio unpacks the evolution of AI discourse, from monotheistic visions of a singular AGI to polytheistic interpretations shaped by culture and context. They debate the practical and philosophical: the current limits of AI, why prompts function like high-dimensional programs, and what it really takes to “close the loop” in AI reasoning.This is a systems-level conversation on belief, control, infrastructure, and the architectures that might govern future societies. Timecodes:0:00 Introduction: The Polytheistic AGI Framework1:46 Personal Journeys in AI and Crypto3:18 Monotheistic vs. Polytheistic AGI: Competing Paradigms8:20 Th

On this episode of The Ben & Marc Show, a16z co-founders Marc Andreessen and Ben Horowitz sit down with Erik Torenberg— General Partner at a16z and founder of the media company Turpentine—to unpack how the internet shattered the old media order and reshaped the way power works in America.What begins as a look at the evolution of media quickly becomes something bigger: a conversation about truth, trust, and the collapse of institutional authority. They explore how social media became both an x-ray and an engine, why authenticity now beats polish, and how the rules of politics, and journalism, have permanently changed.Together, they break down:-Why 2017 marked a structural break between tech and the press-Trump’s real training ground-The tension between objectivity, activism, and “speaking truth to power”-Why podcasters. not pundits, are setting the agenda- How the barbell strategy is reshaping media: short-form virality meets long-form depthWith stops at Watergate, the rise of Rogan, the fall of legacy gat

It can take more than 15 years to permit and build a new mine in the United States - yet nearly every modern technology we rely on, from smartphones to fighter jets to AI data centers, depends on a steady supply of critical minerals.In this episode, Erik Torenberg is joined in the studio by Turner Caldwell, founder of Mariana Minerals, along with American Dynamism general partner Erin Price-Wright and partner Ryan McEntush.Turner spent nearly a decade at Tesla, working his way upstream from factory design to battery materials and mining. Now, he’s building a new kind of mining and refining company - vertically integrated and software-first- designed to meet the demands of our industrial future.We get into why the industry is so broken, what it actually takes to turn rocks into usable materials, and how the U.S. can rebuild its capacity to mine, refine, and manufacture the things that matter most. Timecodes: 00:00 Introduction to Critical Minerals00:45 The Importance of Mining in Modern Technology00:58 Meet Tu

Is AI the Fourth Pillar of Infrastructure?Infrastructure doesn’t go away — it layers. And today, AI is emerging as a new foundational layer alongside compute, storage, and networking.Erik Torenberg interviews a16z’s Martin Casado, Jennifer Li, and Matt Bornstein breaking down how infrastructure is evolving in the age of AI — from models and agents to developer tools and shifting user behavior.We dive into what infra actually means today, how it differs from enterprise, and why software itself is being disrupted. Plus, we explore the rise of technical users as buyers, what makes infra companies defensible, and how past waves — from the cloud to COVID to AI — are reshaping how we build and invest. Timestamps: (00:00) Introduction (01:49) Defining Infrastructure in the AI Era(03:15) The Fourth Pillar: AI's Role in Infrastructure(06:01) Historical Context and Evolution of Infrastructure(08:20) The Impact of AI on Software Development(10:18) Investment Strategies and Market Dynamics(17:02) Developer Tools and AI I

Today we’re sharing an episode from American Optimist featuring Marc Andreessen in conversation with Joe Lonsdale, recorded live at the inaugural Ronald Reagan Economic Forum.They explore one of the most urgent and complex questions of our time: Can AI and robotics catalyze a new era of American industrial strength—and how do we ensure the entire country, including rural communities, shares in the upside?Marc walks through the history of U.S. industrialization, the lessons of tariffs and trade from leaders like McKinley, and how America’s shift to a services-based economy helped fuel our current urban-rural divide. The conversation spans immigration policy, housing, education, energy, and the path to a true AI-powered manufacturing revival—touching on what needs to change and how.This episode is a must-listen for anyone thinking about the future of American productivity, growth, and leadership in the age of AI. Resources:  Find Marc on X: https://x.com/pmarcaFollow Joe on X: https://x.com/jtlonsdaleYou can fi

U.S. per capita energy usage peaked in 1973. Since then? Flat. Meanwhile, China’s per capita energy use has grown 9x.Today, AI, EVs, manufacturing, and data centers are driving demand for more electricity than ever—and our grid can’t keep up.In this episode, a16z general partners David Ulevitch and Erin Price-Wright, along with investing partner Ryan McEntush from the American Dynamism team, join us to unpack:– How America’s grid fell behind– Why we "forgot how to build" power infrastructure– The role of batteries, solar, nuclear, and software in reshaping the grid– How AI is both stressing and helping the system– What it’ll take to build a more resilient, decentralized, and dynamic energy futureWhether you’re a founder, policymaker, or just someone who wants their lights to stay on, this conversation covers what’s broken—and how to fix it.Resources: Find David on X: https://x.com/daviduFind Erin on X: https://x.com/espricewrightFind Ryan on X: https://x.com/rmcentushTimestamps: 00:00 Introduction01:05 Challe

In this episode, a16z General Partner Martin Casado sits down with Box cofounder and CEO Aaron Levie to talk about how AI is changing not just software, but the structure and speed of work itself.They unpack how enterprise adoption of AI is different from the consumer wave, why incumbents may be better positioned than people think, and how the role of the individual contributor is already shifting from executor to orchestrator. From vibe coding and agent UX to why startups should still go vertical, this is a candid, strategic  conversation about what it actually looks like to build and operate in an AI-native enterprise.Aaron also shares how Box is using AI internally today, and what might happen when agents outnumber employees. Resources: Find Aaron on X: https://x.com/levieFind Martin on X: https://x.com/martin_casado Stay Updated: Let us know what you think: https://ratethispodcast.com/a16zFind a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on

This week on the a16z Podcast, we're sharing a feed drop from Impact Theory with Tom Bilyeu, featuring a wide-ranging conversation with a16z cofounder Ben Horowitz.Artificial intelligence isn't just a tool — it's a tectonic shift. In this episode, Ben joins Tom to break down what AI really is (and isn't), where it's taking us, and why it matters. They dive into the historical parallels, the looming policy battles, and how innovation cycles have always created — not destroyed — opportunity.From the future of work and education to the global AI race and the role of blockchain in preserving trust, Ben shares hard-won insights from decades at the forefront of technological disruption. It's a masterclass in long-term thinking for anyone building, investing, or navigating what's coming next.Resources: Listen to more episodes of Impact Theory with Tom Bilyeu: https://link.chtbl.com/impacttheoryWatch full conversations on YouTube: youtube.com/tombilyeuFollow Tom on Instagram: @tombilyeuLearn more about Impact Theory:

a16z Crypto General Partners Ali Yahya, Arianna Simpson, and Erik Torenberg break down what’s actually working in crypto today - starting with the rise of stablecoins as a real-world payments layer. They discuss how stablecoins are being adopted by companies like Stripe and SpaceX, why regulatory shifts are opening new doors for crypto startups, and how AI and crypto are beginning to intersect.They also cover:The future of decentralized social networksWhere Ethereum, Solana, and others stand todayMisconceptions still holding the space backA grounded conversation on what’s real, what’s hype, and where crypto’s finally finding traction.Timecodes:00:00 Introduction to Crypto and AI00:16 The Rise of Stable Coins00:40 Current State of Crypto02:02 Deep Dive into Stable Coins07:39 Institutional and Consumer Adoption22:09 The Future of Crypto and AI29:13 Misconceptions and Policy Changes33:06 Smart Contract Platforms36:14 Closing ThoughtsResources: Find Ali on X: https://x.com/alive_ethFind Arianna on X: https://x.co

On this episode, taken from The Ben & Marc Show, a16z co-founders Marc Andreessen and Ben Horowitz dive deep into the unfiltered story behind the founding of Andreessen Horowitz—and how they set out to reinvent venture capital itself. For the first time, Marc and Ben walk through the origins, strategy, and philosophy behind building a world-class venture capital firm designed for the future—not just the next fund. They reveal how they broke industry norms with a bold brand, a full-stack support model, and a long-term commitment to backing exceptional builders—anchored in the radical idea that founders deserved real support, not just checks. Joining them to guide the conversation is Erik Torenberg—Andreessen Horowitz’s newest General Partner—who makes his Ben & Marc Show moderating debut. Erik is a technology entrepreneur, investor, and founder of the media company Turpentine.Together, they explore: - Why traditional VC needed reinvention - How a16z scaled with a platform model, not a partner model - T

Taken from the AI + a16z podcast, Arcjet CEO David Mytton sits down with a16z partner Joel de la Garza to discuss the increasing complexity of managing who can access websites, and other web apps, and what they can do there. A primary challenge is determining whether automated traffic is coming from bad actors and troublesome bots, or perhaps AI agents trying to buy a product on behalf of a real customer.Joel and David dive into the challenge of analyzing every request without adding latency, and how faster inference at the edge opens up new possibilities for fraud prevention, content filtering, and even ad tech.Topics include:Why traditional threat analysis won’t work for the AI-powered webThe need for full-context security checksHow to perform sub-second, cost-effective inferenceThe wide range of potential actors and actions behind any given visitAs David puts it, lower inference costs are key to letting apps act on the full context window — everything you know about the user, the session, and your applicat

What if now is the best time in decades to start a company?In this episode, taken from Speedrun, a16z’s accelerator for early-stage founders, Marc Andreessen joins games General Partner Jonathan Lai to make the case that we’re entering a once-in-a-generation window for innovation. From the rise of AI to the cultural and policy shifts reshaping the global economy, Marc explains why the next four years present a rare opportunity for builders to seize the moment.Along the way, they discuss market timing, platform shifts, and what sets successful founders apart - including lessons from Steve Jobs, insights into AI’s impact on storytelling and games, and why being “too early” can feel just like being wrong.Timecodes0:00 Lessons from Steve Jobs on Leadership & Innovation2:27 The AI Boom: How It’s Changing Everything5:52 Market Timing: The #1 Factor in Startup Success8:13 Why the Next 4 Years Are Critical for Tech11:30 AI & The Future of Gaming, Storytelling & Virtual Worlds14:28  Why Some Startups Fail

Why does seriousness feel radical today? a16z General Partner Katherine Boyle joins The LaBossiere Podcast to explore what it means to build for the national interest—and why that starts with purpose.Katherine, part of the American Dynamism team at a16z, shares how we got to a place where public service became uncool, how tech can help rebuild trust in government, and why suffering, friction, and responsibility are essential ingredients for growth. From the collapse of civic duty to the rise of meme-driven politics, they dig into the cultural forces shaping America—and the opportunity to reclaim a sense of mission.They also discuss why Silicon Valley is more idea than place, what journalists and investors have in common, and why being laughed at might be the clearest sign you’re on the right path.Timecodes: 0:00 - Intro4:48 The Decline in Public Service7:47 Making Government Cool Again10:07 Silicon Valley’s Aversion to National Security13:15 Positive Sum vs Zero Sum Cultures16:27 China, Authoritarianism, and

In this episode of ‘This Week in Consumer’, a16z General Partners Anish Acharya and Erik Torenberg are joined by Steven Sinofsky - Board Partner at a16z and former President of Microsoft’s Windows division - for a deep dive on how today’s AI moment mirrors (and diverges from) past computing transitions.They explore whether we’re at the “Windows 3.1” stage of AI or still in the earliest innings, why consumer adoption is outpacing developer readiness, and how frameworks like partial autonomy, jagged intelligence, and “vibe coding” are shaping what gets built next. They also dig into where the real bottlenecks lie, not in the tech, but in how companies, products, and people work. Resources: Find Anish on X: https://x.com/illscienceFind Steven on X: https://x.com/stevesiWatch Andrej Karpathy’s talk: https://www.youtube.com/watch?v=LCEmiRjPEtQ Stay Updated: Let us know what you think: https://ratethispodcast.com/a16zFind a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/compa

What if virality wasn’t a tactic — but the entire product?In this episode, a16z General Partners Erik Torenberg and Bryan Kim sit down with Roy Lee, cofounder and CEO of Cluely, one of the most talked-about consumer AI startups of 2025. Cluely didn’t raise a mega round or drop a feature suite to get traction - it broke through by turning distribution into design: launching viral short-form videos, pushing polarizing product drops, and building in public with speed and spectacle.We cover:– Why virality is Cluely’s moat– Building a brand-native AI interface– The Gen Z founder mindset– What most startups get wrong about attention– Why creators are the new product managers– Cluely’s long-term vision for ambient AICluely is a glimpse at the next generation of startups,  where the line between product and performance is disappearing. Timecodes: 00:00 Introduction 01:07 Early Success02:02 Roy's Journey: From College Kid to Tech Universe04:37 The Turning Point: Harvard and Beyond06:57 Building Cluey: The Early Days08

In this episode, general partner Chris Dixon joins economist and author Tyler Cowen to explore the themes behind Chris’s book, Read, Write, Own: Building the Next Era of the Internet.They trace the internet’s evolution from open, decentralized beginnings to today’s consolidated platforms—and ask: how can we build something better? From stablecoins, tokenized payments, and open blockchains to AI's impact on coding, media, and politics, this wide-ranging conversation dives deep into how technologies like crypto and AI could help redistribute power online and reshape the future of ownership and innovation.The two also debate:Whether banks and legacy institutions will adopt stablecoinsThe long-term role of NFTs and digital property rightsHow AI might rewrite venture capital, education, and economic planningWhether we're heading toward a creative renaissance—or a world of AI-generated monocultureListen to similar conversations, listen to web3 with a16z: https://web3-with-a16z.simplecast.com/ Resources: Listen to C

In this episode, a16z general partner Bryan Kim joins TBPN hosts John Coogan and Jordi Hays to discuss the recent launch of Cluely , a consumer AI product. The conversation covers early traction, evaluating distribution and momentum, and how investors assess go-to-market strategies in emerging AI applications. Resources: Find Bryan on X: https://x.com/kirbyman01Watch TBPN: https://www.tbpn.com/ Stay Updated: Let us know what you think: https://ratethispodcast.com/a16zFind a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies dis