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Explore every episode of the podcast The a16z Show

Dive into the complete episode list for The a16z Show. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.

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TitlePub. DateDuration
Rebuilding America's Industrial Backbone11 Nov 202400:32:34

America is a country of immense wealth, but our manufacturing infrastructure is struggling to keep pace.

In this episode, we discuss the overlooked crisis of American manufacturing and what it means for our national resilience. a16z’s Oliver Hsu hosts a conversation with founders Jordan Black (Senra Systems), Chris Power (Hadrian), and Bryon Hargis (Castelion) on why we need to revive our industrial base — and fast.

From outdated regulations to the adoption of automation, they break down the “death by a thousand paper cuts” that has left our production capabilities lagging behind. Yet, it’s not all grim: these founders share how their companies are taking bold, vertically integrated approaches to reinvent the sector and reclaim America's industrial edge.

 

Resources:

Find Chris on X: https://x.com/2112Power

Find Jordan on X: https://x.com/jordan__black

Find Bryon on X: https://x.com/hargsb

Find Oliver on X: https://x.com/oyhsu

 

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Follow our host: https://twitter.com/stephsmithio

Please 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 discussed. For more details please see a16z.com/disclosures.

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Please 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 discussed. For more details please see a16z.com/disclosures.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Autonomy Across Air, Land, and Sea04 Nov 202400:48:18

2024 has been a milestone year for autonomous tech. 

Waymo’s fully autonomous driver has surpassed 20 million miles, while FAA approvals now allow commercial drones to fly without visual observers, advancing air autonomy in unprecedented ways.

In this special live recording from SF Tech Week, a16z partner Erin Price-Wright moderates a panel of experts from three key domains—air, land, and sea—to explore the latest real-world deployments of autonomous systems, the impact of new chips on cost and efficiency, building full-stack solutions, managing risk, and the evolving role of regulation in driving these technologies forward.

Joining the conversation is Macario Namie, CMO of Skydio, discussing the transition from consumer drones to enterprise and government use; Vijay Patnaik, Head of Product at Applied Intuition, who shares insights on developer tools and software for autonomous vehicles; and Peter Bowman-Davis, engineering fellow at a16z, diving into maritime autonomy based on his work at Saronic.

 

Resources: 

Find Macario on LinkedIn: https://www.linkedin.com/in/macario-namie-bb529/

Find Vijay on LinkedIn: https://www.linkedin.com/in/vijaysaipatnaik/

Find Peter on LinkedIn: https://www.linkedin.com/in/peter-bowman-davis/

Find Erin on Twitter: https://x.com/espricewright

 

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Please 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 discussed. For more details please see a16z.com/disclosures.

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Please 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 discussed. For more details please see a16z.com/disclosures.


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The Frontier of Spatial Intelligence with Fei-Fei Li19 Sep 202400:44:40

Fei-Fei Li and Justin Johnson are pioneers in AI. While the world has only recently witnessed a surge in consumer AI, our guests have long been laying the groundwork for innovations that are transforming industries today.

In this episode, a16z General Partner Martin Casado joins Fei-Fei and Justin to explore the journey from early AI winters to the rise of deep learning and the rapid expansion of multimodal AI. From foundational advancements like ImageNet to the cutting-edge realm of spatial intelligence, Fei-Fei and Justin share the breakthroughs that have shaped the AI landscape and reveal what's next for innovation at World Labs.

If you're curious about how AI is evolving beyond language models and into a new realm of 3D, generative worlds, this episode is a must-listen.


Resources: 

Learn more about World Labs: https://www.worldlabs.ai

Find Fei-Fei on Twitter: https://x.com/drfeifei

Find Justin on Twitter: https://x.com/jcjohnss

Find Martin on Twitter: https://x.com/martin_casado

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Please 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 discussed. For more details please see a16z.com/disclosures.

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Please 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 discussed. For more details please see a16z.com/disclosures.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Future of Cheese02 Jun 202300:30:24

Today’s episode is with Magi Richani, founder and CEO of Nobell Foods. She is joined by a16z Bio + Health general partner Vijay Pande.

Together, they talk about the details of engineering plants to create the future of food, why Nobell started with soybeans to produce their cheese, and her dream of finding a cheese pizza—with Nobell cheese—at any pizza shop across the country.

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Please 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 discussed. For more details please see a16z.com/disclosures.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Rise of the Exponential Organization25 May 202301:06:39

Many companies today are grappling with a few things: an economic downturn, potential layoffs and restructuring, and trying to keep up with the latest tech trends… all while still maintaining a growth trajectory.

In this episode, you’ll learn which companies are uniquely designed to weather this storm and what attributes these exponential organizations have. We’re joined by the co-authors of Exponential Organzations, Peter Diamandids and Salim Ismail, both also well-known for their involvement in XPrize and Singularity University, among many other companies.

Topics Covered:

  • 00:00 - Introduction
  • 03:11 -What is an ‘Exponential Organization’?
  • 04:46 - What has changed in business since 2014
  • 07:06 - Building companies with minimal cost supply ***
  • 11:49 - Can  incumbents become exponential organizations?
  • 16:27 - Massive Transformative Purpose (MTPs)
  • 19:04 - How can you tell if you have a good MTP
  • 22:34 - Unilever’s MTP
  • 23:27 - Staff on demand
  • 29:35 - Building interfaces and dashboards
  • 30:36 - The importance of experimenting
  • 34:19 - The economic downturn and restructuring
  • 38:00 - Peer-to-peer collaborative technologies
  • 42:30 - Digitizing your business
  • 43:53 - Kodak example
  • 45:37 - Automation and the humans role
  • 52:06 - How have you seen companies integrate AI?
  • 56:56 - Emerging roles due to exponential trends
  • 59:56 - The framework and diagnostic survey
  • 01:00:02 - Creating APIs you can build on
  • 01:05:00 - Opportunities in the market

Resources:

Attend the Exponential Organization workshop on June 6: https://www.diamandis.com/exo

Learn more about Peter: https://www.diamandis.com/about

Learn more about Salim: https://salimismail.com/

 

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Please 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 discussed. For more details please see a16z.com/disclosures.

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Please 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 discussed. For more details please see a16z.com/disclosures.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

How Fintech is Reshaping Our $4T Healthcare Industry22 May 202300:37:17

In this episode, you’ll hear directly from 6 founders trying to reinvent the healthcare system with the help of Fintech.

They’re tackling everything from the lack of price transparency, the complexity of billing, getting clinics paid on time, mental health support for the masses, virtual first-care, and the millions of Americans about to lose access to Medicaid.

 

Topics Covered:

  • 00:00 - The biggest problems in healthcare
  • 02:22 - The lack of price transparency
  • 07:13 - The complexity of medical billing
  • 14:32 - Getting health clinics paid on time
  • 20:00 - Mental health support for the masses
  • 24:58 - Millions about to lose Medicaid
  • 29:12 - Adopting virtual-first care

Resources:

 

Stay Updated: 

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Follow our host: https://twitter.com/stephsmithio

Please 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 discussed. For more details please see a16z.com/disclosures.

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Please 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 discussed. For more details please see a16z.com/disclosures.


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Embedding AI: The Questions Every CEO is Asking15 May 202300:36:31

2022 was a breakout year for AI. While machine learning had already been integrated into applications for millions of users, for many, these tools still felt like their first real-world encounter with AI.

As AI continues to revolutionize industries, CEOs are discussing how to integrate this new superpower. They are also considering important questions around data privacy, competition, cost, accuracy, and speed.

In today's episode, we talk with Cresta, Hex, and Sourcegraph, three companies at the forefront of integrating AI into their existing products. From navigating data privacy concerns to optimizing accuracy and managing costs, these leaders are navigating the complexities of this new superpower.

Topics Covered:

  • 00:00 - Introduction
  • 02:51 - How AI can enhance customer service
  • 08:26 - Using AI to shape data and analytics
  • 09:33 - Solving the challenges on contextual understanding
  • 12:01 - Giving AI the right information and context
  • 13:31 - Tools that help build language Models (LLMs)
  • 15:39 - Building open source tools
  • 18:40 - Constructing prompts
  • 22:26 - How do you differentiate?
  • 23:48 - Customization as a moat
  • 25:26 - Privacy challenges
  • 29:14 - Language models and search engines
  • 30:41 - Cost and pricing of models
  • 32:48 - What does the contact center look like in 2028?

Resources:

Find Barry McCardel on Twitter https://twitter.com/barrald

Find Beyang Liu on Twitter: https://twitter.com/beyang

Find Zayd Enam on Twitter: https://twitter.com/zaydenam

Recent AI episodes:

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Please 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. For more details please see

 

 

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Please 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 discussed. For more details please see a16z.com/disclosures.


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When Two Giants Intersect: Healthcare Meets Fintech09 May 202300:49:58

Most people don’t need a reminder of the state of healthcare in America. But it’s not just the consumer that’s hurting.  Medical debt is increasing, billions are lost in unpaid claims, hospitals are in the red, service prices can range up to 30x…. 

In this episode, a16z GPs Julie You and David Haber explain where the healthcare system breaks down and how the three party system — between payors, providers, and consumers — can be rethought through the lens of Fintech.

Learn more about Healthcare x Fintech here: https://a16z.com/healthcare-meets-fintech/

Topics Covered:

  • 00:00 - Introduction
  • 02:50 - The intersection of healthcare and fintech 
  • 05:40 - The problems within US healthcare 
  • 09:00 - The stats behind US healthcare
  • 12:10 - Where do the problems stem from in healthcare?
  • 15:50 - New opportunities and regulatory changes
  • 17:50 - Pushback on regulations
  • 19:40 - Provider and patient models and transparency
  • 21.10 -  The ‘No Surprises Act’ and the ‘Cures Act’
  • 23:20 - Applying fintech infrastructure to healthcare
  • 26:00 - Example: how Juniper in embedding fintech in healthcare
  • 30:10 - Opportunities in the healthcare/fintech market
  • 33:05 - Payvidors unbundled 
  • 34:55 - The financial operating system for healthcare
  • 37:40 - How founders can approach the problems
  • 39:23 - The investor standpoint on company opportunities
  • 41:00 - Unsolved problems in the market
  • 45:25 - The bridge between start-ups and incumbents 
  • 47:20 - Healthcare incumbent stats  
  • 48:50 - The window of opportunity for healthcare and fintech

Resources:

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Please 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. For more details please see a16z.com/disclosures.

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Please 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 discussed. For more details please see a16z.com/disclosures.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

From Promise to Reality: Inside a16z's Data and AI Forum02 May 202300:27:03

Nvidia’s CEO Jensen Huang declared in a recent keynote, “we are in the iPhone moment of AI.”

This special episode will give you an inside look into a16z’s Data and AI Forum, hosted the day GPT-4 came out, featuring many of the most influential builders in the space – from the companies building foundational models like OpenAI to those building the underlying infrastructure like AWS.

 

Resources:

Check out CoactiveAI: https://coactive.ai/

Check out CharacterAI: http://character.ai/

Check out Hex: https://hex.tech/

Follow Cody on Twitter: https://twitter.com/codyaustun

Follow Myle on Twitter: https://twitter.com/myleott

Follow Barry on Twitter: https://twitter.com/barrald

 

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Please 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. For more details please see a16z.com/disclosures.

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Please 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 discussed. For more details please see a16z.com/disclosures.


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Beyond Avatars: How AI is Reshaping Online Identity24 Apr 202300:39:42

In a recent episode, we delved into the first wave of technology that was used to create digital influencers like 'Lil Miquela back in 2016.

Fast forward to today, we're presented with a whole new set of tools that enable almost anyone to build their own digital influencer. 

In this episode, Sinead Bovell and Danny Postma discuss the transformative impact of artificial intelligence on the world of modeling, online creation, and self-representation.

From the rise of AI-generated photos to the democratization of creativity, they discuss the potential of AI in shaping the future of digital expression.

Topics Covered:

  • 00:00 - Introduction
  • 03:08 - The key insight
  • 08:00 - The photo studio of the future
  • 09:44 - Programs and models behind deep fakes
  • 10:58 - How the technology is used today
  • 12:36 - How real is today’s content?
  • 15:29 - The cost of a virtual model
  • 17:13 - Industry benefits
  • 19:28 - Market appetite
  • 23:25 - Evolving tech
  • 25:15 - Unlocking a new wave of creativity
  • 28:38 - Future predictions
  • 30:23 - Keeping up with tech
  • 32:02 - Finding a moat
  • 34:09 - Stacked AI models
  • 35:25 - Running your own GPUs and models
  • 37:33 - Product ideas

Resources:

Find Danny Postma on Twitter: https://twitter.com/dannypostmaa

Headshot Pro, ProfilePicture.Ai plus all of Danny’s projects at: https://www.postcrafts.com/

Find Sinéad Bovell on Instagram: https://www.instagram.com/sineadbovell/?hl=en

 

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Please 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. For more details please see a16z.com/disclosures.

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Please 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 discussed. For more details please see a16z.com/disclosures.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Insights from the Frontlines of Consumer Tech19 Apr 202300:35:20

There is arguably nothing that impacts our daily lives more than consumer technology. This technology can drive our ability to change careers, build an audience, or feel understood. 

And in this episode, listeners get a sneak peek into our new consumer series, Field Notes, where a16z’s very own Connie Chan speaks with the builders, creators, and investors behind the technology that shapes our daily lives.

If you like these segments, you can find the full episodes at a16z.com/fieldnotes.

Topics Covered:

  • 00:00 - Introduction
  • 02:13 - Chris Schroder
  • 08:15 - Brian Wong
  • 15:35 - Tracy Sun
  • 23:03 - Deb Liu
  • 30:56 - Susan Plagemann

Resources: 

Find the full series: https://a16z.com/fieldnotes

Find Connie on Twitter: https://twitter.com/conniechan

Deb's Part 1:  https://www.youtube.com/watch?v=Is2pm06MNt8

Deb's Part 2: https://www.youtube.com/watch?v=osJp6S66u2U

Chris's episode: https://www.youtube.com/watch?v=Zux1wVirUjs

 

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Please 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. For more details please see a16z.com/disclosures.

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Please 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 discussed. For more details please see a16z.com/disclosures.


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Marketing web3: Audience, Community, More13 Apr 202301:16:12

with @amandacassatt @kimbatronic @smc90

All about marketing, and web3 -- not just for marketers already in or seeking to enter web3, but also anyone doing community marketing/ community management, devrel (developer relations); or simply doing marketing in web2 or classic growth marketing, seeking to understand the latest trends and tactics.

With the  author of the new book, Web3 Marketing: A Handbook for the Next Internet Revolution, Amanda Cassatt (who was also the first CMO at ConsenSys, helping bring Ethereum to market; and also founded and leads the pioneering, native web3-marketing agency Serotonin). Also joining this episode to share insights on marketing web3 -- in conversation with host and editor in chief Sonal Chokshi -- is Kim Milosevich, CMO at a16z crypto, where she oversees brand, marketing, events, and communications (and before that was VP of communications at Coinbase, where she took the company through its direct listing while leading internal, policy, product, and corporate communications internationally). 

The episode also covers key top of mind questions for web3 builders and others, including how to do community marketing, manage "profiles" in decentralized and open source, and finding your audience... including feedback for product-market fit. And much. much more! 

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Please 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 discussed. For more details please see a16z.com/disclosures.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Building Hardware and Taking on the Phone Giants06 Apr 202300:37:10

People often say that building a hardware company is like “playing on hard mode”. Building a hardware company during a global pandemic, with the unpredictability of supply chains and markets, is harder than hard. Trying to penetrate the phone market in particular – where only a few players own almost all the market share – is REALLY hard.

In today’s episode we chat with Carl Pei, founder of Nothing. Between Nothing and previously co-founding OnePlus, Carl has twice managed to do what many others have failed to do. Nothing has sold over 1m units and built a team of over 400. In this episode, Carl chats with us about why he’s at it again, what it takes to successfully build hardware, and how he thinks about making technology fun again.

Timestamps:

  • 02:11 - The hardware market
  • 02:53 - Breaking into the phone market
  • 05:19 - Securing factories and stakeholders
  • 07:39 - Differentiating products
  • 10:32 - Hardware design
  • 11:53 - Strengthening software proposition
  • 16:04 - Table stakes
  • 17:49 - Marketing and Youtube
  • 19:34 - Underestimating the value chain
  • 21:50 - Manufacturing
  • 23:27 - Supply chain
  • 26:05 - Remote work
  • 27:36 - The future of hardware
  • 30:45 - Breakthrough hardware
  • 32:35 - Making tech fun again

Resources:

Stay Updated: 

Please 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. For more details please see a16z.com/disclosures.

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Please 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 discussed. For more details please see a16z.com/disclosures.


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Apple’s Big Reveals, OpenAI’s Multi-Step Models, and Firefly Does Video14 Sep 202400:31:55

This week in consumer tech: Apple’s big reveals, OpenAI’s multi-step reasoning, and Adobe Firefly’s video model.

Olivia Moore and Justine Moore, Partners on the a16z Consumer team, break down the latest announcements and how these product launches will shape the tech ecosystem, transform AI-powered experiences, and impact startups competing for attention in a fast-moving market.

 

Resources: 

Find Justine of Twitter: https://x.com/venturetwins

Find Olivia on Twitter: https://x.com/omooretweets

 

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Please 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 discussed. For more details please see a16z.com/disclosures.

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Digital Humans and the Story Behind Lil Miquela30 Mar 202300:45:04

You’ve probably heard of ‘Lil Miquela. The 19 year-old Brazilian-American influencer has millions of followers and has partnered with the likes of Samsung and Prada. But despite capturing the hearts of many, she’s not real. 

But you probably haven’t heard her origin story. In this episode we take a trip back to 2016, to a world that looked much different to today, together with two of Miquela’s creators – Trevor McFedries and Isaac Bratzel – cofounder and Chief Design and Innovation Officer of Brud at the time.

We learn what inspired the experiment and what early signs indicated that Miquela was not just a novel idea. In a world where spinning up an influencer, we learn what it took to capture mindshare, the pushback they’ve received, what a “scalable influencer” means, and what they think is to come.

 

Resources:

‘Lil Miquela on Instagram: https://www.instagram.com/lilmiquela/

‘Lil Miquela on Youtube: https://www.youtube.com/channel/UCWeHb_SrtJbrT8VD-_QQpRA

Find Trevor on Twitter: https://twitter.com/whatdotcd?lang=en

Find Isaac on Twitter: https://twitter.com/izykbenjamin

Find Brud on Instagram: https://www.instagram.com/brud.fyi

Isaac’s new avatar company: https://www.avataros.com/

 

Timestamps:

  • 00:00 - Introduction
  • 02:18 - The key insight
  • 04:05 - A new breed of influencers
  • 06:25 - Miquela’s aesthetic
  • 09:30 - Early signs of success
  • 13:01 - Narrative and fan engagement
  • 16:45 - The technology
  • 18:14 - Expanding past Miquela
  • 22:34 - Traction and generative AI
  • 26:45 - A new reality
  • 31:55 - Early pushback
  • 33:38 - Misunderstanding reality
  • 36:23 - Fear of new technologies
  • 37:47 - New technological unlocks
  • 41:13 - Scalable influencers

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Please 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. For more details please see a16z.com/disclosures.

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The Marketplace 100: A Glimpse Into the Future of Commerce23 Mar 202300:47:13

Over the last decade, we’ve seen the marketplace model evolve and grow, and this year a16z is back with our fourth edition of the Marketplace100 – a ranking of the top private marketplaces by GMV – giving a unique window into what may be to come.

This year’s list features nearly three dozen newcomers, including marketplaces for refurbished electronics, precious metals, and sustainably raised meat. And in this episode, we break down key trends from the report together with a16z’s Consumer partners Connie Chan, Olivia Moore, and Zach Cohen.

If you’d like to see the full ranking of the largest consumer-facing marketplace startups and private companies, you can find the full report at https://a16z.com/marketplace-100.

Resources:

  • Find the full Marketplace 100 report: https://a16z.com/marketplace-100
  • Find Connie on Twitter: https://twitter.com/conniechan
  • Find Olivia on Twitter: https://twitter.com/omooretweets
  • Find Zach on Twitter: https://twitter.com/zachcohen25

Topics Covered:

  • 00:00- Introduction
  • 02:28 - Why marketplaces? 
  • 05:18 - What metrics matter
  • 07:55 - Newcomers on the list
  • 09:49 - Entertainment and personalization
  • 13:46 - Curated marketplaces
  • 14:47 - Trust and safety
  • 21:23 - Mental health trends
  • 22:42 - Untapped supply
  • 24:40 - Disintermediation
  • 27:42 - Transient vs foundational trends
  • 31:33 - Companies entering the category
  • 36:52 - Sleeper categories for 2024

 

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Please 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. For more details please see a16z.com/disclosures.

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The Art and Science of Podcasting20 Mar 202300:51:47

It’s both easier and harder than ever to build a successful podcast. In this episode, we chat with Sriram and Aarthi from the Good Time Show, who ventured into the world of audio peak pandemic and have since interviewed the likes of Elon Musk, Calvin Harris, and Naomi Osaka.

We get their perspective on how to succeed in this competitive landscape, differentiation and the sliding scale of entertainment and information, the difference between an audience and a community, podcast analytics and how they’re changing, and even what Sriram has learned from his frontrow experience at Twitter recently.

Topics Covered:

  • 00:00 - Intro
  • 02:20 - Podcast trivia
  • 06:07 - Starting a podcast
  • 08:45 - Differentiating
  • 13:10 - Information vs entertainment
  • 18:08 - Getting off the talk track
  • 20:40 - Growth and metrics
  • 22:31 - Authenticity
  • 27:10 - Secret sauce of podcasting
  • 28:10 - Advice for new podcasters
  • 29:58 - In-person events
  • 32:06 - Tech as a force for good
  • 34:50 - The next wave of social
  • 37:23 - Creator middle class
  • 41:16 - Podcast infrastructure
  • 42:55 - ChatGPT
  • 45:10 - Swapping lives with a celebrity
  • 52:26 - Your personal monopoly

 

Resources:

Find Sriram on Twitter: https://twitter.com/sriramk

Find Aarthi on Twitter: https://twitter.com/aarthir

Find Aarthi and Sriram on Youtube: https://www.youtube.com/@AarthiAndSriram

Check out the Good Time Show: https://www.aarthiandsriram.com/

 

Stay Updated: 

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Please 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. For more details please see a16z.com/disclosures.

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Unlocking Creativity with Prompt Engineering09 Mar 202300:38:33

With every new technology, some jobs are lost while others are gained. People often focus on the former, but in this episode we chose to highlight the latter – a highly creative role that emerges alongside AI: the prompt engineer.

Until AI can close the loop of its own, each tool still requires a set of prompts. Just like a composer feeds an instrument the notes to play, a prompt engineer feeds an AI a map of what to produce. And if we know anything from music it’s that composing great music takes great skill!

In this episode we explore the emerging importance of prompting with Guy Parsons, the early learnings of how to do it effectively, and where this field might be going.

Will the prompt engineer be more like the highly sought after DevOps engineer, or a proficiency like Excel that you find on every resume? Listen in to hear Guy’s take.

Interested in the prompt competition? Email us at podpitches@a16z.com.

Resources:

DALL-E 2 Prompt Book: https://dallery.gallery/the-dalle-2-prompt-book/

Find Guy on Twitter: https://twitter.com/GuyP

Guy’s combining image experiment: https://twitter.com/GuyP/status/1612880405207580672

Guy’s amorphous prompt experiment: https://twitter.com/GuyP/status/1608475973300948993

Guy’s space duck: https://twitter.com/GuyP/status/1601342688225525761

Prompt base: https://promptbase.com/

Lexica: https://lexica.art/

 

Topics Covered: 

0:00 - Introduction

01:49 - DALL-E 2 Prompt Book

05:29 - Parallel skills

06:51 - 80/20 prompting

10:16 - New ways of prompting

13:44 - Pulling the AI slot machine

18:09 - Comparing models

21:04 - Requested features

26:34 - Learning with AI

27:58 - Practical use cases

32:08 - A top 1% prompt engineer

36:17 - The most popular images

 

Stay Updated: 

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Please 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. For more details please see a16z.com/disclosures.

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Rebooting the Arsenal of Democracy with Palmer Luckey07 Mar 202300:18:46

Starting in the 1960s, technology companies, funded by the U.S. Department of Defense, were essential for creating the processors that would eventually launch satellites and guide missiles. Half a century later, today’s tech companies can — and need — to move even faster and smarter, as international adversaries scale up their aggressions. In this episode, Anduril Industries Founder Palmer Luckey will discuss how Silicon Valley is using new technologies to build new tools, systems, and companies to defend our nation and its interests.

 

Resources:

American Dynamism Summit: https://a16z.com/AD-summit/

Anduril’s website: https://www.anduril.com/

Find Palmer on Twitter: https://twitter.com/PalmerLuckey

 

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Please 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. For more details please see a16z.com/disclosures.

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The Robot Lawyer Resistance01 Mar 202300:48:28

What happens when you don’t have the resources to fight for your rights? Whether it’s a major medical bill or a more minor parking ticket… even if you were in the right, is it easier to just… pay?

Well, Joshua Browder's answer is Do Not Pay! 

He’s built a thriving company of the same name, that helps consumers “fight corporations, beat bureaucracy, and sue anyone at the press of a button.” Through the power of technology, DoNotPay has resolved over 2m cases successfully and in this interview we get to hear where Browder hopes to take the organization, including his first-hand account of his recent plan to bring the robot lawyer into the physical courtroom.

 

Topics Covered:

00:00 - Introduction

01:51 - DoNotPay’s origin

03:09 - Surprising laws

05:49 - General counsel for consumers

06:54 - The role of AI and technology

09:26 - Ensuring quality counsel

13:19 - Prioritizing features

14:43 - Corporate pushback

17:11 - Reshaping the legal system

20:28 -  Entering the physical courtroom 

24:50 - Cross border possibilities

26:14 - Looping humans into modeling

29:01 - Deflationary impacts

30:05 - Recent pushback

33:13 - Is AI already writing law?

35:15 - Why is law so complex?

37:54 - Entering the Supreme Court

38:38 - Lawyer support

39:47 - Looking forward

43:07 - Building horizontal vs vertical

45:28 - Does this law exist?

 

Resources: 

DoNotPay: https://donotpay.com/

Find Josh on Twitter: https://twitter.com/jbrowder1

 

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Please 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. For more details please see a16z.com/disclosures.

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The Challenge of Replicating Reality22 Feb 202300:56:14

What would you do if you believed in an idea but everyone said it would fail, nobody would fund you, and the industry was experiencing a nuclear winter?

Despite experiencing exactly that, Sandbox VR founder Steve Zhao doubled down and invested all of his personal savings into the unproven business. 7 years and 1 bankruptcy later, Steve has built the world’s leading full-body VR experience with over 30 locations across the globe. 

In this interview, we get to chat with Steve about the many challenges he faced, how Sandbox made it through the pandemic, the future of VR, and the difficult task of tackling hardware, software, a new computing platform, and real estate.

 

Resources:

Check out Sandbox VR: https://sandboxvr.com

Find Steve Zhao on Twitter: https://twitter.com/zhaosaurus

Learn more about the Squid Game partnership: https://venturebeat.com/games/squid-game-is-coming-to-sandbox-vr-immersive-experience-locations/

Watch Steph’s highlight video: https://sandboxvr.com/event/b0b22aad-7c73-475d-ab43-281a456ff590

 

Stay Updated: 

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Please 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. For more details please see a16z.com/disclosures.

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The 1000x Developer16 Feb 202301:00:00

A small minority – likely less than 1% – of the world can code. Yet also widely known that the skillset tends to yield outsized returns, with developers generating some of the highest paying salaries out there.

But the field is quickly shifting, especially with the advent of wide-scale AI. In this podcast, we get to chat with Amjad Masad, founder of Replit, about these foundational shifts.

We cover how Replit has integrated AI into its platform and the implications on both current and future developers. It’s easier than ever to learn to code, but is it still worthwhile? Listen in to find out.

Timestamps:

  • 00:00 - Introduction
  • 02:04 - What is Replit?
  • 04:15 - Stories behind Replit
  • 11:10 - The software hero’s journey
  • 13:09 - Making coding fun
  • 15:58 - AI powering software
  • 19:37 - Training your own models
  • 22:36 - Building UX around AI
  • 24:16 - The developer landscape
  • 26:23 - The 1000x engineer
  • 30:40 - Should you still learn to code?
  • 34:41 - What does AI enable?
  • 40:54 - Developing on mobile
  • 43:24 - A software labor market
  • 45:53 - Differentiating a marketplace
  • 48:23 - Building new market dynamics
  • 50:45 - Looking ahead

Resources: 

Replit: https://replit.com/

Replit Ghostwriter: https://replit.com/site/ghostwriter

Replit Bounties: https://replit.com/bounties

Find Amjad on Twitter: https://twitter.com/amasad

 

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Please 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. For more details please see a16z.com/disclosures.

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The State of Apps09 Feb 202301:04:18

A few weeks ago, Apple released a stunning statistic: they’ve paid developers over $320B — yes, billion! — since the launch of the App Store in 2008, highlighting the cast opportunity in the marketplace.

And around the same time, a16z Consumer Partner, Olivia Moore, compiled a list of the top apps across the US app store throughout 2022.

In this episode, you’ll get to hear which apps made it to the top and what they have in common. Hint: the big winners were in social, but perhaps a new wave of social apps!

We also get the scoop on what it really takes to not just hit #1, but stay there. This episode highlights numerous surprising examples ranging from a new-age Beanie Baby app, a viral talking dog, an app from 2012 that finally broke the top 10, and the Chinese app that’s been at #1 for a majority of 2023, and it’s not TIkTok!

There are endless learnings about how new founders can take advantage of these opportunities.

Timestamps:

  • 01:51 - Top apps in 2022
  • 03:32 - A new era of social?
  • 07:22 - Hitting #1
  • 09:30 - Staying on top
  • 11:20 - Building a sticky product
  • 13:46 - Growing an app in 2023
  • 15:35 - User-generated growth
  • 17:48 - 2022 category winners
  • 20:39 - Anonymous social
  • 22:24 - Early monetization
  • 26:30 - Monetization trends
  • 31:07 - Leveraging platform shifts
  • 35:26 - Surprising hits
  • 37:50 - Looking toward 2023
  • 39:38 - Invisible AI products
  • 41:46 - Limiting virality
  • 45:13 - Vertical social networks
  • 48:37 - When digital goes physical
  • 51:44 - TikTok growth
  • 53:27 - Geographic trends
  • 56:18 - A decade old app
  • 1:00:25 - App challenge

Resources: 

Apps mentioned: 

Stay Updated: 

Please 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. For more details please see a16z.com/disclosures.

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Disrupting the World’s Largest Asset Class with Adam Neumann07 Feb 202300:49:02

Back in August, after a16z announced our investment into Adam Neumann’s new company, Flow, it felt like almost everyone – whether it was other VCs, founders, or journalists – had something to say.

But the one person that you didn’t hear from was Adam himself.

In this never-before shared footage from a16z’s American Dynamism Summit in Washington DC, Adam Neumann sits down with Marc Andreessen and David Ulevitch, to discuss the opportunities that have emerged from post-pandemic shifts in both work and home, and what Flow is doing to capitalize.

Find the full library of American Dynamism Summit recordings at a16z.com/ad-summit.

Timestamps:

  • 00:00 - Introduction
  • 01:40 - Getting back in the arena 
  • 09:03 - The opportunity in housing 
  • 16:19 - Lessons from WeWork 
  • 19:13 - Work & home post-pandemic 
  • 27:34 - Moving to the cloud 
  • 34:23 - Office serendipity 
  • 37:51 - Building Flow 
  • 43:51 - Cities as startups

Resources:

Flow’s website: https://www.flow.life/

American Dynamism recordings: https://a16z.com/ad-summit

 

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Please 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. For more details please see a16z.com/disclosures.

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Grand Challenges in Healthcare AI07 Sep 202400:37:40

Vijay Pande, founding general partner, and Julie Yoo, general partner at a16z Bio + Health, come together to discuss the grand challenges facing healthcare AI today.

The talk through the implications of AI integration in healthcare workflows, AI as a potential catalyst for value-based care, and the opportunity for innovation in clinical trials. They also talk about the AI startup they each wish would walk through the door. 

 

Resources: 

Find Vijay on Twitter: https://x.com/vijaypande

FInd Julie on Twitter: https://x.com/julesyoo

Listen to more episode from Raising Health: https://a16z.com/podcasts/raising-health/

 

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Healthspan, Lifespan, and the Biology of Aging03 Feb 202300:36:45

In this cross-over episode from Bio Eats World, Kristen Fortney, cofounder and CEO of BioAge, joins Vijay Pande, founding partner of a16z Bio + Health, and Olivia Webb, editorial lead, to discuss the biology of aging, how she started a company, and some fun things — like how long a hypothetical venture capitalist can expect to live.

 

Resources:

Greg Egan, whose writing inspired Kristen, has a list of his books on his website

 

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2023 Big Ideas in Technology (Part 2)27 Jan 202301:08:41

At the end of 2022, our team at a16z asked dozens of partners across the firm to spotlight one big idea that startups in their fields could tackle in 2023.

Emerging from this exercise came 40+ builder-worthy pursuits for the year, ranging from entertainment franchise games to precision delivery of medicine to small modular reactors, and of course loads of AI applications.

In our 2-part series, we’ll be covering 12 of these big ideas with the partners that shared them.

Here in part 2, we’ll cover Fintech, American Dynamism, and Bio & Health. Listen in as we chat with Anish Acharya, Angela Strange, Michelle Volz, Ryan McEntush, Vijay Pande, and Julie Yoo.

And for the full list of 40+ ideas, check out the full article: https://a16z.com/2022/12/15/big-ideas-in-tech-2023/

Topics Covered:

  • (0:59) GPT Unlocks Credit Counseling - Anish Acharya
  • (9:53) Compliance as a Competitive Advantage - Angela Strange
  • (23:31) Small Modular Reactors Advance the Nuclear Renaissance - Michelle Volz
  • (33:48) Overhauling the Space Supply Chain - Ryan McEntush
  • (44:40) The Biggest Company in the World - Vijay Pande
  • (51:17) The Value-Based Care Stack - Julie Yoo

Resources:

https://a16z.com/2022/11/02/america-space-age/

https://a16z.com/2022/11/11/the-biggest-company-in-the-world/

https://a16z.com/2021/01/08/the-new-tech-stack-for-virtual-first-care/

 

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2023 Big Ideas in Technology (Part 1)24 Jan 202301:22:19

At the end of 2022, our team at a16z asked dozens of partners across the firm to spotlight one big idea that startups in their fields could tackle in 2023.

Emerging from this exercise came 40+ builder-worthy pursuits for the year, ranging from entertainment franchise games to precision delivery of medicine to small modular reactors, and of course loads of AI applications.

In our 2-part series, we’ll be covering 12 of these big ideas with the partners that shared them.

Here in part 1, we’ll cover Consumer, Games, and Enterprise, with a little Fintech sprinkled in. Listen in as we chat with Connie Chan, Anne Lee Skates, Jack Soslow, Doug McCracken, Sarah Wang, and Sumeet Singh.

And look out for part 2 dropping soon, covering Fintech, American Dynamism, and Bio & Health!

For the full list of 40+ ideas, check out the full article: https://a16z.com/2022/12/15/big-ideas-in-tech-2023/

Topics Covered:

  • (1:30) Breakthroughs in Buying (Finally!) - Connie Chan
  • (16:40) Unlocking the “Third Place” - Anne Lee Skates
  • (30:14) Games as a Neverending Turing Test - Jack Soslow
  • (46:09) The Metaverse Goes Fashion Forward - Doug McCracken
  • (59:24) Generative AI Advances Beyond “Text to Image” to Complex Workflows - Sarah Wang
  • (1:12:23) Embracing Large Language Models and Maintaining Trust - Sumeet Singh

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The Human Behind the Genius19 Jan 202300:22:30

In this special episode, we share never heard before footage from Steve Wozniak alongside his cofounder and best man, Alex Fielding. 

Listeners get an inside look into what drove Woz to building a computer, but also how Steve’s zest for life was applied beyond computers – from the rare opportunity to play Tetris on the side of a building or throw a concert across borders.

 

Full Privateer episode: https://a16z.simplecast.com/episodes/new-the-data-highway-above-with-privateers-steve-wozniak-alex-fielding-and-dr-moriba-jah

Full Privateer episode on Youtube: https://youtu.be/ZZbrwxOs0y4

 

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Building for Tomorrow12 Jan 202301:14:58

New year, new you! Right?

Well, as much as we’d all like to believe that we embrace the new… the reality is that we often resist change.

That’s why we’ve brought in someone who has studied how humans respond to and adapt to change – or sometimes how we fail to. That person is Jason Feifer – long-time editor in chief at Entrepreneur Magazine, host of two popular podcasts, and recent author of his book Build for Tomorrow. 

Today, Jason shares 6 specific frameworks around the very natural human responses to change, which he’s developed through interviewing and studying some of the most influential people in the world – past and present. We also play a fun game at the end, where Jason comments on current technologies encountering pushback, and assesses where they might fit into his framework.

 

Jason’s website: https://www.jasonfeifer.com/

Jason on Twitter: https://twitter.com/heyfeifer

Jason’s book Build for Tomorrow: https://www.jasonfeifer.com/book/

 

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Expert AI as a Healthcare Superpower10 Jan 202300:57:41

In this episode, Marc Andreessen and Vijay Pande discuss expert AI and its role in healthcare, bio, and more.

 

Watch on Youtube: https://youtu.be/c7ScUDYSRYo

Subscribe to Bio Eats World: https://podcasts.apple.com/us/podcast/bio-eats-world/id1529318900

 

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Creators, Creativity, and Technology with Bob Iger06 Jan 202301:20:46

with @robertiger @cdixon @smc90

A wide-ranging conversation with Bob Iger on the interplay between technology, content, and distribution; as well as Bob’s journey -- and that of various creators! -- especially as the industry evolved from TV and cable to the advent of the internet/ web 1.0 to 2.0 to briefly touching on web3 and other emerging technologies. As well as topics top of mind for all company and community builders: from build vs. buy and the innovator's dilemma, to managing creativity, decentralization, remote work, and much more.

 

Subscribe to web3 with a16z: https://podcasts.apple.com/us/podcast/web3-with-a16z-crypto/id1622312549

 

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Best Clips of 202227 Dec 202200:43:25

We’ve had some incredible guests join us on the a16z podcast this year, ranging from moonshot entrepreneurs, to top creators, to some of the most forward thinking technologists – all of which are busy shaping the future right before our eyes…

We have so much more in store for 2023 and cannot wait for you to see who we bring on as guests. But before we turn the page, we wanted to recap some of the most interesting, thought-provoking segments from our 2022 roster. Here are 8 of our favorite clips, covering topics from AI to space to the metaverse… and beyond.

Catch the full playlist here.

 

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Pay Without Borders with Deel, GitLab, and Safetywing20 Dec 202201:14:07

The predecessor to the office was Florence’s Uffizi Gallery – an admin building to the Medici mercantile empire. That was in… 1560. In the centuries to come, work was revolutionized, with perhaps the most well-known inflection of Ford Motors adopting the 40-hour work week in 1926. The cubicle? We have Robert Propst to thank for that, entering the picture in 1968. 

It wasn’t until the 80s when the Internet appeared on the scene and wifi released in 1997, forever changing the way people live and work. Since then, companies have continued to adopt many of the practices from the 20th century, despite the possibilities being fundamentally different.

COVID sent a shock into that system, forcing many people to adopt a distributed model and despite much debate about what the future holds, this episode will highlight the many ways that companies are continuing to adapt.

Will companies shift toward more asynchronous work? How will a distributed model shift the way we hire? How will companies attract top talent, and is remote the only benefit that matters? What workers and companies will come out on top of this sea change?

And of course… is the office dead? We’ll address these questions, and much more!

Topics covered:

  • 00:00 - History of remote work
  • 3:27 - Is the office dead?
  • 7:05 - Async vs sync
  • 16:18 - Building culture remotely
  • 27:15 - Attracting top talent
  • 31:16 - The evolution of benefits
  • 36:04 - Remote work vs work
  • 39:29 - Location-based pay
  • 46:36 - Open salaries
  • 51:23 - Vetting top talent
  • 55:32 - The need to adapt
  • 58:39 - Rewriting the rules
  • 1:03:09 - Infrastructure gaps

Resources: 

GitLab’s Remote Handbook: https://about.gitlab.com/handbook/

Deel’s Salary Insights Tool: https://www.deel.com/salary-insights

Deel’s State of Global Hiring report: https://www.deel.com/state-of-global-hiring-2022

Deel:

SafetyWing

GitLab: 

 

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Carbon Solutions Now and Next: From Biomass to Mineralization13 Dec 202200:45:29

In this episode, we tackle three carbon removal projects of varying scale, business models, and technical challenges.

  • Biomass pyrolysis via Charm Industrial
  • An electrochemical process via Travertine
  • Mineralization via 44.01

We cover these companies through the lens of their founders – Peter Reinhardt (CEO of Charm Industrial), Laura Lammers (CEO of Travertine), and Karan Khimji (COO of 44.01) – who share the fascinating stories of how they stumbled into this industry, how their processes work, whether they can economically scale, and ultimately why each of them is dedicating their time and energy to this field.

This episode also closes out our carbon removal mini series, where we’ve seen a unique convergence of attention, capital, policy, and creativity being applied. With that combination, it's rare that humans don't surprise one another in progress.

 

Resources: 

Charm Industrial:

Travertine:

44.01:

 

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Governing democracy, the internet, and boardrooms02 Sep 202401:35:38

with @NoahRFeldman, @ahall_research, @rhhackett

Welcome to web3 with a16z. I'm Robert Hackett and today we have a special episode about governance in many forms — from nation states to corporate boards to internet services and beyond.

Our special guests are Noah Feldman, constitutional law scholar at Harvard who also architected the Meta oversight board (among many other things); he is also the author of several books. And our other special guest is Andy Hall, professor of political science at Stanford who is an advisor of a16z crypto research — and who also co-authored several papers and posts about web3 as a laboratory for designing and testing new political systems, including new work we'll link to in the shownotes.

Our hallway style conversation covers technologies and approaches to governance, from constitutions to crypto/ blockchains and DAOs. As such we also discuss content moderation and community standards; best practices for citizens assemblies; courts vs. legislatures; and much more where governance comes up. 

Throughout, we reference the history and evolution of democracy — from Ancient Greece to the present day — as well as examples of governance from big companies like Meta, to startups like Anthropic.

Resources for references in this episode:

A selection of recent posts and papers by Andrew Hall:

As a reminder: none of the following should be taken as tax, business, legal, or investment advice. See a16zcrypto.com/disclosures for more important information, including a link to a list of our investments.

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Ben Horowitz and Brian Armstrong on Building and Overcoming the Hard Things08 Dec 202200:43:36

If you’ve been following the news, you’ve probably heard of the recent FTX scandal.

While there’s much still unknown, in this episode we get the unique opportunity to hear from Brian Armstrong – co-founder and CEO of Coinbase – about what’s top of mind for the crypto industry. That includes the impact of this current event on future regulation, how this crypto winter might be different from previous ones, founder psychology during downturns, the transparency that comes with being public, and much more.

Brian is interviewed by a16z cofounder and general partner Ben Horowitz, who has the unique perspective of having invested in, built, and been on the board of numerous companies during the ups and downs, leading him to his well-known book The Hard Thing About Hard Things.

 

Resources: 

Subscribe to web3 with a16z: web3-with-a16z.simplecast.com/

Coinbase’s website: coinbase.com

Brian’s Twitter: https://twitter.com/brian_armstrong

Ben’s Twitter: https://twitter.com/bhorowitz

 

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Building a Marketplace for Carbon06 Dec 202200:48:16

In part 1 of our carbon removal series, we talked to Nan Ransohoff — Head of Climate at Stripe — about what it might take to jumpstart the market of carbon removal solutions. But what happens when there is a true, thriving market of buyers and sellers? How will suppliers effectively reach the right buyers, and as more solutions become available, how will buyers effectively vet the options?

In part 2, we address these questions and more, together with Brennan Spellacy, co-founder & CEO of Patch – a growing marketplace for carbon credits. 

We also cover many evolving market dynamics, like the potential differences between two sets of tons delivered, the opportunity and challenge of effectively educating buyers, the integration of software like Patch's API, verification solutions and their current limitations, how even the voluntary market is being held accountable for their carbon claims, and the role that Patch is playing to help develop this nascent industry.

By the way, if you like this episode, be sure to look out for part 3 of our series where we get into the nitty gritty of 3 emerging carbon removal solutions — ranging from biomass pyrolysis to carbon mineralization.

 

Resources: 

Patch’s website: https://www.patch.io/

Follow Patch on Twitter: https://twitter.com/usepatch

Follow Brennan on Twitter: https://twitter.com/bspellacy_

 

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The Economics of Carbon Removal with Nan Ransohoff30 Nov 202200:58:49

What happens when there’s demand for a solution that doesn’t quite exist yet?

Today, we bring on Nan Ransohoff to talk about this exact problem as it relates to carbon removal, and how Frontier — the initiative out of Stripe that she is leading – is using a nearly $1B advanced market commitment fund to try to jumpstart this market.

If you don’t know what that means, don’t worry – we’ve got you covered.

Throughout the episode, we discuss the multivariate carbon equation and why emission reductions are not enough, the difference between offsets and permanent removal, who’s paying for tons today, what solutions already exist and how Frontier is vetting them, moving down the cost curve, where policy fits in, and ultimately what success might look like in this nascent industry.

This is part 1 of our 3-part series on carbon removal. Look out next week for part 2 and part 3, where we dive into a growing marketplace for carbon and showcase several carbon removal solutions.

 

Resources: 

Frontier’s website: https://frontierclimate.com/

Nan’s Twitter: https://twitter.com/nanransohoff

Nan’s article: https://nanransohoff.com/A-mental-model-for-combating-climate-change-846be1769d374fa1b5b855407c93da66

 

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Ryan Petersen on Rearchitecting the Supply Chain24 Nov 202200:18:15

In today’s episode, we have a special treat. Flexport’s co-CEO and Founder, Ryan Petersen, chats with a16z Growth Editor Das Rush. They start with the question of why Ryan has chosen – of all the problem spaces to work on – improving the resiliency of the supply chain. They cover just how complex the supply chain is in the era of ecommerce, evolving customer expectations, and ultimately how we can rearchitect our supply chain to meet them. Given the holiday shopping coming up, you won’t want to miss this.

Timestamps:

​​0:00 - Introduction

1:24 - Why the supply chain?

3:31 - Land and expand

6:38 - The most interesting company?

9:24 - The impact of ecommerce

14:05 - Building resiliency

 

Resources: 

Ryan’s Twitter: https://twitter.com/typesfast

Flexport’s website: https://www.flexport.com/

 

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Neal Stephenson on The Future of the Metaverse22 Nov 202201:18:22

When Neal Stephenson coined “the metaverse” three decades ago, his book Snow Crash was found on the shelves of “science fiction”. While the book remains in that category, many of its concepts are now found in reality…

Fast forward to 2022, where numerous companies are now building toward their version of the metaverse, including Neal himself – working on Lamina1 – a blockchain company oriented toward creators. 

While the present metaverses don’t perfectly mimic that from Stephenson’s early imagination, we get the unique opportunity to discuss the various design decisions that he’s making, but also the intersection between the metaverse and gaming, the involvement that AR/VR might play, the evolving role of IP, how artificial intelligence fits in, what he’s building and why, and where he gets all of his ideas from.

Timestamps:

0:00 - Introduction

1:20 - Tech's highest impact position

4:35 - What is the metaverse?

6:46 - Interoperability

8:52 - Incentive alignment

13:06 - Immersion requirements

16:30 - VR engineering challenges

20:09 - Skeuomorphism

24:17 - Commercial VR/AR applications

27:26 - AI and gaming

30:51 - The value chain

38:13 - Right of refusal

42:05 - Good and bad tech

46:05 - Fighting “free”

49:16 - Building Lamina1

58:07 - Neal’s design designs

1:03:40 - Inspiration for Snow Crash

1:09:16 - Looking ahead from 2022

1:11:59 - Science fiction writing

1:13:46 - Carbon removal

 

Resources: 

Neal’s Twitter: https://twitter.com/nealstephenson

Lamina1’s website: https://www.lamina1.com/

 

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The Factory of the Future with Chris Power17 Nov 202201:15:43

Today, we have an episode with Chris Power, the founder and CEO of Hadrian. Hadrian is a company trying to build the most efficient factories on the planet. 

In this conversation, we’ll introduce the audience to advanced manufacturing, and expose them to the reality that it’s a remnant of the first space race. We also cover the challenge of manufacturing, the importance of visibility in complex systems, the killer app for space, how simplifying the world of atoms can be done through bits – and ultimately, what kind of experimentation that may unlock.

Timestamps: 

0:00 - Introduction

1:28 - What is advanced manufacturing?

4:18 - When a hatch is jammed at the ISS

6:11 - What’s happened since Space Race 1?

8:56 - A retiring workforce

13:20 - What is at stake?

21:03 - Onshoring manufacturing

24:06 - Is capital enough?

24:43 - Fixing the problem with technology

28:55 - Convincing the old guard

31:20 - Building a new culture

34:45 - Experimenting with hardware

37:24 - The value of observability

41:47 - The cost of timeliness

46:09 - Hadrian’s key risks

49:22 - Why Hadrian pivoted

52:22 - What talent is needed

57:31 - Why focus on space first?

1:03:38 - The killer app of space

1:10:36 - Who inspires Chris?

 

Resources: 

Hadrian’s website: https://www.hadrian.co/

Chris’ Twitter: https://twitter.com/2112Power

 

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Balaji Srinivasan on The Network State15 Nov 202202:45:39

In this episode, we’ll explore the concept of The Network State with Balaji Srinivasan. As the world becomes more digital, it also becomes more distributed. This is obvious on the individual level – how you order goods, the way you chat with friends, and the news you consume… all from a handheld computer. It’s also becoming more obvious at the company level. The pandemic shook the world into remote work and many companies have decided that maybe work can be done in ways they never imagined. But what about the state – whatever that means? Could the network rival the state? 

In this episode we’ll explore what a nation state even is and how it may be challenged by a new Leviathan: the network. We also cover the difference between a nation and a state, how constants become variables, the cloud continent, digital power, your identity stack, calibrating risk, polycentric law, cloud regulations, building fast with atoms, founding vs inheriting, the powerful vs the powerless, and just about everything in between.

Timestamps: 

0:00 - Introduction

2:41 - Nation vs state

14:38 - Constants becoming variables

16:12 - The cloud continent

20:10 - The three leviathans

30:00 - Digital power

37:20 - The identity stack

53:22 - Cloud first, land last

55:49 - Diplomatic recognition

1:01:47 - Root access to land

1:06:35 - Calibrating risk as society

1:16:13 - Regulatory harmonization

1:28:15 - Polycentric law

1:34:49 - Building fast with atoms

1:38:57 - Looking to history

1:42:00 - Founding vs inheriting

1:50:46 - The one commandment

2:17:33 - The powerful vs powerless

2:28:46 - The competition for people

2:33:45 - Historical lines

2:42:23 - v3 of governance

 

Resources: 

Balaji’s Twitter: https://twitter.com/balajis

Balaji’s website: https://balajis.com/

The Network State: https://thenetworkstate.com/

 

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Why Technology Still Matters with Marc Andreessen09 Nov 202201:25:03

With much coverage of technology lined with pessimism, the a16z Podcast returns to highlight the bright side of technology, alongside the founders building it. But before featuring the solutions in progress, we wanted to explore why building the future is still so important.

And who better to traverse this ground than a16z’s own cofounder Marc Andreessen, who has built and invested in the future time and time again, especially when it wasn't the obvious thing to do.

Together with Marc, this episode explores technology through the lens of history – including the three stages of human psychology as we encounter new technologies, how that process often manifests in regulation, when to change your mind, the Cambrian explosion of opportunity coming from distributed work, the importance of founder-led companies, and perhaps most importantly, we examine why there's still much reason for optimism.

Timestamps: 

00:00 - Welcome back!

02:19 - The importance of tech today

05:25 - Historical negativity toward technology

9:40 - The invention of the bicycle

13:16 - Innovation vs status in society

20:45 - Automobile moral panic and red flag laws

24:52 - Balaji’s arc on social networking

27:44 - Surfacing signal from noise

34:06 - The role of timing in innovation

37:39 - Today’s major unlocks

44:59 - Remote work and society reshuffling

49:49 - Changing your mind

54:06 - Retaining a lens of optimism

1:04:25 - What Marc’s excited about

1:08:41 - Bourgeois vs managerial capitalism

1:17:32 - Reform vs starting anew

 

Resources:

Marc on Twitter: https://twitter.com/pmarca

Pessimist’s Archive: https://pessimistsarchive.org/

 

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AI and the Creator Economy with Karen X Cheng09 Nov 202201:06:47

Generative AI tools like DALL-E, Midjourney, and Stable Diffusion have taken the world by storm in recent months, wowing the masses with their uncanny ability to produce images via text prompts. 

In this interview, we’ll chat with Karen Cheng about how she’s leveraged these tools among others, with a focus on how this new paradigm is reshaping the creator landscape. You’ll get to hear the behind the scenes of many of her viral works, including a video of her becoming a lawnmower, her AI-generated Cosmo magazine cover, her DALL-E fashion show, her transforming iconic art into 3D museums to explore, and much, much more. By the end of this episode, listeners should have a better understanding of the new tools at their fingertips (literally!), how AI can indeed enhance the creative process, and the second-order effects of these innovations, like how creators are paid.

Since we’re just at the beginning of the AI era, this is just the beginning of our coverage as well.

Timestamps: 

00:00 - Intro

02:59 - Karen’s journey to content creator

06:32 - Creative unlocks for viral content

09:28 - The changing social media landscape

12:08 - Innovating with AI

14:59 - Unique AI tools available today

17:52 - How AI tools might differentiate

21:04 - Cosmo’s first AI-generated magazine cover

24:19 - Inpainting, outpainting, and the fungibility of artists

31:54 - AI enhancing the creative process

32:39 - The virality of optimism vs pessimism

38:19 - Turning attention into business

43:13 - IP and ownership in the age of AI

46:18 - The downward pricing pressure of AI

47:21 - Is generative AI still a gimmick?

53:32 - The adaptiveness of humans

58:26 - The importance of AI ethics

 

Resources:

Karen’s TED Talk

Karen’s Instagram account

Karen’s website

Cosmo magazine cover and tutorial

DALL-E fashion show and tutorial

DALL-E outpainting announcement

I spent $15 in DALL·E 2 credits creating this AI image

 

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The Data Highway Above with Privateer’s Steve Wozniak, Alex Fielding, and Dr. Moriba Jah09 Nov 202201:24:37

Many people consider space to be the next frontier and equally an infinite horizon to explore. But the reality is that not all “space” is the same and there are strategic zones that don’t only matter up there – but down here on Earth. Lower Earth Orbit (LEO) is one of those regions – a zone filled with satellites that support life on Earth, from agriculture to climate to navigation to defense. Unfortunately, these live satellites are not alone in our space highways. LEO is getting increasingly clogged with space debris; we’re polluting our skies just like we’re polluting our land. 

In this episode, we have the pleasure of speaking with all three cofounders of Privateer – Steve Wozniak, Alex Fielding, and Dr. Moriba Jah, as they explore just how much junk is up there, how this challenge is expected to progress with time due to lower launch costs, and ultimately, what infrastructure is missing in this fragile ecosystem – from tracking to global treaties to a sharing economy of satellites.

By the end of the episode, listeners should be more equipped to understand how our infrastructure in space vastly impacts life on Earth, how the preservation of this ecosystem is crucial, and how Privateer is providing the map to better understand and fix the issue.

Timestamps: 

With Steve Wozniak

00:00 - Intro

3:24 - Why space and why now?

8:55 - The changing perception around space

13:29 - Exponential technologies and thinking different

16:32 - Inventors vs engineers vs visionaries

18:46 - Early days at Apple and moving towards the future

20:53 - Steve’s personal fascinations

23:58 - How vocabulary drives awareness

1:21:55 - Woz returns!

With Alex Fielding and Dr. Moriba Jah

24:43 - Is space really an infinite void?

25:55 - The growing pollution in space

29:14 - The impact of space down on Earth

30:34 - The challenge of space policy and governance

38:27 - Orbital highways and carrying capacities

41:05 - Dependence on space infrastructure and its fragility

45:14 - Privateer’s role in the evolving ecosystem

46:52 - Democratizing space through data sharing

49:45 - Can we undo the damage that’s been done?

52:01 - Determining intent in space

58:17 - Talent needed in the space industry

1:01:04 - Privateer’s biggest challenges

1:09:22 - Space stewardship and Hawaii’s kuleana

1:15:19 - Who inspires Alex?

 

Resources: 

Privateer’s website: https://mission.privateer.com/

Privateer’s Wayfinder tool: https://mission.privateer.com/

Privateer on Twitter: https://twitter.com/PrivateerSpace

Steve Wozniak on Twitter: https://twitter.com/stevewoz

Alex Fielding on Twitter: https://twitter.com/Alex__Fielding

Dr. Moriba Jah on Twitter: https://twitter.com/moribajah

 

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It’s Time to Build in Healthcare28 Aug 202400:41:04

Half of prescribed medications are never taken, and 88% of Americans are metabolically unhealthy. Despite spending 20% of our GDP on healthcare—twice that of any other developed nation—our outcomes still lag behind.

In this episode, we explore why technologists must step into the healthcare ring. Solving medicine isn’t enough; we need to make healthcare a consumer-focused industry. a16z’s Vijay Pandey and Daisy Wolf discuss the rise of tech founders in healthcare, the potential of AI to transform patient care, and how this shift could lead to the next trillion-dollar company.

Can tech truly disrupt this complex, regulated industry?

 

Resources: 

Read the article ‘It’s Time to Build in Healthcare’: https://a16z.com/hey-tech-its-time-to-build-in-healthcare/

Find Vijay on Twitter: https://x.com/vijaypande

Find Daisy on Twitter: https://x.com/daisydwolf

 

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Please 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 discussed. For more details please see a16z.com/disclosures.

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The a16z Podcast Returns07 Nov 202200:02:49

The long-standing (and chart-topping) a16z Podcast returns to cover the most important topics within the world of technology. Brought to you by the minds at Andreessen Horowitz (a16z) and hosted by Steph Smith, each episode goes beyond headlines, giving listeners insider access to the edge of innovation.

Subscribe to be the first to receive upcoming episodes featuring industry leaders like Steve Wozniak, Marc Andreessen, Balaji Srinivasan, and Neal Stephenson, and covering a range of topics, from AI to space to the metaverse to genomics, and beyond.

 

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Is a Fun, Therapeutic Game Possible?28 Oct 202200:33:57

In this special episode from a16z’s Bio Eats World podcast, general partners Vijay Pande and Jon Lai join bio editorial lead Olivia Webb to discuss the intersection of games and health, including:  what constitutes a game, the “healthy dessert” problem, and the challenge of building a game that’s both fun and therapeutic.

You can subscribe to Bio Eats World wherever you get your podcasts. 

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Please 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 discussed. For more details please see a16z.com/disclosures.


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Cycles of Computing, Now and Next19 Oct 202201:06:46

This week, we have a special episode for you, from our newest podcast, "web3 with a16z" . This episode features Chris Dixon – founding general partner of a16z crypto and former entrepreneur himself – and Kevin Rose – the co-founder of Proof Collective, as well as co-founder of Digg, former investor at GV, and longtime entrepreneur and podcaster.

In this wide-ranging hallway-style conversation from web3 with a16z, these two veterans of both web2 and web3 movements go long on tech trends both in web3 and beyond, including NFTs and art; AI; the evolving roles of modding, copying, and copyrights on the internet; tech’s expansion from Silicon Valley to LA and New York; and more. Their discussion is not just a journey through time (long cycles of computing, web2 to web3) and place (LA, SF, NYC), but into "the age of wonders". Are we at the end of (computing) history, or the beginning?

For more on the latest in web3 trends, be sure to subscribe to our podcast “web3 with a16z” (which is hosted by Sonal Choksi, the longtime former showrunner of this show) wherever you listen to your pods.

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Follow our host: https://twitter.com/eriktorenberg

 

Please 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 discussed. For more details please see a16z.com/disclosures.


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