a16z Podcast

Andreessen Horowitz

The a16z Podcast discusses tech and culture trends...

  • 1 hour 1 minute
    What Comes After ChatGPT? The Mother of ImageNet Predicts The Future

    Fei-Fei Li is a Stanford professor, co-director of Stanford Institute for Human-Centered Artificial Intelligence, and co-founder of World Labs. She created ImageNet, the dataset that sparked the deep learning revolution. 

    Justin Johnson is her former PhD student, ex-professor at Michigan, ex-Meta researcher, and now co-founder of World Labs.

    Together, they just launched Marble—the first model that generates explorable 3D worlds from text or images.

    In this episode Fei-Fei and Justin explore why spatial intelligence is fundamentally different from language, what's missing from current world models (hint: physics), and the architectural insight that transformers are actually set models, not sequence models.

     

    Resources:

    Follow Fei-Fei on X: https://x.com/drfeifei

    Follow Justin on X: https://x.com/jcjohnss

    Follow Shawn on X: https://x.com/swyx

    Follow Alessio on X: https://x.com/fanahova

     

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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 http://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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    5 December 2025, 11:00 am
  • 50 minutes 54 seconds
    How AI Created the Fastest Product Cycle in History

    Recently, a16z General Partner Anish Acharya joined Ollie Forsyth on NEW ECONOMIES. They talked about why consumer tech is surging again, how AI is enabling 100M-user products at unprecedented speed, and what founders need to understand heading into 2026 — from distribution shifts to founder mindset to the mechanics behind the fastest product cycle in tech history.

     

    Resources:

    Follow Ollie: https://x.com/ollieforsyth
    Follow Anish: https://x.com/illscience

     

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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 http://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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    4 December 2025, 11:00 am
  • 51 minutes 31 seconds
    Why AI Moats Still Matter (And How They've Changed)

    a16z General Partners David Haber, Alex Rampell, and Erik Torenberg discuss why 19 out of 20 AI startups building the same thing will die - and why the survivor might charge $20,000 for what used to cost $20.

    They expose the "janitorial services paradox" (why the most boring software is most defensible), explain why OpenAI won't compete with your orthodontic clinic software despite having 800 million weekly users, and reveal how non-lawyers are building the most successful legal AI companies. Plus: the brutal truth about why momentum isn't a moat, but without it, you're already dead.

     

    Resources:

    Follow David on X: https://x.com/dhaber

    Follow Alex on X: https://x.com/arampell

    Follow Erik on X: https://x.com/eriktorenberg

     

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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 http://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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    3 December 2025, 11:00 am
  • 1 hour 10 minutes
    How To Lead | Ben Horowitz on My First Million

    A16Z co-founder Ben Horowitz joins Shaan Puri and Sam Parr on My First Million to talk about how to be a great leader.

     

    Resources:

    Follow Ben on X: https://x.com/bhorowitz

    Follow Shaan on X: https://x.com/ShaanVP

    Follow Sam on X: https://x.com/thesamparr

     

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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 http://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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    2 December 2025, 11:00 am
  • 58 minutes 17 seconds
    The $700 Billion AI Productivity Problem No One's Talking About

    Russ Fradin sold his first company for $300M. He’s back in the arena with Larridin, helping companies measure just how successful their AI actually is.

    In this episode, Russ sits down with a16z General Partner Alex Rampell to reveal why the measurement infrastructure that unlocked internet advertising's trillion-dollar boom is exactly what's missing from AI, why your most productive employees are hiding their AI usage from management, and the uncomfortable truth that companies desperately buying AI tools have no idea whether anyone's actually using them. 

    The same playbook that built comScore into a billion-dollar measurement empire now determines which AI companies survive the coming shakeout.

    Timecodes: 

    0:00 — Introduction 

    2:15 — Early Career, Ad Tech, and Web 1.0

    3:09 — Attribution Problems in Ad Tech & AI

    4:30 — Building Measurement Infrastructure

    6:49 — Software Eating Labor: Productivity Shifts

    8:51 — The Challenge of Measuring AI ROI

    14:54 — The Productivity Baseline Problem

    18:46 — Defining and Measuring Productivity

    21:27 — Goodhart’s Law & the Pitfalls of Metrics

    22:41 — The Harvey Example: Usage vs. Value

    25:18 — Surveys vs. Behavioral Data

    28:38 — Interdepartmental Responsiveness & Real-World Metrics

    31:00 — Enterprise AI Adoption: What the Data Shows

    33:59 — Employee Anxiety & Training Gaps

    38:31 — The Nexus Product & Safe AI Usage

    42:08 — The Future of Work: Job Loss or Job Creation?

    44:40 — The Competitive Advantage of AI

    53:45 — The Product Marketing Problem in AI

    55:00 — The Importance of Specific Use Cases

    Resources:

    Follow Russ Fradin on X: https://x.com/rfradin

    Follow Alex Rampell on X: https://x.com/arampell

     

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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 http://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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    1 December 2025, 11:00 am
  • 53 minutes 24 seconds
    How OpenAI Builds for 800 Million Weekly Users: Model Specialization and Fine-Tuning

    In this episode, a16z GP Martin Casado sits down with Sherwin Wu, Head of Engineering for the OpenAI Platform, to break down how OpenAI organizes its platform across models, pricing, and infrastructure, and how it is shifting from a single general-purpose model to a portfolio of specialized systems, custom fine-tuning options, and node-based agent workflows.

    They get into why developers tend to stick with a trusted model family, what builds that trust, and why the industry moved past the idea of one model that can do everything. Sherwin also explains the evolution from prompt engineering to context design and how companies use OpenAI’s fine-tuning and RFT APIs to shape model behavior with their own data.

    Highlights from the conversation include: 

    • How OpenAI balances a horizontal API platform with vertical products like ChatGPT
    • The evolution from Codex to the Composer model
    • Why usage-based pricing works and where outcome-based pricing breaks
    • What the Harmonic Labs and Rockset acquisitions added to OpenAI’s agent work
    • Why the new agent builder is deterministic, node based, and not free roaming

     

    Resources:

     Follow Sherwin on X: https://x.com/sherwinwu

     Follow Martin on X: 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 http://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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    28 November 2025, 11:00 am
  • 46 minutes 50 seconds
    Ben Horowitz: Why Open Source AI Will Determine America's Future

    Ben Horowitz reveals why the US already lost the AI culture war to China—and it wasn't the technology that failed. While Biden's team played Manhattan Project with closed models, Chinese developers quietly captured the open-source heartbeat of global AI through DeepSeek, now running inside every major US company and university lab. The kicker: Google and OpenAI employ so many Chinese nationals that keeping secrets was always a delusion, but the policy locked American innovation behind walls while handing cultural dominance to Beijing's weights—the encoded values that will shape how billions of devices interpret everything from Tiananmen Square to free speech.

     

    Resources:

    Follow Ben Horowitz on X: https://x.com/bhorowitz

    Follow Costis Maglaras on X: https://x.com/Columbia_Biz

     

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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 http://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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    27 November 2025, 11:00 am
  • 59 minutes 55 seconds
    The Secret Marketing Strategy That Built a16z: From Zero to Legendary VC Firm

    Marc Andreessen and Ben Horowitz sit down with Margit Wennmachers—the woman who turned two unknown entrepreneurs with $300 million and zero investing track record into the most talked-about firm in venture capital. She unpacks how they weaponized transparency in an industry built on secrecy, why Fortune's cover story triggered a cartel meltdown, and the exact moment a casual lunch conversation became "Software Is Eating the World." This is the origin story of how A16Z broke every unwritten rule, made enemies of every top-tier firm, and permanently rewired what it means to build companies in public.

     

    Resources:

    Follow Marc on X: https://x.com/pmarca

    Follow Ben on X: https://x.com/bhorowitz

    Follow Margit on X: https://x.com/wennmachers

    Follow Erik on X: https://x.com/eriktorenberg

     

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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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    26 November 2025, 11:00 am
  • 34 minutes 2 seconds
    How Marc Andreessen Actually Uses AI

    Half a billion people can access the world’s best AI on their phone. So why are most using it to write emails while only some are using it to build empires?

    In this conversation with Mark Halperin from Next Up, Marc Andreessen reveals why small bakeries are beating Fortune 500 companies at AI adoption, how to turn ChatGPT into your personal board of directors, and why Silicon Valley just reversed five years of geographic dispersion overnight. He also shares the questions that unlock AI's real power—including one of his favorite prompts: "What questions should I be asking?"

     

    Resources:

    Follow Mark Halperin on X: https://x.com/MarkHalperin

    Follow Marc Andreessen on X: https://x.com/pmarca

     

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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 http://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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    25 November 2025, 11:00 am
  • 1 hour 10 seconds
    The 2045 Superintelligence Timeline: Epoch AI’s Data-Driven Forecast

    Epoch AI researchers reveal why Anthropic might beat everyone to the first gigawatt datacenter, why AI could solve the Riemann hypothesis in 5 years, and what 30% GDP growth actually looks like. They explain why "energy bottlenecks" are just companies complaining about paying 2x for power instead of getting it cheap, why 10% of current jobs will vanish this decade, and the most data-driven take on whether we're racing toward superintelligence or headed for history's biggest bubble.

     

    Resources:

    Follow Yafah Edelman on X: https://x.com/YafahEdelman

    Follow David Owen on X: https://x.com/everysum

    Follow Marco Mascorro on X: https://x.com/Mascobot

    Follow Erik Torenberg on X: https://x.com/eriktorenberg

     

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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 http://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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    24 November 2025, 11:00 am
  • 1 hour 5 minutes
    Robinhood CEO: Making Everyone An Owner

    Vlad Tenev built Robinhood by breaking every rule Wall Street wrote: zero commissions when competitors charged $10, mobile-first when "serious" investors demanded desktop, a brand that made finance feel like rebellion instead of a club you'd never join.

    By 2021 they'd forced every major brokerage to slash fees and attracted millions who'd never owned a stock, but then GameStop happened: trading restrictions during the meme stock frenzy triggered congressional hearings, user fury, and a two-year brand crisis that nearly buried them despite the real culprit being antiquated clearing mechanics no one understood. 

    Now Tenev's pushing an even more radical vision—tokenizing private company shares so retail investors can own stakes in AI giants before IPO, turning prediction markets into "truth machines" that beat polls and pundits, and building what he calls the end of financial nihilism: a platform where your seventy-year-old parents and your Gen Z cousin both manage everything from retirement accounts to election bets in one place.

    The question isn't whether traditional finance survives this; it's whether Robinhood can move fast enough to own the entire wealth transfer before someone else does.

    Timestamps:

    0:00 - Introduction
    3:52 - Financial Relationships vs. Pinterest Boards: The Higher Bar
    5:27 - Building in a Regulatory Catch-22
    7:53 - Three Simultaneous Contrarian Bets
    12:15 - From Institutional HFT to Retail Revolution
    17:40 - January 28th: The Day Trust Died
    27:40 - “Simple Lie More Powerful Than Complicated Truth”
    30:02 - Tokenization: The Antidote to T+1 Settlement
    32:52 - IPO Access: From Asking For Favors to Everyone Wanting In
    39:22 - “Series D Was Called an IPO”
    43:06 - WTF Happened in 1971?
    47:42 - Going Broad While Going Deep
    53:26 - The $120 Trillion Wealth Transfer
    58:16 - Debunking “Financial Nihilism”
    58:40 - “Speculation Is Critical For Functioning Markets”

    Resources:

    Follow Vlad Tenev on X: https://x.com/vladtenev

    Follow Alex Rampell on X: https://x.com/arampell

    Follow Erik Torenberg on X: https://x.com/eriktorenberg

     

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    Listen to the a16z Podcast on Spotify: [https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX](https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX)

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    Follow our host: [https://x.com/eriktorenberg](https://x.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](http://a16z.com/disclosures).

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    21 November 2025, 11:00 am
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