a16z

Ben Horowitz on Investing in AI: AI Bubbles, Economic Impact, and VC Acceleration

Marc Andreessen's 2026 Outlook: AI Timelines, US vs. China, and The Price of AI

The AI revolution's current state and future trajectory are explored, highlighting its magnitude compared to the internet and its potential to transform various sectors. The discussion emphasizes the unprecedented revenue growth of new AI companies and the democratization of AI technology through platforms like ChatGPT...

AI in 2026: 3 Predictions For What’s To Come (a16z Big Ideas)

Where does consumer AI stand at the end of 2025?

The a16z consumer team, including Olivia Moore, Bryan Kim, and Justine Moore, recaps consumer AI in 2025 and predicts trends for 2026. They analyze the performance of major model providers like OpenAI and Google, discussing viral models such as Nano Banana and Sora, and the importance of product nuances and multimodali...

AI Is Coming For These 3 Industries In 2026 (a16z Big Ideas)

This podcast episode, titled "2026 Big Ideas," features three speakers—Ryan McEntush, Angela Strange, and Sarah Wang—who share their forecasts for the year 2026 in their respective fields. Ryan McEntush discusses the rise of the "electro-industrial stack" and the importance of blending software talent with industrial e...

How AI Agents Will Transform in 2026 (a16z Big Ideas)

The podcast episode "Big Ideas for 2026" features insights from Marc Andrusko, Stephanie Zhang, and Olivia Moore, who discuss their predictions for the future of AI. Marc Andrusko envisions the decline of the prompt box as the primary AI interface, replaced by proactive AI applications that anticipate user needs. Steph...

How AI Will Transform Fintech In 2026

In this podcast episode, Erik Torenberg hosts Zach Perret and David Haber to discuss the evolution and current state of the fintech industry since their last conversation seven years prior. They describe the different phases of fintech, comparing them to seasons: a late spring in 2018-2019, an explosive summer during C...

“How We Can Eliminate Crime” | Ben Horowitz and Garrett Langley

The Renaissance of the American Factory | a16z 2026 Big Ideas

AI Eats the World: Benedict Evans on the Next Platform Shift

In this episode of the a16z podcast, Benedict Evans discusses his latest presentation, "AI Eats the World," exploring the current state and future implications of AI. Evans compares the AI revolution to previous platform shifts like the Internet and mobile, examining its potential impact on various industries and the e...

The Unicorn Founder Who Delegated Everything.

The Chip That Could Unlock AGI.

Why AI Moats Still Matter (And How They've Changed)

In a panel discussion, David Haber and Alex Rampell explore the evolving nature of moats in the age of AI, emphasizing that while AI serves as a powerful tool for differentiation, traditional moats like owning end-to-end workflows, becoming a system of record, and deep customer embedding remain critical for defensibili...

The $700 Billion AI Productivity Problem No One's Talking About

Alex Rampell interviews Russ Fradin, the founder of Laridan, about measuring and governing AI usage in large companies. Fradin draws parallels between the growth of the internet and advertising in the 90s and the current AI landscape, emphasizing the need for tools around measurement and governance to accelerate AI ado...

How OpenAI Builds for 800 Million Weekly Users: Model Specialization and Fine-Tuning

Sherwin Wu from OpenAI discusses the company's approach to balancing its API platform with first-party applications like ChatGPT, addressing potential tensions and competitive concerns. Wu shares insights on the evolution of AI models, the shift from a single "god model" to specialized models, and the importance of fin...

The Secret Marketing Strategy That Built a16z: From Zero to Legendary VC Firm

The 2045 Superintelligence Timeline: Epoch AI’s Data-Driven Forecast

In a panel discussion, David Owen and Yafah Edelman, guided by Marco Mascorro, explore the AI landscape, debating whether the current investment constitutes a bubble by analyzing spending on compute and Nvidia's sales. They consider AI's potential impact on job markets, discussing scenarios of unemployment increases an...

Robinhood CEO: Making Everyone An Owner

In this episode, Vlad Tenev, co-founder of Robinhood, discusses the company's journey with Alex Rampell from a16z. They explore Robinhood's early challenges in the FinTech space, its innovative approach to commission-free trading and mobile accessibility, and the brand impact of the GameStop saga. Tenev reflects on les...

Ben Horowitz & Marc Andreessen: Why Silicon Valley Turned Against Defense (And How We're Fixing It)

The podcast features a panel discussion about "American Dynamism," exploring its historical roots, recent challenges, and future opportunities. The speakers discuss the integration of American business and defense, the cultural shift in Silicon Valley away from national missions, and the need to rebuild manufacturing a...

Emmett Shear on Building AI That Actually Cares: Beyond Control and Steering