最高の A16z ポッドキャスト (2025)

1
The $3 Trillion AI Coding Opportunity 37:59

20h ago37:59

37:59

Originally published on the a16z Infra podcast. We're resurfacing it here for our main feed audience. AI coding is already actively changing how software gets built. a16z Infra Partners Yoko Li and Guido Appenzeller break down how "agents with environments" are changing the dev loop; why repos and PRs may need new abstractions; and where ROI is sho…

1
TradFi’s Tipping Point: Fidelity CEO Abigail Johnson on Stablecoins, Bitcoin, and Innovation Bets 42:17

5d ago42:17

42:17

Every traditional financial institution faces the same dilemma: evolve or fall behind, build or buy. But when safety, predictability, and trust is paramount, how do traditional finance companies innovate? How do they place their innovation bets, and decide what to explore and not to explore? Fidelity Chairman and CEO Abigail P. Johnson shares an in…

1
The 80-Year Bet: Why Naveen Rao Is Rebuilding the Computer from Scratch 30:11

1d ago30:11

30:11

Naveen Rao is cofounder and CEO of Unconventional AI, an AI chip startup building analog computing systems designed specifically for intelligence. Previously, Naveen led AI at Databricks and founded two successful companies: Mosaic (cloud computing) and Nervana (AI accelerators, acquired by Intel). In this episode, a16z’s Matt Bornstein sits down w…

1
What Comes After ChatGPT? The Mother of ImageNet Predicts The Future 1:01:56

5d ago1:01:56

1:01:56

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. Togethe…

1
How AI Created the Fastest Product Cycle in History 50:54

6d ago50:54

50:54

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…

1
Why AI Moats Still Matter (And How They've Changed) 51:31

7d ago51:31

51:31

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 o…

1
How To Lead | Ben Horowitz on My First Million 1:10:40

8d ago1:10:40

1:10:40

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 Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your frien…

1
The $700 Billion AI Productivity Problem No One's Talking About 58:17

9d ago58:17

58:17

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 missin…

1
How OpenAI Builds for 800 Million Weekly Users: Model Specialization and Fine-Tuning 53:24

12d ago53:24

53:24

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 …

1
Ben Horowitz: Why Open Source AI Will Determine America's Future 46:50

13d ago46:50

46:50

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: Goog…

1
The Secret Marketing Strategy That Built a16z: From Zero to Legendary VC Firm 59:55

14d ago59:55

59:55

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, an…

1
How Marc Andreessen Actually Uses AI 34:02

15d ago34:02

34:02

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 o…

1
AI, Networks, and What Makes Consumer Products Win 43:32

16d ago43:32

43:32

with @cdixon @illscience Welcome to web3 with a16z crypto. Today’s episode digs into the forces shaping the next generation of consumer software — from AI-driven tools to the new economics of apps. Joining is Chris Dixon, a16z crypto founder and managing partner and one of the firm’s original consumer investors. He sits down with a16z General Partn…

1
The 2045 Superintelligence Timeline: Epoch AI’s Data-Driven Forecast 1:00:10

16d ago1:00:10

1:00:10

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 va…

1
Robinhood CEO: Making Everyone An Owner 1:05:02

19d ago1:05:02

1:05:02

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 own…

1
Can Community Banks Survive the Next SVB? | ModernFi CEO Paolo Bertolotti and Former Comptroller Gene Ludwig 43:42

20d ago43:42

43:42

The former bank regulator who invented deposit networks just revealed why SVB's collapse was inevitable—and why the solution that could have saved them is finally being rebuilt. Gene Ludwig ran the OCC during the Clinton administration, created a half-trillion-dollar market solving a problem his Aunt Betty faced riding buses between banks, then wat…

1
Ben Horowitz & Marc Andreessen: Why Silicon Valley Turned Against Defense (And How We’re Fixing It) 1:16:13

21d ago1:16:13

1:16:13

Palmer Luckey got fired from Meta for backing the wrong candidate—now he's the hero saving American defense, and that shift tells you everything about how fast the ground moved beneath Silicon Valley's feet. For decades, tech and defense were allies, then came 15 years of hostility so visceral that Google employees revolted over a Pentagon AI contr…

1
Pricing the Future (with Kalshi CEO) 23:29

21d ago23:29

23:29

with @mansourtarek_ @rhackett In this episode of web3 with a16z crypto, host Robert Hackett talks with Kalshi Cofounder and CEO Tarek Mansour about how prediction markets are enabling people to trade directly on real-world events — from elections to inflation — and what this means for the future of finance and forecasting. Tarek explains why predic…

1
Emmett Shear on Building AI That Actually Cares: Beyond Control and Steering 1:10:36

23d ago1:10:36

1:10:36

Emmett Shear, founder of Twitch and former OpenAI interim CEO, challenges the fundamental assumptions driving AGI development. In this conversation with Erik Torenberg and Séb Krier, Shear argues that the entire "control and steering" paradigm for AI alignment is fatally flawed. Instead, he proposes "organic alignment" - teaching AI systems to genu…

1
Can America Win The AI Biotech Race Against China? | Lada Nuzhna & Elliot Hershberg 1:02:23

26d ago1:02:23

1:02:23

Two venture capitalists dissect why biotech burns billions while China runs trials in weeks—and why the next Genentech won't look anything like the last one. Elliot Hershberg reveals the "three horsemen" strangling drug development as costs explode to $2.5 billion per approval, while Lada Nuzhna exposes how investigator-initiated trials in Shanghai…

1
The Frontier of Spatial Intelligence with Fei-Fei Li 44:11

27d ago44:11

44:11

Fei-Fei Li and Justin Johnson are pioneers in AI. While the world has only recently witnessed a surge in consumer AI, they have long been laying the groundwork for the innovations transforming industries today. With the recent launch of Marble, the first product from their company World Labs, we are revisiting this conversation to explore the ideas…

1
Rocket Companies CEO: Here’s How to Fix the Housing Crisis 55:55

28d ago55:55

55:55

The Empire State Building took 110 days to build—today, changing a window would take two years. Alex Rampell (a16z) and Varun Krishna (Rocket CEO) expose how asset inflation turned housing from the American Dream into a wealth transfer machine where the median homebuyer age jumped from 30 to 38 in just fourteen years. While Silicon Valley burns bil…

1
Grant Lee: Building Gamma’s AI Presentation Company to 100 Million Users 53:17

29d ago53:17

53:17

Grant Lee was told Gamma was "the worst idea ever heard" by an investor who hung up mid-Zoom—yet he built it to 100 million users and $100M ARR without spending a dollar on advertising. While competitors hired aggressively, Grant's team of seven refused to grow, dedicating 25% of their tiny team to design and personally onboarding every influencer …

1
Michael Truell: How Cursor Builds at the Speed of AI 27:30

30d ago27:30

27:30

When four MIT grads decided to build a code editor while everyone else was building AI agents, they created the fastest-growing developer tool ever built. Cursor CEO Michael Truell joins a16z’s Martin Casado to discuss the deliberate constraints that led to breakthroughs: why they rejected the "democratization" narrative to focus on power users, ho…

1
a16z's State of Crypto: The $4 Trillion Milestone and What's Next' 1:38:31

1M ago1:38:31

1:38:31

The regulatory environment has completely inverted. Stablecoins are now a top 20 holder of US treasuries. Every major bank wants in. In a16z Crypto's 2025 State of Crypto report, Daren Matsuoka (Head of Data) and Eddy Lazzarin (CTO) reveal how crypto hit $4 trillion market cap while fundamentally reshaping how institutions think about payments, wit…

1
Amjad Masad & Adam D’Angelo: How Far Are We From AGI? 1:02:44

1M ago1:02:44

1:02:44

Adam D’Angelo (Quora/Poe) thinks we're 5 years from automating remote work. Amjad Masad (Replit) thinks we're brute-forcing intelligence without understanding it. In this conversation, two technical founders who are building the AI future disagree on almost everything: whether LLMs are hitting limits, if we're anywhere close to AGI, and what happen…

1
Mark Zuckerberg & Priscilla Chan: How AI Will Cure All Disease 45:21

1M ago45:21

45:21

Priscilla Chan and Mark Zuckerberg join a16z’s Ben Horowitz, Erik Torenberg, and Vineeta Agarwala to share how the Chan Zuckerberg Initiative is building the computational tools that will accelerate the cure, prevention, and management of all disease by century's end. They explain why basic science needs $100 million-scale projects that traditional…

1
Trump's Tech Czar on Crypto, AI, and American Innovation 1:18:02

1M ago1:18:02

1:18:02

with @DavidSacks @pmarca @bhorowitz @eriktorenberg Today’s episode features David Sacks, the Trump administration’s “AI and crypto czar," in conversation with a16z cofounders Marc Andreessen and Ben Horowitz, and General Partner Erik Torenberg. They dig into: how the U.S. is approaching AI and crypto policy, the fight over open source software, the…

1
Seeing The Future from AI Companions to Personal Software 50:20

1M ago50:20

50:20

Eugenia Kuyda, CEO of Wabi and AI pioneer behind Replika, joins Erik, Anish, and Justine to reveal how personal software will transform from a developer monopoly to a creative medium for all. She exposes why command-line AI interfaces are the new MS-DOS, explains how mini-apps will become as shareable as TikToks, and details her decade-long journey…

1
ElevenLabs CEO: Why Voice is the Next AI Interface 31:14

1M ago31:14

31:14

ElevenLabs CEO and co‑founder Mati Staniszewski joins Jennifer Li to explain how the team ships research‑grade AI at lightning speed—from text‑to‑speech and fully licensed AI music to real‑time voice agents—and why voice is the next interface for human‑computer interaction. He shares the small, autonomous team model, global hiring approach, and how…

1
David Sacks: AI, Crypto, China, Dems, and SF 1:16:57

1M ago1:16:57

1:16:57

David Sacks, White House AI and Crypto Czar, joins Marc, Ben, and Erik to explore what's really happening inside the Trump administration's AI and crypto strategy. They expose the regulatory capture playbook being pushed by certain AI companies, explain why open source is America's secret weapon, and detail the infrastructure crisis that could dete…

1
Why Speed, Not Size, Will Define the Next War 39:25

1M ago39:25

39:25

As global tensions rise, AI and autonomy are transforming how nations prepare for conflict. In this episode, Horacio Rozanski, CEO of Booz Allen Hamilton and Gary Shield, CEO of Shield AI join Erik Torenberg to discuss how technology, speed, and public–private partnerships are reshaping America’s defense strategy. They cover lessons from Ukraine an…

1
The Data Behind Crypto's Breakout Year 37:40

1M ago37:40

37:40

with @DarenMatsuoka @eddylazzarin Today, we’re bringing you something special: a presentation from our 2025 Founders Summit, which we just wrapped last week in beautiful Carlsbad, Calif. You’ll hear from Daren Matsuoka, our Head of Data and Fund Strategy, as he walks through the insights from this year’s State of Crypto report — our deep-dive into …

1
Beyond Chatbots: Marc Andreessen and Ben Horowitz on AI's Future 38:11

1M ago38:11

38:11

In this closing keynote from a16z’s Runtime conference, General Partner Erik Torenberg speaks with our firm’s cofounders, Marc Andreessen and Ben Horowitz on highlights from throughout the conference, the current state of LLM capabilities, and why despite huge capex, AI is not a bubble. Resources: Follow Marc on X: https://x.com/pmarca Follow Ben o…

1
"Is there an AI bubble?” Gavin Baker and David George 31:50

1M ago31:50

31:50

In this conversation from a16z’s Runtime conference, Gavin Baker, Managing Partner and CIO of Atreides Management, joins David George, General Partner at a16z, to unpack the macro view of AI: the trillion-dollar data center buildout, the new economics of GPUs, and what this boom means for investors, founders, and the global economy. Resources: Foll…

1
Building the Real-World Infrastructure for AI, with Google, Cisco & a16z 32:44

1M ago32:44

32:44

AI isn’t just changing software, it’s causing the biggest buildout of physical infrastructure in modern history. In this episode, Raghu Raghuram (a16z) speaks with Amin Vahdat, VP and GM of AI and Infrastructure at Google, and Jeetu Patel, President and Chief Product Officer at Cisco, about the unprecedented scale of what’s being built — from chips…

1
Google DeepMind Developers: How Nano Banana Was Made 54:19

1M ago54:19

54:19

Google DeepMind’s new image model Nano Banana took the internet by storm. In this episode, we sit down with Principal Scientist Oliver Wang and Group Product Manager Nicole Brichtova to discuss how Nano Banana was created, why it’s so viral, and the future of image and video editing. Resources: Follow Oliver on X: https://x.com/oliver_wang2 Follow …

1
Raghu Raghuram: AI, Robotics, and the Rebirth of Infrastructure 30:12

1M ago30:12

30:12

From Netscape to VMware, Raghu Raghuram has been at the center of nearly every major inflection point in enterprise technology. In this episode, Raghu joins Ben Horowitz, Martin Casado and David George to reflect on the early internet wars with Microsoft, how Netscape’s browser battles shaped a generation of founders, and the inside story of one of…

1
Marc Andreessen: How Movies Explain America 1:15:30

2M ago1:15:30

1:15:30

In this episode of Monitoring the Situation, Marc Andreessen, Katherine Boyle, and Erik Torenberg dive into the movies that best explain America, from Once Upon a Time in Hollywood to Tropic Thunder to Fight Club. They explore how Tarantino’s revisionist masterpiece reimagines 1969 and the end of America’s cultural innocence, why Tropic Thunder was…

1
Marc Andreessen and Amjad Masad: English As the New Programming Language 1:11:38

2M ago1:11:38

1:11:38

Amjad Masad, founder and CEO of Replit, joins a16z’s Marc Andreessen and Erik Torenberg to discuss the new world of AI agents, the future of programming, and how software itself is beginning to build software. They trace the history of computing to the rise of AI agents that can now plan, reason, and code for hours without breaking, and explore how…

1
State of Crypto 2025: The Latest Data, Trends, and Themes Revealed 1:37:15

2M ago1:37:15

1:37:15

with @DarenMatsuoka @eddylazzarin @rhhackett Each year, the State of Crypto report analyzes the data — cutting through the noise — to track crypto’s evolution across markets, technology, policy, culture, and more. Now in its fourth edition, the 2025 State of Crypto report reveals how this once-fringe technology has hit recent all-time highs and gon…

1
Why Creativity Will Matter More Than Code 1:25:15

2M ago1:25:15

1:25:15

In this episode, a16z's Anish Acharya joins Kevin Rose for an in-depth, fast-paced conversation on the rebirth of consumer technology, and how AI is reshaping what it means to build, invest, and create. They talk about why AI has reignited the consumer renaissance, what it means to build “weird and working” products, and how the next wave of apps w…

1
How Kong Was Born: APIs, Hustle, and the Future of AI Infrastructure 37:57

2M ago37:57

37:57

Augusto Marietti, CEO and cofounder of Kong, has one of the most remarkable founder stories in Silicon Valley history. In this conversation with Martin Casado, Aghi shares how he went from a garage in Milan to building one of the world’s leading API infrastructure companies, surviving years of rejection, living in the U.S. on $1,000 a month, and ra…

1
Reid Hoffman on AI, Consciousness, and the Future of Humanity 53:00

2M ago53:00

53:00

Reid Hoffman has been at the center of every major tech shift, from co-founding LinkedIn and helping build PayPal to investing early in OpenAI. In this conversation, he looks ahead to the next transformation: how artificial intelligence will reshape work, science, and what it means to be human. In this episode, Reid joins Erik Torenberg and Alex Ra…

1
Marc Andreessen on the State of Film and Hollywood 1:07:46

2M ago1:07:46

1:07:46

Hollywood is going through a major cultural and creative reset, and Marc Andreessen thinks it’s long overdue. In this episode of Monitoring the Situation, Marc joins Erik Torenberg and Katherine Boyle to dissect the past decade of filmmaking, from the rise of “the message” in every movie to the return of genuine comedy and art. They cover the post-…

1
Keith Rabois: Israel, OpenAI, Opendoor, and DOGE 49:08

2M ago49:08

49:08

From politics to technology to real estate, Keith Rabois has bold predictions for America’s next decade. In this conversation with Erik Torenberg, Keith breaks down why he believes the U.S. is entering a new economic expansion driven by AI, productivity, and sovereign technology. They discuss how AI could lift GDP growth to 5%, why sovereign AI pro…

1
Ben Horowitz and Ali Ghodsi: How to Run a Billion-Dollar Business 1:04:36

2M ago1:04:36

1:04:36

Ben Horowitz founded Loudcloud in the middle of the dot-com bust and sold it for $1.6 billion, then led Andreessen Horowitz from its founding to $46 billion in committed capital. Ali Ghodsi co-founded Databricks, stepped in as CEO during a crisis, and led it to a valuation of over $100 billion. In this episode of “Boss Talk”, Ben and Ali join a16z …

1
Is AI Slowing Down? Nathan Labenz Says We're Asking the Wrong Question 1:31:02

2M ago1:31:02

1:31:02

Nathan Labenz is one of the clearest voices analyzing where AI is headed, pairing sharp technical analysis with his years of work on The Cognitive Revolution. In this episode, Nathan joins a16z’s Erik Torenberg to ask a pressing question: is AI progress actually slowing down, or are we just getting used to the breakthroughs? They discuss the debate…

1
Columbia CS Professor: Why LLMs Can’t Discover New Science 50:54

2M ago50:54

50:54

From GPT-1 to GPT-5, LLMs have made tremendous progress in modeling human language. But can they go beyond that to make new discoveries and move the needle on scientific progress? We sat down with distinguished Columbia CS professor Vishal Misra to discuss this, plus why chain-of-thought reasoning works so well, what real AGI would look like, and w…

1
Monitoring the Situation #3: Who Is Nick Land? 52:44

2M ago52:44

52:44

Zach Dell is founder and CEO of Base Power, an energy tech company that builds affordable, reliable power via home batteries. In this episode of Monitoring the Situation, a16z General Partners Erik Torenberg, Katherine Boyle, and Erin Price-Wright sit down with Zach to discuss the current state of home power generation, what’s misunderstood about t…

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