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a16z Podcast

a16z Podcast

By: Andreessen Horowitz
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The a16z Podcast discusses tech and culture trends, news, and the future – especially as ‘software eats the world’. It features industry experts, business leaders, and other interesting thinkers and voices from around the world. This podcast is produced by Andreessen Horowitz (aka “a16z”), a Silicon Valley-based venture capital firm. Multiple episodes are released every week; visit a16z.com for more details and to sign up for our newsletters and other content as well!All rights reserved Economics Leadership Management & Leadership Science
Episodes
  • Where Value Will Accrue in AI: Martin Casado & Sarah Wang
    May 27 2025

    AI’s breakout moment is here - but where is the real value accruing, and what’s just hype?

    Recorded live at a16z’s annual LP Summit, General Partners Martin Casado and Sarah Wang join Erik Torenberg to unpack the current state of play in AI. From the myth of the GPT wrapper to the rapid rise of apps like Cursor, the conversation explores where defensibility is emerging, how platform shifts mirror (and diverge from) past tech cycles, and why the zero-sum mindset falls short in today’s AI landscape.

    They also dig into the innovator’s dilemma facing SaaS incumbents, the rise of brand moats, the surprising role of prosumer adoption, and what it takes to pick true category leaders in a market defined by both exponential growth - and accelerated wipeouts.

    Resources:

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

    Find Sarah on X: https://x.com/sarahdingwang

    Stay Updated:

    Let us know what you think: https://ratethispodcast.com/a16z

    Find a16z on Twitter: https://twitter.com/a16z

    Find a16z on LinkedIn: https://www.linkedin.com/company/a16z

    Subscribe on your favorite podcast app: https://a16z.simplecast.com/

    Follow our host: 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.

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    22 mins
  • Sovereign AI: Why Nations Are Building Their Own Models
    May 24 2025

    What happens when AI stops being just infrastructure—and becomes a matter of national identity and global power?

    In this episode, a16z’s Anjney Midha and Guido Appenzeller explore the rise of sovereign AI—the idea that countries must own their own AI models, data centers, and value systems.

    From Saudi Arabia’s $100B+ AI ambitions to the cultural stakes of model alignment, we examine:

    • Why nations are building local “AI factories” instead of relying on U.S. cloud providers
    • How foundation models are becoming instruments of soft power
    • What the DeepSeek release tells us about China’s AI strategy
    • Whether the world needs a “Marshall Plan for AI”
    • And how open-source models could reshape the balance of power

    AI isn’t just a technology anymore - it’s geopolitical infrastructure. This conversation maps the new battleground.

    Resources:

    Find Anj on X: https://x.com/AnjneyMidha

    Find Guido on X: https://x.com/appenz

    Stay Updated:

    Let us know what you think: https://ratethispodcast.com/a16z

    Find a16z on Twitter: https://twitter.com/a16z

    Find a16z on LinkedIn: https://www.linkedin.com/company/a16z

    Subscribe on your favorite podcast app: https://a16z.simplecast.com/

    Follow our host: Follow our host: 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.


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    32 mins
  • What Is an AI Agent?
    May 22 2025

    What exactly is an AI agent — and does anyone actually agree?

    In this episode, taken from of AI + a16z, General Partner Guido Appenzeller and partners Matt Bornstein and Yoko Li break down one of the most hyped- and most hotly debated 0 concepts in AI right now: agents.

    Are agents just clever wrappers around LLMs? Tools that can reason and act? Or simply a fresh label for familiar tech?

    Whether you're building, investing, or just trying to make sense of the buzz, this episode is for you.

    Resources:
    Find Guido on X: https://x.com/appenz

    Find Yoko on X: https://x.com/stuffyokodraws

    Find Matt on X: https://x.com/BornsteinMatt

    Stay Updated:

    Let us know what you think: https://ratethispodcast.com/a16z

    Find a16z on Twitter: https://twitter.com/a16z

    Find a16z on LinkedIn: https://www.linkedin.com/company/a16z

    Subscribe on your favorite podcast app: https://a16z.simplecast.com/

    Follow our host: 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.

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    36 mins
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