Two words have caught the Internet by storm. DeepSeek.

The Chinese reasoning model r1 is rivaling others at the frontier with an open-source MIT license, methods that some claim may be 45x more efficient, an alleged $5.6m cost, the release of reasoning traces, a follow-on image model, and the fact that all of this was released by a hedge fund China.

Many are already referring to this as a Sputnik moment. If that’s true, how should we – whether founder, researcher, policy maker – not just react, but act? Joining us to tease out the signal from the noise are a16z General Partner Martin Casado and a16z board partner, Steven Sinofsky. Both Martin and Steven have been on the frontlines of prior computing cycles, from the switching wars to the fiber buildout, and have witnessed the trajectories of companies like Cisco to AOL to ATT – even Worldcom.

So what really drove this DeepSeek frenzy and more importantly what should we take away? Today, we answer that question through the lens of Internet history.

Resources:

• Steven’s article: DeepSeek Has Been Inevitable and Here's Why (History Tells Us)
• Martin & Ion Stoica’s Economist op-ed: Keep the code behind AI open
• Alex Rampell’s article: Why DeepSeek Is a Gift to the American People

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://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.

This week, a16z cofounder Ben Horowitz had a rare and invaluable conversation with Dr. Clarence B. Jones, a pivotal figure in American history.

Dr. Jones, who served as speechwriter, attorney, and advisor to Dr. Martin Luther King Jr., shared his personal insights on race, inclusion, and the lasting legacy of the civil rights movement in 2025.

In their wide-ranging discussion, Dr. Jones reflected on the timeless wisdom of Dr. King, quoting one of the most enduring lines from the "I Have a Dream" speech: “I want my four children to be judged by the content of their character, not by the color of their skin.”

“That, to me, is still, that’s the template,” Dr. Jones said. “That still remains a template.”

Their conversation covered critical themes in Diversity, Equity, and Inclusion, delving into the history of the movement, the lessons from "Letter from Birmingham Jail," and the profound impact Dr. King’s work continues to have today.

It was a rare opportunity to hear directly from someone who not only witnessed history but played a key role in shaping it, and we hope you enjoy it.

About Dr. Clarence B. Jones:

Dr. Clarence B. Jones served as legal counsel, strategic advisor, and draft speechwriter to Dr. Martin Luther King, Jr. from 1960 until Dr. King’s assassination in Memphis, Tennessee, on April 4, 1968. During that time, Dr. King depended on Dr. Jones for legal and strategic counsel and assistance in drafting landmark speeches and public testimony. He is credited with writing the first seven paragraphs of the iconic I Have A Dream speech.

Across the decades following Dr. King’s assassination in 1968, Clarence B. Jones worked to carry on Dr. King’s legacy, to continue the nonviolent struggle for social justice, voting rights, and democratic inclusion. He is the founder of the Dr. Clarence B. Jones Institute for Social Advocacy, and also serves as the Founding Director Emeritus of the Institute for Nonviolence and Social Justice at the University of San Francisco. Dr. Jones is also the author of three acclaimed books "What Would Martin Say?", "Behind the Dream: The Making of the Speech that Transformed a Nation" and "Last of the Lions".

Stay Updated:

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

Ben on X: http://twitter.com/bhorowitz

Find a16z on X: 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://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.

How is AI reshaping modern warfare?

Speaking with a16z Growth General Partner David George, Anduril cofounder and CEO Brian Schimpf discusses how AI helps humans make better strategic decisions by sorting through the enormous amount of data collected from modern battlefields. Schimpf also discusses navigating the US government’s complex procurement processes, using commercial technologies to kickstart their own product development, and the growing opportunities for startups in defense. Throughout, Brian offers a deep dive into the intersection of technology, geopolitics, and the future of defense.

This episode is part of our AI Revolution series, where we explore how industry leaders are leveraging generative AI to steer innovation and navigate the next major platform shift. Discover more insights and content from the AI Revolution series at a16z.com/AIRevolution.

Resources:

Find Brian on X: https://x.com/schimpfbrian

Find David on X: https://x.com/davidgeorge83

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://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.