Afleveringen
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Recorded live at the 2025 a16z LP Summit, this episode is a candid conversation between a16z cofounders Marc Andreessen and Ben Horowitz—hosted by general partner Erik Torenberg.
They cover the evolution of a16z from startup firm to multi-practice platform, how the media landscape is shaped by meme-speed narratives, why reorgs—not just returns—determine who wins, and what it takes to build an enduring venture franchise.
They also share thoughts on the changing policy landscape for AI and crypto, the firm’s bipartisan approach to Washington—and why Marc personally screens social media profiles before anyone joins the team.
Resources:
Find Marc on X: https://x.com/pmarca
Find Ben on X: https://x.com/bhorowitz
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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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Business Process Outsourcing (BPO) is a $300 billion industry powering the back- and front-office operations of the world’s largest companies.
In her article, "Unbundling the BPO: How AI Will Disrupt Outsourced Work," Kimberly Tan (Partner, a16z) explores how the rise of AI is challenging the status quo.
In this episode, Kimberly unpacks the shift—from call centers and invoice processing to cross-system automation and coding agents. They explore how AI is redefining the economics of scale, unlocking new markets, and expanding the reach of automation beyond the Fortune 500. For founders and operators alike, this conversation offers a clear-eyed look at the playbook for building in this newly addressable space.
Resources:
Read the article: https://a16z.com/unbundling-the-bpo-how-ai-will-disrupt-outsourced-work/
Find Kimberly on X: https://x.com/kimberlywtan
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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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Zijn er afleveringen die ontbreken?
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Today on the a16z Podcast, we’re sharing Marc Andreessen’s recent appearance on TBPN.
Marc—cofounder and general partner at a16z—joins hosts John Coogan and Jordi Hays for a wide-ranging conversation, recorded live at the a16z’s 2025 LP Conference in Las Vegas.
They cover the rise of AI, the future of open source models, and how tech is transforming every corner of the economy—from education and defense to healthcare and housing.
Marc also shares his thoughts on the evolution of venture capital, the firm’s new branding, and what it takes to build enduring companies in a rapidly changing world.
Resources:
Watch more from TBPN: https://www.tbpn.com/
Find TBPN on X: https://x.com/tbpn
Find Marc on X: https://x.com/pmarca
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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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American healthcare is in crisis—but what if we could change the system by preventing disease before it starts?
In this episode of the a16z Podcast, general partner Vijay Pande sits down with Dr. Eric Topol, founder and director of the Scripps Research Translational Institute and one of the most cited researchers in medicine, to explore the cutting edge of preventive healthcare and longevity science.
Drawing from his new book Super Agers: An Evidence-Based Path to Longevity, Topol breaks down why understanding the biology of aging—not reversing it—is the key to preventing the “Big Three” age-related diseases: cancer, cardiovascular disease, and neurodegenerative conditions. The conversation spans AI-powered risk prediction, organ clocks, polygenic risk scores, GLP-1s, and the cultural and economic shifts required to move from a “sick care” system to one rooted in precision prevention and extended healthspan.
If you’ve ever wondered how data, personalized medicine, and AI can add seven healthy years to your life—and what it will take to bring those benefits to everyone—this episode is for you.
Resources:
Find Eric on X: https://x.com/erictopol
Find Vijay on X: https://x.com/vijaypande
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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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In this episode of th a16z Podcast, we’re sharing Katherine Boyle’s recent interview on TBPN.
Katherine—General Partner at a16z and the architect of the American Dynamism thesis—joins hosts John Coogan and Jordi Hays to discuss the state of the movement today. They cover the Department of Defense’s sweeping reform efforts, the role of startups in national security, and why American Dynamism is just getting started.
From procurement reform to reindustrialization, this wide-ranging conversation explores how founders and investors are reshaping the future in service of the national interest.
Resources:
Watch more from TBPN: https://www.tbpn.com/
Find TBPN on X: https://x.com/tbpn
Find Katherine on X: https://x.com/KTmBoyle
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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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Your ideal customer profile (ICP) is the north star for your entire company: it determines who you’re building for and selling to. Though most growth-stage founders think they know who their ICP is, very few know how to update and refine it to keep the company focused as they grow—which can lead to a lot of headaches down the road.
In this debut episode of a16z Growth’s new company scaling podcast, the a16z Guide to Growth, a16z's Joe Morrissey (General Partner, a16z Growth), Michael King (Partner, Go-to-Market Network), and Mark Regan (Partner, a16z Growth) break down why ICP misalignment is often the hidden cause of common problems across the entire company, from pipeline gaps and bloated marketing spend to stalled product roadmaps—and dive deep on how to fix it.
They offer tactical advice for defining (and refining!) your ICP as you scale, explain why getting it right requires company-wide alignment, and how to navigate the “precision paradox” when implementing it. Plus, why ICPs matter even more in the AI era, and how a well-executed ICP shows up across the business when it's working.
Resources:
Read more on sales and go-to-market on our Growth Content Compendium
Find Joe on LinkedIn: https://www.linkedin.com/in/morrisseyjoe/
Find Mark on LinkedIn: https://www.linkedin.com/in/mregan178/
Find Michael on LinkedIn: https://www.linkedin.com/in/michael-king-62258/
Find Emma on LinkedIn: https://www.linkedin.com/in/emmajanaskie/
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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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Today’s critical infrastructure—air traffic, logistics, defense—is powered by legacy software. And that’s a problem.
In this episode, recorded live at the a16z American Dynamism Summit, a16z partner Leila Hay sits down with Phillip Buckendorf, CEO of Air Space Intelligence, and Lt. Gen. Leonard J. Kosinski (Ret.), ASI’s Chief Strategy Officer and former Director for Logistics on the Joint Staff for the Pentagon.
They explore why software is now a weapon system, how dual-use tech can harden both civilian and military infrastructure, and what happens if we don’t modernize fast enough.
Resources:
Find Phillip on LinkedIn: https://www.linkedin.com/in/phillipbuckendorf/?locale=en_US
Find Lieutenant General Leonard J Kosinsk on LinkedIn: https://www.linkedin.com/in/ljkosinski/
Find Leila on LinkedIn: https://www.linkedin.com/in/leilahay/
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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.
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Are we nearing the end of the smartphone era?
In this episode, a16z Growth General Partner David George talks with Meta CTO Andrew “Boz” Bosworth about what comes after apps and touchscreens. From smart glasses to AR headsets, Boz shares how AI is powering a new wave of computing—one that’s ambient, agentic, and driven by human intent.
They explore what it takes to build for this future, the risks of changing interaction models, and why the next big platform shift may already be in motion.
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 Boz on X: https://x.com/boztank
Find David on X: https://x.com/davidgeorge8
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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.
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In today’s world, the battlefield extends far beyond war zones—it’s embedded in our tech stacks, supply chains, and airspace security systems. So who better to solve these modern challenges than those who’ve served on the front lines?
Recorded live at the third annual American Dynamism Summit in Washington D.C., this episode features a16z’s Matt Shortal—a veteran himself—moderating a conversation with three founders who transitioned from military service to building cutting-edge defense startups:
John Doyle, founder & CEO of Cape David Tuttle, cofounder & CEO of Rune Grant Jordan, founder & CEO of SkySafeThe panel covers their journeys from service to startups, how their time in uniform shaped what they chose to build, and whether veterans should go straight into entrepreneurship—or stop first at places like Palantir or Anduril. They also discuss how Ukraine changed the game, how dual-use tech is shifting the innovation landscape, and how to instill trust and culture in mission-driven companies.
The big question: how do we win the next war—the asymmetric, fast-moving, tech-enabled kind—and build the industrial base we need to do it?
Resources:
See more from The American Dynamism Summit 2025: www. a16z.com/american-dynamism-summit
Find John of LinkedIn: https://www.linkedin.com/in/john-doyle-48633227/
Find David on LinkedIn: https://www.linkedin.com/in/davidtuttle1/
Find Grant on LinkedIn: https://www.linkedin.com/in/grantjordansd/
Find Matt on LinkedIn: https://www.linkedin.com/in/matthew-shortal/
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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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War has always been shaped by technology—from steel and gunpowder to GPS and nuclear weapons. But the decisive technologies of tomorrow aren’t coming—they’re already here.
In this episode, recorded live at our third annual American Dynamism Summit, a16z’s Senior National Security Advisor Matt Cronin sits down with Ryan Tseng (cofounder & CEO, Shield AI) and Adam Bry (cofounder & CEO, Skydio) to discuss the rise of autonomous drones, AI-driven warfare, and the escalating great power competition with China. They cover:
Why drones are reshaping the battlefield in Ukraine, Israel, and beyondThe asymmetry of $1,000 drones taking out $10M tanksWhy U.S. drone production lags China—and how to catch upThe ethical and tactical implications of autonomy in combatWhat it will take to reindustrialize America and maintain deterrenceIf the future of warfare is software-defined, who writes that software—and who deploys it first—matters more than ever.
Resources:
Find Adam on X: https://x.com/adampbry
Find Ryan on LinkedIn: https://www.linkedin.com/in/ryantseng/
Find Matt on LinkedIn: https://www.linkedin.com/in/matt-cronin-8b88811/
See more from the American Dynamism Summit: www. a16z.com/american-dynamism-summit
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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.
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When people think about startups working with the government, the phrase “black box” often comes up. But what if that box is finally being pried open?
In this episode—recorded live at the American Dynamism Summit in DC—we talk with two Chief Technology Officers at the heart of American defense: Alex Miller, CTO for the Chief of Staff of the Army, and Justin Fanelli, CTO at the Department of the Navy. Along with a16z partner Leila Hay, they break down how the Department of Defense is shifting from decades-old processes to software-speed execution, why the real bottlenecks are cultural, not technical, and how startups can actually navigate and scale within this massive system.
From replacing outdated procurement with faster pathways, to getting tech into the hands of warfighters faster, this is a rare look inside the government’s most ambitious efforts to modernize—and what it means for builders on the outside.
Is it time to rip up the system and start fresh? Or are the seeds of change already in the ground?
Resources:
DoD Contracts for Startups 101: https://a16z.com/dod-contracting-for-startups-101/
Find Justin on LinkedIn: https://www.linkedin.com/in/justinfanelli/
Find Leila on LinkedIn: https://www.linkedin.com/in/leilahay/
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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.
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This month, a16z’s Consumer team released the fourth edition of the GenAI 100 — a data-driven ranking of the top 50 AI-first web products and mobile apps, based on unique monthly visits and active users.
In just six months, the consumer AI landscape has shifted dramatically. Some products surged ahead, others plateaued, and a few unexpected players reshaped the leaderboard entirely.
In this episode, a16z General Partner Anish Acharya and Partner Olivia Moore join us to unpack the latest rankings and explore the key cultural and product moments that brought us to this point.
Which applications are leading the pack — and which ones are quietly on the rise? What do trends like AI video, companion apps, and “vibe coding” reveal about the future of consumer AI? And for the first time, the team also analyzed which products aren’t just gaining users, but generating real revenue.
If you’re looking to understand where we are in the GenAI adoption cycle — and what might come next — this episode offers a data-backed view into one of the fastest-moving corners of technology.
You can find the full GenAI 100 list at a16z.com/genai100-4
Timecodes:
00:00: Consumer AI Trends
00:36: The Gen AI 100 List: Methodology and Insights
02:38: Pivotal Moments in AI Development
05:37: Assumptions and Realities in AI
08:49: Emerging Trends and Newcomers
11:53: The Brink List: Near Misses and Future Contenders
16:13: Surprises and Consistencies in AI Adoption
18:31: The Future of AI Applications
19:54: Traffic Trends and User Demographics
20:32: Resurgence and New Use Cases
22:47: Competitors and Market Dynamics
25:30: AI Video Models and Trends
29:23: Mobile vs Desktop Usage
30:34: Revenue Insights and Monetization
34:06: Key Learnings and Final Thoughts
Resources:
Find Anish on X: https://x.com/illscienceFind Olivia on X: https://x.com/omooretweets
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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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The global race for AI leadership is no longer just about companies—it’s about nations. AI isn’t just computing infrastructure; it’s cultural infrastructure, economic strategy, and national security all rolled into one.
In this episode, Jensen Huang, founder and CEO of NVIDIA, and Arthur Mensch, cofounder and CEO of Mistral, sit down to discuss sovereign AI, national AI strategies, and why every country must take ownership of its digital intelligence.
How AI will reshape global economies and GDPThe full AI stack—from chips to models to AI factoriesWhy AI is both a general purpose technology and deeply specializedThe open-source vs. closed AI debate and its impact on sovereigntyWhy no one will build AI for you—you have to do it yourselfIs this the most consequential technology shift of all time? If so, the stakes have never been higher.
Resources:
Find Arthur on X: https://x.com/arthurmensch
Find Anjney on X: https://www.linkedin.com/in/anjney/
Find NVIDIA on X: https://x.com/nvidia
Find Mistral: https://x.com/MistralAI
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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.
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AI voice technology has been around for years — think Siri or Alexa — but the magic has been missing. That’s changing, and quickly!
In this episode, Anish Acharya, General Partner at a16z, and Olivia Moore, Partner at a16z, explore why AI voice is reaching a breakthrough moment, how today’s models feel more human than ever, and why voice is poised to become the primary way people interact with AI.
With businesses already making tens of thousands of AI-driven phone calls daily, AI-powered conversations are no longer a distant vision—they’re happening now. Whether it's AI companions, customer service bots, or enterprise applications, voice tech is here—and it’s improving faster than anyone expected.
Resources:
Find Anish on X: https://x.com/illscience
Find Olivia on X: https://x.com/omooretweets
Read the report: https://a16z.com/ai-voice-agents-2025-update/Listen to Raising Health’s episode on how voice AI is solving healthcare’s workforce challenges : https://a16z.com/podcast/voice-ai-solving-healthcares-workforce-challenges-with-ankit-jain/
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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.
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For over a century, the United States has been the birthplace of world-changing innovation – from the Wright brothers’ first flight to the invention of the transistor, the moon landing, and the birth of the internet. But in recent years, belief in American progress has wavered.
Three years ago, a16z General Partner Katherine Boyle wrote a bold thesis called Building American Dynamism, challenging this apathy and calling for startups to tackle the country’s biggest problems. The idea spread fast – first as a meme, then as a movement, and today as a $600M dedicated fund.
In this episode, Katherine and fellow a16z General Partner David Ulevitch discuss:
The origins of American Dynamism—and why it was controversial at firstHow Washington and Silicon Valley can come togetherAmerica’s competitiveness in today’s great power competitionThe latest American Dynamism 50 list focused on the Indo-Pacific, showcasing the top startups building for the national interestIf you’re curious about the future of America, this is a conversation you won’t want to miss.
Check out this year’s full AD50 list at a16z.com/AD50.
Resources:
Find David on X: https://x.com/davidu
Find Katherine on X: https://x.com/KTmBoyle
Find last year’s’ American Dynamism 50 AI Addition’ here: https://a16z.com/american-dynamism-50-ai/
Read Katherine’s article ‘Building American Dynamism’: https://a16z.com/building-american-dynamism/
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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.
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Henry Ward, cofounder and CEO of Carta, has spent over a decade scaling his company from an early-stage startup to a 2,000-person industry leader. In this a16z Speedrun conversation with Games partner Josh Lu, Henry shares hard-earned lessons on:
Hiring missionaries vs. mercenaries — and how to keep company culture intact as you scaleThe reality of product-market fit and why many founders try to sell too soonThe evolution of a CEO — from building a product to building a system around youInputs vs. outputs, and why companies should focus on the right leading indicatorsTransparency in leadership, including when (and when not) to shareThis episode is packed with candid insights and lessons on company building. Recorded live at the a16z Speedrun program, you can learn more at a16z.com/games/speedrun.
Resources:
Find Henry on X: https://x.com/henrysward
Find Josh on X: https://x.com/JoshLu
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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.
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Being a creator in 2025 is tough—but building for creators is even harder. Perhaps no one understands this conundrum better than Scott Belsky. As the founder of Behance, a longtime executive at Adobe, and an advisor to companies like Pinterest and Atlassian, Scott has spent his career at the intersection of technology, design, and creativity.
In this speedrun episode, recorded live in San Francisco during the fourth iteration of our a16z Games Speedrun program, we dive into:
How AI can actually enable creators—and where its toolset should endThe evolution from the "prompt era" to the "controls era" of AIWhether people really want bespoke, personalized experiences or simply crave familiarityWhat happens when creative scarcity disappears and AI-generated content becomes ubiquitousThe future of creative tooling, from generative UI to AI-native interfacesPlus, Scott shares insights from his time building Behance, leading product strategy at Adobe, and investing in the next generation of creative tools.
If you want to learn more about A16Z Games Speedrun, visit a16z.com/games/speedrun.
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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.
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Technology doesn’t grow in isolation—it evolves in waves. Just as mobile, cloud, and SaaS shaped the internet of the past 20 years, so too could crypto, AI, and new hardware usher in an era of the internet that’s pro-innovation, pro-startup, and pro-creator.
Speaking with a16z Growth General Partner David George, a16z crypto Founder and Managing Partner Chris Dixon breaks down his vision for a new internet, from using crypto to decentralize AI infrastructure and kickstart network effects, to why AI will be this era’s native form of media just as film was in the 1930s. He also explores why the internet’s original covenant—where content creators traded free access for search traffic—is breaking today, and how a better internet could introduce entirely new business models for creators.
Right now, we have a choice to make: will the next era of the internet be shaped by a handful of centralized players, or transformed into an open ecosystem where power and control flow to creators across the globe?
Resources:
Watch the conversation here: https://youtu.be/gioxu1CVjhM
Read more, including the full transcript, here: https://a16z.com/ai-crypto-internet-chris-dixon/
Chris’s recent article on blockchain innovation: https://a16zcrypto.com/posts/article/blockchain-ai-internet/
Find Chris’s book, Read Write Own: Building the Next Era of the Internet:
Penguin Random House: https://www.penguinrandomhouse.com/books/744504/read-write-own-by-chris-dixon/
Penguin UK: https://www.penguin.co.uk/books/459860/read-write-own-by-dixon-chris/9781804949245
For more resources on AI & crypto visit: https://a16zcrypto.com/posts/?tag=ai-crypto,web2-to-web3
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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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Critical materials like copper, lithium, and gallium have been mined for decades, but their role in core technologies, geopolitics, and the energy transition have come to a height in recent years.
In this episode, a16z partner Connie Chan discusses how technology is changing the game of identification and exploration, together with leading company KoBold and their VP of Geoscience, VP of Technology, and CEO of Africa.
Resources:
Learn more about KoBold Metals: https://www.koboldmetals.com/
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/
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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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)Alex Rampell’s article: Why DeepSeek Is a Gift to the American PeopleStay 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.
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