a16z Podcast

From Vibe Coding to Vibe Researching: OpenAI’s Mark Chen and Jakub PachockiWhat comes after vibe coding? Maybe vibe researching. OpenAI’s Chief Scientist, Jakub Pachocki, and Chief Research Officer, Mark Chen, join a16z general partners Anjney Midha and Sarah Wang to go deep on GPT-5—how they fused fast replies with long-horizon reasoning, how they measure progress once benchmarks saturate, and why reinforcement learning keeps surprising skeptics. They explore agentic systems (and their stability tradeoffs), coding models that change how software gets made, and the bigger bet: an automated researcher that can generate new ideas with real economic impact. Plus: how they prioritize compute, hire “cave-dweller” talent, protect fundamental research inside a product company, and keep pace without chasing every shiny demo. Timecodes: 0:00 Introduction & Goals of Automated Researcher 0:43 The Evolution of Reasoning in AI 1:46 Evaluations: From Benchmarks to Real-World Impact 5:15 Surprising Capabilities of GPT-5 6:56 The Research Roadmap: Next 1, 2, 5 Years 7:46 Long-Horizon Agency & Model Memory 9:44 Reasoning in Open-Ended Domains 11:18 The Role and Progress of Reinforcement Learning 13:14 Reward Modeling & Best Practices 14:21 The New Codex: Real-World Coding 16:20 AI vs. Human Coding: The New Default 20:07 What Makes a Great Researcher? 21:14 Persistence, Conviction, and Problem Selection 26:00 Building and Sustaining a Winning Research Culture 31:45 Balancing Product and Fundamental Research 39:00 The Importance of Compute and Physical Constraints 45:50 Maintaining Speed and Learning at Scale 47:18 Trust and Collaboration at OpenAI Resources: Find Jakub on X: https://x.com/merettm Find Mark on X: https://x.com/markchen90 Find Sarah on X: https://x.com/sarahdingwang Find Anjney on X: https://x.com/AnjneyMidha Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends! Find a16z on X: https://x.com/a16z Find a16z on LinkedIn: https://www.linkedin.com/company/a16z Listen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX Listen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711 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. Stay Updated: Find a16z on X Find a16z on LinkedIn Listen to the a16z Podcast on Spotify Listen to the a16z Podcast on Apple Podcasts Follow our host: https://twitter.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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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Software finally eats services - Aaron LevieShould the US put a price on H-1B visas, or would that block the flow of new talent? Are AI coding agents actually making teams way more productive, or is it just hype? And in the AI platform shift, will the big winners be incumbents or new AI-native startups? Erik Torenberg is joined by Box co-founder and CEO Aaron Levie, a16z board partner Steven Sinofsky, and a16z general partner Martin Casado to debate the biggest questions in tech. They unpack pricing vs lottery for H-1Bs and what we’re actually optimizing for, why Box now ships a third of its code from AI, the shift from writing to reviewing code, and why bottom-up personal AI tools succeed where top-down “AI pilots” struggle. Timecodes: 0:00 Introduction 1:07 Latest immigration policy and who benefits 1:39 Debating the Price on H-1B Visas 2:11 Startups vs. Big Tech: Who Benefits from Policy? 2:31 Market Dynamics and Wage Impacts 3:44 The Lottery System and Startup Challenges 12:25 Labor Markets to Labor Productivity with AIs 14:47 Startups Achieving 10x Productivity with AI 16:43 Early Adopters, Hype, and Measuring Productivity 33:50 AI’s Impact on Professional and Creative Work 37:56 The Rise of AI-Native Startups 40:58 Platform Shifts: Startups vs. Incumbents 42:12 Disruption, Incumbents, and New Opportunities 53:00 The Future of Work and AI Adoption 54:38 Brand Effects and Early Leaders in AI 55:22 Will Incumbents or Newcomers Win the AI Race? Resources: Find Aaron on X: https://x.com/levie Find Steven on X: https://x.com/stevesi Find Martin on X: https://x.com/martin_casado Find Erik on X: https://x.com/eriktorenberg Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends! Find a16z on X: https://x.com/a16z Find a16z on LinkedIn: https://www.linkedin.com/company/a16z Listen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX Listen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711 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. Stay Updated: Find a16z on X Find a16z on LinkedIn Listen to the a16z Podcast on Spotify Listen to the a16z Podcast on Apple Podcasts Follow our host: https://twitter.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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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