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Andreessen Horowitz

The a16z Show 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 show 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!

a16z Podcast

In this episode, Jen Kha, Head of Investor Relations, and David George, General Partner, discuss how late-stage private markets are evolving as AI reshapes scale, capital intensity, and growth timelines. They explain why AI-driven companies are staying private longer, how infrastructure spending is changing return profiles, and what this moment means for durability, value creation, and long-term outcomes in private markets.

Timecodes:

0:00 — Introduction

04:21 — The Market Opportunity for AI

26:48 — Pricing, Monetization, and Cash Burn

43:15 — Companies Staying Private Longer

51:30 — Portfolio Composition and Construction

57:18 — Team Culture and Collaboration
 

Resources:

Follow Jen Kha on X: https://x.com/jkhamehl

Follow David George on X: https://x.com/DavidGeorge83

 

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Find a16z on X: https://x.com/a16z

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Follow our host: https://x.com/eriktorenberg

Not an offer or solicitation. None of the information herein should be taken as investment advice; Some of the companies mentioned are portfolio companies of a16z. Please see https://a16z.com/disclosures/ for more information. A list of investments made by a16z is available at https://a16z.com/portfolio.

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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 Hidden Economics Powering AI

Mintlify is a documentation platform built by cofounders Han Wang and Hahnbee Lee to help teams create and maintain developer docs. In this episode, Andreessen Horowitz general partners Jennifer Li and Yoko Li speak with Han and Hahnbee about how coding agents are changing what “good docs” mean, shifting documentation from a human-only resource into infrastructure that powers AI tools, support agents, and internal knowledge workflows. They share Mintlify’s early journey, including eight pivots, the two-day prototype that landed their first customer, and the “do things that don’t scale” sales motion that helped them win early traction. The conversation also covers why docs go out of date, what “self-healing” documentation requires to actually work, and how serving fast-moving customers has shaped both their product priorities and their pace.

Follow Jennifer Li on X: https://twitter.com/JenniferHli

Follow Yoko Li on X: https://twitter.com/stuffyokodraws

Follow Han Wang on X: https://twitter.com/handotdev

Follow Hahnbee Lee on X: https://twitter.com/hahnbeelee

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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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How Mintlify Is Rebuilding Documentation for Coding Agents

Inferact is a new AI infrastructure company founded by the creators and core maintainers of vLLM. Its mission is to build a universal, open-source inference layer that makes large AI models faster, cheaper, and more reliable to run across any hardware, model architecture, or deployment environment. Together, they broke down how modern AI models are actually run in production, why “inference” has quietly become one of the hardest problems in AI infrastructure, and how the open-source project vLLM emerged to solve it. The conversation also looked at why the vLLM team started Inferact and their vision for a universal inference layer that can run any model, on any chip, efficiently.

Follow Matt Bornstein on X: https://twitter.com/BornsteinMatt

Follow Simon Mo on X: https://twitter.com/simon_mo_

Follow Woosuk Kwon on X: https://twitter.com/woosuk_k

Follow vLLM on X: https://twitter.com/vllm_project

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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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Inferact: Building the Infrastructure That Runs Modern AI

In this feed drop from The Six Five Pod, a16z General Partner Martin Casado discusses how AI is changing infrastructure, software, and enterprise purchasing. He explains why current constraints are driven less by technical limits and more by regulation, particularly around power, data centers, and compute expansion.

The episode also covers how AI is affecting software development, lowering the barrier to coding without eliminating the need for experienced engineers, and how agent-driven tools may shift infrastructure decision-making away from humans.

Watch more from Six Five Media: https://www.youtube.com/@SixFiveMedia

 

Resources:

Follow Martin Casado on X: https://twitter.com/martin_casado 

Follow Patrick Moorhead on X: https://twitter.com/PatrickMoorhead

Follow Daniel Newman on X: https://twitter.com/danielnewmanUV

 

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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 http://a16z.com/disclosures.

Stay Updated:

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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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Martin Casado on the Demand Forces Behind AI

Sourcegraph's CTO just revealed why 90% of his code now comes from agents—and why the Chinese models powering America's AI future should terrify Washington. While Silicon Valley obsesses over AGI apocalypse scenarios, Beyang Liu's team discovered something darker: every competitive open-source coding model they tested traces back to Chinese labs, and US companies have gone silent after releasing Llama 3. The regulatory fear that killed American open-source development isn't hypothetical anymore—it's already handed the infrastructure layer of the AI revolution to Beijing, one fine-tuned model at a time.

 

Resources:

Follow Beyang Liu on X: https://x.com/beyang

Follow Martin Casado on X: https://x.com/martin_casado

Follow Guido Appenzeller on X: https://x.com/appenz

 

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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 http://a16z.com/disclosures.

Stay Updated:

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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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From Code Search to AI Agents: Inside Sourcegraph's Transformation with CTO Beyang Liu

The a16z AI Apps team outlines how they are thinking about the AI application cycle and why they believe it represents the largest and fastest product shift in software to date. The conversation places AI in the context of prior platform waves, from PCs to cloud to mobile, and examines where adoption is already translating into real enterprise usage and revenue. They walk through three core investment themes: existing software categories becoming AI-native, new categories where software directly replaces labor, and applications built around proprietary data and closed-loop workflows. Using portfolio examples, the discussion shows how these models play out in practice and why defensibility, workflow ownership, and data moats matter more than novelty as AI applications scale.

 

Resources:

Follow Alex Rampell on X: https://twitter.com/arampell

Follow Jen Kha on X: https://twitter.com/jkhamehl

Follow David Haber on X: https://twitter.com/dhaber

Follow Anish Acharya on X: https://twitter.com/illscience

 

Stay Updated:

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

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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

Not an offer or solicitation. None of the information herein should be taken as investment advice; Some of the companies mentioned are portfolio companies of a16z. Please see https://a16z.com/disclosures/ for more information. A list of investments made by a16z is available at https://a16z.com/portfolio

.

Stay Updated:

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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 AI Opportunity That Goes Beyond Models

The Stanford PhD who built DSPy thought he was just creating better prompts—until he realized he'd accidentally invented a new paradigm that makes LLMs actually programmable. 

While everyone obsesses over whether LLMs will get us to AGI, Omar Khattab is solving a more urgent problem: the gap between what you want AI to do and your ability to tell it, the absence of a real programming language for intent. He argues the entire field has been approaching this backwards, treating natural language prompts as the interface when we actually need something between imperative code and pure English, and the implications could determine whether AI systems remain unpredictable black boxes or become the reliable infrastructure layer everyone's betting on.

 

Follow Omar Khattab on X: https://x.com/lateinteraction

Follow Martin Casado on X: https://x.com/martin_casado

Check out everything a16z is doing with artificial intelligence here, including articles, projects, and more podcasts.

 

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:

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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.

 
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How Foundation Models Evolved: A PhD Journey Through AI's Breakthrough Era

a16z cofounders Marc Andreessen and Ben Horowitz join a16z general partner Erik Torenberg and Not Boring founder Packy McCormick for a conversation on how the media and information ecosystem has changed over the past decade. The discussion breaks down the shift toward a more open and decentralized speech environment, the rise of writer- and creator-led platforms like Substack, and the erosion of centralized media gatekeepers. Marc and Ben also tie these dynamics to their investing worldview, outlining how supply-driven markets, major technological step changes, and reputation-driven venture platforms shape outcomes in the AI era.

Timecodes: 

00:00 Introduction
00:46 How the media ecosystem is changing
4:20 Why a16z invested in Substack
6:28 Supply-driven markets and new content creation
8:07 Why writers felt trapped by media companies
10:09 Databricks and the 10x cloud multiplier
13:58 Long-form podcasting proves demand
15:40 What the new fund signals about the future
16:24 AI as a universal problem solver
18:49 Why market sizing is broken
20:45 Go-to-market, policy, and platform power
22:37 Turning inventors into confident CEOs
25:58 Borrowing power to scale faster
27:29 Building dreamers, not killing dreams
30:46 Reputation as a core competitive advantage
35:57 Taking arrows in public
38:56 Avoiding big company failure modes
40:39 Autonomous teams inside a16z
41:54 Venture capital as the last job
46:01 Why intangibles matter more than ever
48:17 Original thinkers with charisma
50:06 Why Zoomers are different

Resources: 

https://www.notboring.co/p/a16z-the-power-brokers

https://www.a16z.news/p/firm-fund

Follow Marc Andreessen on X: https://twitter.com/pmarca

Follow Ben Horowitz on X: https://twitter.com/bhorowitz

Follow Erik Torenberg on X: https://twitter.com/eriktorenberg

Follow Packy McCormick on X: https://twitter.com/packyM

 

Stay Updated:

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Follow our host: https://twitter.com/eriktorenberg](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:

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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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Ben & Marc: Why Everything Is About to Get 10x Bigger

a16z General Partner Alex Rampell joined the Technology Brothers Podcast Network following the announcement of Andreessen Horowitz’s new fund to discuss what drives founders to build enduring companies. Drawing on his journey from early software entrepreneur to leading a16z’s apps fund, Alex shared how high agency, deep historical understanding, and the ability to attract talent, capital, and customers separate great founders from the rest. He reflected on motivation beyond money, explaining why “revenge or redemption” often fuels the resilience required to push through the hardest moments of company building.

 

Resources:

Follow Alex Rampell on X: https://twitter.com/arampell 
Follow John Coogan on X: https://twitter.com/johncoogan 
Follow Jordi Hays on X: https://twitter.com/jordihays

Listen to more from TBPN: https://www.tbpn.com/

 

Stay Updated: 

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

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Listen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711

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 http://a16z.com/disclosures.

 

Stay Updated:

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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.

 
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Alex Rampell on TBPN: Revenge, Redemption, and Founder Drive

AI is changing how companies are built and how venture firms operate, forcing faster decisions, clearer judgment, and new ways of working.

In this exclusive conversation, Ben Horowitz shares how Andreessen Horowitz adapts to that shift. He explains why managing GPs is different from running a company, how investors are evaluated at the moment of decision rather than years later, and why verticalized teams help the firm scale without internal politics.

Ben also breaks down the current AI cycle, from treating AI as a new computing platform to why application design and model orchestration matter more than raw model size. He discusses the return of M&A and why today’s AI market reflects real demand, not just inflated valuations.

 

Resources:

Follow Ben on X: https://twitter.com/bhorowitz

Follow Jen on X: https://twitter.com/jkhamehl 

Read Justine’s piece ‘There is No God Tier Video Model’: https://a16z.com/there-is-no-god-tier-video-model-but-there-is-something-better/

 

Stay Updated:

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Find a16z on X :https://twitter.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

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

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Listen to the a16z Show on Spotify

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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.

 
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Ben Horowitz on Investing in AI: AI Bubbles, Economic Impact, and VC Acceleration

Some of the best management books are actually military books, argues Ben Horowitz. There's just a certain mental toughness and focus that that experience gives you, adds Dick Costolo based on his observations.

So how then do you build trust on a team in a company, when it's not (literally) life or death as it is in the military? When giving someone a public "object lesson" -- the equivalent of Sun Tzu's chopping someone's head off -- could mean losing talent ... or being more tyrant than leader? How do you tell the difference?

This conversation -- between Horowitz and Costolo (entrepreneur, former CEO of Twitter, comedian and consultant on the HBO show "Silicon Valley") -- took place before a group of 25 veterans who participated in the Breakline education and hiring program (one week of which was hosted at Andreessen Horowitz) for veterans shifting into careers in the tech industry.

Stay Updated:

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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.

a16z Podcast: Teams, Trust, and Object Lessons

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