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Andreessen Horowitz

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!

a16z Podcast

Why do some consumer products explode into networks that reshape the internet, while others fade away?

Today on the podcast, a16z general partners Anish Acharya and Chris Dixon take on that question. Anish invests in AI-native consumer products and the next wave of consumer tech. Chris is best known for his work in Web3 and network economies, and he’s also led some of a16z’s biggest consumer bets.

Together, they cover the history and power of consumer networks, the exponential forces that shape how they grow, and what it all means for founders building in the age of AI.

 

Timecodes:

00:00 Introduction 

00:43 The Power of Networks in Tech

02:19 Moore’s Law, Composability, and Network Effects

06:39 Building Networks: Tools vs. Networks

10:49 Brand, Pricing, and Consumer Software Trends

14:33 Movements, Communities, and Niche Markets

20:02 Decentralization, AI, and the Open Web

24:45 Platform Shifts and the Idea Maze

29:55 Native vs. Isomorphic Technologies

36:14 Open Source, Policy, and the Future of AI

42:03 Closing Thoughts & Outro

 

Resources: 
Find Chris on X: https://x.com/cdixon

Find Anish on X: https://x.com/illscience

 

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/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.

Chris Dixon on How to Build Networks, Movements, and AI-Native Products

What happens when AI collides with salesmanship, streaming-era sports, and healthcare?

In this episode, Erik Torenberg is joined by Mark Cuban, entrepreneur, Dallas Mavericks co-owner, and founder of Cost Plus Drugs.

Topics include fiery group chats and how dissent sharpens thinking, the sales playbook of modern politics, and concrete fixes for U.S. healthcare like ending PBM opacity, publishing real prices, and government-backed patient financing. Mark also explains how AI is pushing media from “social” to algorithmic, why he expects millions of models, and why ESOPs are an underrated wealth engine. He shares what he’d build today and weighs in on NBA economics under the new collective bargaining agreement.

Timecodes: 

00:00 Introduction 

00:47 Salesmanship, Politics, and Social Media

04:05 AI, Algorithms, and the Future of Media

06:29 Fragmentation of Social Platforms

09:04 Political Messaging & Economic Populism

12:05 Wealth, Equity, and Employee Ownership

16:39 AI’s Impact on Education and Healthcare

21:32 Fixing the US Healthcare System

29:39 Entrepreneurship in the Age of AI

33:38 Business Success, Sports, and Investments

35:32 NBA Economics and Team Building

50:44 Personal Priorities & Closing Thoughts

 

Resources: 

Find Mark on X: https://x.com/mcuban

 

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.

Mark Cuban on the NBA, Cost Plus Drugs, and How to Fix Politics

Who’s speaking up for startups in Washington, D.C.?

In this episode, Matt Perault (Head of AI Policy, a16z) and Collin McCune (Head of Government Affairs, a16z) unpack the “Little Tech Agenda” for AI- why AI rules should regulate harmful use, not model development; how to keep open source open; the roles of the federal government vs states in regulating AI; and how the U.S. can compete globally without shutting out new founders.

 

Timecodes: 

0:00 – Introduction 

1:12 – Defining the Little Tech Agenda

4:40 – Challenges for Startups vs. Big Tech

6:37 – Principles of Smart AI Regulation

9:55 – History of AI Policy & Regulatory Fears

19:26 – The Role of Open Source and Global Competition

23:45 – Motivations Behind Policy Approaches

26:40 – Debates on Regulating Use vs. Development

35:15 – Federal vs. State Roles in AI Policy

39:24 – AI Policy and U.S.–China Competition

40:45 – Current Policy Landscape & Action Plans

42:47 – Moratoriums, Preemption, and Political Dynamics

50:00 – Looking Forward: The Future of AI Policy

56:16 – Conclusion & Disclaimers

Resources: 

Read the Little Tech Agenda: https://a16z.com/the-little-tech-agenda/

Read ‘Regulate AI Use, Not AI Development : https://a16z.com/regulate-ai-use-not-ai-development/

Read Martin’s article ‘Base AI Policy on Evidence, Not Existential Angst: https://a16z.com/base-ai-policy-on-evidence-not-existential-angst/

Read ‘Setting the Agenda for Global AI Leadership’:

https://a16z.com/setting-the-agenda-for-global-ai-leadership-assessing-the-roles-of-congress-and-the-states/

Read ‘The Commerce Clause in the Age of AI”: 

https://a16z.com/the-commerce-clause-in-the-age-of-ai-guardrails-and-opportunities-for-state-legislatures/

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

Find Collin on X: https://x.com/Collin_McCune

The Little Tech Agenda for AI

Stainless founder Alex Rattray joins a16z partner Jennifer Li to talk about the future of APIs, SDKs, and the rise of MCP (Model Context Protocol). Drawing on his experience at Stripe—where he helped redesign API docs and built code-generation systems—Alex explains why the SDK is the API for most developers, and why high-quality, idiomatic libraries are essential not just for humans, but now for AI agents as well.

They dive into:

 • The evolution of SDK generation and lessons from building at scale inside Stripe.
 • Why MCP reframes APIs as interfaces for large language models.
 • The challenges of designing tools and docs for both developers and AI agents.
 • How context limits, dynamic tool generation, and documentation shape agent usability.
 • The future of developer platforms in an era where “every company is an API company.”

Timecodes: 

0:00 – Introduction: APIs as the Dendrites of the Internet

1:49 – Building API Platforms: Lessons from Stripe

3:03 – SDKs: The Developer’s Interface

6:16 – The MCP Model: APIs for AI Agents

9:23 – Designing for LLMs and AI Users

13:08 – Solving Context Window Challenges

16:57 – The Importance of Strongly Typed SDKs

21:07 – The Future of API and Agent Experience

24:45 – Lessons from Leading API Companies

26:14 – Outro and Disclaimers

Resources: 

Find Alex on X: https://x.com/rattrayalex

Find Jennifer on X: https://x.com/JenniferHli

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.

Building APIs for Developers and AI Agents

Taken from The Oprah Podcast, this special episode brings together Shaka Senghor, a16z cofounder Ben Horowitz, and Oprah Winfrey for a powerful conversation on resilience and transformation.

Shaka, a resilience expert, motivational speaker, and bestselling author of Writing My Wrongs, shares his journey from incarceration to redemption along with insights from his new book, How to Be Free. Full of hard-earned wisdom and practical tools, it’s a guide for anyone seeking freedom in their own life.

Timecodes: 

0:00 Introduction 
1:30 Shaka’s Journey: From Prison to Freedom
4:10 The Power of Narrative and Mindset
6:10 Active Journaling & Writing My Wrongs
8:45 Escaping Life’s Hidden Prisons
10:00 The Role of Forgiveness
16:40 Healing Family Relationships
21:00 Unconditional Forgiveness & True Freedom
22:40 Resilience as a Spiritual Principle
24:15 Mentorship & Meeting Ben Horowitz
28:55 Lessons on Success and Failure
30:20 The Meaning of a Pardon
31:50 Life After Prison: Finding Joy in Freedom
32:30 Advice for Listeners: How to Begin Your Own Journey
35:15 Closing Thoughts 

Resources: 

Find Shaka on X: https://x.com/ShakaSengho

Find Ben on X: https://x.com/bhorowitz

Find Oprah on Instagram: https://www.instagram.com/oprahpodcast/

Listen to the full podcast:

https://open.spotify.com/show/0tEVrfNp92a7lbjDe6GMLI

https://podcasts.apple.com/us/podcast/the-oprah-podcast/id1782960381

 

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.

How to Be Free: Shaka Senghor, Oprah Winfrey, Ben Horowitz

Is non-consensus investing overrated—or the secret to venture returns?

a16z General Partner Erik Torenberg is joined by Martín Casado (General Partner, a16z) and Leo Polovets (General Partner, Humba Ventures) to unpack the debate that lit up venture Twitter/X: should founders and VCs chase consensus, or run from it?

They explore what “consensus” really means in practice, how market efficiency shapes venture outcomes, why most companies fail from indigestion, not starvation, and the risks founders face when they’re too far outside consensus.

 

Timecodes: 

00:00 Introduction 

01:04 Defining Consensus and Market Efficiency

06:30 The Role of Hot Rounds and Market Signals

10:25 Founder Perspective: Risks of Non-Consensus

13:19 Investor Perspective: Indigestion vs. Starvation

18:28 Market Cycles & Sector Hype

23:55 The Evolution of Venture Market Efficiency

26:29 Case Studies & Personal Anecdotes

33:02 Fund Size, Ownership, and the Impact on Strategy

51:40 The Future of Venture: Multi-Stage vs. Seed Funds

 

Resources: 

Find Leo on X: https://x.com/lpolovets

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

 

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.

Is Non-Consensus Investing Overrated?

Jack Altman sits down with Martin Casado, General Partner at a16z, to unpack the shifting dynamics of venture capital and why media matters more than ever. They cover a16z’s evolution from generalists to specialized platforms, the rise of AI infrastructure, and why today’s fiercest battles are often for talent, not market share.

Timecodes:

0:00 Introduction

0:27 Importance of Media for VC

3:50 Evolution of a16z

7:00 Specialization

10:32 Value of Distribution

13:16 Staying Power in Infrastructure

19:49 The Conflicts Dynamic

26:32 State of Play in AI

30:48 The Future of Coding

34:58 Significance of Open Source

39:48 Marc Andreessen’s Leadership

44:02 The Only Sin in VC

48:37 Scaling a Lot of Board Seats

Resources: 

Listen to more from Uncapped: https://linktr.ee/uncappedpod

Find Jack on X: https://x.com/jaltma

Find Uncapped on X: https://x.com/uncapped_pod

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

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.

Jack Altman & Martin Casado on the Future of VC

What if the future of media isn’t controlled by algorithms or legacy institutions—but by independent voices building directly with their audiences?

In this episode, Erik Torenberg is joined by Chris Best, cofounder and CEO of Substack, along with a16z general partners Katherine Boyle and Andrew Chen.

We trace the origin story of Substack and its cultural impact, including how it reinvented the business model for independent media. We also explore the evolution of blogging, the rebundling of media, and what the future holds as attention becomes the scarcest resource.

Timecodes: 

00:00 Introduction
03:50 Origins of Substack
06:29 The Evolution of Blogging & Media Models
09:15 Direct Audience Connection & Platform Independence
10:57 Vision for Substack & The Role of Algorithms
21:06 Business Models: Ads, Subscriptions, and AI
26:10 The Scarcity of Attention & Value of Good Content
27:45 Unbundling, Rebundling, and the Future of Media Companies
37:12 Academia, Books, and Changing Content Formats
44:31 Substack’s Next Phase & Closing Thoughts

Resources: 

Find Chris on Substack: https://cb.substack.com/

Find Chris on X: https://x.com/cjgbest

Find Andrew Chen on Substack: https://andrewchen.substack.com/

Find Andrew on X: https://x.com/andrewchen

Find Katherine on X: https://x.com/KTmBoyle

Find Katherine on Substack: https://boyle.substack.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/

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.

Chris Best of Substack on the Future of Media

Venture capital has powered companies like Facebook and TikTok—but what if that same urgency fueled America’s defense and industrial base? Katherine Boyle, General Partner at Andreessen Horowitz and cofounder of the firm’s American Dynamism practice, argues this is the biggest business opportunity of our time.

In this conversation from The Shawn Ryan Show, Boyle discusses the rise of defense tech startups, why optimism drives her work, and how a new generation of engineers and founders is rethinking innovation and patriotism in America.

 

Timecodes: 

0:00 Introduction 

0:41 Patriotism, Optimism, and American Innovation

4:27 Startups vs. Legacy Primes in Defense

10:08 Venture Capital’s Unique Incentives

17:21 Katherine’s Backstory: Family & Upbringing

21:07 The Decline of Community & Family Pillars

23:23 Polarization, Religion, and Social Fabric

26:16 America’s Birth Rate Crisis

29:46 Cultural Shifts and the Family Structure

42:01 Katherine’s Path: Journalism to Venture Capital

1:06:06 Breaking into Silicon Valley

1:18:06 Investing in Defense: The Anduril Story

1:37:37 The American Dynamism Movement

2:04:27 Manufacturing, Space, and the Future of Defense

2:14:06 Espionage, China, and National Security

2:37:38 The Attack on the American Family

2:48:29 Cultural Change, Suffering, and Purpose

2:55:30 Closing Thoughts

 

Resources: 

Find Katherine on X: https://x.com/KTmBoyle

Shawn Ryan Show Links 

YouTube: https://www.youtube.com/channel/UCkoujZQZatbqy4KGcgjpVxQ/join

Listen on Apple: https://podcasts.apple.com/us/podcast/shawn-ryan-show/id1492492083

Listen on Spotify: https://open.spotify.com/show/5eodRZd3qR9VT1ip1wI7xQ?si=7abec4d61c324b24

 

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.

Katherine Boyle on Shawn Ryan

In this interview from the 20VC podcast, Martin Casado (a16z General Partner) joins Harry Stebbings to unpack the state of AI, the rise of coding models, the future of open vs. closed source, and how value is shifting across the stack.

Martin offers a candid view of the opportunities and dangers shaping AI and venture capital today.

 

Resources: 

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

Find Harry on X: https://x.com/harrystebbings

More about 20VC:

Subscribe on YouTube: https://www.youtube.com/@20VC

Subscribe on Spotify:

https://open.spotify.com/show/3j2KMcZTtgTNBKwtZBMHvl?si=85bc9196860e4466&nd=1&dlsi=d1dbbc6a0d7c4408

Subscribe on Apple Podcasts:

https://podcasts.apple.com/us/podcast/the-twenty-minute-vc-20vc-venture-capital-startup/id958230465

Visit their Website: https://www.20vc.com

Subscribe to their Newsletter: https://www.thetwentyminutevc.com/

Follow 20VC on Instagram: https://www.instagram.com/20vchq/#

Follow 20VC on TikTok: https://www.tiktok.com/@20vc_tok

 

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.

Monopolies vs Oligopolies in AI

The AI hardware race is heating up, and NVIDIA is still far ahead. What will it take to close the gap?

In this episode, Dylan Patel (Founder & CEO, SemiAnalysis) joins Erin Price-Wright (General Partner, a16z), Guido Appenzeller (Partner, a16z), and host Erik Torenberg to break down the state of AI chips, data centers, and infrastructure strategy.

We discuss:

 • Why simply copying NVIDIA won’t work, and what it takes to beat them
 • How custom silicon from Google, Amazon, and Meta could reshape the market
 • The economics of AI model launches and the shift toward cost efficiency
 • Infrastructure bottlenecks: power, cooling, and the global supply chain
 • The rise of AI silicon startups and the challenges they face
 • Export controls, China’s AI ambitions, and geopolitics in the chip race
 • Big tech’s next moves: advice for leaders like Jensen Huang, Sundar Pichai, Mark Zuckerberg, and Elon Musk

Resources: 

Find Dylan on X: https://x.com/dylan522p

Find Erin on X: https://x.com/espricewright

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

Learn more about SemiAnalysis: https://semianalysis.com/dylan-patel/

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.

Dylan Patel: GPT-5, NVIDIA, Intel, Meta, Apple

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