The a16z Show
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!
10
Why a16z's Martin Casado Believes the AI Boom Still Has Years to Run
<p>This episode is a special replay from The Generalist Podcast, featuring a conversation with a16z General Partner Martin Casado. Martin has lived through multiple tech waves as a founder, researcher, and investor, and in this discussion he shares how he thinks about the AI boom, why he believes we’re still early in the cycle, and how a market-first lens shapes his approach to investing.</p><p>They also dig into the mechanics behind the scenes: why AI coding could become a multi-trillion-dollar market, how a16z evolved from a small generalist firm into a specialized organization, the gr...
Where Does Consumer AI Stand at the End of 2025?
<p>As 2025 comes to a close, consumer AI is entering a new phase. A small number of products now dominate everyday use, multimodal models have unlocked entirely new creative workflows, and the big labs have pushed aggressively into consumer experiences. At the same time, it is becoming clearer which ideas actually changed user behavior and which ones did not.</p><p>In this episode, a16z consumer investors Anish Acharya, Olivia Moore, Justine Moore, and Bryan Kim look back at the biggest product and model shifts of 2025 and then look ahead to what 2026 may bring. They discuss why consumer AI...
Big Ideas 2026: New Infrastructure Primitives
<p>New infrastructure primitives are creating entirely new rails for building.</p><p>In this episode of Big Ideas 2026, we explore three foundational shifts that unlock new markets and workflows, not through incremental upgrades, but through primitives that compound over time.</p><p>First, programmable money evolves beyond stablecoins into on-chain credit origination and synthetic financial products, offering lower operational costs and greater composability than traditional finance. Second, autonomy begins entering scientific research through collaborative labs, where AI reasoning models work alongside automation and robotics, and interpretability becomes essential for progress. Third, distribution itself becomes a primitive, as AI-native startups...
Big Ideas 2026: Physical AI and the Industrial Stack
<p>AI is moving into the physical economy.</p><p>In this episode of Big Ideas 2026, we explore what changes when AI leaves the screen and becomes part of factories, construction sites, supply chains, and critical infrastructure. When the product is physical, reliability matters, real-world constraints appear quickly, and the advantage shifts from standalone software to end-to-end systems.</p><p>You will hear from Erin Price-Wright on factory-first principles, Ryan McEntush on the electro-industrial stack, Zabie Elmgren on physical observability, and Will Bitsky on why data, not compute, determines who wins.</p><p>Together, these ideas define what physical AI...
Big Ideas 2026: Voice Agents and High-Stakes Trust
<p>Voice is becoming one of the fastest paths for AI to do real work, especially in regulated environments where accuracy and compliance matter. In this episode, we look at voice agents replacing and augmenting phone-based workflows, what trust and measurement look like when AI runs sensitive interactions, and how healthcare and consumer products shift toward continuous monitoring and deeper connection. The throughline is simple: as AI enters higher-stakes moments, the winners will be the systems people can trust and actually rely on.</p><p> </p><p>Resources:</p><p>Follow Olivia Moore on X: https://x.com/omooretweets</p><p...
Big Ideas 2026: The Enterprise Orchestration Layer
<p>AI is becoming the orchestration layer inside the enterprise.</p><p>In this episode of Big Ideas 2026, we explore the shift from isolated AI copilots to coordinated multi-agent systems that plan, analyze, and execute work across teams and tools. This is not a new feature, but a new way workflows run inside large organizations.</p><p>You will hear from Seema Amble on context extraction and coordinated agent teams, Angela Strange on why unified data and parallel workflows accelerate core replacement, Alex Immerman on multiplayer AI and execution boundaries, and David Haber on what makes these systems commercially defensible.<...
Big Ideas 2026: The Agentic Interface
<p>AI is moving from chat to action.</p><p>In this episode of Big Ideas 2026, we unpack three shifts shaping what comes next for AI products. The change is not just smarter models, but software itself taking on a new form.</p><p>You will hear from Marc Andrusko on the move from prompting to execution, Stephanie Zhang on building machine-legible systems, and Sarah Wang on agent layers that turn intent into outcomes.</p><p>Together, these ideas tell a single story. Interfaces shift from chat to action, design shifts from human-first to agent-readable, and work shifts to agentic...
The Rise, Fall & Reset of The Fintech Industry
<p>Fintech went from a full-blown surge to a near standstill in just two years. At its peak, about 25 percent of all venture dollars were pouring into the category. By late 2022, that number had collapsed to almost zero. In this conversation, a16z General Partner David Haber and Plaid cofounder and CEO Zach Perret unpack what actually happened during that cycle and why the market is heating up again.</p><p>We explore how the industry moved from the explosive growth of 2020 and 2021 into a deep freeze, and why we are now seeing real momentum return. We also dig into...
Do Revenue and Margins Still Matter in AI?
<p>In this episode, we’re sharing a conversation with David George, General Partner at a16z on the firm’s growth investing team. David has been involved in backing many of the defining companies of this era and is now investing behind a new wave of AI startups.</p><p>This discussion goes deep into how the a16z growth practice operates: how the team hires and develops a “Yankees-level” culture, how investment decisions get made without traditional committees, and how they build long-term relationships with founders years before investing.</p><p>A major focus is AI. David talks through...
The Crime Crisis In America and How Technology Fixes It
<p>What if America tried to eliminate crime instead of just reacting to it? Not with slogans, but with staffing, technology, and strategy scaled to the problem. </p><p>In this episode, Erik Torenberg speaks with Garrett Langley, founder and CEO of Flock Safety, and Ben Horowitz, cofounder of a16z, about what is happening in the cities that are trying. Flock now works with over 5,000 communities to detect crime, recover missing children, and close cases faster than ever. Ben has been closely involved in Las Vegas, where Flock technology, drones, and community policing have raised clearance rates while reducing u...
