The a16z Show

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
 
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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 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.

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

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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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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/
 
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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.
 

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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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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/
 
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If you enjoyed this episode, be sure to like, subscribe, and share with your friends!
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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
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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