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AI + a16z

a16z

Artificial intelligence is changing everything from art to enterprise IT, and a16z is watching all of it with a close eye. This podcast features discussions with leading AI engineers, founders, and experts, as well as our general partners, about where the technology and industry are heading.

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103 episodes
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English

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#83
February 17 · 43 min
Evals, Feedback Loops, and the Engineering That Makes AI Work
Martin Casado speaks with Ankur Goyal, founder and CEO of Braintrust, about where engineering actually matters in AI and where it doesn't. They cover the open source vs closed source model cycle, why Chinese models are gaining ground faster than spending suggests, whether AI demand will eventually saturate, and the Bash vs SQL benchmark that challenges the "just give it a computer" approach to agents.
#82
February 10 · 48 min
Sam Altman on Sora, Energy, and Building an AI Empire
Sam Altman has led OpenAI from its founding as a research nonprofit in 2015 to becoming the most valuable startup in the world ten years later. In this episode, a16z Cofounder Ben Horowitz and General Partner Erik Torenberg sit down with Sam to discuss the core thesis behind OpenAI’s disparate bets, why they released Sora, how they use models internally, the best AI evals, and where we’re going from here.
#81
February 3 · 29 min
Why This Isn't the Dot-Com Bubble | Martin Casado on WSJ's BOLD NAMES
Christopher Mims and Tim Higgins of the Wall Street Journal sit down with a16z General Partner Martin Casado on WSJ’s Bold Names to ask whether the AI spending boom is a bubble waiting to burst. Martin explains why the fundamentals differ dramatically from the dot-com era—when WorldCom had $40 billion in debt versus today's tech giants with hundreds of billions on their balance sheets—and why a speculative valuation correction shouldn't be confused with systemic collapse. They also discuss where
#80
January 27 · 27 min
Martin Casado on the Demand Forces Behind 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 m
#79
January 23 · 44 min
How Mintlify Is Rebuilding Documentation for Coding Agents
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,
#78
January 22 · 43 min
Inferact: Building the Infrastructure That Runs Modern AI
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
#77
January 20 · 46 min
How Should AI Be Regulated? Use vs. Development
In this episode, Chief Legal & Policy Officer Jai Ramaswamy, Matt Perault, and a16z General Partner Martin Casado take a first-principles look at AI regulation, arguing that policymakers should focus on regulating harmful uses rather than model development until AI’s marginal risks are better understood. Drawing on decades of software governance debates, from encryption to cybersecurity, they contend that development-level rules are hard to define, easy to loophole, and likely to become obsolete
#76
January 13 · 27 min
Michael Truell: How Cursor Builds at the Speed of AI
When four MIT grads decided to build a code editor while everyone else was building AI agents, they created the fastest-growing developer tool ever built. Cursor CEO Michael Truell joins a16z’s Martin Casado to discuss the deliberate constraints that led to breakthroughs: why they rejected the "democratization" narrative to focus on power users, how their 2-day work trials test for agency over credentials, and the strategic decision to own the editor when conventional wisdom said it was imposs
#74
January 6 · 1 hr 40 min
Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government
Nvidia’s $5 billion investment in Intel is one of the biggest surprises in semiconductors in years. Two longtime rivals are now teaming up, and the ripple effects could reshape AI, cloud, and the global chip race. To make sense of it all, Erik Torenberg is joined by Dylan Patel, chief analyst at SemiAnalysis, joins Sarah Wang, general partner at a16z, and Guido Appenzeller, a16z partner and former CTO of Intel’s Data Center and AI business unit. Together, they dig into what the deal means for N
#73
Dec 30, 2025 · 1 hr 21 min
Feed Drop from The Generalist: Why a16z's Martin Casado believes the AI boom still has years to run
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. They also dig into the mechanics behind the scenes: why AI coding could become a multi-trillion-dollar market,
#75
Dec 23, 2025 · 22 min
Fei-Fei Li: World Models and the Multiverse
What if the next leap in artificial intelligence isn’t about better language—but better understanding of space? In this episode, a16z General Partner Erik Torenberg moderates a conversation with Fei-Fei Li, cofounder and CEO of World Labs, and a16z General Partner Martin Casado, an early investor in the company. Together, they dive into the concept of world models—AI systems that can understand and reason about the 3D, physical world, not just generate text. Often called the “godmother of AI,”
#72
Dec 16, 2025 · 39 min
Building the “See Something, Say Something” AI for Every Camera
a16z's Martin Casado sits down with Shikhar Shrestha, CEO and cofounder of Ambient, the company bringing agentic AI to physical security. Shikhar shares how a traumatic armed robbery at age 12—and a security camera that no one was watching—sparked his mission to make every camera intelligent. They discuss how Ambient's AI monitors camera feeds in real-time to detect threats and prevent incidents before they happen, navigating COVID as a physical security company, building their own reasoning V
#71
Dec 10, 2025 · 39 min
The AI That Found A Bug In The World’s Most Audited Code
Matt Knight spent five years as OpenAI’s CISO. Now he runs what colleagues call “the most interesting job at the company”: leading Aardvark, an AI agent that finds security vulnerabilities the way a human researcher would—by reading code, writing tests, and proposing patches. It recently found a memory corruption bug in OpenSSH, one of the most heavily audited codebases in existence.
#70
Dec 5, 2025 · 1 hr 22 min
The Death of Data Gatekeeping: AI Makes Everyone An Analyst | Hex Cofounder
Most companies still rely on dashboards to understand their data, even though AI now offers new ways to ask questions and explore information. Barry McCardel, CEO of Hex and former engineer at Palantir, joins a16z General Partner Sarah Wang to discuss how agent workflows, conversational interfaces, and context-aware models are reshaping analysis. Barry also explains how Hex aims to make everyone a data person by unifying analysis and AI in one workflow, and he reflects on his post about getting
#69
Dec 2, 2025 · 25 min
Why Social Engineering Now Works on Machines
Ian Webster built PromptFoo after watching 200 million Discord users systematically dismantle his AI agent—now Fortune 10 companies pay him to break theirs before customers do. The "lethal trifecta" sounds academic until you realize it's already happening: untrusted input plus sensitive data plus an exfiltration channel equals the security incident that just cost a SaaS company its multi-tenancy guarantees. Webster's red-teaming agents don't use signatures—they have 30,000 conversations with you
#68
Nov 28, 2025 · 57 min
“Anyone Can Code Now” - Netlify CEO Talks AI Agents
Netlify's CEO reveals a seismic shift nobody saw coming: 16,000 daily signups—five times last year's rate—and 96% aren't coming from AI coding tools. They're everyday people accidentally building React apps through ChatGPT, then discovering they need somewhere to deploy them. The addressable market for developer tools just exploded from 17 million JavaScript developers to 3 billion spreadsheet users, but only if your product speaks fluent AI—which is why Netlify's founder now submits pull reques
#67
Nov 25, 2025 · 46 min
From Code Search to AI Agents: Inside Sourcegraph's Transformation with CTO Beyang Liu
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—
#66
Nov 21, 2025 · 52 min
Ryo Lu (Cursor): AI Turns Designers to Developers
Ryo Lu spent years watching his designs die in meetings. Then he discovered the tool that lets designers ship code at the speed of thought: Cursor, the company where Ryo is now Head of Design. In this episode, we sit down with a16z General Partner Jennifer Li and Ryo Lu to discuss why "taste" is the wrong framework for understanding the future, why purposeful apps are "selfish," how System 7 holds secrets about AI interfaces, and the radical bet that one codebase can serve everyone if you design
#65
Nov 18, 2025 · 57 min
How Foundation Models Evolved: A PhD Journey Through AI's Breakthrough Era
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.
#64
Nov 11, 2025 · 28 min
TruffleHog Creator: You Can’t Have AI Agents Without Secrets
If you can’t robustly protect your secrets, you can’t have reliable AI agents. In this episode, Truffle Security cofounder and CEO Dylan Ayrey joins a16z partner Joel de la Garza to discuss the emergent security stack for AI agents, why leaks are actually getting worse, and how Truffle evolved from an open-source side project to a major VC-backed startup.

Showing 21–40 of 103 episodes