Today we’re sharing an episode from American Optimist featuring Marc Andreessen in conversation with Joe Lonsdale, recorded live at the inaugural Ronald Reagan Economic Forum.
They explore one of the most urgent and complex questions of our time: Can AI and robotics catalyze a new era of American industrial strength—and how do we ensure the entire country, including rural communities, shares in the upside?
Marc walks through the history of U.S. industrialization, the lessons of tariffs and trade from leaders like McKinley, and how America’s shift to a services-based economy helped fuel our current urban-rural divide. The conversation spans immigration policy, housing, education, energy, and the path to a true AI-powered manufacturing revival—touching on what needs to change and how.
This episode is a must-listen for anyone thinking about the future of American productivity, growth, and leadership in the age of AI.
Resources:
Find Marc on X: https://x.com/pmarca
Follow Joe on X: https://x.com/jtlonsdale
You can find his writings here: https://blog.joelonsdale.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://twitter.com/stephsmithio
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.

-
Marc Andreessen and Joe Lonsdale on Tariffs and Trade
Today we’re sharing an episode from American Optimist featuring Marc Andreessen in conversation with Joe Lonsdale, recorded live at the inaugural Ronald Reagan Economic Forum. They explore one of the most urgent and complex questions…
-
America’s Energy Problem: The Grid That Built America Can’t Power Its Future
U.S. per capita energy usage peaked in 1973. Since then? Flat. Meanwhile, China’s per capita energy use has grown 9x. Today, AI, EVs, manufacturing, and data centers are driving demand for more electricity than ever—and…
-
Aaron Levie on AI’s Enterprise Adoption
In this episode, a16z General Partner Martin Casado sits down with Box cofounder and CEO Aaron Levie to talk about how AI is changing not just software, but the structure and speed of work itself.…
-
Ben Horowitz: What Founders Must Know About AI and Crypto
This week on the a16z Podcast, we’re sharing a feed drop from Impact Theory with Tom Bilyeu, featuring a wide-ranging conversation with a16z cofounder Ben Horowitz. Artificial intelligence isn’t just a tool — it’s a…
-
Stablecoins & the Future Financial System
a16z Crypto General Partners Ali Yahya, Arianna Simpson, and Erik Torenberg break down what’s actually working in crypto today – starting with the rise of stablecoins as a real-world payments layer. They discuss how stablecoins…
-
How Andreessen Horowitz Disrupted VC & What’s Coming Next
On this episode, taken from The Ben & Marc Show, a16z co-founders Marc Andreessen and Ben Horowitz dive deep into the unfiltered story behind the founding of Andreessen Horowitz—and how they set out to reinvent…
-
Enabling Agents and Battling Bots on an AI-Centric Web
Taken from the AI + a16z podcast, Arcjet CEO David Mytton sits down with a16z partner Joel de la Garza to discuss the increasing complexity of managing who can access websites, and other web apps,…
-
Marc Andreessen on Startup Timing
What if now is the best time in decades to start a company? In this episode, taken from Speedrun, a16z’s accelerator for early-stage founders, Marc Andreessen joins games General Partner Jonathan Lai to make the…
-
Katherine Boyle: How Tech Can Rebuild America
Why does seriousness feel radical today? a16z General Partner Katherine Boyle joins The LaBossiere Podcast to explore what it means to build for the national interest—and why that starts with purpose. Katherine, part of the…
-
Where We Are in the AI Cycle
In this episode of ‘This Week in Consumer’, a16z General Partners Anish Acharya and Erik Torenberg are joined by Steven Sinofsky – Board Partner at a16z and former President of Microsoft’s Windows division – for…