a16z Podcast

  • Gavin Baker: Why AI Demand Is Outrunning Compute Supply

    a16z’s David George sits down with Gavin Baker to unpack the state of the AI boom, why demand for intelligence may still be dramatically underestimated, and why the outcome doesn’t necessarily have to be winner-take-all.…


  • Why a16z Launched the Machine Age Fund | Jen Kha

    a16z Managing Partner and Head of Global Partnerships Jen Kha joins MTS hosts Theo Jaffee and Sophia Dew to discuss a16z’s Machine Age Fund and the investment thesis behind rebuilding the physical infrastructure that powers…


  • Why 1,200 AI Agents Started Working Together | Ryan Greenblatt

    Ryan Greenblatt, Chief Scientist at Redwood Research, joins MTS host Theo Jaffee to unpack a new independent investigation into the OpenAI Hugging Face hacking incident and what it reveals about how large groups of AI…


  • The Infrastructure Behind the Machine Age

    Ben Horowitz, Martin Casado, Raghu Raghuram, and Erik Torenberg discuss the launch of a16z’s new Machine Age Fund and the infrastructure buildout behind AI, from chips, memory, and networking to power, cooling, and data centers.…


  • Inside Cursor: The Anatomy of a Generational Startup

    a16z General Partners Martin Casado, Sarah Wang, and Matt Bornstein unpack the story of Cursor: how a small, product-obsessed team entered one of the most competitive markets in technology, took on incumbents with seemingly unbeatable…


  • The State of AI: Macro, Apps, and Consumer

    Anish Acharya joins Jen Kha to break down the next frontier of AI, from the evolving model landscape and open-source AI to why the application layer, and consumer AI in particular, may be entering a…


  • The New Economics of AI | Martin Casado & Steven Sinofsky

    a16z General Partners Martin Casado and Erik Torenberg are joined by Board Partner Steven Sinofsky to explore what recent breakthroughs in AI and mathematics tell us about where the technology is headed, and whether some…


  • Why Medical AI Needs a Referee | Protege’s Engy Ziedan

    Daisy Wolf and Eva Steinman are joined by Engy Ziedan, co-founder and Chief Scientific Officer of Protege, to discuss why medical AI has a measurement problem, and why scoring well on a benchmark doesn’t necessarily…


  • Martin Casado on Where the Value Is Going in AI

    Martin Casado joins MTS hosts Theo Jaffee and Sophia Dew to unpack where value is actually accruing in AI, why this technology cycle looks fundamentally different from previous waves, and whether the frontier labs will…


  • How Microsoft Is Securing the Agentic Enterprise | Aaron Zollman

    a16z’s Joel De La Garza is joined by Aaron Zollman, Deputy CISO at Microsoft Gaming, to discuss how security teams can embrace AI agents without losing control. Aaron shares Microsoft’s experience with OpenClaw, from the…


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