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.

-
What Super Agers Reveal About Preventing Disease
American healthcare is in crisis—but what if we could change the system by preventing disease before it starts? In this episode of the a16z Podcast, general partner Vijay Pande sits down with Dr. Eric Topol,…
-
Startups & Defense: Katherine Boyle on TBPN
In this episode of th a16z Podcast, we’re sharing Katherine Boyle’s recent interview on TBPN. Katherine—General Partner at a16z and the architect of the American Dynamism thesis—joins hosts John Coogan and Jordi Hays to discuss…
-
Do You Really Know Your ICP? Why It Matters and How to Find Out
Your ideal customer profile (ICP) is the north star for your entire company: it determines who you’re building for and selling to. Though most growth-stage founders think they know who their ICP is, very few…
-
The Software Crisis Behind America’s Infrastructure
Today’s critical infrastructure—air traffic, logistics, defense—is powered by legacy software. And that’s a problem. In this episode, recorded live at the a16z American Dynamism Summit, a16z partner Leila Hay sits down with Phillip Buckendorf, CEO…
-
What Comes After Mobile? Meta’s Andrew Bosworth on AI and Consumer Tech
Are we nearing the end of the smartphone era? In this episode, a16z Growth General Partner David George talks with Meta CTO Andrew “Boz” Bosworth about what comes after apps and touchscreens. From smart glasses…
-
The Dual-Use Founder: Vets Now Building For America
In today’s world, the battlefield extends far beyond war zones—it’s embedded in our tech stacks, supply chains, and airspace security systems. So who better to solve these modern challenges than those who’ve served on the…
-
The Future of Drone Warfare
War has always been shaped by technology—from steel and gunpowder to GPS and nuclear weapons. But the decisive technologies of tomorrow aren’t coming—they’re already here. In this episode, recorded live at our third annual American…
-
How to Build with the Department of Defense
When people think about startups working with the government, the phrase “black box” often comes up. But what if that box is finally being pried open? In this episode—recorded live at the American Dynamism Summit…
-
The Top 100 GenAI Products, Ranked and Explained
This month, a16z’s Consumer team released the fourth edition of the GenAI 100 — a data-driven ranking of the top 50 AI-first web products and mobile apps, based on unique monthly visits and active users.…
-
Jensen Huang and Arthur Mensch on Winning the Global AI Race
The global race for AI leadership is no longer just about companies—it’s about nations. AI isn’t just computing infrastructure; it’s cultural infrastructure, economic strategy, and national security all rolled into one. In this episode, Jensen…