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.
-
Why AI Voice Feels More Human Than Ever
AI voice technology has been around for years — think Siri or Alexa — but the magic has been missing. That’s changing, and quickly! In this episode, Anish Acharya, General Partner at a16z, and Olivia…
-
From Thesis to Meme to Fund: Building American Dynamism
For over a century, the United States has been the birthplace of world-changing innovation – from the Wright brothers’ first flight to the invention of the transistor, the moon landing, and the birth of the…
-
What Founders Get Wrong About Scaling – With Carta’s CEO
Henry Ward, cofounder and CEO of Carta, has spent over a decade scaling his company from an early-stage startup to a 2,000-person industry leader. In this Speedrun conversation with a16z Games partner Josh Lu, Henry…
-
Creativity vs Control: Where AI Fits in the Creative Toolbox
Being a creator in 2025 is tough—but building for creators is even harder. Perhaps no one understands this conundrum better than Scott Belsky. As the founder of Behance, a longtime executive at Adobe, and an…
-
Who Will Own the Internet? a16z’s Chris Dixon on AI and Crypto
Technology doesn’t grow in isolation—it evolves in waves. Just as mobile, cloud, and SaaS shaped the internet of the past 20 years, so too could crypto, AI, and new hardware usher in an era of…
-
The Critical Technology in Finding Critical Materials
Critical materials like copper, lithium, and gallium have been mined for decades, but their role in core technologies, geopolitics, and the energy transition have come to a height in recent years. In this episode, a16z…
-
DeepSeek: America’s Sputnik Moment for AI?
Two words have caught the Internet by storm. DeepSeek. The Chinese reasoning model r1 is rivaling others at the frontier with an open-source MIT license, methods that some claim may be 45x more efficient, an…
-
Ben Horowitz Sharing History with Dr. Clarence Jones, MLK’s Speechwriter
This week, a16z cofounder Ben Horowitz had a rare and invaluable conversation with Dr. Clarence B. Jones, a pivotal figure in American history. Dr. Jones, who served as speechwriter, attorney, and advisor to Dr. Martin…
-
How AI Is Changing Warfare with Brian Schimpf, CEO of Anduril
How is AI reshaping modern warfare? Speaking with a16z Growth General Partner David George, Anduril cofounder and CEO Brian Schimpf discusses how AI helps humans make better strategic decisions by sorting through the enormous amount…
-
RIP to RPA: How AI Makes Operations Work
Intelligent automation is transforming industries by tackling messy, unstructured workflows that traditional Robotic Process Automation (RPA) couldn’t handle. In this episode, a16z partner Kimberly Tan discusses the shift from rigid RPA systems to AI-powered agents…