a16z General Partner Martin Casado sits down with MakerMaker.AI co-founders Dhaval Adjodah and Owen He to unpack recursive self-improvement, or RSI, and separate the increasingly popular term from what it would actually mean for an AI system to improve itself. Dhaval and Owen distinguish true RSI from simply using AI to automate pieces of AI development. Their goal is a closed loop where the syste

Nick Bostrom joins Theo Jaffee and Sofia Puccini on MTS to revisit the ideas about superintelligence and existential risk that he helped bring into the mainstream, now that increasingly capable AI systems actually exist. Nick discusses why reinforcement learning may be pushing models toward more goal-seeking behavior, what recent agent experiments tell us about instrumental convergence, and why he

a16z co-founder and General Partner Ben Horowitz joins James Norman on the inaugural episode of Vintage x Vintage for a conversation spanning entrepreneurship, investing, hip-hop, and what changes when AI makes building dramatically easier. Ben reflects on going from Netscape to becoming a first-time CEO, why every founder eventually hits a “we’re fucked, it’s over” moment, and what he learned fro

a16z's Raghu Raghuram and Guido Appenzeller sit down with Playground Global General Partner and former Intel CEO Pat Gelsinger to discuss the next wave of semiconductor innovation and the physical constraints shaping the AI buildout. Drawing on his experience designing Intel's 386 and 486 processors, Pat explains how AI could transform chip design, but also why faster design alone won't solve the

a16z’s Raghu Raghuram sits down with AWS CEO Matt Garman to discuss how AI is reshaping the cloud, from the needs of AI-native startups to infrastructure increasingly designed for agents. Matt explains how AWS is adapting as agents write code and manage infrastructure, why it’s reserving scarce GPU capacity for startups, and where custom chips like Trainium and Graviton fit into the AI stack. They

a16z General Partner Angela Strange sits down with Valon’s Andrew Wang and Linda Du to unpack what it takes to rebuild the infrastructure underneath a $13 trillion mortgage market that still relies heavily on systems designed before the internet. Linda and Andrew explain why Valon chose the hardest path: becoming a regulated mortgage servicer, translating decades of federal and state regulation in

a16z General Partner David George sits down with Armadin founder and CEO Kevin Mandia to discuss what happens to cybersecurity when attackers can operate at machine speed. After 30 years in security and building Mandiant, Kevin says AI convinced him to get back on the field. He explains how AI changes the economics of cyberattacks, allowing attackers to probe thousands of paths simultaneously, and

a16z Editorial Partner Elena Burger sits down with investing partners Olivia Moore and Josh Elman to unpack the seventh edition of a16z’s Top 100 Consumer AI Apps, including a new dimension this time: what consumers are actually paying for. The data reveals a striking power-user economy. Only a small share of consumers currently pay for AI, but among those who do, spending is heavily concentrated

a16z General Partner David George joins Jack Altman on Uncapped to make the case that many of the biggest debates in AI are framed the wrong way. Frontier models or open source? Labs or applications? David’s answer is often “and.” With AI adoption still concentrated among a relatively small group of heavy users, he argues there could be room for multiple layers of the stack to grow at once. David

A16z’s Erik Torenberg sits down with OpenRouter’s Alex Atallah and Replit founder and CEO Amjad Masad to discuss why the future of AI may look less like one all-purpose model and more like an ecosystem of specialized models working together. Alex explains why OpenRouter is betting on “neurodiversity”: different models trained in different ways, routed and combined based on the job at hand. Amjad m

a16z’s Seema Amble and Elena Burger sit down with Lio co-founder and CEO Vladimir Keil to ask where AI-native startups have an advantage when incumbent software companies already own the customer, the data, and the system of record. Their answer comes down to the work that happens outside those systems. In procurement, a final price in an ERP can hide hundreds of emails, spreadsheets, supplier con

a16z’s Joel de la Garza sits down with DoxxNet founder Barrett Lyon to discuss what it would take to rebuild the internet around privacy, direct communication, and less dependence on centralized intermediaries. Barrett explains why he thinks traditional VPNs only solve part of the problem and how DoxxNet is building a parallel mesh network where users can communicate peer-to-peer, transfer large f

a16z’s David George, Sarah Wang, Alex Immerman, and Santiago Rodriguez unpack 25 key charts from the latest State of Markets presentation, from the scale of the AI infrastructure buildout to what adoption looks like inside companies today. They examine why rising markets have so far been supported by earnings rather than multiple expansion, why hyperscaler CapEx is approaching $1 trillion annually

a16z General Partner Anish Acharya sits down with Assistant Benchmark creator David Pawlan to unpack the sudden explosion of personal AI agents and what it will take for one to become part of everyday life. David has been testing dozens of assistants across real-world tasks, from managing email and booking travel to handling financial admin. They discuss why the most useful agents may become incre

a16z’s Ben Horowitz and Martin Casado sit down with TypeSafe AI founder Diogo Almeida to ask a simple question: AI has become remarkably capable, so where is all the automation? Diogo argues that coding agents may help us write software faster, but the software they produce still largely works the way software always has. TypeSafe is taking a different approach with Jev: putting intelligence insid

a16z’s Katie Kirsch sits down with Harvey VP of Talent Maggie Landers to discuss what happens inside a company growing at AI speed, and how you preserve culture while adding more than 1,000 employees in a year. Maggie explains why Harvey prioritizes progress over perfection, how its values of simplicity, decisiveness, and “job’s not finished” shape the way people work, and why moving quickly requi

Erik Torenberg sits down with Box CEO Aaron Levie, and a16z’s Martin Casado, and Steven Sinofsky to debate how the AI industry should think about safety, security, and regulation as increasingly capable agents move into the real world. They argue that much of today’s conversation is happening before we have clearly defined the risks we’re trying to regulate. Drawing on earlier waves of computing,

a16z’s Erik Torenberg sits down with Josh Elman, Olivia Moore, and David Booth to introduce Cosign, a new product built around professional reputation and the people, companies, and products you’re willing to put your name behind. They unpack a simple idea at the heart of Silicon Valley: some of the most valuable professional signals aren’t credentials, but who believes in you. From the mentor who

a16z crypto General Partner Eddy Lazzarin joins Theo Jaffee on MTS to debate the increasingly prominent calls to slow AI development and whether the current safety conversation is conflating very different kinds of risk. Eddy argues that the debate puts too much emphasis on speculative superintelligence and not enough on the costs of delaying useful technology. Rather than treating every AI failur

Erik Torenberg sits down with Replit founder and CEO Amjad Masad and Horowitz and Andreessen Academy co-founder and CEO Gagan Biyani to ask what education should look like for a generation growing up with AI. Amjad argues that one of the most valuable things young people bring to society is their willingness to question deeply held assumptions. They discuss how education could create more room for