Ben Horowitz on Investing in AI: AI Bubbles, Economic Impact, and VC Acceleration AI is changing how companies are built and how venture firms operate, forcing faster decisions, clearer judgment, and new ways of working.
In this exclusive conversation, Ben Horowitz shares how Andreessen Horowitz adapts to that shift. He explains why managing GPs is different from running a company, how investors are evaluated at the moment of decision rather than years later, and why verticalized teams help the firm scale without internal politics.
Ben also breaks down the current AI cycle, from treating AI as a new computing platform to why application design and model orchestration matter more than raw model size. He discusses the return of M&A and why today’s AI market reflects real demand, not just inflated valuations. | The a16z Show | Jan 13, 2026 | 00:34:16 | Transcribed |
Workforce Solutions for Field Services with AI - with Rommel Ong of Belimed | The AI in Business Podcast | Jan 13, 2026 | 21:29 | Transcribed |
Adam Carolla on California's Collapse: Fires, Failed Leadership, and Gyno-Fascism | All-In with Chamath, Jason, Sacks & Friedberg | Jan 13, 2026 | 01:09:49 | Transcribed |
Alex Rampell on Venture at Scale and Founder Incentives This episode is a special feed drop from The Twenty Minute VC, featuring a conversation between Harry Stebbings and a16z General Partner Alex Rampell.
Alex shares how he thinks about investing at scale, including why ownership and incentives matter, how venture changes as funds get larger, and what it really takes to win the best deals. He walks through his core founder framework of backing people who can materialize talent, capital, and customers, and explains why the strongest companies often have “hostages,” not just customers.
The discussion also covers pricing risk, secondaries, moral hazard in private markets, and how AI is reshaping software, labor, and company formation. Together, Harry and Alex unpack what it takes to build durable, category-defining companies in an era where technology is moving faster than ever. | The a16z Show | Jan 12, 2026 | 01:11:21 | Transcribed |
“A full software engineering teammate”: OpenAI product lead on getting the most out of Codex | Alexander Embiricos | How I AI | Jan 12, 2026 | 00:53:04 | Transcribed |
20VC: a16z's $15BN Fundraise with Alex Rampell | The Best Companies Have Hostages Not Customers | The Best Founders Materialise Capital, Customers and Labour | Mid-Sized Funds with Die and The Future of Venture Capital | The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch | Jan 12, 2026 | 01:17:01 | Transcribed |
Modernizing Insurance Pricing From Excel to Explainable AI - Thomas Holmes of Akur8 | The AI in Business Podcast | Jan 12, 2026 | 17:48 | Transcribed |
20Growth: The $6.6B Growth Engine Behind ElevenLabs | Why ElevenLabs Do Not Have PMs | The 7 Part Launch Playbook to Crush All Launches with Luke Harries, Head of Growth @ ElevenLabs | The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch | Jan 11, 2026 | 01:13:34 | Transcribed |
Ben Horowitz on TBPN: Three Decades with Marc and Building for the Long Game Following the announcement of a16z’s new fund, Andreessen Horowitz cofounder and general partner Ben Horowitz joined TBPN to discuss how Andreessen Horowitz has evolved its firm structure as technology becomes embedded across every sector of the economy. Ben reflects on which lessons from The Hard Thing About Hard Things still apply to founders, why entrepreneurship remains difficult at any scale, and how long-term partnerships shape decision-making inside the firm. He explains the move toward specialized, independent investment teams, how a16z evaluates new markets, and why AI represents a generational technology shift that changes how companies are built and how investors operate. The conversation also lessons from prior technology cycles and bubbles, the role of public policy in sustaining innovation ecosystems, and how founders can navigate modern media attention and public discourse while building durable, long-term companies. | The a16z Show | Jan 11, 2026 | 00:24:03 | Transcribed |
CEO Vlad Tenev on Robinhood's Record Year (+200%, ~$100B Market Cap) | Sourcery | Jan 10, 2026 | 00:56:15 | Transcribed |
All-In's 2026 Predictions | All-In with Chamath, Jason, Sacks & Friedberg | Jan 10, 2026 | 01:31:11 | Transcribed |
What Happens When Everyone Plans (And When They Don't) | The Off Site Podcast | Jan 9, 2026 | 2573 | Transcribed |
Ben Horowitz on Raising a New Fund and How Venture Firms Scale In this feed drop from Uncapped, Jack Altman sits down with a16z co-founder Ben Horowitz to unpack the founding bet behind Andreessen Horowitz. VC should be a better product for entrepreneurs, built on real operating experience, real networks, and real support.
Ben shares how he and Marc Andreessen have worked together for 30 years, including a Quincy Jones and Michael Jackson analogy for their partnership, how they make decisions, and what it takes to scale a venture firm without losing the edge that actually helps founders. They also dig into why boards matter, how platform teams can change what partners do day to day, and the difference between “heat seeking” investing and conviction driven company building, especially in sectors like AI and crypto. | The a16z Show | Jan 9, 2026 | 00:59:10 | Transcribed |
CEO Vlad Tenev on Robinhood's Record Year (+200%, ~$100B Market Cap) | Sourcery | Jan 9, 2026 | 00:54:14 | Transcribed |
AMA Part 1: Is Claude Code AGI? Are we in a bubble? Plus Live Player Analysis In this AMA episode, Nathan gives an update on his son Ernie’s cancer treatment and how frontier AI models are helping him navigate complex medical decisions. | "The Cognitive Revolution" | AI Builders, Researchers, and Live Player Analysis | Jan 9, 2026 | 6879 | Transcribed |
20Sales: The Best Sales People Are F***** in the Head | The Unspoken Truths All Sales Leaders Need to Know in 2026 | Why Europe is a Nightmare for Recruiting | How to Improve Sales Team Performance in 24 Hours with Chad Peets | The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch | Jan 9, 2026 | 01:09:35 | Transcribed |
Howard Lutnick: How America Can Hit 6% GDP Growth in 2026 | All-In with Chamath, Jason, Sacks & Friedberg | Jan 9, 2026 | 01:27:20 | Transcribed |
The Fastest Growing SaaS Startup In History: $1M to $1B Revenue In 4 Years | Shuo Wang, Deel | Relentless | Jan 8, 2026 | 01:51:36 | Transcribed |
Inside The Startup Building Reusable Rockets | Y Combinator Startup Podcast | Jan 8, 2026 | 00:15:43 | Transcribed |
NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrative | No Priors: Artificial Intelligence | Technology | Startups | Jan 8, 2026 | 4580 | Transcribed |
Keycard: 2026 is the Year of Agents In 2025, we saw the first glimpses of true AI agents. In 2026, every company will be rushing to get them into production, and they’ll need companies like Keycard to manage fleets of agents.
In this conversation, a16z Partner Joel de la Garza sits down with Keycard Cofounder and CEO Ian Livingstone to discuss the continuum from copilots to agents, the security realities of tool-calling, why enterprises will adopt before consumers, and how to control your agents. | The a16z Show | Jan 8, 2026 | 00:32:41 | Transcribed |
TR42: Beards, Wafer Fabrication Equipment, Claude Code | Transistor Radio | Jan 8, 2026 | 00:55:34 | Transcribed |
The magic spell that makes banks give you your money back | Complex Systems with Patrick McKenzie (patio11) | Jan 8, 2026 | 2331 | Transcribed |
20VC: Groq's $20BN NVIDIA Acquisition | Manus Acquired by Meta for $2BN | Why Sam Altman Does Not Care About Dilution | Navan Trading at 4x ARR & Why Going Public Does Not Make Sense Anymore | The Rise of Invisible Unemployment and Labour Markets in 2026 | The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch | Jan 8, 2026 | 01:23:47 | Transcribed |
How an Open Context Layers Help Enterprises Build, Govern, & Scale Agentic AI - with Prukalpa Sankar of Atlan | The AI in Business Podcast | Jan 8, 2026 | 24:54 | Transcribed |
Why AI will dwarf every tech revolution before it: robots, manufacturing, AR glasses from CES 2026 | All-In with Chamath, Jason, Sacks & Friedberg | Jan 8, 2026 | 51:22 | Transcribed |
#409 The Creative Genius of Rick Rubin | Founders | Jan 8, 2026 | 2587 | Transcribed |
AI in 2026: Reid Hoffman’s Predictions on Agents, Work, and Creation | AI & I | Jan 7, 2026 | 3575 | Transcribed |
Brendan Foody on Teaching AI and the Future of Knowledge Work | Conversations with Tyler | Jan 7, 2026 | 01:01:18 | Transcribed |
Marc Andreessen's 2026 Outlook: AI Timelines, US vs. China, and The Price of AI a16z co-founder and General Partner Marc Andreessen joins an AMA-style conversation to explain why AI is the largest technology shift he has experienced, how the cost of intelligence is collapsing, and why the market still feels early despite rapid adoption. The discussion covers how falling model costs and fast capability gains are reshaping pricing, distribution, and competition across the AI stack, why usage-based and value-based pricing are becoming standard, and how startups and incumbents are navigating big versus small models and open versus closed systems. Marc also addresses China’s progress, regulatory fragmentation, lessons from Europe, and why venture portfolios are designed to back multiple, conflicting outcomes at once. | The a16z Show | Jan 7, 2026 | 01:21:54 | Transcribed |
Reducing R&D Cycle Time in Pharma Without Increasing Regulatory Risk - with Vaithi Bharath of Bayer | The AI in Business Podcast | Jan 7, 2026 | 38:01 | Transcribed |
#099 Jonathan Swanson: Scaling Thumbtack, 10x Delegation, and Designing an Ideal Life | Smart Friends | Jan 6, 2026 | 3381 | Transcribed |
Figma’s Dylan Field on the Future of Design Dylan Field is the co-founder and CEO of Figma, a design software company that went public in July 2025. Founded in 2012, Figma transformed how people design, prototype, and build products together. After a $20 billion acquisition attempt by Adobe collapsed in 2022 because of regulators, Dylan helped Figma rebound stronger than ever. Just three years later, Figma listed its shares at nearly $20 billion and its stock price more than tripled on its first trading day.
A few highlights:
Expanding a sleepy market
Merging of designers and product roles
Counter-narrative to polarizing CEOs
If models get better, we have to
Remembering Brat Summer | The a16z Show | Jan 6, 2026 | 00:58:09 | Transcribed |
Training General Robots for Any Task: Physical Intelligence’s Karol Hausman and Tobi Springenberg | Training Data | Jan 6, 2026 | 3697 | Transcribed |
Data Solutions for Tailoring Agronomic Support to Meet Regional Needs - with Tami Craig Schilling of Bayer Crop Science | The AI in Business Podcast | Jan 6, 2026 | 34:48 | Transcribed |
35: Brie Wolfson - Loving Attention & Ease in Craft | Dialectic | Jan 6, 2026 | 02:31:38 | Transcribed |
Zapier’s CEO shares his personal AI stack | Wade Foster | How I AI | Jan 5, 2026 | 00:41:27 | Transcribed |
AI Will Save The World with Marc Andreessen and Martin Casado Originally published in June 2023, this conversation features a16z cofounder Marc Andreessen following the release of his nearly 7,000-word essay arguing that AI does not threaten our humanity. In a wide-ranging discussion with a16z General Partner Martin Casado, Andreessen expands on why he believes AI can dramatically amplify human potential, why its future should be shaped by open markets rather than regulation, and why fears of existential catastrophe are misplaced. Rather than destroying the world, he argues, AI may help save it.
Read “Why AI Will Save the World”: https://a16z.com/2023/06/06/ai-will-save-the-world/ | The a16z Show | Jan 5, 2026 | 01:03:10 | Transcribed |
20VC: $0-$260M in Revenue in Three Years: How We Did It | You Need to Work Weekends to Win — Most Founders Aren't Ambitious Enough | The Revolut Playbook: Speed, Urgency, Extreme Ownership, and Zero Excuses with Alan Chang @ Fuse Energy | The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch | Jan 5, 2026 | 56:51 | Transcribed |
Why Agentic and Conversational AI Products Are Not What CX Leaders Think - with Baker Johnson of UJET | The AI in Business Podcast | Jan 5, 2026 | 33:06 | Transcribed |
Building & Scaling the AI Safety Research Community, with Ryan Kidd of MATS Ryan Kidd, Co-Executive Director of MATS, shares an inside view of the AI safety field and the world’s largest AI safety research talent pipeline. | "The Cognitive Revolution" | AI Builders, Researchers, and Live Player Analysis | Jan 4, 2026 | 6854 | Transcribed |
John Mackey, Whole Foods Market | David Senra John Mackey is the co-founder of Whole Foods Market, where he also served as the company's CEO for 44 years (1980–2022). | David Senra | Jan 4, 2026 | 6066 | Transcribed |
State of the Art: Training >70B LLMs on 10,000 H100 clusters | Latent Space: The AI Engineer Podcast | Jan 3, 2026 | N/A | Not Started |
2025 in review, with Sammy Cottrell | Complex Systems with Patrick McKenzie (patio11) | Jan 3, 2026 | 3025 | Transcribed |
[NeurIPS Best Paper] 1000 Layer Networks for Self-Supervised RL — Kevin Wang et al, Princeton | Latent Space: The AI Engineer Podcast | Jan 2, 2026 | 1698 | Transcribed |
Wartime vs Peacetime: Ben Horowitz on Leadership In this exclusive conversation from a16z’s Bio and Health BUILD Summit, founding partner Ben Horowitz sits down with general partner Jorge Conde. Originally released in August 2023, the episode covers everything from the inspiration behind Ben’s book The Hard Thing About Hard Things and how the open internet was secured, to the difference between wartime and peacetime CEOs, what it really means to scale culture, and how bio and healthcare innovation differs from other forms of technology.
Ben’s Book: https://www.amazon.com/Hard-Thing-About-Things-Building/dp/0062273205 | The a16z Show | Jan 2, 2026 | 00:35:02 | Transcribed |
Confronting the Intelligence Curse, w/ Luke Drago of Workshop Labs, from the FLI Podcast This cross-post episode from the Future of Life Institute podcast features Luke Drago, co-author of The Intelligence Curse and co-founder of Workshop Labs, in conversation with Gus Docker. | "The Cognitive Revolution" | AI Builders, Researchers, and Live Player Analysis | Jan 1, 2026 | 4565 | Transcribed |
The Techno-Optimist Manifesto with Marc Andreessen and Ben Horowitz Originally aired in October 2023, this episode centers on Marc Andreessen’s essay The Techno-Optimist Manifesto, which lays out his vision for the future of technology. The piece sparked widespread discussion across traditional and social media by challenging the prevailing pessimistic narrative around technology and arguing instead that it can be a force for growth, progress, and abundance.
In this one-on-one conversation, based on listener questions from X (formerly Twitter), a16z cofounder Ben Horowitz and Marc discuss how technological advances can improve quality of life, support marginalized communities, and shape how we think about humanity’s long-term future.
Read the full manifesto: https://a16z.com/the-techno-optimist-manifesto/ | The a16z Show | Jan 1, 2026 | 01:06:38 | Transcribed |
Polygenics and Machine SuperIntelligence; Billionaires, Philo-semitism, and Chosen Embryos – #102 | Manifold | Jan 1, 2026 | 3612 | Transcribed |
Massive Somali Fraud in Minnesota with Nick Shirley, California Asset Seizure, $20B Groq-Nvidia Deal | All-In with Chamath, Jason, Sacks & Friedberg | Dec 31, 2025 | 01:43:22 | Transcribed |