The a16z Show

Nature’s blueprint – DNA – is an incredibly efficient machine. You cannot see it with the naked eye, yet it can last for hundreds, maybe even millions of years. Plus, the storage capacity of a single gram of DNA is over 200 million gigabytes! As the cost of DNA sequencing (reading) and synthesis (writing) comes down, scientists are looking to our very own biology for applications reaching as far as data storage. Learn more about this fascinating world with a16z General Partner Vijay Pande, as he says, this next wave of biological computing will “be the mother of many new exponentials to come.”   Resources:  Save As: DNA Part 1: https://exo.substack.com/p/saving-our-story-in-dna-part-1 Save As: DNA Part 1: https://exo.substack.com/p/save-as-dna-part-2   Stay Updated:  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. Stay Updated: Find a16z on YouTube: YouTube Find a16z on X Find a16z on LinkedIn Listen to the a16z Show on Spotify Listen to the a16z Show on Apple Podcasts Follow our host: https://twitter.com/eriktorenberg   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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

As we close off 2023, we wanted to revisit some of our favorite episodes from the last year. From AI hardware, to healthcare regulation, to disrupting the world’s largest asset class, to the electrification of nearly everything… there’s  something in here for all listeners.   Resources:  AI Hardware, Explained: https://a16z.simplecast.com/episodes/ai-hardware-explained Chasing Silicon: The Race for GPUs: https://a16z.simplecast.com/episodes/chasing-silicon-the-race-for-gpus The True Cost of Compute: https://a16z.simplecast.com/episodes/the-cost-of-compute AI Revolution: Disruption, Alignment, and Opportunity: https://a16z.simplecast.com/episodes/ai-revolution-disruption-alignment-and-opportunity The Robot Lawyer Resistance; https://a16z.simplecast.com/episodes/the-robot-lawyer-resistance The Quest for AGI: Q*, Self-Play, and Synthetic Data: https://a16z.simplecast.com/episodes/the-quest-for-agi-q-self-play-and-synthetic-data The Road to Autonomous Vehicles: Are We There Yet?: https://a16z.simplecast.com/episodes/the-road-to-autonomous-vehicles-are-we-there-yet-PstZz2G_ The Electrification of Everything: From Sky to Sea: https://a16z.simplecast.com/episodes/the-electrification-of-everything-from-sky-to-sea When Two Giants Intersect: Healthcare Meets Fintech: https://a16z.simplecast.com/episodes/when-two-giants-intersect-healthcare-meets-fintech Salary Transparency: Clarity or Chaos?: https://a16z.simplecast.com/episodes/salary-transparency-clarity-or-chaos Disrupting the World’s Largest Asset Class with Adam Neumann: https://a16z.simplecast.com/episodes/disrupting-the-worlds-largest-asset-class The Data Highway Above with Privateer’s Steve Wozniak, Alex Fielding, and Dr. Moriba Jah: https://a16z.simplecast.com/episodes/new-the-data-highway-above-with-privateers-steve-wozniak-alex-fielding-and-dr-moriba-jah   Stay Updated:  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. Stay Updated: Find a16z on YouTube: YouTube Find a16z on X Find a16z on LinkedIn Listen to the a16z Show on Spotify Listen to the a16z Show on Apple Podcasts Follow our host: https://twitter.com/eriktorenberg   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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Welcome to “The Ben & Marc Show”, featuring a16z’s co-founders Ben Horowitz and Marc Andreessen.  In this week’s episode, Marc and Ben are joined by special guest Tony Robbins to discuss the future of longevity.   Tony Robbins is an entrepreneur, #1 NY Times bestselling author, philanthropist, and the nation’s #1 life & business strategist.  For over four and a half decades, Tony has empowered more than 50 million people from 100 countries around the world through his audio programs, educational videos, and live seminars. He’s also the author of six international bestsellers, including “Money: Master the Game” (2014), “Unshakable: Your Financial Freedom Playbook” (2017) and “Life Force: How New Breakthroughs in Precision Medicine Can Transform the Quality of Your Life and Those You Love” (2022). Joined by a16z’s own Dr. Vijay Pande, PhD – General Partner since 2014, and founder and leader of a16z Bio + Health – the group discusses new breakthroughs in regenerative medicine, AI, biohacking, gene editing, mindset and confirms why this might be the best time to be alive. Enjoy! Watch the full video version of this episode: https://youtu.be/V8h11baC_ok   Resources: Marc on X: https://twitter.com/pmarca Marc’s Substack: https://pmarca.substack.com/ Ben on X: https://twitter.com/bhorowitz Dr. Vijay Pande on X: https://twitter.com/vijaypande Learn more about Tony Robbins: https://tonyrobbins.com Tony’s Time to Rise Summit (Jan 25-27, 2024): https://timetorisesummit.com/join-now   Pre-order Tony’s upcoming book “The Holy Grail of Investing” (Feb 2024): http://theholygrailofinvesting.com   Stay Updated:  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. Stay Updated: Find a16z on YouTube: YouTube Find a16z on X Find a16z on LinkedIn Listen to the a16z Show on Spotify Listen to the a16z Show on Apple Podcasts Follow our host: https://twitter.com/eriktorenberg   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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A new age of maritime exploration, the rise of the developer as a buyer in financial services, and more applications for computer vision and video intelligence. We asked over 40 partners across a16z to preview one big idea they believe will drive innovation in 2024. Here in our 3-part series, you’ll hear directly from partners across all our verticals, as we dive even more deeply into these ideas. What’s the why now? Who is already building in these spaces? What opportunities and challenges are on the horizon? And how can you get involved? Topics Covered: 00:00 - Big Ideas in Tech 2024 01:39 -  Big Idea: The Rise of the Developer as a Buyer in Financial Services 07:03 - Examples of financial service infrastructure products 08:40 - Building products and cost/selling structures 09:56 - How financial institutions will adopt new technology 13:07 - Regulatory shifts and updates 14:09 - The impact on customers 16:30 - Big Idea: A New Age of Maritime  18:15 - The challenges of maritime exploration  19:56 - Why is 2024 the year of iInnovation in maritime exploration? 23:32 - Space and aerospace exploration’s impact on maritime  26:51 - Geopolitical supply chain and climate applications 29:40 - Autonomous fleets 31:49 - Key challenges in modernizing maritime  34:11 - Opportunities for builders in the space 36:23 - Big Idea: New Applications for Computer Vision and Video Intelligence 38:06 - The current use of video and it’s data 38:53 - The unlocks in hardware and software driving change 41:40 - Emerging applications and use cases 43:20 - Video and privacy 44:49 - Why is 2024 the year of change and innovation? Resources: Find Angela on Twitter :https://twitter.com/astrange Find Grant on Twitter: https://twitter.com/grant__gregory Find Kimberly on Twitter: https://twitter.com/kimberlywtan View all 40+ big ideas: https://a16z.com/bigideas2024 Stay Updated:  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. Stay Updated: Find a16z on YouTube: YouTube Find a16z on X Find a16z on LinkedIn Listen to the a16z Show on Spotify Listen to the a16z Show on Apple Podcasts Follow our host: https://twitter.com/eriktorenberg   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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

General Partner Anjney Midha explores the cutting-edge world of text-to-video AI with AI researchers Andreas Blattmann and Robin Rombach.  Released in November, Stable Video Diffusion is their latest open-source generative video model, overcoming challenges in size and dynamic representation. In this episode Robin and Andreas share why translating text to video is complex, the key role of datasets, current applications, and the future of video editing. Topics Covered:  00:00 - Text to Video: The Next Leap in AI Generation 02:41 - The Stable Diffusion backstory 04:25 - Diffusion vs autoregressive models 06:09 - The benefits of single step sampling 09:15 - Why generative video? 11:19 - Understanding physics through AI video 12:20 - The challenge of creating generative video 15:36 - Data set selection and training 17:50 - Structural consistency and 3D objects 19:50 - Incorporating LoRAs 21:24 - How should creators think about these tools? 23:46 - Open challenges in video generation  25:42 - Infrastructure challenges and future research  Resources:  Find Robin on Twitter: https://twitter.com/robrombach Find Andreas on Twitter: https://twitter.com/andi_blatt Find Anjney on Twitter: https://twitter.com/anjneymidha Stay Updated:  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. Stay Updated: Find a16z on YouTube: YouTube Find a16z on X Find a16z on LinkedIn Listen to the a16z Show on Spotify Listen to the a16z Show on Apple Podcasts Follow our host: https://twitter.com/eriktorenberg   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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Voice-First Apps, AI Moats, Never-Ending Games, and Anime. We asked over 40 partners across a16z to preview one big idea they believe will drive innovation in 2024. Here in our 3-part series, you’ll hear directly from partners across all our verticals, as we dive even more deeply into these ideas. What’s the why now? Who is already building in these spaces? What opportunities and challenges are on the horizon? And how can you get involved? Timecodes: 00:00 - Big Ideas in Tech 2024 01:39 - Big Idea: Voice-First Apps Will Become Integral to Our Lives 04:14 - The limiting factors of voice technology 05:27 - What would a voice-first app look like?  06:52 - Voice tech for companionship and productivity  08:05 - The primary modality voice applications 10:08 - How builders and founders can integrate voice technology 13:31 - Big Idea: The Consumer AI Battleground Moves from Model to UX 15:49 - How user experience can contribute toward building a moat 17:57 - The commoditization of models 19:55 - How should builders differentiate between model and experience? 22:58 - Breakout examples for 2024 25:10 - Open source vs closed source 26:44 - The impact of applications splitting from the infrastructure layer 28:14 - Big Idea: AI-First Games That Never End 29:59 -Generative AI in gaming and AI native games 31:12 - Introducing generative agents as game companions  33:57 - Does the gaming community want hyper personalization? 38:00 - New entrants vs the incumbents 41:57 - How business models and cost structures are evolving 46:21 - Advice for game builders in 2024 48:03 - Big Idea: Anime Games Go Mainstream 49:28 - What defines anime? 52:05 - Anime’s monetization strategy and how it differs from other genres 54:04 - Why are we seeing a rise in anime? 55:56 - What is required to be successful in anime 58:20 - AI, XR and inventing the next wave of anime   Resources: View all 40+ big ideas: https://a16z.com/bigideas2024   Stay Updated:  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. Stay Updated: Find a16z on YouTube: YouTube Find a16z on X Find a16z on LinkedIn Listen to the a16z Show on Spotify Listen to the a16z Show on Apple Podcasts Follow our host: https://twitter.com/eriktorenberg   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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Arthur Mensch is the co-founder of Mistral and the co-author of Deepmind’s pivotal 2022 "Chinchilla" paper. In September 2023, Mistral released Mistral-7B, an advanced open-source language model that has rapidly become the top choice for developers. Just this week, they introduced a new mixture of experts model – Mixtral — that’s already generating significant buzz among AI developers. As the battleground around large language models heats up, join us for a conversation with Arthur as he sits down with a16z General Partner Anjney Midha. Together, they delve into the misconceptions and opportunities around open source; the current performance reality of open and closed models; and the compute, data, and algorithmic innovations required to efficiently scale LLMs. Resources: Find Arthur on Twitter: https://twitter.com/arthurmensch Find Anjney on Twitter: https://twitter.com/anjneymidha Learn more about Mistral: https://mistral.ai Learn why we invested in Mistral: https://a16z.com/announcement/investing-in-mistral/ Stay Updated:  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. Stay Updated: Find a16z on YouTube: YouTube Find a16z on X Find a16z on LinkedIn Listen to the a16z Show on Spotify Listen to the a16z Show on Apple Podcasts Follow our host: https://twitter.com/eriktorenberg   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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Smart energy grids. Voice-first companion apps. Programmable medicines. AI tools for kids.
We asked over 40 partners across a16z to preview one big idea they believe will drive innovation in 2024. Here in our 3-part series, you’ll hear directly from partners across all our verticals, as we dive even more deeply into these ideas. What’s the why now? Who is already building in these spaces? What opportunities and challenges are on the horizon? And how can you get involved? View all 40+ big ideas: https://a16z.com/bigideas2024   Stay Updated:  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. Stay Updated: Find a16z on YouTube: YouTube Find a16z on X Find a16z on LinkedIn Listen to the a16z Show on Spotify Listen to the a16z Show on Apple Podcasts Follow our host: https://twitter.com/eriktorenberg   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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

One topic at the center of the AI universe this week is a potential breakthrough called Q*. Little has been revealed about this OpenAI project, other than its likely relationship to solving certain grade-school mathematical problems. Amid much speculation, we decided to bring in our new general partner, Anjney Midha – focused on all things AI – to sift through the sea of noise. Today, we discuss the key frontier research areas that AI labs are exploring on their path toward generalizable intelligence, from self-play, to model-free reinforcement learning to synthetic data. Anjney also shares his insights on which approach he expects to be most influential in the next wave of LLMs and why math problems are even a suitable testing ground for this kind of research.   Topics Covered: 02:03 - What is Q*? 06:21 - Applying model-free reinforcement learning to complex spaces 13:17 - The role of self-play 19:04 - Synthetic data’s big unlock 24:44 - What does this unlock for society?   Resources: Follow Anjney on Twitter: https://twitter.com/AnjneyMidha   Stay Updated:  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. Stay Updated: Find a16z on YouTube: YouTube Find a16z on X Find a16z on LinkedIn Listen to the a16z Show on Spotify Listen to the a16z Show on Apple Podcasts Follow our host: https://twitter.com/eriktorenberg   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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

with @davidmarcus @smc90 This wide-ranging conversation covers company building, big to small -- including what cadence and when is the right "time" to ship; the relationship between centralization, decentralization, platforms, and financial freedom; moving from web2 to web3 in both crypto AND payments... as well as why bitcoin, views on remote work, and much much more.  Our guest is David Marcus, CEO and co-founder of Lightspark; Marcus was also a co-creator of Diem (aka Libra and Novi, the cryptocurrency project initiated by Facebook). Before that, he was vice president of messaging products there, where he ran the Facebook Messenger unit; and prior to joining Facebook, Marcus was the former president of PayPal (which had acquired his previous startup).   This episode begins with an interview just to help kick things off and then features a rich set of questions from the audience -- as this originally took place live on stage at our Crypto Startup School 2023.  As a reminder: none of this should be taken as investment, legal, business, or tax advice; please see a16z.com/disclosures for more important information -- including a link to a list of our investments. related readings: Regulate apps, not protocols series (2022-2023) - Miles Jennings et al, a16z crypto) What it will take to create the next great Silicon Valleys (2014) - Marc Andreessen (Politico, a16z) Why bitcoin matters (2014) - Marc Andreeessen (NYT, a16z) When one app rules them all: The case of WeChat and Mobile in China (2015) - Connie Chan (a16z)   Subscribe to web3 with a16z: https://link.chtbl.com/web3witha16z   Stay Updated:  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.   Stay Updated: Find a16z on YouTube: YouTube Find a16z on X Find a16z on LinkedIn Listen to the a16z Show on Spotify Listen to the a16z Show on Apple Podcasts Follow our host: https://twitter.com/eriktorenberg   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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.