The a16z Show
Andreessen Horowitz
The a16z Show discusses tech and culture trends, news, and the future – especially as ‘software eats the world’. It features industry experts, business leaders, and other interesting thinkers and voices from around the world. This show is produced by Andreessen Horowitz (aka “a16z”), a Silicon Valley-based venture capital firm. Multiple episodes are released every week; visit a16z.com for more details and to sign up for our newsletters and other content as well!
Episodes
Mentioned books
503 snips
Feb 19, 2026 • 58min
AI’s Capital Flywheel: Models, Money, and the Future of Power
Sarah Wang, an a16z GP who backs frontier AI model teams, and Martin Casado, an a16z GP and infrastructure veteran, explore the current AI funding surge. They discuss why capital, compute, and rapid model gains make this cycle unique. They unpack blurred lines between apps and infrastructure, massive new round dynamics, talent wars, custom silicon economics, generative 3D, and two divergent industry futures.
404 snips
Feb 18, 2026 • 60min
From Copilots to Agents: Rebuilding the Company Around AI
Carlos García Ottati, founder and CEO of Kavak, built Latin America’s largest online used-car marketplace. He talks about constructing multiple businesses under one product, replacing copilots with AI agents to handle most customer interactions, and enduring a year of flat growth while rebuilding operations, culture, and infrastructure to scale across markets.
405 snips
Feb 17, 2026 • 31min
WSJ x a16z: The Next 25 Years of Defense Innovation
Katherine Boyle, general partner at Andreessen Horowitz who leads the American Dynamism practice investing in national security and defense tech. She discusses the 2022 cultural shift in Silicon Valley, how Ukraine and Starlink reshaped battlefield tech, the rise of mass-produced drones and attritable systems, and why reshoring supply chains and rebuilding the defense industrial base matter.
282 snips
Feb 16, 2026 • 58min
Novartis CEO Vasant Narasimhan on Transforming a 250-Year-Old Company
Vasant Narasimhan, physician-scientist and CEO who refocused Novartis into a pure-play medicines company, discusses platform bets in cell and gene therapy, RNA medicines, and radioligand therapies. He talks AI’s role across discovery and trials. He also covers global shifts in biotech, China’s rise, and what technical milestones and manufacturing work matter when partnering with startups.
351 snips
Feb 13, 2026 • 1h 4min
Balaji and Dan Wang: The Engineering State vs Lawyerly State
Dan Wang, technology analyst and author of Breakneck, explores China’s industrial rise and its political strains. He and Balaji compare manufacturing power to America’s software and finance strengths. They discuss migration of entrepreneurs, the durability of Bitcoin and protocols, and how both superpowers make self-sabotaging mistakes. The conversation sketches long, messy geopolitical competition and where builders might fit next.
578 snips
Feb 12, 2026 • 1h 22min
Anish Acharya: Is SaaS Dead in a World of AI?
Anish Acharya, general partner at Andreessen Horowitz and former founder/engineer, shares sharp takes on AI’s impact on SaaS. He explores why coding agents lower switching costs and reshape competition. He contrasts incumbents vs startups, debates apps versus foundation models, and warns about agent overhype while outlining new defensibility and UI shifts.
180 snips
Feb 11, 2026 • 1h 6min
How Magic Johnson Built a Billion-Dollar Portfolio in 30 Years
Earvin "Magic" Johnson, Hall of Fame NBA champion turned entrepreneur and investor, shares his 30-year shift into sports ownership, real estate, retail, and tech. He discusses mentorship, building long-term relationships, why steady "boring" businesses win, investing in startups and prototypes, structuring teams for success, and turning cultural influence into equity and sustained value.
811 snips
Feb 10, 2026 • 26min
Marc Andreessen: Who Runs the World’s AI?
Marc Andreessen, cofounder of Andreessen Horowitz and Mosaic co-creator, discusses AI reversing decades of stagnant productivity. He explores where value will land across models, chips, infrastructure, and apps. He also tackles open source, US‑China competition, infrastructure optimization, and surprising advances like multimodal voice UIs and agents.
855 snips
Feb 9, 2026 • 48min
The State of Markets
David George, general partner at a16z who analyzes AI and private tech markets, presents data on rapid AI company growth and market dynamics. He discusses why AI firms hit $100M faster with lower sales spend. He highlights ARR per employee surges, Model Buster outliers, real-world adoption at Chime and Rocket Mortgage, and supply-side pressures from hyperscaler buildouts.
1,077 snips
Feb 6, 2026 • 2h 6min
Balaji & Benedict Evans: When Tech Breaks Industries
Benedict Evans, tech analyst and newsletter author known for sharp platform and mobile analysis. He and Balaji explore how technologies disrupt industries during transition periods. They discuss AI’s capabilities and limits, smart glasses and VR adoption, crypto’s blockspace as a key metric, and how political and economic shifts follow tech change.
