AI + a16z

Matt Bornstein speaks with Scott Chacon, cofounder of GitHub and CEO of GitButler, about why Git's user interface has barely changed since 2005, how GitButler is rethinking version control for both humans and AI agents, and what the "next GitHub" might actually look like. They cover parallel branches, agent-optimized CLI design, the future of code review, and why the best engineers of the future will be the best writers. Resources: Follow Scott Chacon on X: https://twitter.com/chacon Follow Matt Bornstein on X: https://twitter.com/BornsteinMatt Check out everything a16z is doing with artificial intelligence here, including articles, projects, and more podcasts. 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.

Joe Schmidt speaks with Peter Doyle, CEO of Treeline, about why the $100B managed service provider market is a decade behind modern technology and how Treeline is building a new model that combines human technicians with AI and automation. They discuss the company's growth strategy, why pure play software struggles in services categories, and what the forward deployed engineer trend tells us about AI adoption. Resources: Follow Peter Doyle on LinkedIn: https://www.linkedin.com/in/peterwdoyle/ Follow Joe Schmidt on X: https://twitter.com/joeschmidtiv Check out everything a16z is doing with artificial intelligence here, including articles, projects, and more podcasts. 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.

Michael Truell, CEO of Cursor, sits down with Patrick Collison, CEO of Stripe and an investor in Anysphere, to talk about Collison's history with Smalltalk and Lisp, the MongoDB and Ruby decisions Stripe still lives with 15 years later, why he'd spend even more time on API design if he could do it over, and whether AI is actually showing up in economic productivity data. This episode originally aired on Cursor's podcast. Follow Patrick Collison on X: https://twitter.com/patrickc Follow Michael Truell on X: https://twitter.com/mntruell Follow Cursor: https://www.youtube.com/@cursor_ai Check out everything a16z is doing with artificial intelligence here, including articles, projects, and more podcasts. 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.

Yoko Li, Guido Appenzeller, and Joel de la Garza discuss OpenClaw, the open source personal AI assistant that's forcing a rethink of how identity, permissions, and security work on the internet. They cover why setting up Gmail integration took seven hours, what happens when an agent asks for domain-wide access to every email in your company, and why consumer websites like DoorDash and Amazon have no incentive to make their services agent-friendly. Resources: Follow Yoko Li on X: https://twitter.com/stuffyokodraws Follow Guido Appenzeller on X: https://twitter.com/appenz Follow Joel de la Garza on LinkedIn: https://www.linkedin.com/in/3448827723723234/ Check out everything a16z is doing with artificial intelligence here, including articles, projects, and more podcasts. 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.

Vishal Misra returns to explain his latest research on how LLMs actually work under the hood. He walks through experiments showing that transformers update their predictions in a precise, mathematically predictable way as they process new information, explains why this still doesn't mean they're conscious, and describes what's actually required for AGI: the ability to keep learning after training and the move from pattern matching to understanding cause and effect. Resources: Follow Vishal Misra on X: https://x.com/vishalmisra Follow Martin Casado on X: https://x.com/martin_casado Check out everything a16z is doing with artificial intelligence here, including articles, projects, and more podcasts. 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.

Jack Neel speaks with Amjad Masad, CEO at Replit, about how AI is making it easier than ever to build and ship software without a technical background. They discuss Replit's rise from a browser-based coding tool to a platform generating $250 million in annual revenue, why Masad turned down a $1 billion acquisition offer, and his case for why AI represents empowerment rather than existential risk. This episode originally aired on The Jack Neel Podcast. Resources: Follow Amjad Masad on X: https://twitter.com/amasad Follow Jack Neel on X: https://twitter.com/jackhneel Listen to Jack Neel: https://www.youtube.com/jackneel Check out everything a16z is doing with artificial intelligence here, including articles, projects, and more podcasts. 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.

Jack Altman sits down with Martin Casado, General Partner at a16z, to unpack the shifting dynamics of venture capital and why media matters more than ever. They cover a16z’s evolution from generalists to specialized platforms, the rise of AI infrastructure, and why today’s fiercest battles are often for talent, not market share. Timecodes: 0:00 Introduction 0:27 Importance of Media for VC 3:50 Evolution of a16z 7:00 Specialization 10:32 Value of Distribution 13:16 Staying Power in Infrastructure 19:49 The Conflicts Dynamic 26:32 State of Play in AI 30:48 The Future of Coding 34:58 Significance of Open Source 39:48 Marc Andreessen’s Leadership 44:02 The Only Sin in VC 48:37 Scaling a Lot of Board Seats Resources: Listen to more from Uncapped: https://linktr.ee/uncappedpod Find Jack on X: https://x.com/jaltma Find Uncapped on X: https://x.com/uncapped_pod Find Martin on X: https://x.com/martin_casado 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://x.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. Check out everything a16z is doing with artificial intelligence here, including articles, projects, and more podcasts. 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.

a16z's Martin Casado and Sarah Wang join Latent Space hosts Alessio Fanelli and Swyx to discuss what makes this AI investment cycle unlike anything in the history of venture capital. They cover why the lines between venture and growth, apps and infrastructure are blurring, how frontier model companies can raise more than the aggregate of everyone built on top of them, and why the industry-wide gap between perception and reality has never been wider. Follow Alessio Fanelli on X: https://x.com/FanaHOVA Follow Swyx (Shawn Wang) on X: https://twitter.com/FanaHOVA Follow Martin Casado on X: https://twitter.com/martin_casado Follow Sarah Wang on X: https://twitter.com/sarahdingwang Listen to more from Latent Space: https://www.youtube.com/@LatentSpacePod 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. Check out everything a16z is doing with artificial intelligence here, including articles, projects, and more podcasts. 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.

Raghu Raghuram, Managing Partner at a16z, and Sarah Wang, General Partner at a16z, speak with Samar Abbas, CEO of Temporal, about how durable execution became the infrastructure layer behind some of the world’s most widely used AI agents. They cover why long-running agents require state management and recoverability, how Temporal powers OpenAI’s Codex and Snap’s Story processing, and why the shift from interactive to background agents is creating distributed systems challenges at a scale that didn’t exist two years ago. Resources: Follow Samar Abbas: https://x.com/SamarAtTemporal Follow Sarah Wang: https://x.com/sarahdingwang Follow Raghu Raghuram: https://x.com/RaghuRaghuram Check out everything a16z is doing with artificial intelligence here, including articles, projects, and more podcasts. 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.

Martin Casado speaks with Ankur Goyal, founder and CEO of Braintrust, about where engineering actually matters in AI and where it doesn't. They cover the open source vs closed source model cycle, why Chinese models are gaining ground faster than spending suggests, whether AI demand will eventually saturate, and the Bash vs SQL benchmark that challenges the "just give it a computer" approach to agents.Follow Martin Casado on X: https://twitter.com/martin_casadoFollow Ankur Goyal on X: https://twitter.com/ankrgyl Check out everything a16z is doing with artificial intelligence here, including articles, projects, and more podcasts. 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.

Sam Altman has led OpenAI from its founding as a research nonprofit in 2015 to becoming the most valuable startup in the world ten years later.In this episode, a16z Cofounder Ben Horowitz and General Partner Erik Torenberg sit down with Sam to discuss the core thesis behind OpenAI’s disparate bets, why they released Sora, how they use models internally, the best AI evals, and where we’re going from here.Follow Sam on X: https://x.com/samaFollow OpenAI on X: https://x.com/openaiLearn more about OpenAI: https://openai.com/Try Sora: https://sora.com/Follow Ben on X: https://x.com/bhorowitzFollow our host: https://x.com/eriktorenberg Check out everything a16z is doing with artificial intelligence here, including articles, projects, and more podcasts. 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.

Christopher Mims and Tim Higgins of the Wall Street Journal sit down with a16z General Partner Martin Casado on WSJ’s Bold Names to ask whether the AI spending boom is a bubble waiting to burst. Martin explains why the fundamentals differ dramatically from the dot-com era—when WorldCom had $40 billion in debt versus today's tech giants with hundreds of billions on their balance sheets—and why a speculative valuation correction shouldn't be confused with systemic collapse. They also discuss where a16z sees opportunity in the "long tail" of AI companies beyond the state-of-the-art large language models. Follow Martin Casado on X: https://twitter.com/martin_casadoFollow Christopher Mims on X: https://twitter.com/mimsFollow Tim Higgins on X: https://twitter.com/timkhigginsCheck out WSJ’s Bold Names: https://www.wsj.com/podcasts/wsj-the-future-of-everything Check out everything a16z is doing with artificial intelligence here, including articles, projects, and more podcasts. 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.

In this feed drop from The Six Five Pod, a16z General Partner Martin Casado discusses how AI is changing infrastructure, software, and enterprise purchasing. He explains why current constraints are driven less by technical limits and more by regulation, particularly around power, data centers, and compute expansion.The episode also covers how AI is affecting software development, lowering the barrier to coding without eliminating the need for experienced engineers, and how agent-driven tools may shift infrastructure decision-making away from humans.Follow Martin Casado on X: https://twitter.com/martin_casado Follow Patrick Moorhead on X: https://twitter.com/PatrickMoorheadFollow Daniel Newman on X: https://twitter.com/danielnewmanUVWatch more from Six Five Media: https://www.youtube.com/@SixFiveMedia Check out everything a16z is doing with artificial intelligence here, including articles, projects, and more podcasts. 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.

Mintlify is a documentation platform built by cofounders Han Wang and Hahnbee Lee to help teams create and maintain developer docs. In this episode, Andreessen Horowitz general partners Jennifer Li and Yoko Li speak with Han and Hahnbee about how coding agents are changing what “good docs” mean, shifting documentation from a human-only resource into infrastructure that powers AI tools, support agents, and internal knowledge workflows. They share Mintlify’s early journey, including eight pivots, the two-day prototype that landed their first customer, and the “do things that don’t scale” sales motion that helped them win early traction. The conversation also covers why docs go out of date, what “self-healing” documentation requires to actually work, and how serving fast-moving customers has shaped both their product priorities and their pace.Follow Jennifer Li on X: https://twitter.com/JenniferHliFollow Yoko Li on X: https://twitter.com/stuffyokodrawsFollow Han Wang on X: https://twitter.com/handotdevFollow Hahnbee Lee on X: https://twitter.com/hahnbeelee Check out everything a16z is doing with artificial intelligence here, including articles, projects, and more podcasts. 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.

Inferact is a new AI infrastructure company founded by the creators and core maintainers of vLLM. Its mission is to build a universal, open-source inference layer that makes large AI models faster, cheaper, and more reliable to run across any hardware, model architecture, or deployment environment. Together, they broke down how modern AI models are actually run in production, why “inference” has quietly become one of the hardest problems in AI infrastructure, and how the open-source project vLLM emerged to solve it. The conversation also looked at why the vLLM team started Inferact and their vision for a universal inference layer that can run any model, on any chip, efficiently.Follow Matt Bornstein on X: https://twitter.com/BornsteinMattFollow Simon Mo on X: https://twitter.com/simon_mo_Follow Woosuk Kwon on X: https://twitter.com/woosuk_kFollow vLLM on X: https://twitter.com/vllm_project Check out everything a16z is doing with artificial intelligence here, including articles, projects, and more podcasts. 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.

To Regulate AI Effectively, Focus on How It’s UsedA conversation with Martin Casado on learning from past computing platform shifts, understanding marginal risk in AI, and why open source matters for US competitiveness.One of the core pillars of our roadmap for federal AI legislation makes clear AI should not excuse wrongdoing. When people or companies use AI to break the law, existing criminal, civil rights, consumer protection, and antitrust frameworks should still apply. Enforcement agencies should have the resources they need to enforce the law. If existing bodies of law fall short in accounting for certain AI use cases, any new laws should be evidence-based, clearly defining marginal risks and the optimal approach to target harms directly. In this conversation, we go deeper on what that principle means in practice with Martin Casado, general partner at a16z where he leads the firm’s infrastructure practice and invests in advanced AI systems and foundational compute. Martin has lived through multiple platform shifts–as a researcher where he worked on large-scale simulations for the Department of Defense before working with the intelligence community on networking and cybersecurity, a pioneer of software-defined networking at Stanford, and the cofounder and CTO of Nicira, which was acquired by VMware–giving him a rare perspective on how breakthrough technologies are governed as they develop and scale. Martin joins Jai Ramaswamy and Matt Perault to discuss how decades of technology policy can inform addressing harmful uses of AI, defining marginal risk in AI, the importance of open source for long-term competitiveness, and more. Follow Jai Ramaswamy on X: https://twitter.com/jai_ramaswamyFollow Matt Perault on X: https://twitter.com/MattPeraultFollow Martin Casado on X: https://twitter.com/martin_casadoRead the a16z AI Policy Brief here: https://a16zpolicy.substack.com/ Check out everything a16z is doing with artificial intelligence here, including articles, projects, and more podcasts. 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.