The a16z Show

Erik Torenberg sits down with Jacob Helberg to discuss AI, manufacturing, supply chains, and the new geopolitics of technology. Drawing on themes from Helberg’s book The Wires of War, they explore why hardware, industrial capacity, and secure supply chains have become central to both economic strength and national security.

They also unpack what it means to “win the AI race” — from model leadership and global adoption to energy, compute, tariffs, and reindustrialization in the U.S.

 

Resources:

Find Jacob Helberg on X: https://x.com/jacobhelberg

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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.

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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

 

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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.

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In this episode, originally aired on Big Technology Podcast, Olivia Moore discusses whether AI startups can compete with the big chatbots, why American sentiment toward AI is so negative, and what she learned from giving LLMs personality tests. She also breaks down where ChatGPT, Claude, and Gemini are diverging, why Open Claw signals a new wave of agentic products, and what makes memory the most underrated feature in consumer AI.

 

Resources:

Follow Olivia Moore on X:  https://x.com/omooretweets

Follow Alex Kantrowitz on X:  https://x.com/Kantrowitz

List to Big Technology Podcast: https://www.youtube.com/playlist?list=PLADd6sStSis77HKfbf4KCY6SvthfxeUgn

 

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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.

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Marc Andreessen joins David Senra for a conversation about entrepreneurship, history, and what drives some of the world’s most ambitious builders.

In this conversation with David, Marc reflects on patterns he’s seen across great founders, why many of them focus relentlessly on building rather than introspection, and how technology and entrepreneurship continue to shape the future.

 

Resources:

David Senra

Website: https://www.davidsenra.com

X: https://x.com/davidsenra

Show notes: https://www.davidsenra.com/episode/ma...

Marc Andreessen

X: https://x.com/pmarca

a16z: https://a16z.com/author/marc-andreessen

Substack: https://pmarca.substack.com

 

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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.

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This conversation with Emil Michael, undersecretary of defense for research and engineering and acting director of the Defense Innovation Unit, was recorded at the a16z American Dynamism Summit in Washington, D.C. Michael walks through how he inherited a department running 14 undefined technology priorities, cut them to six, and made applied AI number one. He also gives the first detailed account of why commercial AI contracts written under the previous administration created a vendor-lock crisis that put active military operations at risk.

 

 

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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.

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