a16z
a16z is a venture capital firm that shares videos on technology trends and advice for building companies.
Kurtis Blow Built Hip-Hop’s Foundations Through Music, Mentorship, and Performance
Kurtis Blow argues that hip-hop was built through local craft and mentorship, long before it became an industry. In a Paid in Full conversation with Nas, Rev Run and Roxanne Shanté, he recalls how disco, DJing and block parties shaped the music in a New York where, as he put it, “we had nothing”; Run describes learning to perform at his side. Nas traces that influence into his own work, explaining why he later recorded Blow’s “If I Ruled the World” with Lauryn Hill.
Defense Demand Is Helping Finance America’s Industrial Rebuild
a16z investors Erin Price-Wright and Connor Love argue that defense demand can help finance factories, suppliers and other industrial capacity whose uses extend into commercial markets such as robotics and energy. They say adaptable production, closer collaboration with suppliers and private capital willing to fund companies before government contracts arrive are making it more feasible to rebuild that capacity. The case, they argue, depends not just on investment or technology, but on companies proving they can build—and on the country choosing to let projects proceed.
AI-Accelerated Academics Make Room for Real-World Skills
Alpha School principal Joe Liemandt argues that if AI helps students master core academics in less time, schools should use the hours they save to teach skills conventional classrooms often leave to extracurriculars: teamwork, agency, communication and entrepreneurship. At Alpha, he says, students spend two hours a day on academics and the rest on projects designed to build those capabilities through demanding work. The model rests on a broader claim: students learn best when they have room to pursue work they care about and can see themselves making progress.
a16z Frontier Targets Founders Before New Technology Categories Exist
a16z is expanding its crypto fund into a16z Frontier, a mandate to back founders working in areas that have not yet become established investment categories. Chris Dixon, Ben Horowitz and Marc Andreessen argue that advances in AI could let small teams attempt more ambitious projects and create opportunities across fields that were once treated separately. The firm’s thesis, Horowitz says, is to ask not whether an idea is too ambitious, but whether it is ambitious enough.
Enterprises Are Building AI Strategies Around Model Independence
OpenRouter’s Alex Atallah and Replit CEO Amjad Masad argue that enterprise AI is likely to depend less on one all-purpose model and more on a mix of specialized systems that companies can choose, combine and control. Atallah makes the case for keeping model options open; Masad says businesses also need independence from model, cloud and data providers. Both see narrower models as potentially cheaper and easier to govern, though the speakers leave unresolved how agents should coordinate safely and when specialization beats a general model.
DoxxNet Builds a Peer-to-Peer Mesh to Bypass Centralized App Servers
DoxxNet founder Barrett Lyon argues that privacy tools such as VPNs leave the internet’s underlying reliance on centralized infrastructure largely unchanged. In a conversation with a16z’s Joel de la Garza, he describes DoxxNet as a separately controlled mesh network designed to let users communicate and transfer files directly, without routing those exchanges through central application servers. Lyon says the project reflects a broader need to rethink internet protocols as tracking expands and collected data becomes easier to analyze with AI.
AI’s Cyber Defender Window Depends on Automation Before Diffusion
OpenAI president Greg Brockman argues that the arrival of models such as Astra marks an “AGI era,” not because they are uniformly reliable but because they can use computers and pursue work coherently over long periods. He says that shift makes safety, alignment and cybersecurity operational constraints rather than after-the-fact safeguards: organizations with frontier access should use it now to find and fix vulnerabilities before similar capabilities spread more widely.
AI Agents Could Reopen the Credit Card Interface
AI agents could challenge the credit card’s hold on checkout not by deciding what consumers should buy, but by taking over the work that follows the decision, argues Affirm co-founder and chief executive Max Levchin. In a conversation with a16z’s Alex Rampell, Levchin says cards have survived for decades because they make payment nearly frictionless; agents could instead compare sellers, choose payment terms and complete purchases without requiring consumers to navigate the existing card interface.
Underbuilding, Not Overbuilding, Is AI’s Near-Term Infrastructure Risk
a16z investor David George and Gavin Baker argue that AI’s central infrastructure risk is not overbuilding but failing to add compute fast enough. They base that view on what they describe as rapid data-center paybacks, bottlenecks in power and equipment, and a demand base still limited to a small group of heavy users that could expand to hundreds of millions. In their account, that scarcity could allow frontier labs, open models, cloud providers, chipmakers and applications to grow together rather than divide a fixed pool of value.
Live Shopping Turns Sellers Into Digital Storefronts
Whatnot co-founder Grant LaFontaine argues that live shopping can address what conventional e-commerce misses: discovery, product education, and trust when buyers do not already know exactly what they want. Starting in collectibles, Whatnot built a marketplace around live sellers whose expertise and personalities are part of the purchase experience, rather than treating merchants as interchangeable inventory sources. LaFontaine says the model works only with the operational infrastructure—shipping, support, safety, and quality controls—that gives buyers reason to return.
AI Lowers the Cost of Acting on Founder Conviction
Y Combinator CEO Garry Tan argues that AI’s main effect on startups will be to make execution cheaper, increasing the value of founders’ distinctive knowledge and judgment rather than their ability to follow fashionable markets. In conversation with a16z’s Anish Acharya, Tan says small teams can turn recurring work into reusable agentic systems, but durable companies will still depend on hard-won operational insight, data, network effects, or other advantages beyond generated code. He expects those capabilities to reshape company building faster than they remake institutions or consumer habits.
Portable Microreactors Shift Nuclear Complexity From Customers to Manufacturers
Radiant argues that nuclear power can become easier to deploy if reactors are built and sold as transportable products rather than bespoke, permanent construction projects. Tori Shivanandan and Doug Bernauer say the company’s Kaleidos microreactor would deliver roughly five years of power, then return to Radiant for refueling and waste-related obligations, leaving customers without a long-term nuclear site. A planned full-power test at Idaho National Laboratory is meant to show whether that factory-built model can work in practice.
Three Startups Target Oceans, Mining, and Nuclear Microreactors
Ulysses, Mariana Minerals and Radiant cast technology as a means of operating in, or remaking, large physical domains. Ulysses describes a round-the-clock network of surface and undersea vehicles, while Mariana Minerals CEO Turner Caldwell sees an opportunity to apply modern technologies more holistically across the minerals industry. Radiant extends the ambition furthest, arguing that mass-produced, reliable nuclear microreactors could ultimately enable humans to travel beyond the solar system.
For Unproven Startups, Public Narrative Attracts Talent and Capital
Replit founder and CEO Amjad Masad argues that founder-led communication can be a survival tool for companies whose products have not yet become commercially self-evident. Drawing on Replit’s decade-long path, he says a public narrative helped the company recruit and raise capital before its recent growth, but that going direct works only when founders develop a voice they can sustain, respond selectively to business-critical backlash, and pair public accountability with concrete fixes.
Direct Distribution Is Replacing Old Media’s Gatekeeping Role
Ben Horowitz, a16z cofounder and general partner, argues in “This is New Media” that founders should stop treating legacy media as the source of prestige and legitimacy. The source presents old media as a system of scarce channels, fixed formats, and institutional brands, then contrasts it with a16z’s direct audience metrics, startup-heavy visual world, and willingness to try unproven production formats. Its case is that credibility and storytelling for founders can now be built outside the old media system.
Anti Fund Raises $100 Million on a Bet That Attention Is Scarce
Jake Paul and Geoffrey Woo used an a16z podcast appearance to announce Anti Fund’s oversubscribed $100 million growth fund and make the case that venture advantage is shifting beyond capital. Woo argued that as money and AI-enabled intelligence become more available, attention, cultural reach and founder resilience become scarcer inputs; Paul framed his own path from YouTube to boxing to investing as evidence that distribution and monetization can compound across domains. Their pitch is that Anti Fund can pair technical judgment with cultural leverage when backing companies such as SpaceX, OpenAI, Anthropic, Anduril, Cognition, Etched and Modal.
Coding Is AI’s First Breakout Market, but Value Capture Remains Unsettled
Tech analyst Benedict Evans argues in an a16z interview with Erik Torenberg that AI now looks less like a solved platform shift than a market with one clear breakout use case: coding. Evans says agentic software development has reached real product-market pull, while larger questions about consumer adoption, enterprise workflows, model differentiation, infrastructure spending and value capture remain unresolved. His central case is that AI resembles the internet in 1997: obviously important, already useful in places, but still too early to know which layer of the stack will own the economics.
Foundation Models May Become Commodity Infrastructure for AI Applications
Tech analyst Benedict Evans argues that AI has crossed into real customer pull first in software development, while the broader product and business-model questions remain unsettled. In a conversation with Erik Torenberg for a16z, Evans says foundation models may become indispensable but commoditized infrastructure unless their providers can show durable pricing power, distribution control, or network effects. His case is less a prediction than a warning against mistaking today’s scarcity, capex surge, and excitement for the market’s eventual equilibrium.
AI Venture Winners Will Be Larger, Faster, and Harder to Identify
Andreessen Horowitz general partner David George and VenCap CIO David Clark argue that AI has broken several of venture capital’s old assumptions at once: the largest companies are scaling revenue faster, potential outcomes are getting much larger, and early leadership is proving less durable. George’s core test for AI winners is whether they are “in the token path” — directly tied to the flow of AI usage and spending — while Clark stresses that the same market may produce unprecedented exits and unusually fast turnover among apparent leaders.
Public-Market Concentration Is Pushing Investors Toward Private Assets
Marc Rowan, cofounder, CEO and chair of Apollo Global Management, argues that private markets are becoming central to capital allocation because public equity and fixed-income exposure is increasingly concentrated. In an a16z Show interview with David Haber, Rowan makes the case that Apollo’s future lies in originating investment-grade private credit for retirees, insurers and institutions while financing data centers, energy, defense, robotics and other capital-intensive technology infrastructure. He also says private-market products must adopt more public-market features, including daily pricing and standardized data, if they are to reach new pools of capital.
Production Capacity Is the Binding Constraint on Defense Growth
At a16z’s American Dynamism Summit, Erin Price-Wright’s conversation with Michael Duffey and Dino Mavrookas recasts the “trillion-dollar” defense question as a production problem. Mavrookas argues that autonomy and software-first design can make new maritime platforms cheaper, simpler, and faster to build, while Duffey says the Pentagon must change acquisition incentives so industry invests in capacity rather than waiting for government-funded expansion. Their shared case is that defense cannot scale without a broader industrial base built around producibility, commercial demand, private capital, and faster procurement.
Drones and Sensor Networks Are Turning Policing Into Real-Time Response
David Ulevitch’s a16z conversation with Arizona DPS director Jeffrey Glover and Flock Safety’s Rahul Sidhu argues that public safety technology is moving from record-keeping and faster response toward earlier situational awareness. Sidhu describes drones, license-plate readers and gunshot detection as a layered system for proactive response, while Glover says agencies are building broader technology ecosystems that also monitor officer wellness, analyze body-camera footage and share intelligence across jurisdictions. Both argue that founders need direct exposure to field work if they want to build tools that departments can actually use.
Critical Minerals and Grid Hardware Are the AI Economy’s Physical Bottlenecks
In an a16z conversation with Erin Price-Wright, former Tesla executives Turner Caldwell and Drew Baglino argue that America’s AI ambitions depend on rebuilding the physical systems beneath them: critical minerals, refining, power electronics, manufacturing and the grid. Caldwell, now CEO of Mariana Minerals, says the US is decades behind China in minerals capacity and must use automation and vertical integration to speed mining and refining. Baglino, CEO of Heron Power, says outdated mechanical grid equipment should be replaced with silicon- and software-based power electronics, backed by durable industrial policy and coordinated infrastructure planning.
Risk Management Is Contingency Planning, Not Prediction
Lloyd Blankfein, the former Goldman Sachs chief executive, argues in a conversation with a16z’s David Haber that resilient institutions are built less on prediction than on disciplined contingency planning. Drawing on Goldman’s partnership culture, its financial-crisis risk controls and his view of AI, Blankfein says leaders must take risk while preserving the systems, information flow and judgment needed to survive being wrong.