Triumph or Procrastination? Experts Split on the Trump-Xi Summit
Sam Bresnick
Over the better part of three days, President Donald Trump hosted Chinese President Xi Jinping in Washington for a summit that drew international attention for its high-stakes agenda, from trade and AI to Taiwan. While some experts saw the summit as an exercise in kicking the ca…
PodcastsAmerican Dynamism
The $1 Trillion AI Buildout | State of Markets
content+a16zpodcast@a16z.com (David George, Sarah Wang, Alex Immerman, Santiago Rodriguez)
a16z’s David George, Sarah Wang, Alex Immerman, and Santiago Rodriguez unpack 25 key charts from the latest State of Markets presentation, from the scale of the AI infrastructure buildout to what adoption looks like inside companies today. They examine why rising markets have so…
Rated Ready is Not Ready: What America’s Korea Exercises Actually Measure
Alexei Hoffman
“We want to stop the North Koreans as far from Pusan as we can. Block the main road as far north as possible. Contact General Church. If you can’t locate him, go to Taejon and beyond if you can. Sorry I can’t give you more information. That’s all I’…
Writing the Playbook: A Strategy and Doctrine for American Economic Security
Tim Welter
In January, this article series opened with a blunt question: Economic statecraft is back, but is America ready?Driving the question, in part, was the fact that the United States had not yet articulated (at least overtly) a strategy for economic statecraft. This was despite wide…
What Will Hegseth’s “State of the Force” Reprise Reveal?
Peter Feaver
Secretary of Defense Pete Hegseth is expected to convene a high-profile meeting of military personnel for a “State of the Force” address this week. Will it show the U.S. armed forces as healthy? The answer may depend on how the audience responds, regardless of what H…
PodcastsAmerican Dynamism
The Personal Agent Race Is Here | Anish Acharya & David Pawlan
content+a16zpodcast@a16z.com (Anish Acharya, David Pawlan)
a16z General Partner Anish Acharya sits down with Assistant Benchmark creator David Pawlan to unpack the sudden explosion of personal AI agents and what it will take for one to become part of everyday life. David has been testing dozens of assistants across real-world tasks, fro…
The Unhedgeable Bet: What the Future Combat Systems Can Teach Us About Acquisition
Andrew Tenbusch
The Pentagon describes Golden Dome for America as a “system of systems,” an integrated air and missile defense architecture that combines space-based sensors, orbital interceptors, ground systems, and a command network designed to defeat any aerial attack. Eight…
The Discipline of Refusal: Constitutional Concerns About Lawful Orders in the U.S. Military
Kurt Shulkitas
Military doctrine gives officers a clear rule for manifestly unlawful orders: Refuse them. It offers no comparable rule when lawful action appears to threaten the constitutional structure the military serves. The first response is neither refusal nor resignation, but rather deli…
PodcastsAmerican Dynamism
AI Can Write Code. Why Isn’t Software Better?
content+a16zpodcast@a16z.com (Ben Horowitz, Martin Casado, Diogo Almeida)
a16z’s Ben Horowitz and Martin Casado sit down with TypeSafe AI founder Diogo Almeida to ask a simple question: AI has become remarkably capable, so where is all the automation? Diogo argues that coding agents may help us write software faster, but the software they produce stil…
PodcastsAmerican Dynamism
Building a Team at AI Speed | Harvey’s Maggie Landers
content+a16zpodcast@a16z.com (Katie Kirsch, Maggie Landers)
a16z’s Katie Kirsch sits down with Harvey VP of Talent Maggie Landers to discuss what happens inside a company growing at AI speed, and how you preserve culture while adding more than 1,000 employees in a year. Maggie explains why Harvey prioritizes progress over perfection, how…
PodcastsAmerican Dynamism
Aaron Levie, Steven Sinofsky & Martin Casado: How Do You Secure a World of AI Agents?
content+a16zpodcast@a16z.com (Erik Torenberg, Martin Casado, Steven Sinofsky, Aaron Levie)
Erik Torenberg sits down with Box CEO Aaron Levie, and a16z’s Martin Casado, and Steven Sinofsky to debate how the AI industry should think about safety, security, and regulation as increasingly capable agents move into the real world. They argue that much of today’s conversatio…
PodcastsAmerican Dynamism
The Reputation Graph of Silicon Valley | Introducing Cosign
content+a16zpodcast@a16z.com (Erik Torenberg, Josh Elman, Olivia Moore, David Booth)
a16z’s Erik Torenberg sits down with Josh Elman, Olivia Moore, and David Booth to introduce Cosign, a new product built around professional reputation and the people, companies, and products you’re willing to put your name behind. They unpack a simple idea at the heart of Silico…
The Home Depot
Ben Gilbert and David Rosenthal
The Home Depot's founding story is like an Avengers movie… if the Avengers got fired, went broke, and stacked empty paint cans ten feet high to look legitimate. After being unceremoniously fired from their previous hardware chain at ages 48 and 35, Bernie Marcus and Arthur Blank…
Disney: The Renaissance and the Empire
Ben Gilbert and David Rosenthal
In 1984, the Walt Disney Company was worth more dead than alive. Disney Animation — the heart of Walt's famous flywheel — had stagnated for years, bleeding away talent while corporate raiders circled, salivating over offers to sell off the film library to MGM and offload the par…
The Walt Disney Company
Ben Gilbert and David Rosenthal
The Walt Disney Company is the most successful enterprise ever created for monetizing human nostalgia. Today it’s the king of global entertainment, holding the intellectual property rights to the childhood memories of billions of people (including, likely, all of you) and is a r…
Reiner Pope – Chip design from the bottom up
Dwarkesh Patel
New blackboard lecture with Reiner Pope: how do chips actually work - starting with basic logic gates, and working up to why GPUs, TPUs, FPGAs, and the human brain each look the way they do. Reiner is CEO of MatX , a new chip startup (full disclosure - I’m an angel investor). He…
Vanguard
Ben Gilbert and David Rosenthal
Vanguard is the most effective vehicle ever created for participating in the fruits of American capitalism. Today it’s the single largest equity owner of the majority of corporations in the S&P 500, on behalf of 50 million clients (including, likely, many of you). And yet Vangua…
Ferrari
Ben Gilbert and David Rosenthal
Ferrari is the pinnacle of luxury scarcity — across its entire 79-year history, the company has sold just 330,000 cars at an average price today of $500,000. For context, Hermès sells that many Birkins and Kellys roughly every 2 years, and Rolex moves that many watches every 3 m…
Dylan Patel — Deep dive on the 3 big bottlenecks to scaling AI compute
Dwarkesh Patel
Dylan Patel , founder of SemiAnalysis , provides a deep dive into the 3 big bottlenecks to scaling AI compute: logic, memory, and power. And walks through the economics of labs, hyperscalers, foundries, and fab equipment manufacturers. Learned a ton about every single level of t…
Rolex
Ben Gilbert and David Rosenthal
Rolex is a series of paradoxes. They sell obsolete and objectively inferior mechanical devices for 10-1000x the price of their superior digital successors… and demand is stronger than ever in history! Their products are comparable to a Hermès Birkin bag in price, luxury status a…
Fully autonomous robots are much closer than you think – Sergey Levine
Dwarkesh Patel
Sergey Levine , one of the world’s top robotics researchers and co-founder of Physical Intelligence , thinks we’re on the cusp of a “self-improvement flywheel” for general-purpose robots. His median estimate for when robots will be able to run households entirely autonomously? 2…
@Asianometry & Dylan Patel — How the semiconductor industry actually works
Dwarkesh Patel
A bonanza on the semiconductor industry and hardware scaling to AGI by the end of the decade. Dylan Patel runs Semianalysis , the leading publication and research firm on AI hardware. Jon Y runs Asianometry , the world’s best YouTube channel on semiconductors and business histor…
PodcastsLex Fridman Podcast — Industrial
#412 – Marc Raibert: Boston Dynamics and the Future of Robotics
Lex Fridman
Marc Raibert is founder and former long-time CEO of Boston Dynamics, and recently Executive Director of the newly-created Boston Dynamics AI Institute. Please support this podcast by checking out our sponsors: – HiddenLayer : https://hiddenlayer.com/lex – Babbel : ht…
PodcastsLex Fridman Podcast — Industrial
#394 – Neri Oxman: Biology, Art, and Science of Design & Engineering with Nature
Lex Fridman
Neri Oxman is a designer, engineer, scientist, and artist working on computational design, synthetic biology and digital fabrication, previously at MIT, and now at OXMAN. Please support this podcast by checking out our sponsors: – Babbel : https://babbel.com/lexpod and use…
PodcastsLex Fridman Podcast — Industrial
#380 – Neil Gershenfeld: Self-Replicating Robots and the Future of Fabrication
Lex Fridman
Neil Gershenfeld is the director of the MIT Center for Bits and Atoms. Please support this podcast by checking out our sponsors: – LMNT : https://drinkLMNT.com/lex to get free sample pack – NetSuite : http://netsuite.com/lex to get free product tour – BetterHel…
PodcastsLex Fridman Podcast — Industrial
#374 – Robert Playter: Boston Dynamics CEO on Humanoid and Legged Robotics
Lex Fridman
Robert Playter is CEO of Boston Dynamics, a legendary robotics company that over 30 years has created some of the most elegant, dextrous, and simply amazing robots ever built, including the humanoid robot Atlas and the robot dog Spot. Please support this podcast by checking out…
PodcastsLex Fridman Podcast — Industrial
#309 – John Carmack: Doom, Quake, VR, AGI, Programming, Video Games, and Rockets
Lex Fridman
John Carmack is a legendary programmer, co-founder of id Software, and lead programmer of many revolutionary video games including Wolfenstein 3D, Doom, Quake, and the Commander Keen series. He is also the founder of Armadillo Aerospace, and for many years the CTO of Oculus VR.…
David Deutsch - AI, America, Fun, & Bayes
Dwarkesh Patel
David Deutsch is the founder of the field of quantum computing and the author The Beginning of Infinity and The Fabric of Reality . Read me contra David on AI . Watch on YouTube . Listen on Apple Podcasts , Spotify, or any other podcast platform. Read the full transcript with he…
PodcastsLex Fridman Podcast — Industrial
#252 – Elon Musk: SpaceX, Mars, Tesla Autopilot, Self-Driving, Robotics, and AI
Lex Fridman
Elon Musk is CEO of SpaceX, Tesla, Neuralink, and Boring Company. Please support this podcast by checking out our sponsors: – Athletic Greens : https://athleticgreens.com/lex and use code LEX to get 1 month of fish oil – ButcherBox : https://butcherbox.com/lex to get…
David Friedman - Dating Markets, Legal Systems, Bitcoin, and Automation
Dwarkesh Patel
David Friedman is a famous anarcho-capitalist economist and legal scholar. Watch on YouTube . Listen on Apple Podcasts , Spotify , or any other podcast platform. Episode website + transcript here . David Friedman's website: http://www.daviddfriedman.com/ Follow me on Twitter for…