The State of American AI Policy: From ‘Pause AI’ to ‘Build’

The State of American AI Policy: From ‘Pause AI’ to ‘Build’

a16z General Partners Martin Casado and Anjney Midha join Erik Torenberg to unpack one of the most dramatic shifts in tech policy in recent memory: the move from “pause AI” to “win the AI race.”

They trace the evolution of U.S. AI policy—from executive orders that chilled innovation, to the recent AI Action Plan that puts scientific progress and open source at the center. The discussion covers how technologists were caught off guard, why open source was wrongly equated to nuclear risk, and what changed the narrative—including China's rapid progress.

The conversation also explores:

  • How and why the AI discourse got captured by doomerism
  • What “marginal risk” really means—and why it matters
  • Why open source AI is not just ideology, but business strategy
  • How government, academia, and industry are realigning after a fractured few years
  • The effect of bad legislation—and what comes next

Whether you're a founder, policymaker, or just trying to make sense of AI's regulatory future, this episode breaks it all down.

Timecodes:

0:00 Introduction & Setting the Stage

0:39 The Shift in AI Regulation Discourse

2:10 Historical Context: Tech Waves & Policy

6:39 The Open Source Debate

13:39 The Chilling Effect & Global Competition

15:00 Changing Sentiments on Open Source

21:06 Open Source as Business Strategy

28:50 The AI Action Plan: Reflections & Critique

32:45 Alignment, Marginal Risk, and Policy

41:30 The Future of AI Regulation & Closing Thoughts

Resources

Find Martin on X: https://x.com/martin_casado

Find Anjney on X: https://x.com/anjneymidha

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.

Jaksot(904)

When Will AI Hit the Enterprise? Ben Horowitz and Ali Ghodsi Discuss

When Will AI Hit the Enterprise? Ben Horowitz and Ali Ghodsi Discuss

Today’s episode continues our coverage from a16z’s recent AI Revolution event. You’ll hear directly from a16z cofounder Ben Horowitz and Databricks cofounder and CEO, Ali Ghodsi as they answer questions around AI and the enterprise, plus their perspectives on open source, whether benchmarks are BS, and the scramble of universities to take part in the very wave they kicked off decades ago.If you’d like to access all the talks from AI Revolution in full, visit a16z.com/airevolution. Resources:Find Ali on Twitter: https://twitter.com/alighodsiFind Ben on Twitter: https://twitter.com/bhorowitzCheck out Databricks: https://twitter.com/databricks Stay Updated: Find a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://twitter.com/stephsmithioPlease 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.

6 Loka 202325min

When AI and Genomics Collide

When AI and Genomics Collide

Today’s episode continues our coverage from a16z’s recent AI Revolution event. You’ll hear a16z Bio & Health GP Vijay Pande speak with Daphne Koller about the fascinating convergence of machine learning and genomics – two industries that have benefitted decades of investment and progress – which are now colliding head on.Daphne is a prominent innovator at this intersection, as a long-time professor in computer science at Stanford and co-founder of Coursera, who has decided to step back into the arena with her company Insitro. In fact, Insitro is a blend of in silico and in virto!If you’d like to access all the talks from AI Revolution in full, visit a16z.com/airevolution. Resources:Find Daphne on Twitter: https://twitter.com/DaphneKollerFind Vijay on Twitter: https://twitter.com/vijaypandeFind Insitro on Twitter: https://twitter.com/insitro Stay Updated: Find a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://twitter.com/stephsmithioPlease 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.

3 Loka 202324min

AI Revolution: Disruption, Alignment, and Opportunity

AI Revolution: Disruption, Alignment, and Opportunity

The AI Revolution is here. In this episode, you’ll learn what the most important themes that some of the world’s most prominent AI builders – from OpenAI, Anthropic, CharacterAI, Roblox, and more – are paying attention to. You’ll hear discussion around the real-world impact of this revolution, on industries ranging from gaming to design, and the considerations around alignment along the way.This footage is from an exclusive event, AI Revolution, that a16z ran in San Francisco recently. If you’d like to access all the talks in full, visit a16z.com/airevolution. Topics Covered:00:00 - AI Revolution02:39 - Putting technology in users’ hands08:21 - AI alignment and safety21:44 - Future opportunities Resources: Catch the all the talks at https://a16z.com/airevolution Stay Updated: Find a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://twitter.com/stephsmithioPlease 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.

28 Syys 202331min

AI Revolution: Top Lessons from OpenAI, Anthropic, CharacterAI, & More

AI Revolution: Top Lessons from OpenAI, Anthropic, CharacterAI, & More

The AI Revolution is here. In this episode, you’ll learn what the most important themes that some of the world’s most prominent AI builders – from OpenAI, Anthropic, CharacterAI, Roblox, and more – are paying attention to. You’ll hear about the economics of AI, broad vs specialized models, the importance of UX, and whether we can expect scaling laws to continue.This footage is from an exclusive event, AI Revolution, that a16z ran in San Francisco recently. If you’d like to access all the talks in full, visit a16z.com/airevolution. Topics Covered00:00 - AI Revolution01:42 - The economics of AI06:55 - The third epoch of compute13:52 - Recognizing scaling laws17:42 - Can scaling laws continue?22:34 - Potential bottlenecks25:58 - Personalization vs generality29:43 - The importance of UX31:55 - The future of multi-modality Resources:Catch the all the talks at https://a16z.com/airevolution Stay Updated: Find a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://twitter.com/stephsmithioPlease 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.

25 Syys 202338min

Engineering Rapidly Reusable Rockets

Engineering Rapidly Reusable Rockets

The space industry is evolving rapidly, with the cost of launching payloads to orbit dropping significantly. But who's investing in this sector, and how will it evolve? In this episode, we delve into the transformative journey of the satellite industry with Andy Lapsa, co-founder of Stoke Space. With over a decade of experience at Blue Origin, Andy is now at the forefront of sustainable space travel, pioneering fully reusable rockets.Don’t forget to check out Part 1 in this mini series, where we explore the public and private players in space with John Gedmark from Astranis. Resources: Learn more about Stoke: https://www.stokespace.comFind Andy on Twitter: https://x.com/AndyLapsa?s=20 Stay Updated: Find a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://twitter.com/stephsmithioPlease 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.

22 Syys 202356min

The Evolution of the Satellite Economy

The Evolution of the Satellite Economy

The cost of launching payloads to orbit has dramatically dropped, igniting a space renaissance. In 2022, a record 186 rocket launches (41 more than the previous year!) underscores this shift.In Part 1 of our satellite economy mini-series, we sit down with John Gedmark, co-founder of Astranis, to reflect on today's innovations, who’s on the other side of the satellite market, the capabilities they’re looking for, competition, and their mission to provide internet access to 4 billion underserved people.Look out for Part 2, where we tackle the challenges of rapidly reusable rockets with Andy Lapsa from Stoke Space. Resources: Learn more about Astranis: https://www.astranis.comFind John on Twitter: https://x.com/Gedmark?s=20 Stay Updated: Find a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://twitter.com/stephsmithioPlease 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.

19 Syys 202341min

AI x Crypto

AI x Crypto

with @alive_eth @danboneh @smc90This week's all-new episode covers the convergence of two important, very top-of-mind trends: AI (artificial intelligence) & blockchains/ crypto. These domains together have major implications for how we all live our lives everyday; so this episode is for anyone just curious about, or already building in the space. The conversation covers topics ranging from deep fakes, bots, and the need for proof-of-humanity in a world of AI; to big data, large language models like ChatGPT, user control, governance, privacy and security, zero knowledge and zkML; to MEV, media, art, and much more. Our expert guests (in conversation with host Sonal Chokshi) include: Dan Boneh, Stanford Professor (and Senior Research Advisor at a16z crypto), a cryptographer who’s been working on blockchains for over a decade and who specializes in cryptography, computer security, and machine learning -- all of which intersect in this episode;Ali Yahya, general partner at a16z crypto, who also previously worked at Google -- where he not only worked on a distributed system for a fleet of robots (a sort of "collective reinforcement learning") but also worked on Google Brain, where he was one of the core contributors to the machine learning library TensorFlow built at Google.The first half of the hallway-style conversation between Ali & Dan (who go back together as student and professor at Stanford) is all about how AI could benefit from crypto, and the second half on how crypto could benefit from AI... the thread throughout is the tension between centralization vs. decentralization.  So we also discuss where the intersection of crypto and AI can bring about things that aren't possible by either one of them alone...pieces referenced in this episode/ related reading:The Next Cyber Reasoning System for Cyber Security (2023) by Mohamed Ferrag, Ammar Battah, Norbert Tihanyi, Merouane Debbah, Thierry Lestable, Lucas CordeiroA New Era in Software Security: Towards Self-Healing Software via Large Language Models and Formal Verification (2023) by  Yiannis Charalambous, Norbert Tihanyi, Ridhi Jain, Youcheng Sun, Mohamed Ferrag, Lucas CordeiroFixing Hardware Security Bugs with Large Language Models (2023) by Baleegh Ahmad, Shailja Thakur, Benjamin Tan, Ramesh Karri, Hammond PearceDo Users Write More Insecure Code with AI Assistants? (2022) by Neil Perry, Megha Srivastava, Deepak Kumar, Dan BonehAsleep at the Keyboard? Assessing the Security of GitHub Copilot's Code Contributions (2021) by Hammond Pearce, Baleegh Ahmad, Benjamin Tan, Brendan Dolan-Gavitt, Ramesh KarriVoting, Security, and Governance in Blockchains (2019) with Ali Yahya and Phil Daian    As a reminder: none of the following should be taken as investment, legal, business, or tax advice; please see a16z.com/disclosures for more important information -- including to a link to a list of our investments – especially since we are investors in companies mentioned in this episode. Stay Updated: Find a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://twitter.com/stephsmithioPlease 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.

13 Syys 20231h 4min

Salary Transparency: Clarity or Chaos?

Salary Transparency: Clarity or Chaos?

With recent landmark legislation being passed around salary transparency, many companies are playing catch up as they interpret and implement changes.In this episode, members of the a16z People Operations team,  Shannon Schiltz and Brandon Cherry explore how companies can best prepare themselves to not just survive, but thrive in this new environment. Topics Covered:00:00 - Salary transparency legislation01:52 - The culture around pay transparency 03:39 - What is the legislation?07:01 - How are companies reacting?11:03 - Structuring a compensation philosophy 12:30 - Pay ranges15:35 - Exceptions to the pay range18:17 - Leveling staff22:30 - Ranges and roles and company growth28:24 - Location based pay30:05 - What should employees look for when applying for work?32:19 - Job postings35:05 - Reviewing compensation ranges 35:42 - At what stage do you hire help? Stay Updated: Find a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://twitter.com/stephsmithioPlease 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.

5 Syys 202340min

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