a16z Podcast: Pulse Check on Consumer Tech Trends 2019, CES and Beyond

Healthcare is a $4 trillion industry, making up nearly a fifth of the U.S. economy—but despite having some of the best doctors and advanced technology, the system often delivers poor outcomes at skyrocketing costs. Why is this the case, and what will it take to fix it?In this episode, a16z cofounder Marc Andreessen and General Partners Vijay Pande and Julie Yoo tackle some of the biggest questions shaping the future of healthcare:Is the solution to our healthcare crisis a policy, technology, or competition problem?Will AI and technology transform the industry, or are regulatory and structural barriers too entrenched?Who will crack the code—healthcare incumbents, tech giants, or AI-native startups?From chronic care to cost curves, from disruptive technologies to shifting patient agency, this conversation offers an unfiltered look at what’s broken in the healthcare system and how it might finally change.Resources: Find Marc on X: https://x.com/pmarcaFind Vijay on X: https://x.com/vijaypandeFind Julie on X: https://x.com/julesyooThe Biggest Company in the WorldWhy Will Healthcare be the Industry that Benefits Most from AI?Grand Challenges in Healthcare AI with Vijay Pande and Julie YooStay Updated: Let us know what you think: https://ratethispodcast.com/a16zFind 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.

15 Jan 32min

In this episode, Substack cofounder and CEO Chris Best joins a16z General Partner Andrew Chen to discuss the origins and evolution of Substack, a platform redefining media and empowering creators to connect directly with their audiences. They dive into how Substack’s early days led to over 3 million paid subscribers, why creators are moving away from traditional platforms to establish direct connections with their audiences, and how the future of media in the AI era is reshaping opportunities for writers, podcasters, and video creators.From Chris’s lessons scaling Kik Messaging to Substack’s profound impact on the creator economy, this conversation shares insights on building platforms, culture, and opportunity in the modern era. Resources: Find Chris on Substack: https://cb.substack.com/Find Andrew Chen on Substack: https://andrewchen.substack.com/ Stay Updated: Let us know what you think: https://ratethispodcast.com/a16zFind 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.

9 Jan 36min

with @sambroner @meigga @darenmatsuoka @jneu_net @chrislyons and @rhhackett @smc90Welcome to our special end-of-year episodes -- which also look ahead to 2025 --  covering our annual Big Ideas lists, where various a16z crypto team members share what they are personally excited about. (You can see the firmwide list, also including all the trends of the crypto team,  here.)This episode is part 1 of 2 -- but you don't have to listen to them in any particular order -- covering the trends and themes of:stablecoins, payments, and where the early adopters will come from;app store distribution, curation, and discovery;where the next crypto users will come from, turning passive holders into active users;how builders improve, and better choose, infrastructure; andsimplifying user experience. Covering each of these -- and coming from the investing, go-to-market, data science, research, and media teams are:  Sam Broner, Maggie Hsu, Daren Matsuoka, Joachim Neu, and Chris Lyons; in conversation with hosts Sonal Chokshi and Robert Hackett. (Stay tuned until the end for some of our meta-commentary.) These are just 5 of the 14 trends we shared; you can check out the full list at a16zcrypto.com/bigideas.Also be sure to check out part 2, which covers all the trends at the intersection of crypto and AI. As a reminder, none of the content is investment, business, legal, or tax advice; please see a16z.com/disclosures for more important information -- including a link to a list of our investments.

3 Jan 34min

As we prepare to step into 2025, the possibilities for applied AI are reshaping industries in profound ways. In this episode, a16z General Partners Julie Yoo and Angela Strange, and Partner Joe Schmidt, dive into the transformative power of AI across healthcare, fintech, and traditional service sectors.We explore:Super Staffing for Healthcare: How AI can address critical clinical labor shortages and augment care delivery at scale.Regulation Becomes Code: The potential for AI to simplify and streamline compliance, making systems safer and more efficient.Romanticizing Inorganic Growth: The opportunity for AI-powered startups to redefine service industries through workflow automation and strategic acquisition.With insights from a16z’s Bio + Health, Fintech, and Apps teams, this episode unpacks the ideas that will revolutionize traditional systems and unlock opportunities in 2025.Check out the full 50 Big Ideas for 2025 at a16z.com/bigideas. Resources: Find Angela on X: https://x.com/astrangeFind Julie on X: https://x.com/julesyooFind Joe on X: https://x.com/joeschmidtivLink to article 'The Messy Inbox Problem: Wedge Strategies in AI Apps': https://a16z.com/the-messy-inbox-problem-ai-apps-wedge-strategies Stay Updated: Let us know what you think: https://ratethispodcast.com/a16zFind 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.

30 Dec 202452min

The AI race is on, and 2025 could be its most transformative year yet.In this episode, a16z General Partners Anjney Midha and Jennifer Li, and Partner Alex Immerman dive into the trends reshaping AI and its impact on search, infrastructure, and devices.We explore:How AI-native tools like ChatGPT and Perplexity are challenging Google’s search dominance.The rise of infrastructure independence as governments prioritize compute, energy, and data.The future of smaller, on-device AI models driving privacy, performance, and new consumer applications.With insights from a16z’s Growth and Infrastructure teams, this episode unpacks the forces driving AI innovation—and the opportunities founders and nations could seize to lead in the next wave of technology.Stay tuned for more in this four-part series, and explore the full 50 Big Ideas for 2025 at a16z.com/bigideas.Resources: Find Alex on X: https://x.com/aleximmFInd Anjney on X: https://x.com/AnjneyMidhaFInd Jennifer on X: https://x.com/JenniferHliStay Updated: Let us know what you think: https://ratethispodcast.com/a16zFind 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 Dec 202442min

As 2025 begins, industries are evolving at unprecedented speed: robots are revolutionizing manufacturing, terabytes of earth observation data are driving new possibilities, and gaming technology is transforming how we design, train, and innovate across sectors.In this episode, a16z General Partner Erin Price-Wright, Engineering Fellow Millen Anand, and Partner Troy Kirwin discuss the trends reshaping the future of hardware, software, and beyond.We explore:How robots and full-stack engineers are driving the next industrial renaissance.The explosion of Earth observation data and its potential to revolutionize industries.How gaming technology is moving beyond entertainment to reshape training, design, and more.This is just the beginning of our four-part series on 50 Big Ideas for 2025—don’t miss the full list at a16z.com/bigideas.Resources: Find Erin on X: https://x.com/espricewrightFind Millen on LinkedIn: https://www.linkedin.com/in/millen-anand/Find Troy on X: https://x.com/tkexpress11Stay Updated: Let us know what you think: https://ratethispodcast.com/a16zFind 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.

20 Dec 202441min

In this episode of Web3 with a16z, Shopify CEO and cofounder Tobias Lütke joins a16z cofounder Ben Horowitz for a conversation recorded live at the a16z crypto Founders Summit.Together, they explore what it takes to build a breakout startup in a competitive market, the changing landscape of retail, and how to drive workplace change while navigating corporate culture and calls for activism.Tobias shares the story behind Shopify's growth from a snowboarding store to a global ecommerce platform serving millions of merchants, discusses the moral imperative of creating great software, and offers insights on leadership, innovation, and embracing negativity as a tool for progress.The episode also touches on the intersection of AI and crypto, the power of decentralization, and the next wave of technologies reshaping business and commerce. Resources:Find Ben on X: https://x.com/bhorowitzFind Toni on X: https://x.com/tobi Stay Updated: Let us know what you think: https://ratethispodcast.com/a16zFind 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.

16 Dec 202445min

Did you know the U.S. nurse labor market is over $600 billion annually, but the dedicated software market for nurses is almost zero?In this episode General Partners Alex Rampell, David Haber, and Angela Strange discuss how AI is revolutionizing labor by automating tasks traditionally done by humans.They’ll trace the evolution of cloud eras — from the original to financial services-enabled to the current AI-enabled outcomes era — showcasing how AI is creating unprecedented opportunities, allowing startups to outpace incumbents. They also explore how this shift will reshape industries, where we are in the adoption curve and what companies need to succeed, and the gaps where the a16z Enterprise team would love to see more innovation.Resources:AI Turns Capital to Labor:  https://a16z.com/ai-turns-capital-to-labor/The Messy Inbox Problem: https://a16z.com/the-messy-inbox-problem-ai-apps-wedge-strategies/Vertical SaaS: Now with AI Inside: https://a16z.com/vertical-saas-now-with-ai-inside/BarbAIrians at the Gate: The Financial Opportunity of AI: https://a16z.com/financial-opportunity-of-ai/Stay Updated:Let us know what you think: https://ratethispodcast.com/a16zFind 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.a

11 Dec 202444min