The Race for AI—Search, National Infrastructure, & On-Device AI
a16z Podcast25 Dec 2024

The Race for AI—Search, National Infrastructure, & On-Device AI

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/aleximm

FInd Anjney on X: https://x.com/AnjneyMidha

FInd Jennifer on X: https://x.com/JenniferHli

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://twitter.com/stephsmithio

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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The Olympics of Talent: France's Tech Boom

The Olympics of Talent: France's Tech Boom

Once criticized for lacking ambition, French founders are now aiming to create the world’s largest companies. With a thriving ecosystem attracting talent from across Europe and the US, France is becoming a major player on the global stage.In this episode, we cover the unique advantages of building startups in France. Roxanne Varza, Director of Station F; Antoine Martin, co-founder of Amo and Zenly; and Brian Kim, a16z consumer partner, discuss the key factors driving this transformation, including infrastructure, community, and government support.Discover how international talent, a supportive community, and robust governmental backing are propelling France’s startup scene. This episode is filled with insights into why France is now an exciting place to build a startup.Resources:Find Roxanne on Twitter: https://x.com/roxannevarzaFind Antoine on Twitter: https://x.com/an21mFind Bryan on Twitter: https://x.com/kirbyman01Learn more about Station F: https://stationf.co/Learn more about Amo: https://get.amo.co/enStay 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 Aug 202437min

Building the World's Most Trusted Driver

Building the World's Most Trusted Driver

Waymo's autonomous vehicles have driven over 20 million miles on public roads and billions more in simulation.In this episode, a16z General Partner David George sits down with Dmitri Dolgov, CTO at Waymo, to discuss the development of self-driving technology. Dmitri provides technical insights into the evolution of hardware and software, the impact of generative AI, and the safety standards that guide Waymo's innovations.This footage is from AI Revolution, an event that a16z recently hosted in San Francisco. Watch the full event here:  a16z.com/dmitri-dolgov-waymo-ai Resources: Find Dmitri on Twitter: https://x.com/dmitri_dolgovFind David George on Twitter: https://x.com/DavidGeorge83Learn more about Waymo: https://waymo.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.

5 Aug 202438min

From AI to Instant Replay: The Technology Behind the Olympics

From AI to Instant Replay: The Technology Behind the Olympics

The Olympics features over 11,000 athletes competing in 32 sports, attracting an audience of more than 10 million.In this episode, Charlie Ebersol, co-founder of the Alliance of American Football and Infinite Athlete, explores how new innovations like AI and bespoke broadcasting technologies are shaping the future of sports.Charlie also reflects on the storytelling legacy of his father, Dick Ebersol, a legendary sports producer who transformed how we experience the Olympics. We discuss the importance of making sports more accessible and engaging through technology that enhances, rather than distracts from, the human stories at the heart of the games.Whether you're a tech enthusiast or a sports fan, this episode offers a unique look at the convergence of these two worlds.Resources: Find Charlie on Twitter: https://x.com/CharlieEbersolLearn more more about Infinite Athlete: https://infiniteathlete.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.

3 Aug 202436min

When AI Meets Art

When AI Meets Art

On June 27th, the a16z team headed to New York City for the first-ever AI Artist Retreat at their office. This event brought together the builders behind some of the most popular AI creative tools, along with 16 artists, filmmakers, and designers who are exploring the capabilities of AI in their work.In this episode, we hear from the innovators pushing the boundaries of AI creativity. Joined by Anish Acharya, General Partner, and Justine Moore, Partner on the Consumer team, we feature insights from:Ammaar Reshi - Head of Design, ElevenLabsJustin Maier - Cofounder & CEO, CivitaiMaxfield Hulker - Cofounder & COO, CivitaiDiego Rodriguez - Cofounder & CTO, KreaVictor Perez - Cofounder & CEO, KreaMohammad Norouzi - Cofounder & CEO, IdeogramHang Chu - Cofounder & CEO, ViggleConor Durkan - Cofounder, UdioThese leaders highlight the surprising commonalities between founders and artists, and the interdisciplinary nature of their work. The episode covers the origin stories behind these innovative tools, their viral moments, and their future visions. You'll also hear about the exciting potential for AI in various creative modalities, including image, video, music, 3D, and speech.Keep an eye out for more in our series highlighting the founders building groundbreaking foundation models and AI applications for video, audio, photography, animation, and more.Learn more and see videos on artists leveraging AI at: a16z.com/aiart Find Ammaar on Twitter: https://x.com/ammaarLearn more about ElevenLabs: https://elevenlabs.ioFind Justin on Twitter: https://x.com/justmaierFind Max on LinkedIn: https://www.linkedin.com/in/maxfield-hulker-5222aa230/Learn more about Civitai: https://civitai.comFind Diego on Twitter: https://x.com/asciidiego?lang=enFind Victor on Twitter: https://x.com/viccpoesLearn more about Krea: https://www.krea.ai/homeFind Mohammed on Twitter: https://x.com/mo_norouziLearn more about Ideogram: https://ideogram.ai/t/exploreFind Conor on Twitter: https://x.com/conormdurkanLearn more about Udio: https://www.udio.com/homeFind Hang on Twitter: https://x.com/chuhang1122Learn more about Viggle: https://viggle.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.

30 Juli 202443min

Founders Playbook: Lessons from Riot, Discord, & More

Founders Playbook: Lessons from Riot, Discord, & More

Gaming is not just entertainment—it's a revolution reshaping our culture, technology, and economy. a16z’s Jonathan Lai and Andrew Chen dive into the current gaming renaissance and its future impact. Joining them are Michael Chow, CEO and Steven Snow, CPO of The Believer Company, and Eros Resmini, Founder and Managing Partner of The Mini Fund.They explore the intersection of tech, art, psychology, and design in gaming, discussing how startups can navigate intense competition, distribution challenges, and high production costs. With insights from these industry leaders, this episode covers the transformative potential of AI, the importance of player feedback, and strategies to stand out in a crowded market.Recorded during Speedrun, a16z’s extensive games accelerator, this episode offers a glimpse into the strategies and innovations driving the gaming industry forward. Resources: Find Steven on Twitter: https://twitter.com/StevenSnowFind Michael on LinkedIn: https://www.linkedin.com/in/believer-paladin/Find Eros on Twitter: https://twitter.com/erosresminiFind Jonathan on Twitter: https://twitter.com/TocelotFind Andrew on Twitter: https://twitter.com/andrewchenLearn more about Speedrun: https://a16z.com/games/speedrun/ 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.

25 Juli 202425min

Transitioning From Gymnast to Investor with Aly Raisman

Transitioning From Gymnast to Investor with Aly Raisman

Former gymnast and current investor Aly Raisman joins general partner Julie Yoo and investment partner Daisy Wolf of a16z Bio + Health.In this episode, Aly Raisman shares her quest for healthier living—physically, mentally, and financially—on her journey from gymnast to a business investor. Having transitioned from an intensely structured routine, Aly emphasizes the need for more open conversations about mental health and financial literacy. She speaks passionately about the gap in women’s health solutions and hopes to inspire entrepreneurs to create impactful businesses. Aly’s experiences as a patient, survivor, and global figure adds a unique dimension to her perspective as an investor. This candid conversation with Aly and Julie Yoo sheds light on Aly’s passion for more education within the investment space, offering invaluable insights for entrepreneurs, particularly in biotech and healthcare. Resources: Find Aly on Twitter: https://x.com/aly_raismanFind Julie on Twitter: https://x.com/julesyooFind Daisy on Twitter: https://x.com/daisydwolf 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.

17 Juli 202421min

Live at Tech Week: Delivering AI Products to Millions

Live at Tech Week: Delivering AI Products to Millions

Less than two years since the breakthrough of text-based AI, we now see incredible developments in multimodal AI models and their impact on millions of users.As part of New York Tech Week, we brought together a live audience and three leaders from standout companies delivering AI-driven products to millions. Gaurav Misra, Cofounder and CEO of Captions, Carles Reina, Chief Revenue Officer of ElevenLabs, and Laura Burkhauser, VP of Product at Descript discuss the challenges and opportunities of designing AI-driven products, solving real customer problems, and effective marketing.From the critical need for preventing AI misuse to ensuring international accessibility, they cover essential insights for the future of AI technology. Resources: Find Laura on Twitter: https://x.com/burkenstocksFind Carles on Twitter :https://twitter.com/carles_reinaFind Gaurav of Twitter: https://twitter.com/gmharhar 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.

12 Juli 202446min

Marc Andreessen on Building Netscape & the Birth of the Browser

Marc Andreessen on Building Netscape & the Birth of the Browser

"The Ben & Marc Show," featuring a16z co-founders Marc Andreessen and Ben Horowitz. In this special episode, Marc and Ben dive deep into the REAL story behind the creation of Netscape—a web browser co-created by Marc that revolutionized the internet and changed the world. As Ben notes at the top, until today, this story has never been fully told either in its entirety or accurately. In this one-on-one conversation, Marc and Ben discuss Marc's early life and how it shaped his journey into technology, the pivotal moments at the University of Illinois that led to the development of Mosaic (a renegade browser that Marc developed as an undergrad), and the fierce competition and legal battles that ensued as Netscape rose to prominence. Ben and Marc also reflect on the broader implications of Netscape's success, the importance of an open internet, and the lessons learned that still resonate in today's tech landscape (especially with AI). That and much more. Enjoy!Watch the FULL Episode on YouTune: https://youtu.be/8aTjA_bGZO4 Resources: Marc on X: https://twitter.com/pmarca Marc’s Substack: https://pmarca.substack.com/ Ben on X: https://twitter.com/bhorowitz Book mentioned on this episode: - “Expert Political Judgment” by Philip E. Tetlock https://bit.ly/45KzP6M TV Series mentioned on this episode: - “The Mandalorian” (Disney+) https://bit.ly/3W0Zyoq 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.

8 Juli 20241h 42min

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