Cloud Wars and Company Wars: Play Nice But Win

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 Sep 202331min

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 Sep 202338min

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 Sep 202356min

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 Sep 202341min

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 Sep 20231h 4min

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 Sep 202340min

How many people spend more time organizing their “second brains”, instead of leveraging the information within them? With consumer AI now capable of processing simple language prompts and interfacing with unstructured data, is the landscape of information management on the brink of a transformative evolution?Founders of Mem, Kevin Moody and Dennis Xu, plus writer Nat Eliason, explore what’s gotten in the way of a true second brain, and how AI may finally unlock what “knowledge management” tools have promised for so long.  Topics Covered:00:00 - A true second brain02:45 -  Knowledge management06:01 - Thiago Forte's ‘Building a Second Brain’10:24 - Digital hoarding12:53 - The fun of organizing 14:16 - Levels of utility19:09 - Can the unstructured nature of AI help?21:46 - What does a second brain unlock? 25:23 - Time spent  searching for information31:07: LLMs and technology unlocks34:22 - Personalization 36:24 - Is the second brain a new PA and EA?38:57 - Challenges44:32 - Moats and differentiators  Resources:Link to Mem’s website: https://mem.aiFind Kevin on Twitter: https://twitter.com/kevinfmoodyFind Dennis on Twitter: https://twitter.com/DennisHXuFInd Nat on Twitter: https://twitter.com/nateliasonNat’s course on Effortless Output in Roam: https://www.effortlessoutput.com/ 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.

31 Aug 202348min

In this exclusive conversation from a16z’s Bio and Health BUILD Summit, founding partner Ben Horowitz sits down with general partner Jorge Conde. They discuss everything from the inspiration behind Ben’s book The Hard Thing About Hard Things, how the open Internet was secured, the difference between wartime and peacetime CEOs, scaling culture, and understanding how bio & healthcare differs from other forms of technology. Topics Covered:00:00 - Introduction02:09 - What are the most important lessons for a CEO?08:45 - Surprising leaders in history11:41 - Wartime CEO vs the peacetime CEO14:54 - Cultures role20:59 - Communication and scaling 25:39 - Culture as a moat27:46 - The interplay between startups and incumbents30:22 - Advice for founders on navigating AI Resources:Find Ben on Twitter: https://twitter.com/bhorowitzFind Jorge on Twitter: https://twitter.com/jorgecondebioBen’s Book: https://www.amazon.com/Hard-Thing-About-Things-Building/dp/0062273205 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.

24 Aug 202335min