Grok, Genie 3, GPT-5 & the Rise of Vibe Coding

In this special “3x”-long episode of our (otherwise shortform) news analysis show 16 Minutes -- past such 2-3X explainer episodes have covered section 230, Tiktok, GPT-3, the opioid crisis, more -- we cover the SolarWinds hack, one of the largest (if not the largest!) publicly known hacks of all time... and the ripple effects are only now starting to be revealed. Just this week, the U.S. Cybersecurity and Infrastructure Security Agency shared (as reported in the Wall Street Journal) that approximately 30% of both private-sector and government victims linked to the hack had no direct connection to SolarWinds. So who was compromised, do they even know, can they even know?!Because this hack is a supply-chain compromise involving various third-party software and services all connected together in a "chain of chains", the knock-on effects of it will be revealed (or not!) for years to come. So what do companies -- whether large enterprise, mid-sized startup, or small business -- do? What actually happened, and when does the timeline really begin? While first publicly revealed in December 2020 -- we first covered the news in episode #49 here when it first broke, and there have been countless headlines since (about early known government agency victims, company investigations, other tool investigations, debates over who and how and so on) -- the hack actually began not just a few months but years earlier, involving early tests, legit domains, and a very long game.We help cut through the headline fatigue of it all, tease apart what's hype/ what's real, and do an "anatomy of a hack" step-by-step teardown -- the who, what, where, when, how; from the chess moves to technical details -- in an in-depth yet accessible way with Sonal Chokshi in conversation with a16z expert and former CSO Joel de la Garza and outside expert Steven Adair, founder and president of Volexity. The information security firm (which specializes in incident response, digital forensics/ memory analysis, network monitoring, and more) not only posted guidance for responding to such attacks, but also an analysis based on working three separate incidents involving the SolarWinds hackers. But how did they know it was the same group? And why was it not quite the perfect crime?image: Heliophysics Systems Observatory spacecraft characterize, in the highest cadence, the constant stream of particles exploding from the sun affect Earth, the planets, and beyond via NASA Goddard Space Flight Center / Flickr

1 Feb 202147min

In recent years, there’s been a shift in how we think about psychedelics – from drugs of abuse and recreation, to powerful drugs for treating neuropsychiatric conditions such as depression, addiction, and PTSD.  But there’s still a lot we don't know about how they work, and how we can maximize their therapeutic benefits while minimizing their adverse side effects. So this episode of Journal Club discusses a method for striking that balance, from a paper published in Nature last month, “A non-hallucinogenic psychedelic analogue with therapeutic potential“... which could represent a major step forward in psychedelic medicine. This episode first appeared on Bio Eats World:https://a16z.com/2021/01/21/journal-club-safer-psychedelic/

23 Jan 202126min

The rise of developers -- as buyers, as influencers, as a creative class -- is a direct result of "software eating the world", and of key shifts in IT from on-prem to cloud & SaaS to the API economy, where application programming interfaces are essentially building blocks for innovation. Developers therefore not only play an outsized role in high-performing tech companies -- but managing and motivating them is actually critical in ALL companies, since every company is a tech company (whether they know it or not).As every industry turns digital, and a company's interface to their customers IS software, "asking" one's developer is the key to solving business problems and to thriving not just surviving, argues Jeff Lawson, CEO and co-founder of cloud communications platform-as-a-service company Twilio, in his new book, Ask Your Developer: How to Harness the Power of Software Developers and Win in the 21st Century. So in this episode of the a16z Podcast in conversation with Sonal Chokshi and David Ulevitch (who previously argued "the developer's way" is the future of work), Lawson shares hard-earned lessons learned, mindsets, strategies, and tactics -- from "build vs. buy" to "build vs. die", to the art and science of small teams ("mitosis") -- for leaders and companies of all sizes.But what does it mean to truly treat developers as creatives within an organization? What does it mean to be "developer first"? And how does this affect customers, product, go-to-market? All this and more in this episode.

13 Jan 202133min

All about section 230 of the Communications Decency Act -- in what Wired senior writer (and host of the Get Wired podcast) described as "one of the clearest-but-still-nuanced explainers I've heard - worth listening to". So what does and doesn't it say? How does this law play out against broader questions and debates around platforms, content moderation, and free speech? This conversation between Mike Masnick (founder and editor in chief of Techdirt) and a16z editor in chief Sonal Chokshi was originally published on our show 16 Minutes, in the context of previous protests and presidential tweets (and an executive order then to prevent “online censorship”)-- but is exactly as relevant today... perhaps now more than ever.https://a16z.com/2020/05/31/16mins-section-230-communications-decency-act-content-moderation-free-speech-internet-past-present-future/image: presidential tweet activity/ Wikimedia Commons

9 Jan 202139min

If software’s eating the world -- and more specifically, bringing costs down and increasing productivity through entire industries -- why have some industries, like healthcare, been so resistant? And what could the future look like once technology really gets in? With a16z co-founder -- and author of the now nearly decade-old thesis of “software eating the world” -- Marc Andreessen, in conversation with a16z bio general partner Vijay Pande. This episode originally ran on our show Bio Eats World, but we’re sharing it here in the new year as it’s very relevant for ANYone interested in, well, the future of software eating the world;)  https://a16z.com/2020/12/14/cost-disease-healthcare-baumol/

6 Jan 202130min

"In a year that left us speechless, 2020 has been filled with new words unlike any other”... so it's unprecedented that for the first time, the Oxford English Dictionary did NOT name a word of the year. But do we really need the dictionaries to tell us what our words of the year are? Especially if the approaches "Big Word" takes may be based on more lagging vs. leading indicators; after all, language is created and constructed as we go.And yet. People want the dictionary to give them permission of "tell me what the words are", observes internet linguist (and author of the NYT bestselling book Because Internet: Understanding the New Rules of Language) Gretchen McCulloch. No! We, the people, decide what the words are!! So in this special holiday, end-of-year episode, a16z Podcast showrunner Sonal Chokshi chats with McCulloch about the words of the year in and beyond Oxford's "Words of an Unprecedented Year" report -- and importantly, the tech shifts and cultural shifts behind them.From remote work portmanteaus to scientific discourse in a pandemic (for better and for worse) to social movements and more -- we take a whirlwind tour through the words of the year, exploring misplaced analogies, shifting metaphors, and even the evolution of interfaces. We dip into the settling of the "Zoomer" generation and "moonshots"; dive into the need for "third places" and parties; debate Dunbar numbers for conversations, and the trend of "proximity chat" -- and discuss the meta story of language, and of writing itself. The English language may have resulted from network effects involving the "loners" who introduce words, and the “leaders” who spread them; but writing is a technology that spreads with the tools, going well beyond medium/message, connecting us across time and place and online spaces. image: Andy Simmons / Flickr

24 Dec 202051min

In this special episode of Bio Eats World -- which aired right after the FDA authorized Moderna's mRNA vaccine for emergency use -- Moderna CEO Stephane Bancel tells the story of not just the vaccine’s development, but the machine that made the vaccine: the platform, the technology, and the moves behind the vaccine’s development.How does this new technology that uses mRNA work; why is this such a fundamental shift in the world of drug development; and where will this technology go next? https://a16z.com/2020/12/18/moderna-covid-vaccine-mrna-technology/

21 Dec 202040min

This episode features two relevant but previously recorded episodes, discussing the relevance of the Paycheck Protection Program (or PPP) from the Small Business Administration and the role of government stimulus/ pandemic relief for the economy as well as where tech comes in. It combines 2 separate episodes, beginning with one recorded much earlier this year (on our show 16 Minutes), which outlines a useful analogy of "eminent domain" for government-mandated shutdowns of certain businesses and technology considerations; and then is followed by an episode (recorded later this year) on preventing fraud and the role of fintech. Both episodes feature in common a16z general partner in fintech Alex Rampell, who also wrote about how Small Businesses Depend on the Stimulus Package, and The Stimulus Will Depend on Fintech, which you can find at: a16z.com/pandemicstimulus

14 Dec 202059min