logo
episode-header-image
Dec 2024
42m 45s

The Race for AI—Search, National Infrast...

Andreessen Horowitz
About this episode
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. 
Up next
Nov 21
Robinhood CEO: Making Everyone An Owner
<p>Vlad Tenev built Robinhood by breaking every rule Wall Street wrote: zero commissions when competitors charged $10, mobile-first when "serious" investors demanded desktop, a brand that made finance feel like rebellion instead of a club you'd never join.</p><p>By 2021 they'd fo ... Show More
1h 5m
Nov 20
Can Community Banks Survive the Next SVB? | ModernFi CEO Paolo Bertolotti and Former Comptroller Gene Ludwig
<p>The former bank regulator who invented deposit networks just revealed why SVB's collapse was inevitable—and why the solution that could have saved them is finally being rebuilt. </p><p>Gene Ludwig ran the OCC during the Clinton administration, created a half-trillion-dollar ma ... Show More
43m 42s
Nov 19
Ben Horowitz & Marc Andreessen: Why Silicon Valley Turned Against Defense (And How We’re Fixing It)
<p>Palmer Luckey got fired from Meta for backing the wrong candidate—now he's the hero saving American defense, and that shift tells you everything about how fast the ground moved beneath Silicon Valley's feet. For decades, tech and defense were allies, then came 15 years of host ... Show More
1h 16m
Recommended Episodes
Nov 12
The Hidden Industry Powering Every AI Company
The infrastructure behind AI is massive - learn to leverage it with our free guide to advanced prompt engineering: https://clickhubspot.com/fnw Episode 84: What’s the real infrastructure powering every mind-blowing AI app and model you see today—and are we heading for a “compute ... Show More
38m 58s
Sep 30
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]
My guest today is Dylan Patel. Dylan is the founder and CEO of SemiAnalysis. At SemiAnalysis Dylan tracks the semiconductor supply chain and AI infrastructure buildout with unmatched granularity—literally watching data centers get built through satellite imagery and mapping hundr ... Show More
1h 58m
Sep 12
Google DeepMind CEO Demis Hassabis on AI, Creativity, and a Golden Age of Science | All-In Summit
<p>(0:00) Introducing Sir Demis Hassabis, reflecting on his Nobel Prize win</p> <p>(2:39) What is Google DeepMind? How does it interact with Google and Alphabet?</p> <p>(4:01) Genie 3 world model</p> <p>(9:21) State of robotics models, form factors, and more</p> <p>(14:42) AI sci ... Show More
31m 48s
Jun 2025
Architecting AI-Driven Financial Systems: Innovation at the Intersection of Fintech and Emerging Tech
In this episode of the Data Science Salon Podcast, we sit down with Sasibhushan Rao Chanthati, AVP and Senior Software Engineer at T. Rowe Price, where he’s building the future of finance through intelligent, scalable technologies. Sasi specializes in creating secure digital ecos ... Show More
29m 7s
Oct 2
When Will AI Make Scientific Discoveries?
Today’s AI Daily Brief asks when artificial intelligence will begin making real scientific discoveries. We look at Periodic Labs, which just raised more than $300 million to build AI scientists and autonomous labs for physics and chemistry, and Thinking Machines, which is creatin ... Show More
24m 25s
Jun 2025
It's not just Big Tech: How AI is disrupting every industry
AI is the future and investors need to prepare accordingly. In this episode of Stocks in Translation, TECHnalysis Research president Bob O’Donnell joins Markets and Data Editor Jared Blikre and Yahoo Finance Senior Reporter Allie Canal to discuss the impact of AI on technology, t ... Show More
24m 45s
Apr 2024
Tech Partying Like Its 2021 with Rick Heitzmann + A Better Way To Carpool with Joanna McFarland CEO of HopSkipDrive | Okay, Computer.
On this episode of “Okay, Computer,” Dan Nathan and Rick Heitzmann of FirstMark Capital give an update on the IPO market, and what to expect from some of the most valuable unicorns in 2024. Topics they hit include; the Reddit IPO (4:00), IPO outlook for 2024 (10:30), investing in ... Show More
1h 1m
Sep 11
AI Skepticism is CANCELLED
Wall Street just delivered one of the strongest signals yet that the AI boom is real and accelerating. Oracle revealed a record-breaking $300B cloud deal with OpenAI, sending its stock soaring and reshaping the narrative around AI infrastructure. In today’s episode, we break down ... Show More
21m 52s
Oct 6
Google: The AI Company
Google faces the greatest innovator's dilemma in history. They invented the Transformer — the breakthrough technology powering every modern AI system from ChatGPT to Claude (and, of course, Gemini). They employed nearly all the top AI talent: Ilya Sutskever, Geoff Hinton, Demis H ... Show More
4h 6m
Feb 2023
Marc Andreessen — AI, crypto, 1000 Elon Musks, regrets, vulnerabilities, & managerial revolution
<p>My podcast with the brilliant <a target="_blank" href="https://twitter.com/pmarca">Marc Andreessen</a> is out!</p><p>We discuss:</p><p>* how AI will revolutionize software</p><p>* whether NFTs are useless, & whether he should be funding flying cars instead</p><p>* a16z's bigge ... Show More
1h 19m