This week’s podcast is about my visits to Xiaomi and Horizon Robotics. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. Here is the link to the TechMoat Consulting. Here is the link to our Tech Tours. Lessons from Xiaomi Consumption ecosystem. Car, person, homeHigh performance man ... Show More
Nov 19
Lessons from My Visits to Xiaomi, Unitree and iQIYI (267)
<p>This week’s podcast is about my trip to Xiaomi, Unitree and iQIYI.</p><p>You can listen to this podcast <a href='https://jefftowson.com/2025/11/lessons-from-my-visits-to-xiaomi-unitree-and-iqiyi-tech-strategy-podcast-267/'>here</a>, which has the slides and graphics mentioned. ... Show More
43m 39s
Sep 17
The Death of Search: How Shopping Will Work In The Age of AI
<p>The web is unhealthy, and AI agents are about to rewrite how we shop.</p><p>In this episode, a16z General Partner Alex Rampell and Partner Justine Moore explore how AI agents will change commerce and the implications for Google’s business model, affiliate marketing, online sho ... Show More
45m 22s
Sep 27
The Common Thread of All Technology: Monitoring the Situation, Ep.1
<p>Announcing our new show, Monitoring the Situation, hosted by a16z General Partners Erik Torenberg and Katherine Boyle, with guest Eddie Lazzarin, CTO of a16z crypto. </p><p>In this first episode, we ask how American Dynamism, consumer, games, and crypto all fit together, from ... Show More
1 h
Oct 8
Sam Altman on Sora, Energy, and Building an AI Empire
<p>Sam Altman has led OpenAI from its founding as a research nonprofit in 2015 to becoming the most valuable startup in the world ten years later.</p><p>In this episode, a16z Cofounder Ben Horowitz and General Partner Erik Torenberg sit down with Sam to discuss the core thesis be ... Show More
48m 25s
Sep 24
Software finally eats services - Aaron Levie
<p>Should the US put a price on H-1B visas, or would that block the flow of new talent? Are AI coding agents actually making teams way more productive, or is it just hype? And in the AI platform shift, will the big winners be incumbents or new AI-native startups?</p><p>Erik Toren ... Show More
59m 33s
Sep 22
Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China
<p>Nvidia’s $5 billion investment in Intel is one of the biggest surprises in semiconductors in years. Two longtime rivals are now teaming up, and the ripple effects could reshape AI, cloud, and the global chip race.</p><p>To make sense of it all, Erik Torenberg is joined by Dyla ... Show More
1h 40m
Aug 22
AI and Accelerationism with Marc Andreessen
<p>Marc Andreessen, cofounder Andreessen Horowitz, joins the Hermitix podcast for a conversation on AI, accelerationism, energy, and the future.</p><p>From the thermodynamic roots of effective accelerationism (E/acc) to the cultural cycles of optimism and fear around new technolo ... Show More
1h 9m
Sep 2024
A Lessin In Gen AI with Sam Lessin of Slow Ventures | Okay, Computer.
Dan Nathan and Deirdre Bosa explore Amazon's strategic investment in Anthropic, the potential of Apple's upcoming AI features, and the importance of cloud service credits in AI investments. The regulatory challenges and future of TikTok in the US market are also scrutinized.
Afte ... Show More
1h 3m