Oct 19, 2026

Why a $1M Startup Wasn’t Worth Building in the Age of AI

Jean-Denis Greze, Town's CEO and former Plaid CTO, explains why he shut down a nearly $1M-revenue AI tax business for SMBs and pivoted to Town, an AI assistant that works from email and calendar. The conversation with a16z's Alex Rampell covers founder decision-making under time pressure, product-market fit, the consumer-grade enterprise thesis, token allocation as a business model, neutrality versus frontier labs, horizontal versus vertical strategy, uneven AI diffusion, and how agents may reshape commerce and advertising.

Sep 25, 2026

The $10 Trillion Token Economy — Alex Atallah, OpenRouter & Anjney Midha, AMP

Alex Atallah and Anjney Midha trace OpenRouter's path from early open-weight models and Discord experiments to a neutral routing layer serving over 10 million developers, and explain why its Stripe acquisition is as much about fraud defense as payments.

Sep 22, 2026

Why Education Has to Change

Ben Horowitz, Erik Torenberg, and Gagan Biyani introduce the Horowitz Andreessen Academy, a new educational model designed for the AI era. They argue that traditional education is ill-suited for a rapidly changing world, advocating for a project-based, "learn by doing" approach. The academy aims to cultivate "main character" builders through immersion in Silicon Valley's culture, strong peer networks, and direct engagement with real-world problems and companies, emphasizing the critical role of people skills and the value of learning from failure in an age where AI empowers unprecedented creation.

Sep 09, 2026

Inside the Race to Measure Frontier Intelligence

Independent model evaluation is crucial for AI progress, as public benchmarks are saturated and models optimize for them. Rayan Krishnan discusses VALS's role in providing continuously evolving, third-party evaluations, highlighting the Llama 4 'disaster' and the need to measure increasingly agentic systems. The conversation covers the complexities of evaluation beyond capability to include cost and latency, the looming financial impact of token spend on enterprises, and the critical role of evaluations in informing AI policy and international coordination for aligning AI with human intent and managing geopolitical risks, especially concerning recursive self-improvement.

Sep 06, 2026

Why companies are becoming a series of loops | Anish Acharya (a16z)

Anish Acharya, a General Partner at a16z, shares profound insights into the AI era. He debunks fears of a "permanent underclass," arguing that AI amplifies human agency and ambition. Anish introduces the concept of company building as creating cascading "loops" across all functions, with human intuition crucial for overcoming local maxima. He identifies the biggest consumer opportunity as "/loop, make me happier," focusing AI on fundamental human needs like connection and fun. He also discusses the nuances of model specialization, how moats are discovered rather than designed, the rising importance of distribution, and the potential for "expensive consumer software," offering actionable advice for product builders to embrace AI.

Feb 02, 2026

How to Think About Scale, Funding & Competitive Positioning | David Solomon & Ben Horowitz

Goldman Sachs CEO David Solomon and a16z cofounder Ben Horowitz discuss the current macro environment, the unique competitive dynamics of AI, enterprise adoption strategies like Goldman's "One GS 3.0" initiative, and the critical policy debates surrounding AI and crypto.