Jun 16, 2026

Simulating Humans at Scale: Simile's Joon Sung Park

Joon Sung Park, founder and CEO of Simile and creator of Stanford's "Smallville" generative agents study, explains how Simile is building the "GPU of intelligence" to simulate human society, diverging from frontier models that act as the "CPU of intelligence." He details Simile's approach of grounding simulations with real human behavioral data, its diverse corporate applications, and its long-term vision to create a "CERN of human society" to solve fundamental societal challenges.

Jan 26, 2026

Late-Stage Investing in an AI-Driven Market

David George (General Partner, a16z) discusses how AI is fundamentally reshaping late-stage private markets. He covers the unprecedented scale of infrastructure investment, evolving business models and monetization strategies, why AI-native companies are staying private longer, and how this new paradigm changes the calculus for durability, value creation, and long-term growth.

Jan 19, 2026

Why The AI Era Is Unlike Any Technology Shift Before

The a16z AI Apps team outlines their investment framework for the current AI application cycle, which they see as the fastest product shift in software history. They detail three core themes for building defensible businesses: AI-native software for greenfield markets, applications that replace labor by owning entire workflows, and "walled garden" businesses built on proprietary data moats.

Jan 13, 2026

Ben Horowitz on Investing in AI: AI Bubbles, Economic Impact, and VC Acceleration

Ben Horowitz of Andreessen Horowitz discusses how AI is reshaping venture capital, detailing the firm's strategy for managing partners, verticalizing teams, and evaluating investments in real-time. He breaks down the current AI cycle, arguing that application design and model orchestration are key, and explains why the current market's growth is driven by real demand, not just hype.

Oct 06, 2025

Live from DevDay — the OpenAI Podcast Ep. 7

In a special live episode from OpenAI Dev Day, host Andrew Mayne interviews founders from SchoolAI, jam.dev, Abridge, and Cursor. They discuss how they are using AI to transform education, web development, healthcare, and coding, sharing insights on their product strategies, technical challenges, and excitement for the next wave of agent-based AI tools.

Aug 22, 2025

The State of AI: Growth, Fragmentation, and the Next Wave

General Partners from a16z analyze the current AI landscape, revealing that AI companies are growing faster and larger than anticipated. They discuss the fragmentation of the market, the innovator's dilemma facing SaaS incumbents, and the emergence of new moats like brand. The conversation emphasizes a shift from hype to tangible ROI, citing examples like Cursor, and outlines a nuanced investment strategy for a market defined by both unprecedented growth and rapid wipeouts.