Sep 30, 2026

AI, Infrastructure, and the Next Investment Cycle

David George, Sarah Wang, Alex Immerman, and Santiago Rodriguez from a16z walk through 25 charts from their State of Markets presentation, covering why markets are rising on earnings rather than multiple expansion, the roughly $780B hyperscaler capex race, the new age of atoms in physical infrastructure, enterprise AI adoption gaps, agent economics and falling inference costs, consumer AI and marketplace disruption, the bifurcation of SaaS, the rise of mega private companies, and the sectors they are most excited about next.

Mar 20, 2026

Inside Palantir: Building Software That Matters | Shyam Sankar on a16z

Shyam Sankar, CTO of Palantir, discusses his book 'Mobilize' and the urgent need for America to inspire its 'latent heretics.' He analyzes the AI-driven SaaS market through the lens of 'alpha versus beta software,' advocates for human agency over automation to re-industrialize, and explains how film and storytelling can rebuild national will.

Mar 12, 2026

Alex Karp on Palantir, AI Weapons, & American Domination | The a16z Show

Alex Karp, CEO of Palantir, discusses the critical role of technology in national defense, warns Silicon Valley of a political backlash if it fails to support the military, and argues that America's key advantage in the AI race is its ability to cultivate and protect neurodiverse, unconventional talent.

Jan 15, 2026

AI and the Future of Warfare with US Under Secretary of War Emil Michael

Emil Michael, the Under Secretary of War for Research and Engineering, details the radical technological transformation of the US military. He discusses the architecture and rapid launch of GenAI.mil, an internal AI platform powered by Gemini that reached over one million users in 30 days. He also outlines critical technology priorities, including scaled hypersonics and autonomous drone swarms, and the urgent need to rebuild the American defense industrial base for a new era of global competition.

Nov 19, 2025

Ben Horowitz & Marc Andreessen: Why Silicon Valley Turned Against Defense (And How We're Fixing It)

Silicon Valley's historical alliance with US defense fractured over 15 years of hostility, but is now being rebuilt under the "American Dynamism" thesis, driven by the geopolitical realities of Ukraine and competition with China. This shift prioritizes building in the physical world—defense, energy, manufacturing—by leveraging software, AI, and autonomy to innovate faster than legacy, five-year-plan-based incumbents and win by doubling down on America's chaotic creativity.