Apr 28, 2026

Box CEO: Why Big Companies Are Falling Behind on AI | a16z

Steven Sinofsky, Aaron Levie, and Martin Casado of a16z dissect the reality of AI adoption within large enterprises. They explore the significant gap between Silicon Valley's developer-centric culture and the complex, legacy-driven world of established organizations, explaining why many top-down AI initiatives fail. The discussion introduces a key architectural shift—treating AI agents as users rather than integrated software—and analyzes the immense integration, security, and data challenges that agents face. Ultimately, they argue that AI, rather than eliminating jobs, will create new ones by increasing system complexity and enabling professionals to operate at a higher level of abstraction.

Apr 27, 2026

Why Agents are Driving Software Development to the Cloud

Zach Lloyd, CEO of Warp, explains why the future of software development is moving from local, interactive agents to cloud-native, collaborative systems. He discusses the flaws in the "dev box" sandbox model, the decline of traditional SaaS interfaces in favor of "just-in-time apps," and how platforms like Warp's Oz are providing the necessary orchestration, observability, and access control for teams to effectively deploy AI agents at scale.

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.

Feb 19, 2026

From SaaS to AI-First: How Companies Are Reshaping Innovation

Hosts Sarah and Elad discuss the "SaaS-apocalypse," arguing that while AI is fundamentally changing software, the death of SaaS is overstated in the short term. They explore the unprecedented speed of revenue growth and collapsing token costs in the AI era, the new challenges in engineering management like "coding slop," and the strategic imperatives for founders to build durable, multi-product companies in a rapidly changing landscape.

Feb 09, 2026

AI Markets: Deep Dive with a16z's David George

David George of a16z analyzes the AI market, revealing that AI companies grow 2.5x faster than SaaS counterparts with lower sales spend, driven by immense market pull. He discusses the rise of 'Model Busters' that defy growth expectations, the critical 'adapt or die' moment for incumbents, and the massive, fundamentally sound infrastructure buildout, highlighting that we are still in the early innings of a major technological cycle.

Jan 22, 2026

No Priors Live: Building Durable Software in the AI Age with MongoDB President & CEO CJ Desai

CJ Desai, CEO of MongoDB, discusses why platforms, not products, are the key to long-term success in the software industry, especially in the age of AI. He explores the shifting landscape of enterprise software, the reality of AI adoption in Fortune 500 companies, and what truly constitutes a "moat" when software can be generated on demand.