Feb 26, 2026

How Capital is Powering the AI Infrastructure Buildout with Magnetar Capital's Neil Tiwari

Neil Tiwari of Magnetar Capital explains the creative debt structures and financial innovations fueling the multi-trillion dollar AI infrastructure buildout. He debunks the myths around GPU collateral, revealing that the real security lies in contracted cash flows from investment-grade partners, and details how the industry's bottlenecks are shifting from chips to power distribution, steel, and specialized labor.

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.

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.

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 15, 2026

Ben & Marc: Why Everything Is About to Get 10x Bigger

a16z co-founders Marc Andreessen and Ben Horowitz discuss the shift to a decentralized media ecosystem, their investment thesis on supply-driven markets, and the transformative impact of AI. They detail the a16z model of leveraging reputation as a core asset to turn inventors into CEOs and explain why AI represents a fundamental reinvention of computing that will unlock unprecedented growth.