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.

Sep 10, 2026

How AI Is Rewriting the Power Law of Venture Capital

This episode delves into how AI is fundamentally altering the power law of technology investing, making capital a compounding advantage for AI companies and expanding the total addressable market far beyond traditional software. The guests discuss rethinking portfolio construction, the challenges of evaluating true AI traction amidst hype, the struggles of legacy SaaS businesses, and future trillion-dollar opportunities in robotics, autonomy, healthcare, and physical infrastructure, emphasizing that the real bottleneck for AI's growth is often on the supply side, particularly compute and energy infrastructure.

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.

Aug 28, 2026

Why Top Founders Are Racing Into AI Infrastructure

a16z's new Machine Age Fund addresses the unprecedented demand for AI infrastructure, shifting the bottleneck from models to the foundational hardware. The discussion highlights surging Hyperscaler CapEx, component supply crunch extending to 2028, and the exponential compute needs driven by reasoning and agents. It explores how AI turns engineering problems into capital/compute challenges, identifying opportunities for new infrastructure companies in chips, power, and data center redesign, and the emergence of experienced "systems founders" to rebuild the computing stack for this new era.

Aug 25, 2026

The Evolution of Computers

This conversation explores how AI's mathematical progress challenges traditional computing assumptions. It examines the shift from engineering-bound problems to capital-bound problems, impacting startups, incumbents, and venture capital, and considers the unpredictable potential of massively funded AI models.

Aug 15, 2026

How Nuclear Will Unlock Energy Abundance with Valar Atomics Founder Isaiah Taylor

Valar Atomics, led by Isaiah Taylor, is redefining nuclear energy by building and iterating advanced reactors, including powering an NVIDIA Blackwell chip directly with a live nuclear reactor for a website. This episode delves into Valar's hardware-first approach, their navigation of regulatory pathways, and their vision for how cheap, abundant nuclear power, especially with AI-driven demand, will lead to 'hyper-technoindustrialism' and vastly improve human quality of life.