The Dual-Use Founder: Vets Now Building For America

a16z Podcast

#Science #Entrepreneur #Business #Andreessen Horowitz #Culture #Disruption #Innovation #Tech #A16z #software Eats The World

6:24

Grumpy helps a reader choose the best hydrangea for their hometown. Plus, Grumpy’s gripe of the week. You can find us online at southernliving.com/askgrumpy Ask Grumpy Credits: Steve Bender aka The Grumpy Gardener - Host Nellah McGough - Co-Host Krissy Tiglias - GM, Southern Living Lottie Leymarie - Executive Producer Michael Onufrak - Audio Engineer/Producer Isaac Nunn - Recording Tech Learn more about your ad choices. Visit podcastchoices.com/adchoices…

about a year ago 37:51

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Recorded live at the third annual American Dynamism Summit in Washington D.C., this episode features a16z’s Matt Shortal—a veteran himself—moderating a conversation with three founders who transitioned from military service to building cutting-edge defense startups:

John Doyle, founder & CEO of Cape
David Tuttle, cofounder & CEO of Rune
Grant Jordan, founder & CEO of SkySafe

The panel covers their journeys from service to startups, how their time in uniform shaped what they chose to build, and whether veterans should go straight into entrepreneurship—or stop first at places like Palantir or Anduril. They also discuss how Ukraine changed the game, how dual-use tech is shifting the innovation landscape, and how to instill trust and culture in mission-driven companies.

The big question: how do we win the next war—the asymmetric, fast-moving, tech-enabled kind—and build the industrial base we need to do it?

Resources:

See more from The American Dynamism Summit 2025: www. a16z.com/american-dynamism-summit

Find John of LinkedIn: https://www.linkedin.com/in/john-doyle-48633227/

Find David on LinkedIn: https://www.linkedin.com/in/davidtuttle1/

Find Grant on LinkedIn: https://www.linkedin.com/in/grantjordansd/

Find Matt on LinkedIn: https://www.linkedin.com/in/matthew-shortal/

Stay Updated:

Let us know what you think: https://ratethispodcast.com/a16z

Find a16z on Twitter: https://twitter.com/a16z

Find a16z on LinkedIn: https://www.linkedin.com/company/a16z

Subscribe on your favorite podcast app: https://a16z.simplecast.com/

Follow our host: https://twitter.com/stephsmithio

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

858 episodes

The Dual-Use Founder: Vets Now Building For America

a16z Podcast

51,593 subscribers

published about a year ago

MP3•Episode home

John Doyle, founder & CEO of Cape
David Tuttle, cofounder & CEO of Rune
Grant Jordan, founder & CEO of SkySafe

The big question: how do we win the next war—the asymmetric, fast-moving, tech-enabled kind—and build the industrial base we need to do it?

Resources:

See more from The American Dynamism Summit 2025: www. a16z.com/american-dynamism-summit

Find John of LinkedIn: https://www.linkedin.com/in/john-doyle-48633227/

Find David on LinkedIn: https://www.linkedin.com/in/davidtuttle1/

Find Grant on LinkedIn: https://www.linkedin.com/in/grantjordansd/

Find Matt on LinkedIn: https://www.linkedin.com/in/matthew-shortal/

Stay Updated:

Let us know what you think: https://ratethispodcast.com/a16z

Find a16z on Twitter: https://twitter.com/a16z

Find a16z on LinkedIn: https://www.linkedin.com/company/a16z

Subscribe on your favorite podcast app: https://a16z.simplecast.com/

Follow our host: https://twitter.com/stephsmithio

858 episodes

#Science #Entrepreneur #Business #Andreessen Horowitz #Culture #Disruption #Innovation #Tech #A16z #software Eats The World

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a16z Podcast

1
Sovereign AI: Why Nations Are Building Their Own Models 32:11

1 day ago32:11

32:11

What happens when AI stops being just infrastructure—and becomes a matter of national identity and global power? In this episode, a16z’s Anjney Midha and Guido Appenzeller explore the rise of sovereign AI—the idea that countries must own their own AI models, data centers, and value systems. From Saudi Arabia’s $100B+ AI ambitions to the cultural stakes of model alignment, we examine: Why nations are building local “AI factories” instead of relying on U.S. cloud providers How foundation models are becoming instruments of soft power What the DeepSeek release tells us about China’s AI strategy Whether the world needs a “Marshall Plan for AI” And how open-source models could reshape the balance of power AI isn’t just a technology anymore - it’s geopolitical infrastructure. This conversation maps the new battleground. Resources: Find Anj on X: https://x.com/AnjneyMidha Find Guido on X: https://x.com/appenz Stay Updated: Let us know what you think: https://ratethispodcast.com/a16z Find a16z on Twitter: https://twitter.com/a16z Find a16z on LinkedIn: https://www.linkedin.com/company/a16z Subscribe on your favorite podcast app: https://a16z.simplecast.com/ Follow our host: Follow our host: https://x.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.…

a16z Podcast

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What Is an AI Agent? 36:19

3 days ago36:19

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What exactly is an AI agent — and does anyone actually agree? In this episode, taken from of AI + a16z , General Partner Guido Appenzeller and partners Matt Bornstein and Yoko Li break down one of the most hyped- and most hotly debated 0 concepts in AI right now: agents. Are agents just clever wrappers around LLMs? Tools that can reason and act? Or simply a fresh label for familiar tech? Whether you're building, investing, or just trying to make sense of the buzz, this episode is for you. Resources: Find Guido on X: https://x.com/appenz Find Yoko on X: https://x.com/stuffyokodraws Find Matt on X: https://x.com/BornsteinMatt Stay Updated: Let us know what you think: https://ratethispodcast.com/a16z Find a16z on Twitter: https://twitter.com/a16z Find a16z on LinkedIn: https://www.linkedin.com/company/a16z Subscribe on your favorite podcast app: https://a16z.simplecast.com/ Follow our host: https://x.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.…

a16z Podcast

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The Evolution of the Firm — with Ben and Marc 33:14

5 days ago33:14

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Recorded live at the 2025 a16z LP Summit, this episode is a candid conversation between a16z cofounders Marc Andreessen and Ben Horowitz—hosted by general partner Erik Torenberg. They cover the evolution of a16z from startup firm to multi-practice platform, how the media landscape is shaped by meme-speed narratives, why reorgs—not just returns—determine who wins, and what it takes to build an enduring venture franchise. They also share thoughts on the changing policy landscape for AI and crypto, the firm’s bipartisan approach to Washington—and why Marc personally screens social media profiles before anyone joins the team. Resources: Find Marc on X: https://x.com/pmarca Find Ben on X: https://x.com/bhorowitz Stay Updated: Let us know what you think: https://ratethispodcast.com/a16z Find a16z on Twitter: https://twitter.com/a16z Find a16z on LinkedIn: https://www.linkedin.com/company/a16z Subscribe on your favorite podcast app: https://a16z.simplecast.com/ Follow our host: Follow our host: https://x.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.…

a16z Podcast

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Unbundling the BPO: How AI Is Disrupting Outsourced Work 17:06

8 days ago17:06

17:06

Business Process Outsourcing (BPO) is a $300 billion industry powering the back- and front-office operations of the world’s largest companies. In her article, "Unbundling the BPO: How AI Will Disrupt Outsourced Work," Kimberly Tan (Partner, a16z) explores how the rise of AI is challenging the status quo. In this episode, Kimberly unpacks the shift—from call centers and invoice processing to cross-system automation and coding agents. They explore how AI is redefining the economics of scale, unlocking new markets, and expanding the reach of automation beyond the Fortune 500. For founders and operators alike, this conversation offers a clear-eyed look at the playbook for building in this newly addressable space. Resources: Read the article: https://a16z.com/unbundling-the-bpo-how-ai-will-disrupt-outsourced-work/ Find Kimberly on X: https://x.com/kimberlywtan Stay Updated: Let us know what you think: https://ratethispodcast.com/a16z Find a16z on Twitter: https://twitter.com/a16z Find a16z on LinkedIn: https://www.linkedin.com/company/a16z Subscribe on your favorite podcast app: https://a16z.simplecast.com/ Follow our host: https://x.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.…

a16z Podcast

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Marc Andreessen: Deep Vs. Broad Founders, AI in America, & the New Face of a16z 28:22

9 days ago28:22

28:22

Today on the a16z Podcast, we’re sharing Marc Andreessen’s recent appearance on TBPN. Marc—cofounder and general partner at a16z—joins hosts John Coogan and Jordi Hays for a wide-ranging conversation, recorded live at the a16z’s 2025 LP Conference in Las Vegas. They cover the rise of AI, the future of open source models, and how tech is transforming every corner of the economy—from education and defense to healthcare and housing. Marc also shares his thoughts on the evolution of venture capital, the firm’s new branding, and what it takes to build enduring companies in a rapidly changing world. Resources: Watch more from TBPN: https://www.tbpn.com/ Find TBPN on X: https://x.com/tbpn Find Marc on X: https://x.com/pmarca Stay Updated: Let us know what you think: https://ratethispodcast.com/a16z Find a16z on Twitter: https://twitter.com/a16z Find a16z on LinkedIn: https://www.linkedin.com/company/a16z Subscribe on your favorite podcast app: https://a16z.simplecast.com/ Follow our host: https://x.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.…

a16z Podcast

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What Super Agers Reveal About Preventing Disease 42:16

11 days ago42:16

42:16

American healthcare is in crisis—but what if we could change the system by preventing disease before it starts? In this episode of the a16z Podcast, general partner Vijay Pande sits down with Dr. Eric Topol, founder and director of the Scripps Research Translational Institute and one of the most cited researchers in medicine, to explore the cutting edge of preventive healthcare and longevity science. Drawing from his new book Super Agers: An Evidence-Based Path to Longevity, Topol breaks down why understanding the biology of aging—not reversing it—is the key to preventing the “Big Three” age-related diseases: cancer, cardiovascular disease, and neurodegenerative conditions. The conversation spans AI-powered risk prediction, organ clocks, polygenic risk scores, GLP-1s, and the cultural and economic shifts required to move from a “sick care” system to one rooted in precision prevention and extended healthspan. If you’ve ever wondered how data, personalized medicine, and AI can add seven healthy years to your life—and what it will take to bring those benefits to everyone—this episode is for you. Resources: Find Eric on X: https://x.com/erictopol Find Vijay on X: https://x.com/vijaypande Stay Updated: Let us know what you think: https://ratethispodcast.com/a16z Find a16z on Twitter: https://twitter.com/a16z Find a16z on LinkedIn: https://www.linkedin.com/company/a16z Subscribe on your favorite podcast app: https://a16z.simplecast.com/ Follow our host: https://twitter.com/stephsmithio Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.…

a16z Podcast

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Startups & Defense: Katherine Boyle on TBPN 33:20

18 days ago33:20

33:20

In this episode of th a16z Podcast, we’re sharing Katherine Boyle’s recent interview on TBPN. Katherine—General Partner at a16z and the architect of the American Dynamism thesis—joins hosts John Coogan and Jordi Hays to discuss the state of the movement today. They cover the Department of Defense’s sweeping reform efforts, the role of startups in national security, and why American Dynamism is just getting started. From procurement reform to reindustrialization, this wide-ranging conversation explores how founders and investors are reshaping the future in service of the national interest. Resources: Watch more from TBPN: https://www.tbpn.com/ Find TBPN on X: https://x.com/tbpn Find Katherine on X: https://x.com/KTmBoyle Stay Updated: Let us know what you think: https://ratethispodcast.com/a16z Find a16z on Twitter: https://twitter.com/a16z Find a16z on LinkedIn: https://www.linkedin.com/company/a16z Subscribe on your favorite podcast app: https://a16z.simplecast.com/ Follow our host: https://x.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.…

a16z Podcast

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Do You Really Know Your ICP? Why It Matters and How to Find Out 35:55

18 days ago35:55

35:55

Your ideal customer profile (ICP) is the north star for your entire company: it determines who you’re building for and selling to. Though most growth-stage founders think they know who their ICP is, very few know how to update and refine it to keep the company focused as they grow—which can lead to a lot of headaches down the road. In this debut episode of a16z Growth’s new company scaling podcast, the a16z Guide to Growth , a16z's Joe Morrissey (General Partner, a16z Growth), Michael King (Partner, Go-to-Market Network), and Mark Regan (Partner, a16z Growth) break down why ICP misalignment is often the hidden cause of common problems across the entire company, from pipeline gaps and bloated marketing spend to stalled product roadmaps—and dive deep on how to fix it. They offer tactical advice for defining (and refining!) your ICP as you scale, explain why getting it right requires company-wide alignment, and how to navigate the “precision paradox” when implementing it. Plus, why ICPs matter even more in the AI era, and how a well-executed ICP shows up across the business when it's working. Resources: Read more on sales and go-to-market on our Growth Content Compendium Find Joe on LinkedIn: https://www.linkedin.com/in/morrisseyjoe/ Find Mark on LinkedIn: https://www.linkedin.com/in/mregan178/ Find Michael on LinkedIn: https://www.linkedin.com/in/michael-king-62258/ Find Emma on LinkedIn: https://www.linkedin.com/in/emmajanaskie/ Stay Updated: Let us know what you think: https://ratethispodcast.com/a16z Find a16z on Twitter: https://twitter.com/a16z Find a16z on LinkedIn: https://www.linkedin.com/company/a16z Subscribe on your favorite podcast app: https://a16z.simplecast.com/ Follow our host: https://twitter.com/stephsmithio Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.…

a16z Podcast

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The Software Crisis Behind America's Infrastructure 40:56

25 days ago40:56

40:56

Today’s critical infrastructure—air traffic, logistics, defense—is powered by legacy software. And that’s a problem. In this episode, recorded live at the a16z American Dynamism Summit, a16z partner Leila Hay sits down with Phillip Buckendorf, CEO of Air Space Intelligence, and Lt. Gen. Leonard J. Kosinski (Ret.), ASI’s Chief Strategy Officer and former Director for Logistics on the Joint Staff for the Pentagon. They explore why software is now a weapon system, how dual-use tech can harden both civilian and military infrastructure, and what happens if we don’t modernize fast enough. Resources: Find Phillip on LinkedIn: https://www.linkedin.com/in/phillipbuckendorf/?locale=en_US Find Lieutenant General Leonard J Kosinsk on LinkedIn: https://www.linkedin.com/in/ljkosinski/ Find Leila on LinkedIn: https://www.linkedin.com/in/leilahay/ Stay Updated: Let us know what you think: https://ratethispodcast.com/a16z Find a16z on Twitter: https://twitter.com/a16z Find a16z on LinkedIn: https://www.linkedin.com/company/a16z Subscribe on your favorite podcast app: https://a16z.simplecast.com/ Follow our host: https://twitter.com/stephsmithio Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.…

a16z Podcast

1
What Comes After Mobile? Meta’s Andrew Bosworth on AI and Consumer Tech 32:30

4 weeks ago32:30

32:30

Are we nearing the end of the smartphone era? In this episode, a16z Growth General Partner David George talks with Meta CTO Andrew “Boz” Bosworth about what comes after apps and touchscreens. From smart glasses to AR headsets, Boz shares how AI is powering a new wave of computing—one that’s ambient, agentic, and driven by human intent. They explore what it takes to build for this future, the risks of changing interaction models, and why the next big platform shift may already be in motion. This episode is part of our AI Revolution series, where we explore how industry leaders are leveraging generative AI to steer innovation and navigate the next major platform shift. Discover more insights and content from the AI Revolution series at a16z.com/AIRevolution . Resources: Find Boz on X: https://x.com/boztank Find David on X: https://x.com/davidgeorge8 Stay Updated: Let us know what you think: https://ratethispodcast.com/a16z Find a16z on Twitter: https://twitter.com/a16z Find a16z on LinkedIn: https://www.linkedin.com/company/a16z Subscribe on your favorite podcast app: https://a16z.simplecast.com/ Follow our host: https://twitter.com/stephsmithio Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.…

a16z Podcast

1
The Dual-Use Founder: Vets Now Building For America 37:51

6 weeks ago37:51

37:51

In today’s world, the battlefield extends far beyond war zones—it’s embedded in our tech stacks, supply chains, and airspace security systems. So who better to solve these modern challenges than those who’ve served on the front lines? Recorded live at the third annual American Dynamism Summit in Washington D.C., this episode features a16z’s Matt Shortal—a veteran himself—moderating a conversation with three founders who transitioned from military service to building cutting-edge defense startups: John Doyle, founder & CEO of Cape David Tuttle, cofounder & CEO of Rune Grant Jordan, founder & CEO of SkySafe The panel covers their journeys from service to startups, how their time in uniform shaped what they chose to build, and whether veterans should go straight into entrepreneurship—or stop first at places like Palantir or Anduril. They also discuss how Ukraine changed the game, how dual-use tech is shifting the innovation landscape, and how to instill trust and culture in mission-driven companies. The big question: how do we win the next war—the asymmetric, fast-moving, tech-enabled kind—and build the industrial base we need to do it? Resources: See more from The American Dynamism Summit 2025: www. a16z.com/american-dynamism-summit Find John of LinkedIn: https://www.linkedin.com/in/john-doyle-48633227/ Find David on LinkedIn: https://www.linkedin.com/in/davidtuttle1/ Find Grant on LinkedIn: https://www.linkedin.com/in/grantjordansd/ Find Matt on LinkedIn: https://www.linkedin.com/in/matthew-shortal/ Stay Updated: Let us know what you think: https://ratethispodcast.com/a16z Find a16z on Twitter: https://twitter.com/a16z Find a16z on LinkedIn: https://www.linkedin.com/company/a16z Subscribe on your favorite podcast app: https://a16z.simplecast.com/ Follow our host: https://twitter.com/stephsmithio Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.…

a16z Podcast

1
The Future of Drone Warfare 40:31

7 weeks ago40:31

40:31

War has always been shaped by technology—from steel and gunpowder to GPS and nuclear weapons. But the decisive technologies of tomorrow aren’t coming—they’re already here. In this episode, recorded live at our third annual American Dynamism Summit, a16z’s Senior National Security Advisor Matt Cronin sits down with Ryan Tseng (cofounder & CEO, Shield AI) and Adam Bry (cofounder & CEO, Skydio) to discuss the rise of autonomous drones, AI-driven warfare, and the escalating great power competition with China. They cover: Why drones are reshaping the battlefield in Ukraine, Israel, and beyond The asymmetry of $1,000 drones taking out $10M tanks Why U.S. drone production lags China—and how to catch up The ethical and tactical implications of autonomy in combat What it will take to reindustrialize America and maintain deterrence If the future of warfare is software-defined, who writes that software—and who deploys it first—matters more than ever. Resources: Find Adam on X: https://x.com/adampbry Find Ryan on LinkedIn: https://www.linkedin.com/in/ryantseng/ Find Matt on LinkedIn: https://www.linkedin.com/in/matt-cronin-8b88811/ See more from the American Dynamism Summit: www. a16z.com/american-dynamism-summit Stay Updated: Let us know what you think: https://ratethispodcast.com/a16z Find a16z on Twitter: https://twitter.com/a16z Find a16z on LinkedIn: https://www.linkedin.com/company/a16z Subscribe on your favorite podcast app: https://a16z.simplecast.com/ Follow our host: https://twitter.com/stephsmithio Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.…

a16z Podcast

1
How to Build with the Department of Defense 51:18

8 weeks ago51:18

51:18

When people think about startups working with the government, the phrase “black box” often comes up. But what if that box is finally being pried open? In this episode—recorded live at the American Dynamism Summit in DC—we talk with two Chief Technology Officers at the heart of American defense: Alex Miller, CTO for the Chief of Staff of the Army, and Justin Fanelli, CTO at the Department of the Navy. Along with a16z partner Leila Hay, they break down how the Department of Defense is shifting from decades-old processes to software-speed execution, why the real bottlenecks are cultural, not technical, and how startups can actually navigate and scale within this massive system. From replacing outdated procurement with faster pathways, to getting tech into the hands of warfighters faster, this is a rare look inside the government’s most ambitious efforts to modernize—and what it means for builders on the outside. Is it time to rip up the system and start fresh? Or are the seeds of change already in the ground? Resources: DoD Contracts for Startups 101: https://a16z.com/dod-contracting-for-startups-101/ Find Justin on LinkedIn: https://www.linkedin.com/in/justinfanelli/ Find Leila on LinkedIn: https://www.linkedin.com/in/leilahay/ Stay Updated: Let us know what you think: https://ratethispodcast.com/a16z Find a16z on Twitter: https://twitter.com/a16z Find a16z on LinkedIn: https://www.linkedin.com/company/a16z Subscribe on your favorite podcast app: https://a16z.simplecast.com/ Follow our host: https://twitter.com/stephsmithio Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.…

a16z Podcast

1
The Top 100 GenAI Products, Ranked and Explained 38:14

9 weeks ago38:14

38:14

This month, a16z’s Consumer team released the fourth edition of the GenAI 100 — a data-driven ranking of the top 50 AI-first web products and mobile apps, based on unique monthly visits and active users. In just six months, the consumer AI landscape has shifted dramatically. Some products surged ahead, others plateaued, and a few unexpected players reshaped the leaderboard entirely. In this episode, a16z General Partner Anish Acharya and Partner Olivia Moore join us to unpack the latest rankings and explore the key cultural and product moments that brought us to this point. Which applications are leading the pack — and which ones are quietly on the rise? What do trends like AI video, companion apps, and “vibe coding” reveal about the future of consumer AI? And for the first time, the team also analyzed which products aren’t just gaining users, but generating real revenue. If you’re looking to understand where we are in the GenAI adoption cycle — and what might come next — this episode offers a data-backed view into one of the fastest-moving corners of technology. You can find the full GenAI 100 list at a16z.com/genai100-4 Timecodes: 00:00: Consumer AI Trends 00:36: The Gen AI 100 List: Methodology and Insights 02:38: Pivotal Moments in AI Development 05:37: Assumptions and Realities in AI 08:49: Emerging Trends and Newcomers 11:53: The Brink List: Near Misses and Future Contenders 16:13: Surprises and Consistencies in AI Adoption 18:31: The Future of AI Applications 19:54: Traffic Trends and User Demographics 20:32: Resurgence and New Use Cases 22:47: Competitors and Market Dynamics 25:30: AI Video Models and Trends 29:23: Mobile vs Desktop Usage 30:34: Revenue Insights and Monetization 34:06: Key Learnings and Final Thoughts Resources: Find Anish on X: https://x.com/illscience Find Olivia on X: https://x.com/omooretweets Stay Updated: Let us know what you think: https://ratethispodcast.com/a16z Find a16z on Twitter: https://twitter.com/a16z Find a16z on LinkedIn: https://www.linkedin.com/company/a16z Subscribe on your favorite podcast app: https://a16z.simplecast.com/ Follow our host: https://twitter.com/stephsmithio Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.…

a16z Podcast

1
Jensen Huang and Arthur Mensch on Winning the Global AI Race 55:03

9 weeks ago55:03