a16z Podcast

David Sacks, White House AI and Crypto Czar, joins Marc, Ben, and Erik to explore what's really happening inside the Trump administration's AI and crypto strategy. They expose the regulatory capture playbook being pushed by certain AI companies, explain why open source is America's secret weapon, and detail the infrastructure crisis that could determine who wins the global AI race.

As global tensions rise, AI and autonomy are transforming how nations prepare for conflict. In this episode, Horacio Rozanski, CEO of Booz Allen Hamilton and Gary Shield, CEO of Shield AI join Erik Torenberg to discuss how technology, speed, and public–private partnerships are reshaping America’s defense strategy. They cover lessons from Ukraine and Taiwan, the rise of autonomous systems, and why the future of warfare will be defined by software, agility, and innovation.

In this closing keynote from a16z’s Runtime conference, General Partner Erik Torenberg speaks with our firm’s cofounders, Marc Andreessen and Ben Horowitz on highlights from throughout the conference, the current state of LLM capabilities, and why despite huge capex, AI is not a bubble.

In this conversation from a16z’s Runtime conference, Gavin Baker, Managing Partner and CIO of Atreides Management, joins David George, General Partner at a16z, to unpack the macro view of AI: the trillion-dollar data center buildout, the new economics of GPUs, and what this boom means for investors, founders, and the global economy.

AI isn’t just changing software, it’s causing the biggest buildout of physical infrastructure in modern history. In this episode, Raghu Raghuram (a16z) speaks with Amin Vahdat, VP and GM of AI and Infrastructure at Google, and Jeetu Patel, President and Chief Product Officer at Cisco, about the unprecedented scale of what’s being built — from chips to power grids to global data centers. They discuss the new “AI industrial revolution,” where power, compute, and network are the new scarce resources; how geopolitical competition is shaping chip design and data center placement; and why the next generation of AI infrastructure will demand co-design across hardware, software, and networking. The conversation also covers how enterprises will adapt, why we’re still in the earliest phase of this CapEx supercycle, and how AI inference, reinforcement learning, and multi-site computing will transform how systems are built and run.