a16z Podcast

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.

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?

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.

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?

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