Human Data is Key to AI: Alex Wang from Scale AI

In this commencement address to Columbia University's Fu Foundation School of Engineering and Applied Science Class of 2015, Ben Horowitz challenges some of the most common advice given to graduates. Rather than urging students to “follow their passion,” Horowitz argues that people should focus on developing their strengths and making meaningful contributions to the world. Drawing on stories from his own time at Columbia, the founding of technology companies, and investments in startups like Airbnb, he explores the importance of independent thinking, conviction, and pursuing ideas that others may initially dismiss. Along the way, Horowitz discusses technological progress, entrepreneurship, opportunity, and why he believes today's graduates are entering a world defined less by unprecedented challenges than by unprecedented possibilities.

Ben Horowitz is joined by Anne Neuberger, Raghu Raghuram, and Jen Kha to discuss a16z's expanding international strategy and the growing role technology plays in economic growth, national security, and global partnerships. The conversation explores why America's technology leadership matters beyond Silicon Valley, how AI is reshaping relationships between governments and the private sector, and why countries around the world are looking to adopt frontier technologies while building stronger innovation ecosystems of their own. They discuss AI infrastructure, cybersecurity, defense technology, startup expansion, and what it takes to build enduring technology ecosystems. Along the way, they examine the role of trusted partnerships, the importance of Western technology, and why helping founders expand globally has become an increasingly important part of company building.

What does it take to build a global mobility company from a country of just 1.3 million people? Markus Villig, founder and CEO of Bolt, joins the show to share how he scaled from Estonia to 50+ countries, navigating early scrappy days, a near-bankruptcy from expanding too fast, and the hard-won lessons behind Bolt’s capital-efficient growth. They also discuss building in Europe vs. the U.S., competing against much better-funded rivals, and why culture and ambition matter more than regulation. Finally, Markus lays out what’s next: autonomy, robotaxis, and why the future of mobility will be a hybrid of human drivers and self-driving fleets.

Rick Rubin joins Marc Andreessen, Ben Horowitz, Anjney Midha, and Erik Torenberg to discuss creativity, artificial intelligence, and his book The Way of Code, which reimagines the Tao Te Ching for the age of AI. The conversation explores vibe coding, remix culture, artistic process, entrepreneurship, and what AI changes, and doesn't change, about creativity. Rubin argues that AI is best understood not as a replacement for artists, but as another creative tool, one that expands what's possible while making taste, curiosity, and individual perspective even more valuable. Along the way, they discuss music, philosophy, startup building, collective intelligence, and why the most enduring creative work begins with staying true to yourself rather than trying to satisfy an audience.

Yoko Li speaks with Luma's Head of Applied Research Matt Tancik and Phota Labs cofounder and CTO Zach Xia about how AI is changing creativity, photography, and the tools people use to make art. The conversation explores the evolving relationship between artists and AI, from image generation and personalization to creative workflows, controllability, and agentic design tools. They discuss personalization, photography, creative software, model design, evaluation, and why the future of creative tools may depend less on generating content and more on helping people express ideas they couldn't easily realize before. Along the way, they explore AI agents, interfaces, and how creators are already using these tools in unexpected ways.