Latin America: A Tech Powerhouse?

Michael Truell, CEO of Cursor, sits down with Patrick Collison, CEO of Stripe and an investor in Anysphere, to talk about Collison's history with Smalltalk and Lisp, the MongoDB and Ruby decisions Stripe still lives with 15 years later, why he'd spend even more time on API design if he could do it over, and whether AI is actually showing up in economic productivity data. This episode originally aired on Cursor's podcast.

a16z's Martin Casado and Sarah Wang join Latent Space hosts Alessio Fanelli and Swyx to discuss what makes this AI investment cycle unlike anything in the history of venture capital. They cover why the lines between venture and growth, apps and infrastructure are blurring, how frontier model companies can raise more than the aggregate of everyone built on top of them, and why the industry-wide gap between perception and reality has never been wider.

a16z's Angela Strange and Gabriel Vasquez speak with Carlos García Ottati, founder and CEO of Kavak, about building Latin America's largest online used car marketplace across Mexico, Brazil, Chile, Argentina, and the Middle East. They discuss why building in emerging markets means constructing four businesses underneath your business, how Kavak replaced copilot tools with AI agents handling 90 to 95% of customer interactions, and what it took to go flat for a year during the transition before growing four times on the other side.

In this episode from WSJ Invest Live, Andy Serwer speaks with Katherine Boyle, general partner at a16z, about the American Dynamism practice she helped launch four years ago. They discuss why saying "America" out loud stunned Silicon Valley in 2022, how Russia's invasion of Ukraine changed everything, and what it means to invest in companies that support the national interest.

a16z general partner Jorge Conde talks with Vasant Narasimhan, CEO of Novartis International, about transforming a 250-year-old conglomerate into a pure play medicines company and unlocking $180 billion of value in the process. They cover Novartis's platform technologies: cell and gene therapies, RNA medicines, and radioligand therapies. They also discuss AI in drug discovery, the rise of China as a biotech competitor, and what Vasant looks for when evaluating startup partnerships, including his advice on the killer experiments and CMC work that can make or break a deal.