Rebuilding America's Industrial Backbone
11 November 2024 - 32 minsAmerica is a country of immense wealth, but our manufacturing infrastructure is struggling to keep pace.
In this episode, we discuss the overlooked crisis of American manufacturing and what it means for our national resilience. a16z’s Oliver Hsu hosts a conversation with founders Jordan Black (Senra Systems), Chris Power (Hadrian), and Bryon Hargis (Castelion) on why we need to revive our industrial base — and fast.
From outdated regulations to the adoption of automation, they break down the “death by a thousand paper cuts” that has left our production capabilities lagging behind. Yet, it’s not all grim: these founders share how their companies are taking bold, vertically integrated approa...
AI, Growth, and the Future of Healthcare | Anish Acharya & Sachin Jain
SCAN Health Plan CEO Sachin Jain speaks with a16z General Partner Anish Acharya about AI, healthcare, and what it takes for established organizations to adapt during periods of technological change. The conversation explores how AI is reshaping work, customer experience, software development, and organizational structure. Acharya argues that artificial intelligence is not simply another productivity tool, but a fundamentally new technology capable of performing work on behalf of people and organizations. They discuss AI adoption inside large enterprises, the future of customer support, software development, healthcare operations, and why curiosity, experimentation, and ambition may be the most important traits for organizations navigating the transition. Along the way, Acharya shares his views on economic growth, human flourishing, and the role AI could play in reducing healthcare costs and improving patient experiences.
49 mins
10 June Finished
Tyler Cowen & Alex Tabarrok on AI, Jobs, and Economic Growth
Wyatt Thomson of OpenAI speaks with economists Tyler Cowen and Alex Tabarrok about AI, labor markets, and the future of economic growth. The conversation explores one of the most common fears surrounding AI: that increasingly capable systems will eliminate jobs. Cowen and Tabarrok argue instead that economic growth remains the key variable. Throughout history, productivity-enhancing technologies have transformed work, created new industries, and expanded living standards, even as they disrupted existing jobs and institutions. They discuss automation, comparative advantage, inequality, education, healthcare, energy, and the kinds of work that may become more valuable in an AI-driven economy. Along the way, they examine longer-term questions about abundance, ownership, AI agents, and how societies can adapt to rapid technological change.
59 mins
9 June Finished
AI Eats the World? A Reality Check with Benedict Evans
Erik Torenberg speaks with tech analyst Benedict Evans about the current state of AI, what has changed over the past year, and which questions remain unanswered. The conversation covers coding agents, foundation models, AI infrastructure spending, software economics, and the tension between today's AI excitement and the long-term realities of technology adoption. Evans discusses why coding has emerged as AI's first breakout use case, how previous platform shifts can help frame the current moment, and why many of the most important questions about AI remain unresolved. Along the way, they explore the future of software, enterprise adoption, consumer behavior, and whether AI models ultimately capture value themselves or become infrastructure for the next generation of applications.
1 hour 1 min
8 June Finished
Building Search for AI Agents with Exa CEO Will Bryk
Sarah Wang speaks with Exa cofounder and CEO Will Bryk about building search infrastructure for the AI era. The conversation covers Exa’s origins, why traditional search engines were not designed for AI agents, and how search changes when the user is no longer a human but an autonomous system. They discuss retrieval, agent workflows, coding agents, data access, and why search may become a foundational layer for the emerging agent economy. Along the way, Bryk shares his views on AI-native products, the future of information discovery, and why some of the most important problems in technology can ultimately be framed as search problems.
49 mins
6 June Finished
AI Agents and the Fight for Customer Data
Martin Casado speaks with George Fraser, cofounder and CEO of Fivetran, about the future of data infrastructure in the age of AI. The conversation covers Fivetran’s merger with dbt, the changing role of data platforms, and why Fraser believes many companies are overestimating the threat AI poses to enterprise software. They discuss open data access, the backlash against AI agents accessing systems of record, and why businesses still need centralized data foundations even as agent-based workflows become more common. Along the way, Fraser shares his views on data gravity, coding agents, enterprise AI adoption, and how AI is changing the way software companies build and operate products.
50 mins
5 June Finished
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy
Theo Jaffee and Sophia Puccini speak with Balaji Srinivasan and Steven Glinert about the shifting balance of power between nations, networks, and technology. The conversation covers China’s industrial rise, America’s manufacturing challenges, the role of alliances in a multipolar world, and whether the internet is becoming a political force independent of traditional nation states. They discuss supply chains, technological sovereignty, decentralization, and competing visions for the future global order. Along the way, Balaji outlines ideas from the Network State and Network School, while both guests debate how technology, economics, and political power may evolve over the coming decades.
55 mins
3 June Finished