AI, Supply Chains, and the Future of Economic Power

Vishal Misra returns to explain his latest research on how LLMs actually work under the hood. He walks through experiments showing that transformers update their predictions in a precise, mathematically predictable way as they process new information, explains why this still doesn't mean they're conscious, and describes what's actually required for AGI: the ability to keep learning after training and the move from pattern matching to understanding cause and effect.

In this episode, originally aired on Big Technology Podcast, Olivia Moore discusses whether AI startups can compete with the big chatbots, why American sentiment toward AI is so negative, and what she learned from giving LLMs personality tests. She also breaks down where ChatGPT, Claude, and Gemini are diverging, why Open Claw signals a new wave of agentic products, and what makes memory the most underrated feature in consumer AI.

Marc Andreessen joins David Senra for a conversation about entrepreneurship, history, and what drives some of the world’s most ambitious builders. In this conversation with David, Marc reflects on patterns he’s seen across great founders, why many of them focus relentlessly on building rather than introspection, and how technology and entrepreneurship continue to shape the future.

This conversation with Emil Michael, undersecretary of defense for research and engineering and acting director of the Defense Innovation Unit, was recorded at the a16z American Dynamism Summit in Washington, D.C. Michael walks through how he inherited a department running 14 undefined technology priorities, cut them to six, and made applied AI number one. He also gives the first detailed account of why commercial AI contracts written under the previous administration created a vendor-lock crisis that put active military operations at risk.

This conversation with Alex Karp, cofounder and CEO of Palantir, was recorded at the a16z American Dynamism Summit in Washington, D.C. Karp discusses the role of technology in modern warfare, Silicon Valley's obligations to national defense, and why he believes America's single greatest competitive advantage is its ability to cultivate and protect unconventional talent.