John and Patrick Collison on Stripe's Growth, Agent Commerce, and the Future of Software

Anjney Midha, founder of AMP PBC, speaks with Ben Horowitz, cofounder of a16z, about how venture capital changed from a small, relationship-driven business into a scalable system for backing new technology companies. They discuss network effects, firm design, leadership, culture, and how AI is reshaping both the capital race and the kinds of companies that can be built now.

Steven Sinofsky, board partner at a16z, Aaron Levie, CEO of Box, and Martin Casado, general partner at a16z, discuss the reality of AI inside enterprises. They cover the gap between Silicon Valley and the rest of the world, why most AI initiatives fail in large organizations, and how agents, infrastructure, and workflows are evolving beyond the hype.

Erik Torenberg speaks with Martin Shkreli, American investor and businessman, about how he sees the AI landscape, from OpenAI to Anthropic, and what actually matters beyond the hype. They also talk through the future of computing, the limits of “vibe coding,” and why biotech and pharma remain some of the toughest industries to get right.

Erik Torenberg and Theo Jaffee speak with Balaji Srinivasan, angel investor, entrepreneur, and author of The Network State, about how AI is transforming media, eroding trust, and reshaping how information is created and verified. They discuss why systems like hiring, journalism, and online communication are breaking under synthetic content, and what replaces them. The conversation also examines the role of cryptography, on-chain data, and new models of proof in rebuilding trust online.

Erik Torenberg and Theo Jaffee speak with Marc Andreessen, cofounder and general partner at a16z, about the launch of Monitoring the Situation (MTS), a new, always-on media network on X. They discuss the rise of the “current thing,” how narratives spread in real time, and why internet-native media is reshaping politics, culture, and attention.