Latest Interviews
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How Jev Turns AI Into Software That Gets Things Done
Jev, Ben Horowitz, Martin Casado, Diogo Almeida
TypeSafe founder Diogo Matos critiques current AI automation for prioritizing code generation over semantic intelligence, arguing that tools like GitHub Copilot fail to solve basic economic tasks despite high benchmark performance. To address this gap, his company introduces Jev, a new software primitive that embeds an intelligent layer directly into code to enable deterministic, intent-driven workflows rather than static output. Matos positions this shift as an "inverse SaaS apocalypse," predicting that pragmatic probabilistic programming will transform industries by automating complex background processes while rejecting the narrative of a singular, general superintelligence.
- a16z43 min
Why Education Has to Change
Ben Horowitz, Erik Torenberg, Gagan Biyani
Horowitz and Jason Academy is launching a for-profit educational entity in the San Francisco Bay Area under CEO Gagan Biyani to train Gen Z builders through an immersive, output-driven curriculum aligned with AI era demands. The program partners with industry leaders like Nvidia and Stripe to integrate real-world problem-solving and leadership development, replacing traditional lectures with a "pull model" that prioritizes tangible creation over memorization. By operating as a market-aligned entity, the Academy aims to produce high-impact graduates capable of launching companies or securing elite roles, ultimately serving as a scalable blueprint for future educational innovation.
- a16z39 min
How Real-Time AI Video Is Changing How Creators Work
Jennifer Li, Gorkem Yurtseven, Batuhan Taskaya
Fal has launched H3 Max Turbo, a post-trained open-weight video model that accelerates generation to 1.5 seconds while cutting costs by an order of magnitude through advanced post-training and system co-design. The platform integrates LLMs with Blender to provide Hollywood studios with 100% controllability over lighting and camera angles, addressing data residency concerns via secure US-based hosting. This combination of real-time performance and enterprise-grade workflows has propelled H3 Max to become Fal's most popular video model, rapidly shifting industry adoption from consumer curiosity to large-scale professional integration.
- a16z42 min
The Real Story Behind the Internet's Biggest Wellness Trends
Elena Burger, Ruby Justice Thelot
This analysis explores the convergence of biological optimization and digital culture, highlighting how GLP-1 adoption rates mirror tech trends like crypto while exposing a gap between high brand awareness and actual usage. It traces the historical roots of elite-driven body standards to contemporary "para-content" phenomena on social media, where algorithmic bubbles amplify both genuine health improvements and skeptical narratives. The discussion concludes that as innovation shifts from silicon to the human body, future trajectories will favor individualized biohacking and sleep technology over uniform beauty ideals, even as society grapples with the psychological impacts of constant health quantification.
- a16z44 min
Why World Models Could Change Robotics, 3D, and Creativity
Fei-Fei Li, Justin Johnson, Ben Mildenhall, Martin Casado
World Labs has unveiled Atlas, a unified spatial intelligence model that uniquely combines generative video with sparse 3D reconstruction to create high-fidelity simulations from as few as three input views. This architectural breakthrough enables "AI-complete" new view prediction and robotic real-to-sim transfer while reducing data capture requirements by up to 100 times compared to traditional dense methods. By treating 3D poses as native inputs, the system delivers consistent, dynamically stable environments that eliminate the unpredictability of standard generative video for applications ranging from industrial design to autonomous robot training.
- a16z39 min
Inside Moderna’s Biggest mRNA Test Since COVID
Moderna and Merck announced that their personalized mRNA cancer vaccine, Intismoran, successfully met primary and secondary endpoints in a Phase 3 melanoma trial, demonstrating superior recurrence-free survival compared to the current standard of care. This breakthrough treatment combines a patient-specific mRNA vaccine with Merck's Keytruda to target unique tumor antigens, offering a synthetic manufacturing solution that can produce individualized doses within approximately 42 days. Building on these results, the companies plan to file for FDA approval with the goal of patient availability by 2027 while expanding clinical trials to lung, kidney, and bladder cancers.
- a16z39 min
Inside Cursor: The Anatomy of a Generational Startup
Martin Casado, Sarah Wang, Matt Bornstein, Michael
Cursor revolutionized software development by prioritizing a natural language interface over proprietary model creation, allowing the founders to rapidly iterate from an IDE to a full-scale agent and model platform. The company executed a disciplined "backdoor strategy" that secured massive user adoption and enterprise traction before transitioning to a sales-driven model and integrating acquired talent into leadership roles. This approach enabled Cursor to capture over 50 Fortune 500 customers and establish a dominant position in the coding landscape despite intense competition from incumbents like Microsoft Copilot.
- a16z36 min
The State of AI: Models, Moats, and the Consumer Renaissance
XAI has solidified its position as a third major contender in the AI market through a demonstration of GrokBot autonomously purchasing goods, while Anthropic prepares for an IPO later this year. The industry is simultaneously navigating a structural shift where infinite demand for constrained compute resources drives up prices and forces enterprises to adopt hybrid model architectures balancing frontier agents with cost-efficient open-weight solutions. Concurrently, the application layer is fragmenting into specialized ecosystems of integrated agents that transform intelligence primitives into specific economic outcomes, enabling a new class of digital-native entrepreneurs to build micro-SaaS businesses without traditional coding barriers.
- a16z45 min
How Borderless Founders Build Global Companies
Elena Burger, Angela Strange, Gabriel Vasquez
A16C's global strategy targets "Borderless Founders" from overlooked regions who leverage hybrid profiles and deep local networks to build full-stack solutions with international ambitions. The firm facilitates this growth through "Borderless Dinners" and visa support, helping diaspora members navigate Silicon Valley's infrastructure while maintaining engineering hubs in their home countries. This approach has already positioned international founders as 40% of A16C's portfolio, aiming to diversify venture returns beyond the traditional Silicon Valley dominance.
- a16z42 min
Inside Whatnot's Bet on Live Shopping | The a16z Show
David George, Grant LaFontaine
WhatNot is a live-commerce platform that has rapidly scaled to over $9 billion in annual sales by leveraging authenticated, entertaining video streams to expand beyond collectibles into diverse categories like fashion and fresh food. The company differentiates itself through a heavy emphasis on human connection, allocating 40% of its workforce to trust and safety while empowering small businesses to generate substantial revenue without relying on opaque algorithmic marketplaces. With operations now spanning ten countries, WhatNot aims to replicate the discovery-driven dynamics of physical shopping malls to close the gap between U.S. and Chinese live-commerce adoption.
- a16z44 min
Lighthouse or Landgrab? How to Pick Your AI Sales Strategy
Elena Burger, Andy McCall, Joe Schmidt
Founders are advised to strategically align their early-stage sales motion with either a high-risk "Lighthouse" approach targeting regulated enterprise logos or a high-velocity "Land Grab" strategy focusing on mid-market customers with immediate budget availability. This framework distinguishes between markets requiring social proof for decision-making and those driven by mathematical ROI, utilizing historical precedents like Samsara and Meraki to demonstrate how companies can scale by selecting the appropriate playbook before verticalizing. Successful execution involves hiring distinct sales talent, managing rigorous proof-of-concept timelines to avoid pilot purgatory, and recognizing that early-stage momentum often relies on rapid mid-market adoption rather than chasing prestigious but slow-moving enterprise contracts.
- a16z37 min
Kavak's Playbook for Rebuilding a Company Around AI
Angela Strange, Gabriel Vasquez, Alejandro Maza Ayala, Ale Massa, Carlos, Gabe, Joseph Schumpeter, Edison, Ford
Kavak, led by Head of AI Ale Massa, successfully transitioned to an AI-native model by deploying daily-instantiated agents that now manage 96% of customer interactions and deliver 2.1 times higher conversion rates than human teams. This architectural shift, which prioritizes long-term relational metrics and recursive self-improvement over rigid workflows, has tripled customer satisfaction and reduced loan approval times from two months to under three minutes. To sustain this transformation, the company implemented a mandatory six-week "Jedi Academy" for all staff and restructured into flat, senior-led teams, effectively eliminating traditional middle management layers to maximize autonomous scalability.
- a16z24 min
AI Is Learning to Hack. Faster Than We Expected.
Joel De La Garza, Dylan Ayrey, Feross Aboukhadijeh
Frontier AI models are actively executing sophisticated supply chain attacks by exploiting under-resourced package registries like NPM and leveraging leaked credentials to self-propagate malware. This shift, driven by explicit training on cybersecurity challenges, has accelerated the attack lifecycle to outpace traditional patching, prompting industry responses such as NPM's mandate for human-interactive authentication by 2027. Despite these defensive measures, a critical consensus remains that the industry must address the moral obligations of model labs and the unsustainable reliance on volunteer maintainers to prevent 2026 from becoming the defining year of automated software compromise.
- a16z42 min
Fei-Fei Li is Solving the Hardest Problem in Robotics | World Labs with a16z
Fei-Fei Li, Martin Casado, Yunzhu Li
World Labs is acquiring Cynics to fuse its generative "Marble" spatial intelligence model with advanced robotics simulation, creating a scalable pipeline that replaces dangerous physical data collection with reliable digital environments. Led by CEO Fei-Fei Li alongside Cynics' leadership team, the merged entity will deploy this technology in semi-structured industrial settings to train multimodal "omni models" capable of counterfactual reasoning and efficient robot control. This strategic integration aims to validate a robust "real-to-sim-to-real" framework with early commercial customers before addressing the complexities of unstructured human environments.
- a16z26 min
"Meme Your Dream into Reality" | Replit CEO with a16z
Replit CEO Amjad Chaudry transformed his company from a pre-revenue startup into a profitable entity by leveraging a "build in public" strategy that utilized personal storytelling and exposure therapy to manage public scrutiny. This approach included turning the accidental deletion of a customer database into a trust-building moment by openly admitting fault and rapidly implementing mandatory security fixes. The discussion further outlines how leaders can navigate viral mechanics on platforms like X and Instagram while adopting risk management tactics such as acknowledging mistakes to turn potential crises into positive engagement.