Episode (200)
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Robinhood CEO: Making Everyone An Owner
Nov 21, 2025Vlad Tenev built Robinhood by breaking every rule Wall Street wrote: zero commissions when competitors charged $10, mobile-first when "serious" investors demanded desktop, a brand that made finance fe...
Can Community Banks Survive the Next SVB? | ModernFi CEO Paolo Bertolotti and Former Comptroller Gene Ludwig
Nov 20, 2025The former bank regulator who invented deposit networks just revealed why SVB's collapse was inevitable—and why the solution that could have saved them is finally being rebuilt. Gene Ludwig ran the O...
Ben Horowitz & Marc Andreessen: Why Silicon Valley Turned Against Defense (And How We’re Fixing It)
Nov 19, 2025Palmer Luckey got fired from Meta for backing the wrong candidate—now he's the hero saving American defense, and that shift tells you everything about how fast the ground moved beneath Silicon Valley'...
Emmett Shear on Building AI That Actually Cares: Beyond Control and Steering
Nov 17, 2025Emmett Shear, founder of Twitch and former OpenAI interim CEO, challenges the fundamental assumptions driving AGI development. In this conversation with Erik Torenberg and Séb Krier, Shear argues that...
Can America Win The AI Biotech Race Against China? | Lada Nuzhna & Elliot Hershberg
Nov 14, 2025Two venture capitalists dissect why biotech burns billions while China runs trials in weeks—and why the next Genentech won't look anything like the last one. Elliot Hershberg reveals the "three horsem...
The Frontier of Spatial Intelligence with Fei-Fei Li
Nov 13, 2025Fei-Fei Li and Justin Johnson are pioneers in AI. While the world has only recently witnessed a surge in consumer AI, they have long been laying the groundwork for the innovations transforming industr...
Rocket Companies CEO: Here’s How to Fix the Housing Crisis
Nov 12, 2025The Empire State Building took 110 days to build—today, changing a window would take two years. Alex Rampell (a16z) and Varun Krishna (Rocket CEO) expose how asset inflation turned housing from the A...
Grant Lee: Building Gamma’s AI Presentation Company to 100 Million Users
Nov 11, 2025Grant Lee was told Gamma was "the worst idea ever heard" by an investor who hung up mid-Zoom—yet he built it to 100 million users and $100M ARR without spending a dollar on advertising. While competit...
Michael Truell: How Cursor Builds at the Speed of AI
Nov 10, 2025When four MIT grads decided to build a code editor while everyone else was building AI agents, they created the fastest-growing developer tool ever built. Cursor CEO Michael Truell joins a16z’s Marti...
a16z's State of Crypto: The $4 Trillion Milestone and What's Next'
Nov 09, 2025The regulatory environment has completely inverted. Stablecoins are now a top 20 holder of US treasuries. Every major bank wants in. In a16z Crypto's 2025 State of Crypto report, Daren Matsuoka (Head ...