This week on the a16z Podcast, we're sharing a feed drop from Impact Theory with Tom Bilyeu, featuring a wide-ranging conversation with a16z cofounder Ben Horowitz.

Artificial intelligence isn't just a tool — it's a tectonic shift. In this episode, Ben joins Tom to break down what AI really is (and isn't), where it's taking us, and why it matters. They dive into the historical parallels, the looming policy battles, and how innovation cycles have always created — not destroyed — opportunity.

From the future of work and education to the global AI race and the role of blockchain in preserving trust, Ben shares hard-won insights from decades at the forefront of technological disruption. It's a masterclass in long-term thinking for anyone building, investing, or navigating what's coming next.

Resources: 

Listen to more episodes of Impact Theory with Tom Bilyeu: https://link.chtbl.com/impacttheory

Watch full conversations on YouTube: youtube.com/tombilyeu
Follow Tom on Instagram: @tombilyeu

Learn more about Impact Theory: impacttheory.com

Timecodes: 

00:00 Introduction to Impact Theory with Ben Horowitz

01:12 The Disruptive Power of AI

02:01 Understanding AI and Its Implications

04:19 The Future of Jobs in an AI-Driven World

06:52 Human Intelligence vs. Artificial Intelligence

10:31 The Role of AI in Society

21:41 AI and the Future of Work

35:07 The AI Race: US vs. China

41:25 The Importance of Blockchain in an AI World

44:26 Government Regulation and Blockchain

45:16 The Need for Stablecoins

45:45 Energy Challenges and AI

49:53 Market Structure Bill and Token Regulation

53:51 Blockchain's Trust and Adoption

01:04:17 Elon Musk's Government Involvement

01:12:03 Historical Figures and Modern Parallels

01:18:41 AI and Creativity in Business

01:21:29 Conclusion and Final Thoughts

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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures