The a16z Show

The AI Revolution is here. In this episode, you’ll learn what the most important themes that some of the world’s most prominent AI builders – from OpenAI, Anthropic, CharacterAI, Roblox, and more – are paying attention to. You’ll hear discussion around the real-world impact of this revolution, on industries ranging from gaming to design, and the considerations around alignment along the way.

This footage is from an exclusive event, AI Revolution, that a16z ran in San Francisco recently. If you’d like to access all the talks in full, visit a16z.com/airevolution.

Topics Covered:

00:00 - AI Revolution

02:39 - Putting technology in users’ hands

08:21 - AI alignment and safety

21:44 - Future opportunities

Resources: 

Catch the all the talks at https://a16z.com/airevolution

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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.

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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.

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The AI Revolution is here. In this episode, you’ll learn what the most important themes that some of the world’s most prominent AI builders – from OpenAI, Anthropic, CharacterAI, Roblox, and more – are paying attention to. You’ll hear about the economics of AI, broad vs specialized models, the importance of UX, and whether we can expect scaling laws to continue.

This footage is from an exclusive event, AI Revolution, that a16z ran in San Francisco recently. If you’d like to access all the talks in full, visit a16z.com/airevolution.

Topics Covered

00:00 - AI Revolution

01:42 - The economics of AI

06:55 - The third epoch of compute

13:52 - Recognizing scaling laws

17:42 - Can scaling laws continue?

22:34 - Potential bottlenecks

25:58 - Personalization vs generality

29:43 - The importance of UX

31:55 - The future of multi-modality

Resources:

Catch the all the talks at https://a16z.com/airevolution

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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.

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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.

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The space industry is evolving rapidly, with the cost of launching payloads to orbit dropping significantly. But who's investing in this sector, and how will it evolve? 

In this episode, we delve into the transformative journey of the satellite industry with Andy Lapsa, co-founder of Stoke Space. With over a decade of experience at Blue Origin, Andy is now at the forefront of sustainable space travel, pioneering fully reusable rockets.

Don’t forget to check out Part 1 in this mini series, where we explore the public and private players in space with John Gedmark from Astranis.

Resources: 

Learn more about Stoke: https://www.stokespace.com

Find Andy on Twitter: https://x.com/AndyLapsa?s=20

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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.

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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.

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The cost of launching payloads to orbit has dramatically dropped, igniting a space renaissance. In 2022, a record 186 rocket launches (41 more than the previous year!) underscores this shift.

In Part 1 of our satellite economy mini-series, we sit down with John Gedmark, co-founder of Astranis, to reflect on today's innovations, who’s on the other side of the satellite market, the capabilities they’re looking for, competition, and their mission to provide internet access to 4 billion underserved people.

Look out for Part 2, where we tackle the challenges of rapidly reusable rockets with Andy Lapsa from Stoke Space.

Resources: 

Learn more about Astranis: https://www.astranis.com

Find John on Twitter: https://x.com/Gedmark?s=20

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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.

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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.

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with @alive_eth @danboneh @smc90

This week's all-new episode covers the convergence of two important, very top-of-mind trends: AI (artificial intelligence) & blockchains/ crypto. These domains together have major implications for how we all live our lives everyday; so this episode is for anyone just curious about, or already building in the space. 

The conversation covers topics ranging from deep fakes, bots, and the need for proof-of-humanity in a world of AI; to big data, large language models like ChatGPT, user control, governance, privacy and security, zero knowledge and zkML; to MEV, media, art, and much more. Our expert guests (in conversation with host Sonal Chokshi) include: 

• Dan Boneh, Stanford Professor (and Senior Research Advisor at a16z crypto), a cryptographer who’s been working on blockchains for over a decade and who specializes in cryptography, computer security, and machine learning -- all of which intersect in this episode;
• Ali Yahya, general partner at a16z crypto, who also previously worked at Google -- where he not only worked on a distributed system for a fleet of robots (a sort of "collective reinforcement learning") but also worked on Google Brain, where he was one of the core contributors to the machine learning library TensorFlow built at Google.

The first half of the hallway-style conversation between Ali & Dan (who go back together as student and professor at Stanford) is all about how AI could benefit from crypto, and the second half on how crypto could benefit from AI... the thread throughout is the tension between centralization vs. decentralization.  So we also discuss where the intersection of crypto and AI can bring about things that aren't possible by either one of them alone...

pieces referenced in this episode/ related reading:

• The Next Cyber Reasoning System for Cyber Security (2023) by Mohamed Ferrag, Ammar Battah, Norbert Tihanyi, Merouane Debbah, Thierry Lestable, Lucas Cordeiro
• A New Era in Software Security: Towards Self-Healing Software via Large Language Models and Formal Verification (2023) by  Yiannis Charalambous, Norbert Tihanyi, Ridhi Jain, Youcheng Sun, Mohamed Ferrag, Lucas Cordeiro
• Fixing Hardware Security Bugs with Large Language Models (2023) by Baleegh Ahmad, Shailja Thakur, Benjamin Tan, Ramesh Karri, Hammond Pearce
• Do Users Write More Insecure Code with AI Assistants? (2022) by Neil Perry, Megha Srivastava, Deepak Kumar, Dan Boneh
• Asleep at the Keyboard? Assessing the Security of GitHub Copilot's Code Contributions (2021) by Hammond Pearce, Baleegh Ahmad, Benjamin Tan, Brendan Dolan-Gavitt, Ramesh Karri
• Voting, Security, and Governance in Blockchains (2019) with Ali Yahya and Phil Daian   
   

As a reminder: none of the following should be taken as investment, legal, business, or tax advice; please see a16z.com/disclosures for more important information -- including to a link to a list of our investments – especially since we are investors in companies mentioned in this episode.

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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.

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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.

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With recent landmark legislation being passed around salary transparency, many companies are playing catch up as they interpret and implement changes.

In this episode, members of the a16z People Operations team,  Shannon Schiltz and Brandon Cherry explore how companies can best prepare themselves to not just survive, but thrive in this new environment.

Topics Covered:

00:00 - Salary transparency legislation

01:52 - The culture around pay transparency 

03:39 - What is the legislation?

07:01 - How are companies reacting?

11:03 - Structuring a compensation philosophy 

12:30 - Pay ranges

15:35 - Exceptions to the pay range

18:17 - Leveling staff

22:30 - Ranges and roles and company growth

28:24 - Location based pay

30:05 - What should employees look for when applying for work?

32:19 - Job postings

35:05 - Reviewing compensation ranges 

35:42 - At what stage do you hire help?

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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.

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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.

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How many people spend more time organizing their “second brains”, instead of leveraging the information within them? 

With consumer AI now capable of processing simple language prompts and interfacing with unstructured data, is the landscape of information management on the brink of a transformative evolution?

Founders of Mem, Kevin Moody and Dennis Xu, plus writer Nat Eliason, explore what’s gotten in the way of a true second brain, and how AI may finally unlock what “knowledge management” tools have promised for so long. 

Topics Covered:

00:00 - A true second brain

02:45 -  Knowledge management

06:01 - Thiago Forte's ‘Building a Second Brain’

10:24 - Digital hoarding

12:53 - The fun of organizing 

14:16 - Levels of utility

19:09 - Can the unstructured nature of AI help?

21:46 - What does a second brain unlock? 

25:23 - Time spent  searching for information

31:07: LLMs and technology unlocks

34:22 - Personalization 

36:24 - Is the second brain a new PA and EA?

38:57 - Challenges

44:32 - Moats and differentiators 

Resources:

• Link to Mem’s website: https://mem.ai
• Find Kevin on Twitter: https://twitter.com/kevinfmoody
• Find Dennis on Twitter: https://twitter.com/DennisHXu
• FInd Nat on Twitter: https://twitter.com/nateliason
• Nat’s course on Effortless Output in Roam: https://www.effortlessoutput.com/

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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.

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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.

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In this exclusive conversation from a16z’s Bio and Health BUILD Summit, founding partner Ben Horowitz sits down with general partner Jorge Conde. They discuss everything from the inspiration behind Ben’s book The Hard Thing About Hard Things, how the open Internet was secured, the difference between wartime and peacetime CEOs, scaling culture, and understanding how bio & healthcare differs from other forms of technology.

Topics Covered:

00:00 - Introduction

02:09 - What are the most important lessons for a CEO?

08:45 - Surprising leaders in history

11:41 - Wartime CEO vs the peacetime CEO

14:54 - Cultures role

20:59 - Communication and scaling 

25:39 - Culture as a moat

27:46 - The interplay between startups and incumbents

30:22 - Advice for founders on navigating AI

Resources:

• Find Ben on Twitter: https://twitter.com/bhorowitz
• Find Jorge on Twitter: https://twitter.com/jorgecondebio
• Ben’s Book: https://www.amazon.com/Hard-Thing-About-Things-Building/dp/0062273205

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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.

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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.

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From artificial limbs to memory foam, many inventions have emerged from our quest to understand the cosmos. 

In this episode we explore cosmic history, space's impact on technology, and the enduring human fascination with space exploration. To take us on this journey is astrophysicist John Mather, a Nobel Prize winner for his work on the COBE satellite and a key figure in the James Webb Space Telescope project.

Prepare to be intrigued and left with a sense of wonder about the universe's influence on our world.

Topics Covered:

00:00 –  Innovations through the pursuit of space

03:52– John’s early life 

06:44 – Proving The Big Bang Theory 

13:30 – The mysteries of quantum mechanics

15:10 –  Leading the James Webb Telescope

17:12 – Images from James Webb

20:32 – Are we alone? 

24:20 – New telescopes

25:18 – Engineering in space for earth

29:31 –  What would you like to see solved in your lifetime?

32:24 – What came before The Big Bang? 

25:04 – Misconceptions about space

37:17 – Can humans be a multiplanetary species?

38:20 - Private vs public spending in space

40:24 – What’s the future of space exploration?

Resources:

• COBE satellite imagery: https://www.nasa.gov/topics/universe/features/cobe_20th.html
• Images from the James Webb Telescope: https://webbtelescope.org/images
• Exoplanet transmission spectrum: https://webbtelescope.org/contents/media/images/2022/032/01G72VSFW756JW5SXWV1HYMQK4

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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

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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.

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With students learning in more places and different ways than we have ever seen, the pace of change in education is dizzying. Can this progress narrow learning gaps exacerbated by COVID-19 or will it fuel divides? How can we make the most of this once-in-a-generation opportunity?

Join our panelists from Khan Academy, PrismsVR, and Minecraft Education as we discuss the classroom of the future, and how important technologies including AI, XR, and gaming should play a role in it.

Topics Covered:

00:00 – The classroom of 2023

04:30 – Data on the current classroom

05:40– Developing the next gen of STEM talent

08:00 –  AI in the classroom 

13:10 – The role of gaming in the classroom

16:00 – Misconceptions of technology in classroom

17:51 – The ways teachers and students use AI

21:15 - The future role of a teacher

24:25 – Personalization and ownership in education

27:11 – Getting hardware into the classroom

29:54 - Misconceptions of teacher’s abilities and appetite for tech

31:25 – Why implement these changes now?

36:05 – Call to action for the classroom of 2050

Resources:

• Find Sal Khan on Twitter: https://twitter.com/salkhanacademy
• Find Romy Drucker on Twitter: https://twitter.com/romydrucker
• Find Allison Matthews on LinkedIn: https://www.linkedin.com/in/allison-matthews-4050677/
• Find Anurupa on LinkedIn: https://www.linkedin.com/in/anurupa-ganguly-92790379/
• Learn more about Khan Academy: https://www.khanacademy.org/
• Learn more about The Walton Family Foundation: https://www.waltonfamilyfoundation.org/
• Learn more about Minecraft Education: https://education.minecraft.net/en-us
• Learn more about Prisms VR: https://www.prismsvr.com/
• Watch more panel discussions from The Aspen Ideas Festival 2023: https://www.aspenideas.org/

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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.

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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.

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