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a16z
又稱:Andreessen Horowitz
19:34How Palantir Scaled: Why the Best Software Is Built Backwardsa16z Deep Dives · 2026-01-29Palantir architect Akshay Krishnaswamy explains how field engineers turn customer pain into products and scale software backwards.↪ 提到於 0:16
48:11AI, Data Centers, and the Infrastructure Needed to Power Them | a16za16z Deep Dives · 2026-03-31Radiant’s Doug Bernauer and Heron’s Drew Baglino say grid delivery—not new power—is the bottleneck as data centers drive demand.↪ 提到於 13:07
35:29LLM 之後：Thinking Machines 互動模型的誕生 | S2E57矽谷輕鬆談 Just Kidding Tech · 2026-05-17Thinking Machines 推出每 200 毫秒互動的多模態模型，Mira Murati 希望打造更自然的人機協作。↪ 提到於 22:03
48:51Why Physical AI Is the Next Big Opportunity | Deep Dives with a16za16z Deep Dives · 2026-04-23Diode Computers aims to automate circuit-board design in two years, while Unlimited Industries targets end-to-end construction automation within a decade.
49:29How Exa is Building the Perfect Search Engine | Deep Dives with a16za16z Deep Dives · 2026-06-04Exa CEO Will Bryk says agents need comprehensive search, and retrieval can cut customer token costs by 20x.
52:48How AI Will Rewire Consumer Internet | Deep Dives with a16za16z Deep Dives · 2026-06-23Josh Elman says consumer AI must deliver 10x-better experiences and lasting habits, not just productivity gains.↪ 提到於 1:11
21:47Cybersecurity in the Agentic Era | Deep Dives with a16za16z Deep Dives · 2026-08-18a16z, Neo, and Cotool warn that AI agents are breaking traditional cybersecurity defenses as 50% of enterprise apps go agentic.
38:34How Cursor Built One of AI’s Fastest-Growing Companiesa16z · 2026-08-27Cursor bet on the human-model interface, grew rapidly without early sales hires, and later expanded through Graphite and founder acquisitions.
53:58Why Top Founders Are Racing Into AI Infrastructurea16z · 2026-08-28a16z’s Machine Age Fund targets AI infrastructure as GPU supply is booked to 2028 and memory demand needs three years of capacity.
59:24Why AI Agents Could Finally Reinvent the Credit Carda16z · 2026-09-03Affirm CEO Max Levchin and Alex Rampell trace Affirm’s origin and argue AI agents could reshape credit card payments.
1:05:16Inside OpenAI’s Breakthroughs in Mathematical Reasoninga16z · 2026-09-08OpenAI mathematicians Mehtaab Sawhney and Mark Sellke explain Astra’s sphere-packing bound and non-sofic group proof.
48:19Why Investors Are Rethinking Everything for the AI Eraa16z · 2026-09-10a16z’s David George and Accolade’s Aram Verdiyan argue AI is intensifying venture power laws, with only 20 of 3,000 US firms delivering consistent 3x net returns.↪ 提到於 0:44
52:04Why the Next Generation of Enterprise Software Looks Nothing Like Salesforcea16z · 2026-09-16Keith Peiris pivoted Tome’s 25 million users into Lightfield, a $47 million AI-native CRM built around a business world model.↪ 提到於 0:52
55:03The Next Chapter of AI Is Inside Our Softwarea16z · 2026-09-26Aaron Levie and Martin Casado debate AI regulation, agent cybersecurity, and a software shift toward probabilistic models.
49:52How to Spot Exceptional Talent Before Everyone Elsea16z · 2026-09-25a16z’s Cosign turns mentors, trusted colleagues, and early talent bets into durable professional reputation signals.↪ 提到於 0:28
42:24How Jev Turns AI Into Software That Gets Things Donea16z · 2026-09-28TypeSafe founder Diogo Almeida says Jev embeds probabilistic intelligence in software, aiming to automate work and make SaaS applications more capable.
50:15We Tested the New Wave of Personal AI Agentsa16z · 2026-09-29David Pawlan says personal AI agents will win by proactively saving money, as Assistant Bench tracks 122 products and costs reach $20 per user daily.↪ 提到於 0:57
52:20AI, Infrastructure, and the Next Investment Cyclea16z · 2026-09-30a16z’s State of Markets finds hyperscaler CapEx nearing $1 trillion annually, while tracked AI impact reaches just 2% of S&P 500 companies.↪ 提到於 0:58