Video analyses from a16z
23 public analyses·YouTube ↗
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.
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.
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.
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.
47:04Replit CEO Amjad Masad on What Young People Should Learn in the AI Eraa16z · 2026-09-23Replit CEO Amjad Masad argues college should reward curiosity over grades, while AI reshapes learning and companies.
42:42Why Education Has to Changea16z · 2026-09-22Ben Horowitz and Gagan Biyani launch Horowitz Andreessen Academy, a San Francisco school built around AI-era projects and real-world skills.
57:02Why the People Who Built Hip-Hop Ended Up With Nothinga16z · 2026-09-20Paid in Full Foundation pairs financial grants with recognition for hip-hop pioneers, helping Grandmaster Caz buy a home after a five-year grant.
1:06:53Why Would AI Companies Want to Slow Down?a16z · 2026-09-18Databricks CEO Ali Ghodsi says AI’s biggest near-term risk is cyberattacks, while enterprise adoption is stalled by missing organizational context.
38:56How Real-Time AI Video Is Changing How Creators Worka16z · 2026-09-17fal’s H3 Max makes a 5-second video in 1.5 seconds, enabling continuous AI streams and more controllable Hollywood workflows.
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.
42:10How the Internet Turned Biohacking Into a Cultural Obsessiona16z · 2026-09-15Ruby Justice Thelot explains how GLP-1s reached 11% of U.S. adults while online wellness talk far outpaces adoption.
49:38OpenAI President on What it Means to Cross Into The Age of AGIa16z · 2026-09-14OpenAI’s Greg Brockman calls Astra AGI after 24-hour tasks and urges a billion-dollar cybersecurity push for frontline defenders.
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.
39:15Inside the Race to Measure Frontier Intelligencea16z · 2026-09-09Vals CEO Rayan Krishnan argues private evaluations exposed Llama 4’s benchmark gap and can help companies measure AI performance and ROI.
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.
43:43Why Fei-Fei Li Is Betting on Spatial Intelligencea16z · 2026-09-04Fei-Fei Li and World Labs unveil Atlas, using new-view prediction to cut 3D capture from hundreds of images to just three.
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.
38:53Inside Moderna’s Biggest mRNA Test Since COVIDa16z · 2026-09-02Moderna and Merck’s personalized mRNA vaccine beat Keytruda alone in a Phase 3 melanoma trial, after 1,000 cancer-vaccine trials failed.
1:03:12What Today’s Best Models Still Can’t Do in Matha16z · 2026-09-01Daniel Litt praises AI’s Erdős unit-distance result but warns that proofs alone cannot replace mathematical understanding or human curiosity.
1:14:26Why AI Demand Is Outrunning Compute Supplya16z · 2026-08-31Gavin Baker argues AI compute demand will outpace supply, with sub-one-year infrastructure paybacks and orbital data centers approaching.
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.
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.