
9 segments available
David Ulevitch speaks with Ben Horowitz about what it means to lead the technology industry at scale, and the responsibilities that come with it. Following the firm’s largest-ever fundraise, they discuss how venture capital, technology, and national strategy are increasingly intertwined. The conversation covers America’s role in the next technological revolution, from AI to advanced manufacturing, and why maintaining technological leadership is critical not just for economic growth, but for global influence. Horowitz also shares his perspective on working with government, supporting national security innovation, and building systems that give more people the opportunity to contribute. They also discuss how venture capital is evolving, the shift toward larger firms and specialized strategies, and why optimism about technology, and its potential to improve lives, remains essential even amid growing skepticism. Timestamps: 00:00 - Intro 00:41 - Why America's Technology Dominance Matters for the World 04:04 - American Dynamism, AI & Catching Up to China 08:50 - The Anthropic Deal: What Really Happened 13:37 - Exporting American Dynamism to Our Allies 16:56 - Power, Responsibility & How a16z Serves Founders 18:58 - The State of Venture Capital & Why Most Firms Can't Scale 23:21 - The New Rules of Media 26:22 - America's AI Optimism Gap Resources: Follow Ben Horowitz on X: https://x.com/bhorowitz Follow David Ulevitch on X: https://x.com/davidu Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends! Find a16z on X: https://twitter.com/a16z Find a16z on LinkedIn: https://www.linkedin.com/company/a16z Listen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX Listen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711 Follow our host: https://x.com/eriktorenberg 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 http://a16z.com/disclosures.
"Over 70% of people in China are optimistic about AI and less than 30% in America were optimistic about AI. >> We have placed the largest bet in American history on the proposition that this country wi..."
"large? >> Everybody's in the same game, but the rules of the game have changed. And what I mean by that is, >> so we've had a lot of uh excellent discussions. We've talked a lot about policy. Uh but w..."
"mission. Um it's a lot of work. uh and you know it's what it's why we American dynamism in the conference and everything. >> Yeah. We you you know you have said that the American way you know giving p..."
"in the news uh talking about anthropic over the last week, but this isn't an an issue. It may have bubbled up to the mainstream news in the last week, but this has been an ongoing issue. Um let's just..."
">> right that's right okay so we call it we call it I want to shift gears a little bit we call it American dynamism uh but it is more than America it's about America and her allies uh you have spent a..."
">> In a in a recent uh deep dive, you know, Py McCormick did this long deep dive on the firm. Thought it came out pretty well. Uh he described the firm as a power broker using capital and networks to ..."
"uh but we closed very quickly uh we raised a massive amount of capital uh do you think that signals anything about where venture is going as an ecosystem as an industry um what is it what is it what d..."
">> No, definitely. >> You've talked in a recent podcast about how the media landscape has shift uh shifted how reputation can shape markets. We had Alex Karp here earlier today. uh he is uh phenomenal..."
"Um and that's great and he's interesting about it. He's got a great knowledge of history and all these kinds of things and so forth. Awesome. Uh okay. So we have placed the largest bet in American his..."