The a16z Show

Why $1B Exits are Dead

content+a16zpodcast@a16z.com (David George, David Clark) — Fri, 29 May 2026 10:00:00 +0000

David George, General Partner at a16z, and David Clark, CIO at VenCap, discuss how AI is reshaping venture capital and the technology industry itself. They examine why today’s AI companies are scaling faster than any previous generation of startups, and why the eventual outcomes may be significantly larger than most investors currently expect.

The conversation covers frontier AI models, coding agents, open source competition, data center constraints, and who ultimately captures value in the AI ecosystem. They also discuss what these shifts mean for venture capital itself, including larger company outcomes, faster value creation, and the growing challenge of identifying durable winners in a market evolving at unprecedented speed.

Resources:

Follow David George on X: https://x.com/DavidGeorge83

Follow David Clark on X: https://x.com/daveclark85

Follow VenCap on X: https://www.vencap.com

Stay Updated:

Find a16z on YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

Follow our host: https://twitter.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 a16z.com/disclosures.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stablecoins, AI Agents, and The Future of Global Banking

content+a16zpodcast@a16z.com (Angela Strange, Dileep Thazhmon) — Thu, 28 May 2026 10:00:00 +0000

Angela Strange speaks with Dileep Thazhmon, founder and CEO of Jeeves, about building a global financial operating system for enterprises across Latin America using stablecoins and AI.

The conversation covers the challenges of building localized financial infrastructure across 25 countries, from regulation and payments to underwriting and compliance. They also discuss why stablecoin adoption is accelerating in Latin America, and how AI is helping Jeeves scale billions in payment volume while automating underwriting, customer support, reconciliation, and KYB workflows.

Resources:

Follow Dileep Thazhmon on X: https://x.com/thazhmon

Follow Angela Strange on X: https://x.com/astrange

Stay Updated:

Find a16z on YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

Follow our host: https://twitter.com/eriktorenberg

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Marc Rowan on Private Markets, Software Repricing, and Capital Allocation

content+a16zpodcast@a16z.com (David Haber, Marc Rowan) — Wed, 27 May 2026 10:00:00 +0000

In 1990, Marc Rowan walked out of Drexel with his belongings in a cardboard box. Within a year, Apollo was managing $6 billion.

David Haber speaks with Marc Rowan, Cofounder, CEO, and Chair of Apollo Global Management, about building Apollo into one of the world’s largest alternative asset managers and how private capital is reshaping the global economy.

The conversation covers the rise of private credit, and why Rowan believes private markets are becoming increasingly central to financing the real economy. They also discuss AI, data centers, robotics, and the growing intersection between venture-backed technology companies and large-scale private financing.

Along the way, they reflect on leadership, institutional culture, and why enduring organizations must adapt rather than protect the status quo.

Resources:

Follow David Haber on X: https://x.com/dhaber

Learn more about Apollo Global Management: https://www.apollo.com

Stay Updated:

Find a16z on YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

Follow our host: https://twitter.com/eriktorenberg

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Robin Hanson on Prediction Markets, Gambling, and the Future of Forecasting

content+a16zpodcast@a16z.com (Theo Jaffee, Sophia Puccini, Robin Hanson) — Tue, 26 May 2026 17:28:08 +0000

Theo Jaffee and Sophia Puccini speak with economist Robin Hanson about prediction markets, gambling, and why he believes speculative markets are one of the most powerful tools humans have for aggregating information and forecasting outcomes.

The conversation begins with Minnesota’s recent law criminalizing prediction markets before expanding into the broader backlash surrounding platforms like Kalshi and Polymarket. Hanson explains his long-term vision for “decision markets,” where markets could help guide choices made by companies, governments, and even individuals.

Along the way, they discuss sports betting, games and human psychology, futurism, AI, and Hanson’s broader work on how societies misunderstand risk, incentives, and coordination

Resources:

Follow Robin Hanson on X: https://x.com/robinhanson

Follow Theo Jaffee on X: https://x.com/theojaffee

Follow Sophia Puccini on X: https://x.com/schisofrenia

Stay Updated:

Find a16z on YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

Follow our host: https://twitter.com/eriktorenberg

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Why AI Isn’t Killing SaaS Yet

content+a16zpodcast@a16z.com (Jack Farley, Max Wiethe, Ara Kharazian) — Mon, 25 May 2026 10:00:00 +0000

Originally aired on MTS segment, Monetary Matters, Jack Farley and Max Wiethe speak with Ara Kharazian, Lead Economist at Ramp, about what real business spending data says about AI adoption, why the “SaaSpocalypse” narrative is overblown, and how companies are actually buying and deploying AI tools. They also discuss Anthropic overtaking OpenAI in Ramp’s AI Index, token-based pricing, AI productivity gains, and why many legacy software firms may be more resilient than people expect.

Resources:

Follow Ara on X: https://x.com/arakharazian

Follow Jack on X: https://x.com/JackFarley96

Follow Max on X: https://x.com/maxwiethe

Stay Updated:

Find a16z on YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

Follow our host: https://twitter.com/eriktorenberg

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.