Dylan Patel: GPT-5, NVIDIA, Intel, Meta, Apple
The AI hardware race is heating up, and NVIDIA is still far ahead. What will it take to close the gap?In this episode, Dylan Patel (Founder & CEO, SemiAnalysis) joins Erin Price-Wright (General Partne...
18 Elo 20251h 4min
Google DeepMind Lead Researchers on Genie 3 & the Future of World-Building
Genie 3 can generate fully interactive, persistent worlds from just text, in real time.In this episode, Google DeepMind’s Jack Parker-Holder (Research Scientist) and Shlomi Fruchter (Research Director...
16 Elo 202541min
The State of American AI Policy: From ‘Pause AI’ to ‘Build’
a16z General Partners Martin Casado and Anjney Midha join Erik Torenberg to unpack one of the most dramatic shifts in tech policy in recent memory: the move from “pause AI” to “win the AI race.”They t...
15 Elo 202542min
H20s to China + 15% with Chris Miller and Lennart Heim
We’re sharing an episode from ChinaTalk that dives into one of the biggest recent reversals in U.S. tech policy.The U.S. banned Nvidia’s H20 AI chips to China in April. Now, just months later, they’re...
14 Elo 20251h 6min
Grok, Genie 3, GPT-5 & the Rise of Vibe Coding
a16z partners Olivia and Justine Moore unpack the latest in consumer AI including: - Grok’s “Imagine” and its instant, social-first creative tools- Google’s Genie 3 and the future of 3D worlds- GPT-5:...
13 Elo 202527min
Alex Danco on Speechwriting, Blogging, and Giving Founders Power
Fresh off the announcement of his move from Shopify to a16z, Alex Danco joins TBPN to talk about the “trade deal” that brought him here and his mission to make the firm’s written content truly world c...
13 Elo 202515min
Steven Sinofsky & Balaji Srinivasan on the Future of AI, Tech, & the Global World Order
There’s been a wave of M&A deals lately - Meta and Scale, Windsurf and Google - and a lot of it points to something bigger: how regulation, capital, and innovation are colliding in 2025.In this episod...
11 Elo 20251h 17min
Marc Andreessen: Why Perfect Products Become Obsolete
In this episode, Marc Andreessen joins TBPN for an unfiltered conversation spanning everything from ads in LLMs to why Apple’s AI strategy may be risky for anyone not named Apple.Marc breaks down the ...
8 Elo 202537min
