H20s to China + 15% with Chris Miller and Lennart Heim

As 2025 comes to a close, consumer AI is entering a new phase. A small number of products now dominate everyday use, multimodal models have unlocked entirely new creative workflows, and the big labs h...

29 Des 202544min

New infrastructure primitives are creating entirely new rails for building.In this episode of Big Ideas 2026, we explore three foundational shifts that unlock new markets and workflows, not through in...

26 Des 202520min

AI is moving into the physical economy.In this episode of Big Ideas 2026, we explore what changes when AI leaves the screen and becomes part of factories, construction sites, supply chains, and critic...

25 Des 202521min

Voice is becoming one of the fastest paths for AI to do real work, especially in regulated environments where accuracy and compliance matter. In this episode, we look at voice agents replacing and aug...

24 Des 202517min

AI is becoming the orchestration layer inside the enterprise.In this episode of Big Ideas 2026, we explore the shift from isolated AI copilots to coordinated multi-agent systems that plan, analyze, an...

23 Des 202522min

AI is moving from chat to action.In this episode of Big Ideas 2026, we unpack three shifts shaping what comes next for AI products. The change is not just smarter models, but software itself taking on...

22 Des 202514min

Fintech went from a full-blown surge to a near standstill in just two years. At its peak, about 25 percent of all venture dollars were pouring into the category. By late 2022, that number had collapse...

19 Des 202545min

In this episode, we’re sharing a conversation with David George, General Partner at a16z on the firm’s growth investing team. David has been involved in backing many of the defining companies of this ...

18 Des 20251h 2min