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 Aug 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 Aug 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 Aug 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 Aug 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 Aug 202537min
GPT-5 and Agents Breakdown – w/ OpenAI Researchers Isa Fulford & Christina Kim
ChatGPT-5 just launched, marking a major milestone for OpenAI and the entire AI ecosystem.Fresh off the live stream, Erik Torenberg was joined in the studio by three people who played key roles in ma...
8 Aug 202543min
How to Build a Successful Company in an Era of Disruption
What happens when a startup becomes a giant—and then has to reinvent itself all over again?In this episode, Martin Casado sits down with Raghu Raghuram (former CEO of VMware) and Jeetu Patel (Presiden...
6 Aug 202542min
Dwarkesh and Noah Smith on AGI and the Economy
In this episode, Erik Torenberg is joined in the studio by Dwarkesh Patel and Noah Smith to explore one of the biggest questions in tech: what exactly is artificial general intelligence (AGI), and how...
4 Aug 20251h 1min
