Are we nearing the end of the smartphone era?

In this episode, a16z Growth General Partner David George talks with Meta CTO Andrew “Boz” Bosworth about what comes after apps and touchscreens. From smart glasses to AR headsets, Boz shares how AI is powering a new wave of computing—one that’s ambient, agentic, and driven by human intent.

They explore what it takes to build for this future, the risks of changing interaction models, and why the next big platform shift may already be in motion.

This episode is part of our AI Revolution series, where we explore how industry leaders are leveraging generative AI to steer innovation and navigate the next major platform shift. Discover more insights and content from the AI Revolution series at a16z.com/AIRevolution.

Resources:

Find Boz on X: https://x.com/boztank

Find David on X: https://x.com/davidgeorge8

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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.

In today’s world, the battlefield extends far beyond war zones—it’s embedded in our tech stacks, supply chains, and airspace security systems. So who better to solve these modern challenges than those who’ve served on the front lines?

Recorded live at the third annual American Dynamism Summit in Washington D.C., this episode features a16z’s Matt Shortal—a veteran himself—moderating a conversation with three founders who transitioned from military service to building cutting-edge defense startups:

• John Doyle, founder & CEO of Cape
• David Tuttle, cofounder & CEO of Rune
• Grant Jordan, founder & CEO of SkySafe

The panel covers their journeys from service to startups, how their time in uniform shaped what they chose to build, and whether veterans should go straight into entrepreneurship—or stop first at places like Palantir or Anduril. They also discuss how Ukraine changed the game, how dual-use tech is shifting the innovation landscape, and how to instill trust and culture in mission-driven companies.

The big question: how do we win the next war—the asymmetric, fast-moving, tech-enabled kind—and build the industrial base we need to do it?

Resources:

See more from The American Dynamism Summit 2025: www. a16z.com/american-dynamism-summit

Find John of LinkedIn: https://www.linkedin.com/in/john-doyle-48633227/

Find David on LinkedIn: https://www.linkedin.com/in/davidtuttle1/

Find Grant on LinkedIn: https://www.linkedin.com/in/grantjordansd/

Find Matt on LinkedIn: https://www.linkedin.com/in/matthew-shortal/

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Find a16z on LinkedIn: https://www.linkedin.com/company/a16z

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

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.

War has always been shaped by technology—from steel and gunpowder to GPS and nuclear weapons. But the decisive technologies of tomorrow aren’t coming—they’re already here.

In this episode, recorded live at our third annual American Dynamism Summit, a16z’s Senior National Security Advisor Matt Cronin sits down with Ryan Tseng (cofounder & CEO, Shield AI) and Adam Bry (cofounder & CEO, Skydio) to discuss the rise of autonomous drones, AI-driven warfare, and the escalating great power competition with China. They cover:

• Why drones are reshaping the battlefield in Ukraine, Israel, and beyond
• The asymmetry of $1,000 drones taking out $10M tanks
• Why U.S. drone production lags China—and how to catch up
• The ethical and tactical implications of autonomy in combat
• What it will take to reindustrialize America and maintain deterrence

If the future of warfare is software-defined, who writes that software—and who deploys it first—matters more than ever.

Resources:

Find Adam on X: https://x.com/adampbry

Find Ryan on LinkedIn: https://www.linkedin.com/in/ryantseng/

Find Matt on LinkedIn: https://www.linkedin.com/in/matt-cronin-8b88811/

See more from the American Dynamism Summit: www. a16z.com/american-dynamism-summit

Stay Updated:

Let us know what you think: https://ratethispodcast.com/a16z

Find a16z on Twitter: https://twitter.com/a16z

Find a16z on LinkedIn: https://www.linkedin.com/company/a16z

Subscribe on your favorite podcast app: https://a16z.simplecast.com/

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

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.

When people think about startups working with the government, the phrase “black box” often comes up. But what if that box is finally being pried open?

In this episode—recorded live at the American Dynamism Summit in DC—we talk with two Chief Technology Officers at the heart of American defense: Alex Miller, CTO for the Chief of Staff of the Army, and Justin Fanelli, CTO at the Department of the Navy. Along with a16z partner Leila Hay, they break down how the Department of Defense is shifting from decades-old processes to software-speed execution, why the real bottlenecks are cultural, not technical, and how startups can actually navigate and scale within this massive system.

From replacing outdated procurement with faster pathways, to getting tech into the hands of warfighters faster, this is a rare look inside the government’s most ambitious efforts to modernize—and what it means for builders on the outside.

Is it time to rip up the system and start fresh? Or are the seeds of change already in the ground?

Resources:

DoD Contracts for Startups 101: https://a16z.com/dod-contracting-for-startups-101/

Find Justin on LinkedIn: https://www.linkedin.com/in/justinfanelli/

Find Leila on LinkedIn: https://www.linkedin.com/in/leilahay/

Stay Updated:

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Find a16z on Twitter: https://twitter.com/a16z

Find a16z on LinkedIn: https://www.linkedin.com/company/a16z

Subscribe on your favorite podcast app: https://a16z.simplecast.com/

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

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.

This month, a16z’s Consumer team released the fourth edition of the GenAI 100 — a data-driven ranking of the top 50 AI-first web products and mobile apps, based on unique monthly visits and active users.

In just six months, the consumer AI landscape has shifted dramatically. Some products surged ahead, others plateaued, and a few unexpected players reshaped the leaderboard entirely.

In this episode, a16z General Partner Anish Acharya and Partner Olivia Moore join us to unpack the latest rankings and explore the key cultural and product moments that brought us to this point.

Which applications are leading the pack — and which ones are quietly on the rise? What do trends like AI video, companion apps, and “vibe coding” reveal about the future of consumer AI? And for the first time, the team also analyzed which products aren’t just gaining users, but generating real revenue.

If you’re looking to understand where we are in the GenAI adoption cycle — and what might come next — this episode offers a data-backed view into one of the fastest-moving corners of technology.

You can find the full GenAI 100 list at a16z.com/genai100-4

Timecodes:

00:00: Consumer AI Trends

00:36: The Gen AI 100 List: Methodology and Insights

02:38: Pivotal Moments in AI Development

05:37: Assumptions and Realities in AI

08:49: Emerging Trends and Newcomers

11:53: The Brink List: Near Misses and Future Contenders

16:13: Surprises and Consistencies in AI Adoption

18:31: The Future of AI Applications

19:54: Traffic Trends and User Demographics

20:32: Resurgence and New Use Cases

22:47: Competitors and Market Dynamics

25:30: AI Video Models and Trends

29:23: Mobile vs Desktop Usage

30:34: Revenue Insights and Monetization

34:06: Key Learnings and Final Thoughts

Resources:
Find Anish on X: https://x.com/illscience

Find Olivia on X: https://x.com/omooretweets

Stay Updated:

Let us know what you think: https://ratethispodcast.com/a16z

Find a16z on Twitter: https://twitter.com/a16z

Find a16z on LinkedIn: https://www.linkedin.com/company/a16z

Subscribe on your favorite podcast app: https://a16z.simplecast.com/

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

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.

The global race for AI leadership is no longer just about companies—it’s about nations. AI isn’t just computing infrastructure; it’s cultural infrastructure, economic strategy, and national security all rolled into one.

In this episode, Jensen Huang, founder and CEO of NVIDIA, and Arthur Mensch, cofounder and CEO of Mistral, sit down to discuss sovereign AI, national AI strategies, and why every country must take ownership of its digital intelligence.

• How AI will reshape global economies and GDP
• The full AI stack—from chips to models to AI factories
• Why AI is both a general purpose technology and deeply specialized
• The open-source vs. closed AI debate and its impact on sovereignty
• Why no one will build AI for you—you have to do it yourself

Is this the most consequential technology shift of all time? If so, the stakes have never been higher.

Resources:

Find Arthur on X: https://x.com/arthurmensch

Find Anjney on X: https://www.linkedin.com/in/anjney/

Find NVIDIA on X: https://x.com/nvidia

Find Mistral: https://x.com/MistralAI

Stay Updated:

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Find a16z on Twitter: https://twitter.com/a16z

Find a16z on LinkedIn: https://www.linkedin.com/company/a16z

Subscribe on your favorite podcast app: https://a16z.simplecast.com/

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

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.

AI voice technology has been around for years — think Siri or Alexa — but the magic has been missing. That’s changing, and quickly!

In this episode, Anish Acharya, General Partner at a16z, and Olivia Moore, Partner at a16z, explore why AI voice is reaching a breakthrough moment, how today’s models feel more human than ever, and why voice is poised to become the primary way people interact with AI.

With businesses already making tens of thousands of AI-driven phone calls daily, AI-powered conversations are no longer a distant vision—they’re happening now. Whether it's AI companions, customer service bots, or enterprise applications, voice tech is here—and it’s improving faster than anyone expected.

Resources:

Find Anish on X: https://x.com/illscience

Find Olivia on X: https://x.com/omooretweets
Read the report: https://a16z.com/ai-voice-agents-2025-update/

Listen to Raising Health’s episode on how voice AI is solving healthcare’s workforce challenges : https://a16z.com/podcast/voice-ai-solving-healthcares-workforce-challenges-with-ankit-jain/

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Let us know what you think: https://ratethispodcast.com/a16z

Find a16z on Twitter: https://twitter.com/a16z

Find a16z on LinkedIn: https://www.linkedin.com/company/a16z

Subscribe on your favorite podcast app: https://a16z.simplecast.com/

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

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.

For over a century, the United States has been the birthplace of world-changing innovation – from the Wright brothers’ first flight to the invention of the transistor, the moon landing, and the birth of the internet. But in recent years, belief in American progress has wavered.

Three years ago, a16z General Partner Katherine Boyle wrote a bold thesis called Building American Dynamism, challenging this apathy and calling for startups to tackle the country’s biggest problems. The idea spread fast – first as a meme, then as a movement, and today as a $600M dedicated fund.

In this episode, Katherine and fellow a16z General Partner David Ulevitch discuss:

• The origins of American Dynamism—and why it was controversial at first
• How Washington and Silicon Valley can come together
• America’s competitiveness in today’s great power competition
• The latest American Dynamism 50 list focused on the Indo-Pacific, showcasing the top startups building for the national interest

If you’re curious about the future of America, this is a conversation you won’t want to miss.

Check out this year’s full AD50 list at a16z.com/AD50.

Resources:

Find David on X: https://x.com/davidu

Find Katherine on X: https://x.com/KTmBoyle

Find last year’s’ American Dynamism 50 AI Addition’ here: https://a16z.com/american-dynamism-50-ai/

Read Katherine’s article ‘Building American Dynamism’: https://a16z.com/building-american-dynamism/

Stay Updated:

Let us know what you think: https://ratethispodcast.com/a16z

Find a16z on Twitter: https://twitter.com/a16z

Find a16z on LinkedIn: https://www.linkedin.com/company/a16z

Subscribe on your favorite podcast app: https://a16z.simplecast.com/

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

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.