This episode is a special replay from The Generalist Podcast, featuring a conversation with a16z General Partner Martin Casado. Martin has lived through multiple tech waves as a founder, researcher, and investor, and in this discussion he shares how he thinks about the AI boom, why he believes we’re still early in the cycle, and how a market-first lens shapes his approach to investing. They also dig into the mechanics behind the scenes: why AI coding could become a multi-trillion-dollar market, how a16z evolved from a small generalist firm into a specialized organization, the growing role of open-source models, and why Martin believes AGI debates often obscure more meaningful questions about how technology actually creates value.

What if the next leap in artificial intelligence isn’t about better language—but better understanding of space? In this episode, a16z General Partner Erik Torenberg moderates a conversation with Fei-Fei Li, cofounder and CEO of World Labs, and a16z General Partner Martin Casado, an early investor in the company. Together, they dive into the concept of world models—AI systems that can understand and reason about the 3D, physical world, not just generate text. Often called the “godmother of AI,” Fei-Fei explains why spatial intelligence is a fundamental and still-missing piece of today’s AI—and why she’s building an entire company to solve it. Martin shares how he and Fei-Fei aligned on this vision long before it became fashionable, and why it could reshape the future of robotics, creativity, and computational interfaces. From the limits of LLMs to the promise of embodied intelligence, this conversation blends personal stories with deep technical insights—exploring what it really means to build AI that understands the real (and virtual) world.

a16z's Martin Casado sits down with Shikhar Shrestha, CEO and cofounder of Ambient, the company bringing agentic AI to physical security. Shikhar shares how a traumatic armed robbery at age 12—and a security camera that no one was watching—sparked his mission to make every camera intelligent. They discuss how Ambient's AI monitors camera feeds in real-time to detect threats and prevent incidents before they happen, navigating COVID as a physical security company, building their own reasoning VLM called Pulsar, and why the future of security is AI not just detecting threats but automatically responding to them.

Matt Knight spent five years as OpenAI’s CISO. Now he runs what colleagues call “the most interesting job at the company”: leading Aardvark, an AI agent that finds security vulnerabilities the way a human researcher would—by reading code, writing tests, and proposing patches. It recently found a memory corruption bug in OpenSSH, one of the most heavily audited codebases in existence.

Most companies still rely on dashboards to understand their data, even though AI now offers new ways to ask questions and explore information. Barry McCardel, CEO of Hex and former engineer at Palantir, joins a16z General Partner Sarah Wang to discuss how agent workflows, conversational interfaces, and context-aware models are reshaping analysis. Barry also explains how Hex aims to make everyone a data person by unifying analysis and AI in one workflow, and he reflects on his post about getting rid of their AI product team and the process behind Hex’s funny launch videos.

Ian Webster built PromptFoo after watching 200 million Discord users systematically dismantle his AI agent—now Fortune 10 companies pay him to break theirs before customers do. The "lethal trifecta" sounds academic until you realize it's already happening: untrusted input plus sensitive data plus an exfiltration channel equals the security incident that just cost a SaaS company its multi-tenancy guarantees. Webster's red-teaming agents don't use signatures—they have 30,000 conversations with your system, socially engineering their way past guardrails the same way a teenager with emojis convinced ChatGPT to leak data, except his tools find the vulnerability before your users become the pen testers.

Netlify's CEO reveals a seismic shift nobody saw coming: 16,000 daily signups—five times last year's rate—and 96% aren't coming from AI coding tools. They're everyday people accidentally building React apps through ChatGPT, then discovering they need somewhere to deploy them. The addressable market for developer tools just exploded from 17 million JavaScript developers to 3 billion spreadsheet users, but only if your product speaks fluent AI—which is why Netlify's founder now submits pull requests he built entirely through prompting, never touching code himself, and why 25% of users immediately copy error messages to LLMs instead of debugging manually. The web isn't dying to agents; it's being reborn by them, with CEOs coding again and non-developers shipping production apps while the entire economics of software—from perpetual licenses to subscriptions to pure usage—gets rewritten in real-time.

Sourcegraph's CTO just revealed why 90% of his code now comes from agents—and why the Chinese models powering America's AI future should terrify Washington. While Silicon Valley obsesses over AGI apocalypse scenarios, Beyang Liu's team discovered something darker: every competitive open-source coding model they tested traces back to Chinese labs, and US companies have gone silent after releasing Llama 3. The regulatory fear that killed American open-source development isn't hypothetical anymore—it's already handed the infrastructure layer of the AI revolution to Beijing, one fine-tuned model at a time.

Ryo Lu spent years watching his designs die in meetings. Then he discovered the tool that lets designers ship code at the speed of thought: Cursor, the company where Ryo is now Head of Design. In this episode, we sit down with a16z General Partner Jennifer Li and Ryo Lu to discuss why "taste" is the wrong framework for understanding the future, why purposeful apps are "selfish," how System 7 holds secrets about AI interfaces, and the radical bet that one codebase can serve everyone if you design the concepts right instead of the buttons.

The Stanford PhD who built DSPy thought he was just creating better prompts—until he realized he'd accidentally invented a new paradigm that makes LLMs actually programmable.

If you can’t robustly protect your secrets, you can’t have reliable AI agents. In this episode, Truffle Security cofounder and CEO Dylan Ayrey joins a16z partner Joel de la Garza to discuss the emergent security stack for AI agents, why leaks are actually getting worse, and how Truffle evolved from an open-source side project to a major VC-backed startup.

In this episode, a16z General Partner Martin Casado sits down with Ovais Tariq, Cofounder and CEO of Tigris Data, to discuss why independent storage is so hard, what operating your own datacenters is like, and what’s in store for the future of cloud.

Customer support platforms lacked adequate solutions for B2B companies - until Pylon entered the scene. We sat down with Pylon cofounders Marty Kausas, Advith Chelikani, and Robert Eng to discuss why they went into B2B, how they plan to beat huge competitors, and why they still live together in a windowless apartment and work 9-9-6 hours despite having raised tens of millions.

In 2025, we saw the first glimpses of true AI agents. In 2026, every company will be rushing to get them into production, and they’ll need companies like Keycard to manage fleets of agents. In this conversation, a16z Partner Joel de la Garza sits down with Keycard Cofounder and CEO Ian Livingstone to discuss the continuum from copilots to agents, the security realities of tool-calling, why enterprises will adopt before consumers, and how to control your agents.

AI coding has emerged as a major market for AI: one that’s already rewriting how software gets built. a16z Infra Partners Yoko Li and Guido Appenzeller break down how “agents with environments” are changing the dev loop; why repos and PRs may need new abstractions; and where ROI is showing up first (like legacy code migration).

What if the hardest part of building a company isn’t the product, but knowing exactly who it’s for? In this episode, a16z General Partner Martin Casado sits down with Abhishek Agrawal, Cofounder and CEO of Material Security, to discuss how an ideal customer profile is discovered, how to manage any kind of customer, and how frothy markets can distort real signal.

AI is changing the security game. a16z partner Joel de la Garza talks with Kevin Tian, cofounder & CEO of Doppel Security, about the rise of social engineering attacks, why LLMs are now core to defense, and how Doppel is automating detection, takedowns, and even training simulations. They also discuss deepfake fraud, building at the edge of new model releases, and why the hardest problem today is engineering time—not ideas.

In this conversation, a16z General Partner Martin Casado and Partner Yoko Li sit down with scientist and Lytro founder Ren Ng along with Phota Labs cofounders Cecilia Zhang and Zhihao “Zach” Xia to explore the past, present, and future of computational photography.

OpenAI’s Codex has already shipped hundreds of thousands of pull requests in its first month. But what is it really, and how will coding agents change the future of software?

How do you build real-time, expressive AI video from first principles? Hedra CEO Michael Lingelbach joins a16z to discuss model architecture, UX tradeoffs, and why character-centric design unlocks the next wave of generative media.