a16z Podcast
How AI Is Rewriting the Power Law of Venture Capital
ALL-SOURCE LEDGER · WEEK 38
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How AI Is Rewriting the Power Law of Venture Capital
What ‘Hyperpolitics’ Explains About This Era
#492 — The Second Plane, 25 Years Later
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The Post-9/11 Wars, Trends of ’26, State of Democracy
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The A.I. Mob That Attacked Hugging Face + METR’s Ajeya Cotra
GPT-6 Hits AGI? Tech Euphoria 2.0, SF Mansion Shortage, NYC Bans AI in Schools & Venezuela Oil Deal
#501 – DHH: Future of Programming, AI, Agentic Engineering, Vibe Coding & Linux
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Odd Lots: Why AI Might Create More Work for Lawyers (Podcast)
유효 요약 기록 없음
Why AI isn’t showing up on your bottom line
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A16z and Accolade Partners argue that AI is making venture capital’s already extreme return distribution even steeper. Their mechanism is that incremental capital at frontier AI companies converts directly into compute and product performance, while labor budgets expand the addressable market, concentrating value in a few companies and funds. For LPs, the decision is not venture exposure alone but the combination of access, selection, and sizing.
Read deeply →Making SenseOn the 25th anniversary of 9/11, Sam Harris argues that explanations centered only on poverty or geopolitics omit the theological motivation of jihadism. His broader warning is that equating criticism of doctrine with racial prejudice weakens liberalism’s capacity for open argument and leaves the resulting vacuum to the far right. Because the episode makes strong causal claims, it must be read alongside its counterexamples and scope limits.
Read deeply →Ezra Klein ShowAnton Jäger’s ‘hyper-politics’ describes the coexistence of high voting, protest, and online expression with weak parties, unions, and civic organizations. Lower-cost expression does not become power when no institution aggregates preferences, binds leaders, or maintains a long agenda. The diagnosis is persuasive, but the replacement institution—and the precise causal role of algorithmic media—remain open questions.
Read deeply →Fareed Zakaria GPSThree conversations on Fareed Zakaria GPS connect war, social isolation, and democratic paralysis through one failure: capability without connective structure. U.S. tactical superiority does not compound into strategy without authorization, alliances, and a postwar plan; digital connection does not substitute for community; and abundant veto points erode liberal democracy’s execution capacity. The bottleneck is long-horizon coordination rather than technology or resources.
Read deeply →All-In PodcastThe All-In hosts connect frontier-model capability, San Francisco asset prices, a cyber incident, school regulation, and a Venezuela oil agreement as cases of institutions failing to absorb the speed of change. Their mechanism is that narratives about technical events spread faster than verification and then lock in regulation, capital, and foreign-policy commitments. Many claims, however, depend heavily on participant perspective and forecast.
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Five newest valid after checking 34 prior records. Zero rejection or shortfall; repeat podcasts allowed.
Summaries and figures are source-reported; audio, transcripts, and primary evidence were not independently verified.