Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy

with Exa CEO Will Bryk

Sarah Wang speaks with Exa cofounder and CEO Will Bryk about building search infrastructure for the AI era. The conversation covers Exa’s origins, why traditional search engines were not designed for AI agents, and how search changes when the user is no longer a human but an autonomous system. They discuss retrieval, agent workflows, coding agents, data access, and why search may become a foundational layer for the emerging agent economy. Along the way, Bryk shares his views on AI-native products, the future of information discovery, and why some of the most important problems in technology can ultimately be framed as search problems. Resources: Find Will on X: https://x.com/WilliamBryk Find Sarah on X: https://x.com/sarahdingwang Check out everything a16z is doing with artificial intelligence here, including articles, projects, and more podcasts. Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or b

Theo Jaffee speaks with Steven Sinofsky about Apple’s 50th anniversary and the evolution of personal computing over the last four decades. Drawing on his experience helping lead Microsoft through the Windows era, Sinofsky reflects on the cultural differences between Apple and Microsoft, the rise of the Mac, the history of Windows, and how product design, hardware integration, and software platforms shaped the modern technology industry. They also discuss the Apple Vision Pro, the new MacBook Neo, gaming, operating systems, and why some technology cycles seem to repeat themselves. Along the way, Sinofsky shares lessons from Windows, Surface, and Microsoft’s battles with Apple, offering a firsthand perspective on some of the most consequential product decisions in computing history. Resources: Find Steven on X: https://x.com/stevesi Find Theo on X: https://x.com/theojaffee Stay Updated: Find a16z on YouTube: YouTube Find a16z on X Find a16z on LinkedIn Listen to the a16z Show on Spotify

Theo Jaffee speaks with Steven Sinofsky about the next generation of personal computing and the growing role of AI-native hardware. The conversation covers NVIDIA’s entry into the PC market, Microsoft’s strategy for AI-powered devices, Apple’s hardware roadmap, and the long-running tension between backward compatibility and platform reinvention. Sinofsky explains why AI may fundamentally change how personal computers are designed, and why local inference could become increasingly important as AI workloads grow. Along the way, they discuss Windows, Surface, Arm processors, Apple Silicon, and what the future of computing might look like as AI shifts from the cloud to devices. Resources: Find Steven on X: https://x.com/stevesi Find Theo on X: https://x.com/theojaffee Stay Updated: Find a16z on YouTube: YouTube Find a16z on X Find a16z on LinkedIn Listen to the a16z Show on Spotify Listen to the a16z Show on Apple Podcasts Follow our host: https://twitter.com/eriktorenberg Please note that

Martin Casado speaks with George Fraser, cofounder and CEO of Fivetran, about the future of data infrastructure in the age of AI. The conversation covers Fivetran’s merger with dbt, the changing role of data platforms, and why Fraser believes many companies are overestimating the threat AI poses to enterprise software. They discuss open data access, the backlash against AI agents accessing systems of record, and why businesses still need centralized data foundations even as agent-based workflows become more common. Along the way, Fraser shares his views on data gravity, coding agents, enterprise AI adoption, and how AI is changing the way software companies build and operate products. Resources Follow George Fraser on X: https://x.com/frasergeorgew Follow Martin Casado on X: https://x.com/martin_casado Check out everything a16z is doing with artificial intelligence here, including articles, projects, and more podcasts. Please note that the content here is for informational purposes onl