When Giants Don’t Go Public: Inside the $5 Trillion Private Tech Market

This week, Anthropic is refusing to let the government use the company’s technology for autonomous weapons and domestic surveillance. In response, the Pentagon is threatening to cut business ties and declare Anthropic a “supply chain risk.” Who will blink first? Then, Scott Shambaugh joins us to tell the strange tale of the autonomous A.I. agent that wrote a hit piece about him. And finally, the Hot Mess Express returns to the station. Guest: Scott Shambaugh, engineer and writer of “An A.I. Agent Published a Hit Piece on Me” Additional Reading: Defense Department and Anthropic Square Off in Dispute Over A.I. Safety Ring Cancels Its Partnership With Flock Safety After Surveillance Backlash Meta Plans to Add Facial Recognition Technology to Its Smart Glasses Japan’s Largest Toilet Maker Is Undervalued A.I. Play, Says Activist Investor ‘It Is 35 Degrees’: Outrage as Aussie Uber Driver Charges $5 to Turn on Air Conditioning Unit During Heatwave Meta Patented an A.I. That Lets You Keep Post

Michael Truell, CEO of Cursor, sits down with Patrick Collison, CEO of Stripe and an investor in Anysphere, to talk about Collison's history with Smalltalk and Lisp, the MongoDB and Ruby decisions Stripe still lives with 15 years later, why he'd spend even more time on API design if he could do it over, and whether AI is actually showing up in economic productivity data. This episode originally aired on Cursor's podcast. Resources: Follow Patrick Collison on X: https://twitter.com/patrickc Follow Michael Truell on X: https://twitter.com/mntruell Follow Cursor: https://www.youtube.com/@cursor_ai 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 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; an

a16z's Martin Casado and Sarah Wang join Latent Space hosts Alessio Fanelli and Swyx to discuss what makes this AI investment cycle unlike anything in the history of venture capital. They cover why the lines between venture and growth, apps and infrastructure are blurring, how frontier model companies can raise more than the aggregate of everyone built on top of them, and why the industry-wide gap between perception and reality has never been wider. Follow Alessio Fanelli on X: https://x.com/FanaHOVA Follow Swyx (Shawn Wang) on X: https://twitter.com/FanaHOVA Follow Martin Casado on X: https://twitter.com/martin_casado Follow Sarah Wang on X: https://twitter.com/sarahdingwang Listen to more from Latent Space: https://www.youtube.com/@LatentSpacePod 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 the content her