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Acquired Podcast

Acquired Podcast

Podcast | United States | Centre
www.acquired.fm/

Deep dives into the playbooks of the greatest companies and investors. Hosted by Ben Gilbert and David Rosenthal.

Engagement Insights

0.84 score
21
Discussions
1
Participants
1
Total Votes
41
Articles

Discussions from Acquired Podcast

đź’» Technology
January 22, 2026

Martin Casado on the Demand Forces Behind AI

In this feed drop from The Six Five Pod, a16z General Partner Martin Casado discusses how AI is changing infrastructure, software, and enterprise purchasing. He explains why current constraints are driven less by technical limits and more by regulation, particularly around power, data centers, and compute expansion. The episode also covers how AI is affecting software development, lowering the barrier to coding without eliminating the need for experienced engineers, and how agent-driven tools...

United States
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đź’» Technology
January 21, 2026

From Code Search to AI Agents: Inside Sourcegraph's Transformation with CTO Beyang Liu

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 anymo...

United States
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đź’» Technology
January 20, 2026

The AI Opportunity That Goes Beyond Models

The a16z AI Apps team outlines how they are thinking about the AI application cycle and why they believe it represents the largest and fastest product shift in software to date. The conversation places AI in the context of prior platform waves, from PCs to cloud to mobile, and examines where adoption is already translating into real enterprise usage and revenue. They walk through three core investment themes: existing software categories becoming AI-native, new categories where software direc...

Global
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đź’» Technology
January 17, 2026

How Foundation Models Evolved: A PhD Journey Through AI's Breakthrough Era

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. While everyone obsesses over whether LLMs will get us to AGI, Omar Khattab is solving a more urgent problem: the gap between what you want AI to do and your ability to tell it, the absence of a real programming language for intent. He argues the entire field has been approaching this backwards, treating natural language ...

United States
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đź’Ľ Business
January 16, 2026

Ben Horowitz on TBPN: Three Decades with Marc and Building for the Long Game

Following the announcement of a16z’s new fund, Andreessen Horowitz cofounder and general partner Ben Horowitz joined TBPN to discuss how Andreessen Horowitz has evolved its firm structure as technology becomes embedded across every sector of the economy. Ben reflects on which lessons from The Hard Thing About Hard Things still apply to founders, why entrepreneurship remains difficult at any scale, and how long-term partnerships shape decision-making inside the firm. He explains the move towar...

Global
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đź’Ľ Business
January 16, 2026

Alex Rampell on Venture at Scale and Founder Incentives

This episode is a special feed drop from The Twenty Minute VC, featuring a conversation between Harry Stebbings and a16z General Partner Alex Rampell. Alex shares how he thinks about investing at scale, including why ownership and incentives matter, how venture changes as funds get larger, and what it really takes to win the best deals. He walks through his core founder framework of backing people who can materialize talent, capital, and customers, and explains why the strongest companies oft...

United States
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đź’» Technology
January 16, 2026

Ben & Marc: Why Everything Is About to Get 10x Bigger

a16z cofounders Marc Andreessen and Ben Horowitz join a16z general partner Erik Torenberg and Not Boring founder Packy McCormick for a conversation on how the media and information ecosystem has changed over the past decade. The discussion breaks down the shift toward a more open and decentralized speech environment, the rise of writer- and creator-led platforms like Substack, and the erosion of centralized media gatekeepers. Marc and Ben also tie these dynamics to their investing worldview, ...

Global
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đź’» Technology
January 15, 2026

Ben Horowitz on Investing in AI: AI Bubbles, Economic Impact, and VC Acceleration

AI is changing how companies are built and how venture firms operate, forcing faster decisions, clearer judgment, and new ways of working. In this exclusive conversation, Ben Horowitz shares how Andreessen Horowitz adapts to that shift. He explains why managing GPs is different from running a company, how investors are evaluated at the moment of decision rather than years later, and why verticalized teams help the firm scale without internal politics. Ben also breaks down the current AI cycle...

United States
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đź’» Technology
January 15, 2026

Alex Rampell on TBPN: Revenge, Redemption, and Founder Drive

a16z General Partner Alex Rampell joined the Technology Brothers Podcast Network following the announcement of Andreessen Horowitz’s new fund to discuss what drives founders to build enduring companies. Drawing on his journey from early software entrepreneur to leading a16z’s apps fund, Alex shared how high agency, deep historical understanding, and the ability to attract talent, capital, and customers separate great founders from the rest. He reflected on motivation beyond money, explaining ...

United States
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