In this episode, a16z partner Joel de la Garza sits down with Socket founder and CEO Feross Aboukhadijeh to dive into the intersection of vibe coding and security. As one of the earliest security founders to fully embrace LLMs, Feross shares firsthand insights into how these technologies are transforming software engineering workflows and productivity — and where there are sharp edges that practitioners need to avoid.The TL;DR: Treat AI-assisted programming the same way you'd treat other programming, by vetting packages, reviewing code, and generally make sure you're not sacrificing security for speed. As he explained, LLMs can make developers more productive and even make their software more secure, but only if developers do their part by maintaining a safe supply chain.Follow everyone on social media: Feross AboukhadijehJoel de la Garza
Check out everything a16z is doing with artificial intelligence here, including articles, projects, and more podcasts.
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26:35
AI Is Upending SaaS Pricing
In this episode, a16z GP Martin Casado sits down with Metronome CEO Scott Woody to unpack how AI is fundamentally changing the value proposition of software—and why that shift demands a rethink of the traditional SaaS business model.They explore how, in the cloud era, value scaled with the number of users accessing a shared system (think Salesforce). However, in the AI era, value shifts to the work the software performs on your behalf, automating tasks such as writing code or resolving support tickets. As a result, the old value metric of “users” is being replaced by “output,” and it’s upending how companies monetize.This conversation goes deep on:What new pricing models will emerge in an AI-native world Why usage-based billing is gaining ground—and where it breaks How to align GTM teams and customer success orgs with evolving value metrics Strategic advice for SaaS founders navigating hybrid business models and incentive designIf you’re selling software today, you don’t want to miss this discussion.Follow everyone on social media:Scott Woody Martin Casado
Check out everything a16z is doing with artificial intelligence here, including articles, projects, and more podcasts.
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The AI Infrastructure Stack with Jennifer Li
In this episode, which originally aired on the Complex Systems Podcast, a16z General Partner Jennifer Li discusses how AI is reshaping every layer of the software stack, creating demand for new types of middleware. Jennifer talks about emerging infrastructure categories and why the next wave of valuable companies might be the unsexy infrastructure providers powering tomorrow's intelligent applications.Subscribe to Complex Systems:SpotifyApple
Check out everything a16z is doing with artificial intelligence here, including articles, projects, and more podcasts.
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45:33
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45:33
AI's Unsung Hero: Data Labeling and Expert Evals
Labelbox CEO Manu Sharma joins a16z Infra partner Matt Bornstein to explore the evolution of data labeling and evaluation in AI — from early supervised learning to today’s sophisticated reinforcement learning loops.Manu recounts Labelbox’s origins in computer vision, and then how the shift to foundation models and generative AI changed the game. The value moved from pre-training to post-training and, today, models are trained not just to answer questions, but to assess the quality of their own responses. Labelbox has responded by building a global network of “aligners” — top professionals from fields like coding, healthcare, and customer service, who label and evaluate data used to fine-tune AI systems.The conversation also touches on Meta’s acquisition of Scale AI, underscoring how critical data and talent have become in the AGI race. Here's a sample of Manu explaining how Labelbox was able to transition from one era of AI to another:It took us some time to really understand like that the world is shifting from building AI models to renting AI intelligence. A vast number of enterprises around the world are no longer building their own models; they're actually renting base intelligence and adding on top of it to make that work for their company. And that was a very big shift. But then the even bigger opportunity was the hyperscalers and the AI labs that are spending billions of dollars of capital developing these models and data sets. We really ought to go and figure out and innovate for them. For us, it was a big shift from the DNA perspective because Labelbox was built with a hardcore software-tools mindset. Our go-to market, engineering, and product and design teams operated like software companies. But I think the hardest part for many of us, at that time, was to just make the decision that we're going just go try it and do it. And nothing is better than that: "Let's just go build an MVP and see what happens."Follow everyone on X:Manu SharmaMatt Bornstein
Check out everything a16z is doing with artificial intelligence here, including articles, projects, and more podcasts.
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46:48
AI, Data Engineering, and the Modern Data Stack
In this episode of AI + a16z, dbt Labs founder and CEO Tristan Handy sits down with a16z's Jennifer Li and Matt Bornstein to explore the next chapter of data engineering — from the rise (and plateau) of the modern data stack to the growing role of AI in analytics and data engineering. As they sum up the impact of AI on data workflows: The interesting question here is human-in-the-loop versus human-not-in-the-loop. AI isn’t about replacing analysts — it’s about enabling self-service across the company. But without a human to verify the result, that’s a very scary thing.Among other specific topics, they also discuss how automation and tooling like SQL compilers are reshaping how engineers work with data; dbt's new Fusion Engine and what it means for developer workflows; and what to make of the spate of recent data-industry acquisitions and ambitious product launches.Follow everyone on X:Tristan HandyJennifer LiMatt Bornstein
Check out everything a16z is doing with artificial intelligence here, including articles, projects, and more podcasts.
Artificial intelligence is changing everything from art to enterprise IT, and a16z is watching all of it with a close eye. This podcast features discussions with leading AI engineers, founders, and experts, as well as our general partners, about where the technology and industry are heading.
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