The a16z Show
Balaji & Benedict Evans: When Tech Breaks Industries
The a16z Show discusses tech and culture trends, news, and the future – especially as ‘software eats the world’. It features industry experts, business leaders, and other interesting thinkers and voices from around the world. This show is produced by Andreessen Horowitz (aka “a16z”), a Silicon Valley-based venture capital firm. Multiple episodes are released every week; visit a16z.com for more details and to sign up for our newsletters and other content as well!
Show Notes
This episode originally appeared on the Network State Podcast. Balaji Srinivasan and Benedict Evans sit down in Singapore for a wide-ranging conversation on the mechanics of disruption. Evans, a former Andreessen Horowitz partner who now writes one of tech's most-read newsletters, argues that the conversation about any technology peaks during the transition—not at 0% or 100% adoption. They cover AI's real capabilities and limits, the politics of technological disruption, why crypto's killer metric is block space, and what smart glasses, elevator attendants, and the elephant graph reveal about how change works.
Resources:
Follow Benedict Evans on LinkedIn: https://www.linkedin.com/in/benedictevans/
Check out Benedict’s Newsletter: https://www.ben-evans.com/newsletter
Follow Balaji Srinivasan on X: https://x.com/balajis
Check out Network State Podcast: https://www.youtube.com/@nspodcast
High Output Management: https://www.amazon.com/High-Output-Management-Andrew-Grove-ebook/dp/B015VACHOK/
The Deep Research Problem: https://www.ben-evans.com/benedictevans/2025/2/17/the-deep-research-problem
ARC AGI: https://arcprize.org/arc-agi
Uber and Airbnb didn't sell software: https://www.ben-evans.com/benedictevans/2025/3/14/what-kind-of-disruption
Stablecoin surpasses Visa & Mastercard: https://crypto.news/ark-invest-stablecoin-transaction-value-in-2024-surpasses-visa-and-mastercard/
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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; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see
http://a16z.com/disclosures
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Find a16z on LinkedIn
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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; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
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