SHOW DIRECTORY
The a16z Show
The venture firm’s view of startups, AI, software, markets, company building, and the technological shifts creating new categories.
BIDCLUB DESCRIPTION
Building a Company in Stealth | Travis Kalanick with a16z
Travis KalanickBen HorowitzErik Torenberg
Atoms is applying full-stack industrial AI to food, mining, and transport, with production, logistics, robotics, and infrastructure unified as an “atoms-based computer.”Its 50% production-cost reduction, 50¢–$1 robotic delivery, and mining productivity now above humans support a path to lower-cost meals and faster deployment, while execution depends on management capacity and overcoming industrial regulation.
Is Non-Consensus Investing Overrated?
Erik TorenbergMartín CasadoLeo Polovets
Martín Casado argues that ignoring consensus is dangerous because early venture markets are “pretty darn efficient,” while a startup dependent on follow-on capital must eventually become fundable.The highest-alpha bets may begin outside consensus and then reprice sharply, but rapid markups can create fragility; the unresolved test is whether high-priced winners actually produce superior venture returns or merely reflect price arbitrage.