The a16z Show
AI Eats the World? A Reality Check with Benedict Evans
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
Erik Torenberg speaks with tech analyst Benedict Evans about the current state of AI, what has changed over the past year, and which questions remain unanswered.
The conversation covers coding agents, foundation models, AI infrastructure spending, software economics, and the tension between today's AI excitement and the long-term realities of technology adoption. Evans discusses why coding has emerged as AI's first breakout use case, how previous platform shifts can help frame the current moment, and why many of the most important questions about AI remain unresolved.
Along the way, they explore the future of software, enterprise adoption, consumer behavior, and whether AI models ultimately capture value themselves or become infrastructure for the next generation of applications.
Resources:
Follow Benedict Evans on X: https://x.com/benedictevans
Follow Erik Torenberg on X: https://x.com/eriktorenberg
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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 a16z.com/disclosures.
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