with @DavidSacks @pmarca @bhorowitz @eriktorenberg

Today’s episode features David Sacks, the Trump administration’s “AI and crypto czar," in conversation with a16z cofounders Marc Andreessen and Ben Horowitz, and General Partner Erik Torenberg.

They dig into:

• how the U.S. is approaching AI and crypto policy,
• the fight over open source software,
• the status of tech regulation and legislation (like the CLARITY Act for crypto),
• what’s at stake in the geopolitical race with China, and more

This episode is a special crossover with the a16z podcast, which you can follow for more conversations like this.

Timestamps:

00:00 Intro

01:16 David Sacks on Crypto and AI Policy

02:34 Trump's Vision for Crypto

06:16 The Crypto Crackdown and Debanking Years

08:58 AI Regulatory Capture and Gatekeeping

11:30 How Permissionless Innovation Built Silicon Valley

16:21 "Woke" vs. Orwellian AI

21:48 When AGI?

24:29 Polytheistic AI and "End-to-End" Humans

31:07 The Future of AI: Controlled or Decentralized?

37:13 Open Source and Global Competition

41:53 The AI Race: US vs China

46:32 Amping Up Energy and Infrastructure

47:17 Cultural Divides Over the American Tech Stack

55:01 The European approach and Doomerism

01:06:14 Crypto and the Legislative Process (GENIUS, CLARITY)

01:11:13 The Future of the Democratic Party

01:14:12 San Francisco Politics

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As always, none of the following should be taken as investment, business, legal, or tax advice. Please see a16z.com/disclosures for more important information, including a link to a list of our investments.