
Rocket Mortgage CEO Alex argues the housing crisis stems from wealth concentration among older owners, insufficient new construction, and asset‑price inflation, contrasting today with the post‑World War II Levittown model of mass‑built affordable homes. He blames regulatory hurdles and NIMBY opposition for limiting supply, while noting rising buyer expectations and higher mortgage rates exacerbate affordability gaps. Alex proposes leveraging modular construction, AI, robotics, and 3D‑printing to lower building costs and accelerate delivery. He also calls for a streamlined, real‑time mortgage qualification process to make buying as simple as everyday transactions, which could boost demand and temper prices.

Grant Lee co‑founded Gamma in 2020 to reinvent presentations by making visual storytelling effortless for non‑designers, eventually scaling the AI‑powered platform to roughly 100 million users and approaching $100 million in annual recurring revenue. Early investor pushback—citing the dominance of incumbents like...
Today we are excited to announce that we are promoting Guy Wuollet (@guywuolletjr) to General Partner. We first met Guy in 2018 while he was studying computer science at Stanford, where he also rowed varsity crew. He initially joined the firm...

Mark Zuckerberg and Priscilla Chan explained the Chan Zuckerberg Initiative's long‑term strategy to accelerate basic science by building AI‑driven research tools, arguing that new shared platforms are the modern equivalent of the microscope or telescope for biology. They highlighted the...

In the interview, Jenna discusses the evolution from AI chatbots as simple command‑line tools to a new generation of personalized, visual "personal software" built on AI companions. She argues that current AI interfaces are limited to basic search and writing...

David Sacks argues that Europe views leadership as regulatory control, while the United States should provide clear, pro‑innovation rules for AI and crypto. He praises former President Trump’s pledge to make the U.S. a crypto capital by offering regulatory certainty...

Marc Andreessen and Ben Horowitz argued that current large language models (LLMs) already approach human-like creativity and reasoning for most practical purposes, even if they may not replicate the rarest, generational-level breakthroughs. They emphasized that human innovation itself is largely...

Google DeepMind's Nano Banana—an internal name for the Gemini 2.5 Flash image model—combines the high visual fidelity of DeepMind’s Imagine family with Gemini’s conversational, multimodal editing capabilities. Developers report striking zero‑shot personalization (one image yields convincing likenesses), rapid user adoption...

From Netscape to VMware, Raghu Raghuram has been at the center of nearly every major inflection point in enterprise technology. In this episode, Raghu joins Ben Horowitz, Martin Casado and David George to reflect on the early internet wars with Microsoft,...

In a wide-ranging conversation, Marc Andreessen and Replit CEO Amjad Masad argue that recent advances in AI are bringing programming closer to natural language, with platforms like Replit aiming to remove setup and syntax as barriers so users can build...
I'll be on @tbpn today to talk about our State of Crypto report.

We’re excited to share our 2025 State of Crypto report. This year’s story: the maturation of the crypto industry — with growing institutional adoption, the rise of stablecoins, better infrastructure, new consumer experiences, and long-awaited regulatory clarity. Read the full report →...

In a conversational podcast, two former Google colleagues trace the invention of the “like” button to early asynchronous JavaScript and describe it as a social signal that feeds algorithms and shapes consumption. The hosts mix personal anecdotes—downing ketone shots for...

Kong founder Augusto 'Auggie' Marietti recounts the company's scrappy origins as Mashape, describing seven years of struggle before rapid growth. He and co-founders moved from Milan to San Francisco on minimal funds and a 90-day tourist visa, raised a pivotal...

Reid Hoffman frames AI investing around three buckets: obvious productivity plays (chatbots, coding assistants) that are crowded but still valuable; platform shifts that preserve fundamentals like network effects and enterprise integration; and Silicon Valley 'blind spots'—large, underinvested domains such as...

Venture capitalist Marc Andreessen argues that movies serve today as culture’s myths and enduring records, but he sees a recent quality and cultural-cohesion decline since about 2019. While celebrating modern technical and entertainment achievements (he cites action and other standout...

In a conversation about scaling Databricks, Ben Horowitz and CEO Ali Ghodsi recount the 2016 turning point when the company pivoted from relying on Apache Spark’s open‑source popularity to building differentiated commercial products and a stronger go‑to‑market. Ghodsi, an engineer‑turned‑CEO,...