This week on the a16z Podcast, we're sharing a feed drop from Impact Theory with Tom Bilyeu, featuring a wide-ranging conversation with a16z cofounder Ben Horowitz.
Artificial intelligence isn't just a tool — it's a tectonic shift. In this episode, Ben joins Tom to break down what AI really is (and isn't), where it's taking us, and why it matters. They dive into the historical parallels, the looming policy battles, and how innovation cycles have always created — not destroyed — opportunity.
From the future of work and education to the global AI race and the role of blockchain in preserving trust, Ben shares hard-won insights from decades at the forefront of technological disruption. It's a masterclass in long-term thinking for anyone building, investing, or navigating what's coming next.
Resources:
Listen to more episodes of Impact Theory with Tom Bilyeu: https://link.chtbl.com/impacttheory
Watch full conversations on YouTube: youtube.com/tombilyeu
Follow Tom on Instagram: @tombilyeu
Learn more about Impact Theory: impacttheory.com
Timecodes:
00:00 Introduction to Impact Theory with Ben Horowitz
01:12 The Disruptive Power of AI
02:01 Understanding AI and Its Implications
04:19 The Future of Jobs in an AI-Driven World
06:52 Human Intelligence vs. Artificial Intelligence
10:31 The Role of AI in Society
21:41 AI and the Future of Work
35:07 The AI Race: US vs. China
41:25 The Importance of Blockchain in an AI World
44:26 Government Regulation and Blockchain
45:16 The Need for Stablecoins
45:45 Energy Challenges and AI
49:53 Market Structure Bill and Token Regulation
53:51 Blockchain's Trust and Adoption
01:04:17 Elon Musk's Government Involvement
01:12:03 Historical Figures and Modern Parallels
01:18:41 AI and Creativity in Business
01:21:29 Conclusion and Final Thoughts
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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
