Should the US put a price on H-1B visas, or would that block the flow of new talent? Are AI coding agents actually making teams way more productive, or is it just hype? And in the AI platform shift, will the big winners be incumbents or new AI-native startups?Erik Torenberg is joined by Box co-founder and CEO Aaron Levie, a16z board partner Steven Sinofsky, and a16z general partner Martin Casado to debate the biggest questions in tech. They unpack pricing vs lottery for H-1Bs and what we’re actually optimizing for, why Box now ships a third of its code from AI, the shift from writing to reviewing code, and why bottom-up personal AI tools succeed where top-down “AI pilots” struggle. Timecodes: 0:00 Introduction1:07  Latest immigration policy and who benefits1:39  Debating the Price on H-1B Visas2:11  Startups vs. Big Tech: Who Benefits from Policy?2:31  Market Dynamics and Wage Impacts3:44  The Lottery System and Startup Challenges12:25  Labor Markets to Labor Productivity with AIs14:47  Startups Achieving 10x Productivity with AI16:43  Early Adopters, Hype, and Measuring Productivity33:50  AI’s Impact on Professional and Creative Work37:56  The Rise of AI-Native Startups40:58  Platform Shifts: Startups vs. Incumbents42:12  Disruption, Incumbents, and New Opportunities53:00  The Future of Work and AI Adoption54:38  Brand Effects and Early Leaders in AI55:22  Will Incumbents or Newcomers Win the AI Race?Resources:Find Aaron on X: <a href="https://x.com/levie">https://x.com/levie</a>Find Steven on X: <a href="https://x.com/stevesi">https://x.com/stevesi</a>Find Martin on X: <a href="https://x.com/martin_casado">https://x.com/martin_casado</a>Find Erik on X: <a href="https://x.com/eriktorenberg">https://x.com/eriktorenberg</a> Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends!Find a16z on X: <a href="https://x.com/a16z">https://x.com/a16z</a>Find a16z on LinkedIn: <a href="https://www.linkedin.com/company/a16z">https://www.linkedin.com/company/a16z</a>Listen to the a16z Podcast on Spotify: <a href="https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX?si=70ca2d87cf9342d9">https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX</a>Listen to the a16z Podcast on Apple Podcasts: <a href="https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711">https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711</a>Follow our host: <a href="https://x.com/eriktorenberg">https://x.com/eriktorenberg</a>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.
Stay Updated:Find a16z on <a href="https://x.com/a16z">X</a>Find a16z on<a href="https://www.linkedin.com/company/a16z"> LinkedIn</a>Listen to the a16z Podcast on <a href="https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX?si=3E8B3qT9TyiwAHJ7JnaKbg">Spotify</a>Listen to the a16z Podcast on <a href="https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711">Apple Podcasts</a>Follow our host: https://twitter.com/eriktorenberg&nbsp;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. Hosted by Simplecast, an AdsWizz company. See <a href="https://pcm.adswizz.com">pcm.adswizz.com</a> for information about our collection and use of personal data for advertising.

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