AI Has Solved Software — Now Hardware Eats the World

Jen Kha joins MTS to discuss Andreessen Horowitz's new $1.1 billion Machine Age fund, the physical infrastructure bottlenecks constraining AI development, and how countries are accelerating technology adoption as a national priority. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. -- https://x.com/jkhamehl -- MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS: X | ⁠https://twitter.com/MTSlive⁠ YouTube | ⁠https://www.youtube.com/@mtsituation⁠ Spotify | ⁠https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM⁠ Apple | ⁠https://podcasts.apple.com/us/podcast/mts/id1891088763⁠ Substack | ⁠https://mtslive.substack.com/⁠ Interested in sponsoring the show? ⁠⁠⁠⁠⁠⁠[email protected]⁠⁠ -- Brought to you by: Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ ElevenLabs - AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts Arena - Measuring AI performance in the real world. ⁠https://arena.ai/⁠ Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com -- Timestamps: (00:00) Introduction (01:05) The Machine Age Thesis (02:32) Why A Standalone Vehicle (04:27) LP Demand For Hardware (10:20) AI As Geopolitical Priority (15:47) Data Center Backlash Realities (20:38) Diligencing Hardware Founding Teams -- Note: This podcast is not investment, legal, or tax advice, and is intended for informational and entertainment purposes only. Hosts and guests may hold positions in the companies and securities discussed; do your own research before acting on anything you hear.