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There's a certain irony in the fact that while executives at OpenAI and Anthropic were publicly discussing the idea of "pacing the frontier," nobody seemed to specify what that pace should actually be. That ambiguity became evident during what turned into a model release showdown week, with Anthropic launching Opus 5.5 and OpenAI following up with GPT-6 updates a mere 90 minutes afterward.

Yet the real scene-stealer turned out to be Meta. Its personal AI agent, Muse, is reportedly growing faster than ChatGPT did in its early days, and the company has plans to bring it to smart glasses as well as a small Tamagotchi-inspired gadget.

The discussion also covers a16z's newly announced school for up-and-coming founders, along with a pair of AI and hardware deals that couldn't be more different from each other.

For the complete episode, tune in to hear about:

How a16z's Horowitz Andreessen Academy intends to create a fresh route for aspiring founders, and why the Equity team detects parallels to the Thiel Fellowship and Silicon Valley's enduring skepticism toward traditional college education

Why Oura's $2.2 billion IPO appears to function more as a payout for current shareholders than as a significant capital-raising moment for the business itself

Ema's $77 million funding round to market teams of AI agents that handle HR, IT, and finance operations, with Google and Microsoft counted among its earliest enterprise clients

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