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PodcastThe a16z ShowSeptember 26, 2026

Aaron Levie, Steven Sinofsky & Martin Casado: How Do You Secure a World of AI Agents?

Panelists argue AI labs' ambiguous stance on extinction risk—not the technology itself—is what invites premature, heavy-handed regulation.

  • Dario's 'pacing' framing draws fire: Casado calls pacing "orthogonal to security" and a message that satisfies neither pause advocates nor regulators, since labs keep raising records and running full-speed.
  • X-risk math left unresolved: Panel presses labs to state whether they believe marginal species-extinction risk is elevated, arguing ambiguity around a stated ~10% figure invites nationalization-style regulation.

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Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.