Japan, every mention
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every year anyone Marc Andreessen 29Steven Sinofsky 27Benedict Evans 20Ben Horowitz 19Noah Smith 16Alex Rampell 11Qasar Younis 6Marc Benioff 5Katie Haun 5Frank Chen 5
Verbatim, from the transcripts: the passages where Japan comes up
Why AI Agents Could Finally Reinvent the Credit Card
- ▶ 23:57 Max Levchin This is even more formalized in Japan, where until very recently, you would give your business card to the storekeeper, even if they didn't know you.
Why AI Demand Is Outrunning Compute Supply
- ▶ 42:44 Gavin Baker You know, you'll for sure, I think you'll see probably one in, you know, whether it's Japan, South Korea, who knows?
The Opportunity for Global Founders
- ▶ 26:21 Gabriel Vasquez They might have a strong network if they're from Germany in Germany, but they probably have no knowledge about Brazil or Japan.
How Whatnot's Live Shopping Beats Traditional E-Commerce
- ▶ 29:42 Grant LaFontaine So, uh, US and Canada and North America, uh, five countries in Europe, and we're also now in Japan and Australia.
Travis Kalanick: How AI Will Transform the Physical World
- ▶ 41:03 Travis Kalanick She was head of Uber Eats, uh, Japan. 2 times in the scene
Garry Tan: New Rules for Founders
Why Physical AI Is the Next Frontier | The a16z Show
- ▶ 28:27 Qasar Younis Like, we run self-driving trucks right now in Japan.
- ▶ 43:39 Qasar Younis Now, where we're playing in Japan, it's not random that we're doing trucking in Japan. 2 times in the scene
- ▶ 1:18:07 unnamed speaker You know, the Japan market earlier. 2 times in the scene
Ben Horowitz on the Global Race for Tech, Power, and Influence
- ▶ 4:07 Ben Horowitz Builds our relationships led by Anne, which, uh, helps us have relationships in the right way with, uh, governments from, you know, ranging from Saudi Arabia to Japan to Mexico, um, and we've had, uh, you know, just great conversations…
- ▶ 18:43 unnamed speaker Um, Japan, Korea, the Middle East, Mexico, Canada. 4 times in the scene
- ▶ 22:55 unnamed speaker For example, all those North Asian countries that you talked about, I think 15, 20% of the global 2000 are across Japan, Korea, Taiwan. 2 times in the scene
Ben Horowitz on American Dynamism and the Future of AI | The a16z Show
- ▶ 16:01 Ben Horowitz Um, you know, similarly, Japan, you know, they've always loved robots, and they're really good at manufacturing, and, you know, we have a big deficit on the kind of robot supply chain, so, uh, you know, we're working with them at the same… 4 times in the scene
- ▶ 27:39 Ben Horowitz And it's interesting, I, I just spoke to someone from Japan who was like, you know, the whole Japanese startup ecosystem is restarting because everybody's so fired up about AI. 2 times in the scene
How Bots, Deepfakes and AI Agents Are Forcing a New Internet Identity Layer | Alex Blania on a16z
- ▶ 16:33 Alex Blania So, so we started, we, we started in Japan, uh, and like as, as a test, as a test market, and it's essentially exactly what we just discussed.
- ▶ 37:47 Alex Blania It will be focused on certain geographies, like what we did with Tinder where we started in Japan, just to, you know, to, uh,
Atlassian CEO on the SaaS Apocalypse, AI Agents & What Comes Next
- ▶ 19:17 Alex Rampell I mean, I, I love going to Japan, and you see, like, oh, this noodle store has been around since, like, 15, 87.
- ▶ 30:03 Mike Cannon-Brookes If they need those processes and governance and controls and rules and, you know, hey, we only do X for customers in Japan, we do Y for customers in this area, that sort of stuff, even their MCP server is going to need an account.
- ▶ 42:33 Alex Rampell So, uh, one of my colleagues just said, hey, uh, for an American tourist visiting Japan, make an infographic about what to do and not to do.
Marc Andreessen's 2026 Outlook: AI Timelines, US vs. China, and The Price of AI
- ▶ 23:52 Marc Andreessen For sure, um, uh, the Japanese are gonna play, um, and then, uh, you know, the Chinese in a major way, uh, as well, and, you know, they have their own, you know, native chip ecosystem that they're, that they're building up, and so they're,…
The $700 Billion AI Productivity Problem No One's Talking About
- ▶ 48:39 Alex Rampell That was about like the Japanese built better cars. 2 times in the scene
- ▶ 53:35 Russ Fraden And then it turned out if we said, we can tell you the market share for Visa versus MasterCard versus others in Japan.
Ben Horowitz & Marc Andreessen: Why Silicon Valley Turned Against Defense (And How We're Fixing It)
- ▶ 48:20 Ben Horowitz Yeah, I think that, um, you know, geopolitically, we've, we've kind of entered a new era, uh, and so if you kind of go back, you know, post-World War II, we had kind of, um, bombed our big manufacturing competitors, you know, Japan and,…
The Brutal Truth About Biotech: Why $2B Per Drug Is Killing Innovation
- ▶ 42:17 Lada Nuzhna Um, I think a good benchmark is Japan, because in Japan people don't die of heart attacks, they die of cancer, and I think the median lifespan there is close to 80, so that's plus 10 years to lifespan.
Google DeepMind Developers: How Nano Banana Was Made
- ▶ 34:57 Justine Moore I don't know if you guys have been following the reception of Nano Banana in Japan, but, um, I'm sure you've had, it's, it's been insane, and it's so funny, like, I, now half of my XFeed is these really heavy Nano Banana users in Japan who… 2 times in the scene
Marc Andreessen: How Movies Explain America
- ▶ 53:31 Marc Andreessen And so the, the movie basically tells the story of, of course, Robert Oppenheimer, the, the sort of person who ran the, the Manhattan Project, uh, created the atomic bomb, which was then, you know, at least historically gets credit for,… 4 times in the scene
- ▶ 1:07:25 Marc Andreessen Um, and basically, and, and this is sort of in, in the histories, in the real world histories, Oppenheimer basically went to Truman and basically, essentially, basically confessed enormous guilt, uh, for having built the atomic bomb and…
Marc Andreessen & Amjad Masad on “Good Enough” AI, AGI, and the End of Coding
- ▶ 10:11 Amjad Masad So one, one really, uh, funny thing happened is we had servers in Asia, uh, and we, the reason we had servers in Asia because we wanted our Indian or, you know, Japanese users to be, to have a, you know, a shorter, uh, time to the servers.
How Kong Was Born: APIs, Hustle, and the Future of AI Infrastructure
- ▶ 23:17 Augusto Marietti From Japan, I think.
Reid Hoffman on AI, Consciousness, and the Future of Labor
- ▶ 17:20 Alex Rampell The economics never made sense, but this is why Japan is a leader in robotics because they can't hire anybody. 2 times in the scene
Keith Rabois: Israel, OpenAI, Opendoor, and DOGE
- ▶ 2:01 Keith Rabois We invested in a sovereign AI company in Japan called Sakano.
The Lawyerly Society vs. The Engineering State: Who Owns the Future?
- ▶ 29:29 Steven Sinofsky You see even Japan saying, well, we could make Sony TVs in China.
- ▶ 30:55 Dan Wang But why doesn't the U.S. try to achieve, let's say, Japan or German levels of, um, you know, manufacturing as a share of GDP, which are closer to 20%?
- ▶ 33:40 Steven Sinofsky I mean, it was, it, what rose for that was this whole lean manufacturing, which actually came out of Japan, and the idea of, like, how do you minimize, not just the length of the assembly line, but the stockpile of inputs at the beginning…
- ▶ 36:01 unnamed speaker So, uh, let's look at Japan and how they built a manufacturing economy. 14 times in the scene
- ▶ 43:42 Steven Sinofsky And I, and I think that, like I said, my biggest worry is just, is, is complacency from our own, you know, like Detroit is the classic example of complacency in the U S where, you know, Japan made cars. 4 times in the scene
- ▶ 49:54 unnamed speaker A lot of our approach in terms of catching up on manufacturing seems to be around industrial policy and picking winners, sort of following some, maybe the approach that China and Japan have, have taken to some degree.
Anduril CEO: China Has Scale. Can America Catch Up?
- ▶ 22:33 Chris Power Like it's all German, South Korean, Japanese or whatever, and they're controlled products.
Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China
- ▶ 17:51 Dylan Patel Now, Hynix is also investing in the U.S., in Illinois, and then Micron's primarily in Japan, the American memory companies primarily in Japan and Taiwan, but they're also expanding in Singapore and the U.S. now. 2 times in the scene
- ▶ 21:11 Dylan Patel Kind of what happened with Japan in the seventies and eighties and nineties, their PCs were so specific and hyper-optimized to the Japanese market with like, you know, the weird, like, I don't know if you've seen the weird scroll wheel on… 3 times in the scene
The Death of Search: How Shopping Will Work In The Age of AI
- ▶ 16:05 Justine Moore The new balance, like, cool look from Japan.
Can AI Fix Housing and Healthcare Affordability?
- ▶ 6:44 Erik Torenberg Uh, or, or is your view of, Hey, we just gotta, there's some structural reason that impedes that in the U S relative to some, you know, country like Japan.
Oren Cass & Noah Smith Debate the True Impact of Tariffs
- ▶ 11:08 Oren Cass Japanese automakers to set up in the U S after their imports into the U S were, uh, badly constrained. 2 times in the scene
- ▶ 28:10 Noah Smith I think that that would be a wise thing to do because, you know, Japanese manufacturing and European manufacturing don't actually threaten America.
- ▶ 47:13 Noah Smith We need Europe and Japan and Korea and maybe India, which is the biggest country of them all, uh, to, to partner with us so that we can scale, but that requires some reciprocity, right? 5 times in the scene
- ▶ 56:20 Noah Smith Even despite the competitive pressures from Japan, from Germany, GM's, you know, total global sales 2 times in the scene
- ▶ 1:04:33 Noah Smith Hurting Japan and Europe more than we hurt ourselves, but hurting both of us actually just lets China win.
Marc Andreessen: The US is in a AI Arms Race & It Decides The World's Future
- ▶ 5:52 Marc Andreessen It's the same thing Japan did.
Dwarkesh Patel and Noah Smith on AGI and the Economy
- ▶ 1:09:47 Noah Smith I've written a Japanese language book published in Japan, but I have to write my English language.
The U.S. Can’t Build AI Without These Materials
- ▶ 7:10 unnamed speaker So worked on factory design and construction, then started working on battery cell manufacturing, uh, spent a lot of time in Japan with Panasonic, who's our, our primary battery cell manufacturing partner, working on incremental…
America's Energy Problem: We Need A New Grid
- ▶ 21:27 David Ulevitch As a nation, by the way, Japan has done this.
Former Microsoft Executive on Apple’s Hidden China Problem
- ▶ 6:57 Steven Sinofsky You know, the smartphones, so to speak, Japan had this huge lead in this thing called iMode, but it only existed in Japan. 2 times in the scene
- ▶ 15:11 Steven Sinofsky He actually pushed to do an experiment of like partnering with Sony in Japan. 2 times in the scene
- ▶ 25:59 Steven Sinofsky So the ODMs were just, they, in order to compete, they were moving up the food chain, and the American electronics world, whether it was TVs or whatever, we're like, yeah, or Japan, doing it with Sony, we're like, we love this.
- ▶ 29:45 Steven Sinofsky But my Sony was 3500 dollars made by hand in Japan.
- ▶ 37:19 Steven Sinofsky We have to beat Japan.
- ▶ 52:27 Steven Sinofsky Or Japan, which was like, went the other way because they have a language challenge, which is Japanese 2 times in the scene
Beyond Leaderboards: LMArena’s Mission to Make AI Reliable
- ▶ 1:34:18 Wei-Lin Chiang In, uh, you know, developers in, uh, in Japan, let's say, right?
The Software Crisis Behind America's Infrastructure
- ▶ 6:18 Leo Kosinski Africa Command out of Stuttgart, Germany, and that was also during the pandemic, but just working with Department of Defense logistics and infrastructure, trying to move around Africa, just the size and scope, and then you add on the…
Trump is About to Change Everything For Tech Startups
- ▶ 50:18 Ben Horowitz Yeah, I mean, the shocking thing to me about, or one of the most shocking things is there was this kind of A-B test, because Japan also kind of had this deal, um, to, you know, their chip sack version. 2 times in the scene
Can We Detect a Deepfake?
- ▶ 4:16 Martin Casado I don't know if you remember this Vijay, but this wasn't too long ago when I was, I was in Japan. 4 times in the scene
AI, Robotics & the New Global Arms Race
- ▶ 6:06 Marc Andreessen There's an ecosystem in Japan. 2 times in the scene
- ▶ 15:15 Marc Andreessen Um, and basically China is following the exact same trajectory that Germany, Japan, and Korea, um, uh, did before it, which is it, you know, there have been domestic Chinese car companies for a long time now, but, you know, generally…
- ▶ 26:12 Ben Horowitz And we're hoping like Japan will heat up, um, and start to make some robot stuff. 2 times in the scene
Trump Vs. Biden: Tech Policy
- ▶ 15:46 Ben Horowitz Including in like ancient Japan and everywhere.
Marc Andreessen on Inventing The Internet Browser (How We all Access the Internet)
- ▶ 1:20:46 Marc Andreessen Um, and we'll let people, you know, all these people, all these foreign buyers will be able to buy books from, you know, Japan and Germany.
- ▶ 1:30:27 Marc Andreessen And so he went to visit the guy in, in, uh, in Japan who ran, uh, Nintendo. 2 times in the scene
Politics & the Future of Tech
- ▶ 1:39:19 Marc Andreessen Uh, for example, could Britain, Argentina, or Japan be ideal targets for our message and mission? 3 times in the scene
The Electric Grid, Explained
- ▶ 8:59 Ryan McEntush In Europe, it's like 50, I believe, and I think in Japan it's 50 as well.
- ▶ 29:01 Ryan McEntush Nationally, you know, like Japan and France, uh, and even, like I said, our regulated utilities in the United States, a lot of our nuclear power plants are, you know, government supported.
The China Threat: Silicon Valley and the Great Uncoupling
- ▶ 10:34 Congressman Mike Gallagher If Taiwan falls, it will make our ability to fulfill our treaty commitments with Japan and the Philippines,
Future of Crypto, Blockchain & Web3 w/ Chris Dixon
- ▶ 1:08:41 Chris Dixon And I think, um, we're seeing some like Asia, some Japan just did some positive things.
2024 Big Ideas: Anime Games Go Mainstream with Robin Guo
- ▶ 3:05 Robin Guo So I think anime is unique because it started from Japanese comics, right?
- ▶ 6:18 Robin Guo And so this evolves from gacha pawns in Japan, where basically, you know, you used to put like
- ▶ 7:32 unnamed speaker And just to clarify, gotcha is like those almost like vending machines in, in Japan where you like insert money
What is the Future of Hollywood?
- ▶ 27:53 Marc Andreessen So the VCR comes out, and then the VCR comes out, people don't remember that what this was like at the time, but this is in the early eighties, and this is when the Japan was like ascendant in the like American imagination and the global… 3 times in the scene
Oppenheimer & the Catastrophe of Communism
- ▶ 1:10:20 Ben Horowitz and then I've spent a lot of time in Japan. 5 times in the scene
Embedded AI: The Questions Every CEO is Asking
The Challenge of Replicating Reality with Steve Zhao from SandboxVR
- ▶ 41:27 Steph Smith To give a quick example, the first time I ever went to a VR experience was in Japan, and they get you to walk across this balance beam in VR, and they get you to jump to grab this, there's like a helicopter with a ladder hanging down,
The Network State with Balaji Srinivasan
- ▶ 3:29 Balaji Srinivasan So like the Japanese nation, they have shared ancestry, shared culture, going back hundreds, you know, of years 2 times in the scene
- ▶ 9:18 Balaji Srinivasan Japan is a canonical example of a nation state.
The Open Source Movement in Fintech
- ▶ 4:59 Angela Strange So eventually you can now source your, the windows from Italy, you can get your toilets from Japan.
Social Tokens for Creators Explained
- ▶ 4:21 Kevin Chou You can't, you know, whether you're playing in Europe, you're playing in the US, you're playing in Japan, you're not using yen, you're not using dollars,
From Unknown Title to Viral Game: 12 Growth Lessons From Spellbreak
- ▶ 24:29 Seth Sivak There's, you know, a discord for Brazil and Germany and, and, um, France and Tokyo, Japan.
How Gaming is Changing the Media Landscape
- ▶ 24:31 John Riccitiello I would look at the market globally, you know, for a while gaming was console, and that was Japan, right? 4 times in the scene
Explaining AI
- ▶ 2:39 Harry Shum Ah, let me give you an example that we have been working hard in China and Japan.
- ▶ 4:52 Harry Shum I give you a very exciting example that we have collaborated with Lawson, which is the second biggest retail chain in Japan. 2 times in the scene
Imagining Our Future Through Tech
- ▶ 35:43 Frank Chen Researchers in Japan published a paper this April doing exactly that.
Why You Should Be Optimistic About the Future
- ▶ 5:55 Marc Andreessen Um, uh, the telegraph was invented in the 18 seventies and then sat on a shelf for a hundred years before the Japanese turned it into an industry.
Taking Crypto Beyond Volatility: Stablecoins
- ▶ 0:29 Sep Kamvar Um, and I think I can best give the short answer by telling a story about Japan. 2 times in the scene
Founding Stories: Sandbox VR
- ▶ 3:54 Steve Zhao So we started fundraising in Hong Kong, went to China, Japan, before we went to Silicon Valley. 2 times in the scene
Clippy: The Unauthorized Biography
- ▶ 39:53 Steven Sinofsky Uh, we got a very long, uh, email from our friends in the Japan subsidiary. 6 times in the scene
a16z Podcast | Capitalizing on an Autonomous Vehicle Future
- ▶ 30:02 Qasar Younis And when we say Detroit, we mean roughly the automotive centers, Chitgaard included, I mean, I, the, the, uh, Japan and Korea and China included in that.
- ▶ 35:18 Qasar Younis Uh, the German government won't just let Waymo come take over Germany, uh, and let Daimler and BMW go under business, and the same thing is true for Hyundai in Korea, Honda and Toyota in Japan, and the Chinese companies, because there's a… 2 times in the scene
a16z Podcast | To All the Robots I've Loved Before
- ▶ 3:12 Kate Darling So there's this company in Japan that has this
- ▶ 26:26 Kate Darling Like in Japan, they have this whole history of Shintoism and treating objects as things with souls, and so it's, I think, easier for them to view robots as just another thing with a soul, and they don't have this contradiction inside…
Inside the Apple Factory: Software Design in the Age of Steve Jobs
- ▶ 2:58 Ken Kocienda Um, but then I, I kind of decided that wasn't really going anywhere fast enough, so I moved to Japan. 3 times in the scene
a16z Podcast | The IQ and EQ of Robots
- ▶ 24:16 Boris Soffman This idea of trying to pursue humanoid robots, which particularly is common in like Asia and Japan, it almost feels like a flawed compass because
a16z Podcast | Tesla and the Nature of Disruption
- ▶ 5:03 Benedict Evans Tesla has to learn how to do what Detroit already knows how to do, and what Japan already knows how to do, which is to make cars reliably and efficiently. 2 times in the scene
- ▶ 41:09 Steven Sinofsky Was the GM Saturn brand, which was this experiment in the eighties that where GM was looking at Japan and they were losing everywhere. 2 times in the scene
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