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The a16z Show

Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy

The a16z Show

a16z

Culture, Business, Science, Disruption, Technology, Software Eating The World, Entrepreneurship, Innovation

4.21.2K Ratings

🗓️ 3 June 2026

⏱️ 55 minutes

🧾️ Download transcript

Summary

Theo Jaffee and Sophia Puccini speak with Balaji Srinivasan and Steven Glinert about the shifting balance of power between nations, networks, and technology. The conversation covers China’s industrial rise, America’s manufacturing challenges, the role of alliances in a multipolar world, and whether the internet is becoming a political force independent of traditional nation states. They discuss supply chains, technological sovereignty, decentralization, and competing visions for the future global order. Along the way, Balaji outlines ideas from the Network State and Network School, while both guests debate how technology, economics, and political power may evolve over the coming decades.

Transcript

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0:00.0

on the left there's a lot of people who think you can just push a button to like end homelessness

0:05.4

end poverty just take all the Elon's money and they just don't do any math and they don't have

0:09.6

any understanding of scarce resources scarce resources in the physical world they don't understand

0:13.3

scarce resources monetarily right they just think there's a cornucopia a bountyist mother

0:18.4

government is GOV is GOD, government is God, but the

0:21.4

bountyous mother form of God, which can just hand out everything, right? And the rightist,

0:26.2

while more realistic often, is subject to a different but symmetrical, somewhat symmetrical version

0:31.9

of this, where they think, if the leftist thinks there's infinite money, the rightist thinks

0:36.2

there's infinite power. The rights

0:38.0

does not viscerally understand, oh, I need to work for votes. I need to get political support.

0:43.3

Just like the leftist doesn't understand scarce resource in the physical world, the rightest

0:47.0

doesn't understand scarce resource in the digital world, that they actually need to get all

0:51.1

these people to agree with them that this is a good thing, and you can't just

0:54.7

point a gun at everybody. Right? And there's limits to just brute force. Who has more power

1:00.9

today? Nations or networks? For decades, the internet has connected people across borders,

1:07.4

creating new communities, markets, and institutions that don't neatly fit inside traditional

1:12.2

states. At the same time, global power is shifting as China expands its industrial capacity,

1:18.8

and countries rethink alliances, supply chains, and economic strategy.

1:23.5

The result is a growing debate about what comes next, a world organized primarily by nation states,

1:29.2

or one increasingly shaped by digital networks that operate across them.

1:33.5

Theo Jaffe and Sophia Puccini speak with Bologi Srinivasa and Stephen Glynnard

1:38.1

about geopolitics, technology, and the future of global power.

...

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