Josh Elman

Things Josh Says on Podcasts

Partner at a16z focused on consumer products, with a background building products at LinkedIn, Facebook and Twitter and investing in consumer startups. Writes for the a16z newsletter and appears on the a16z Podcast, Newcomer Pod and New Economies, talking about consumer AI, personal agents, network effects and what makes a consumer product stick.

Where to Find Them

Josh Elman hosts and writes a16z Podcast , hosts Greymatter , writes a16z and writes NFX . They have also been a guest on Newcomer Pod , Supra Insider , Y Combinator Startup Podcast , NEW ECONOMIES , The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch , NEW ECONOMIES , Getting2Alpha , My First Million and Foundering . They also write for Josh Elman on Substack.

Recently: “The New AI Agents That Shop, Plan, and Gossip” on a16z Podcast (November 2026); “#134: Why storytelling is still the most important skill for product leaders | Josh Elman (Partner @ a16z, ex-Apple, Robinhood, Twitter, LinkedIn)” on Supra Insider (November 2026); “The Top 100 Consumer AI Apps: Who’s Actually Paying?” on a16z Podcast (October 2026); “The Top 100 Consumer AI Apps: Who’s Actually Paying?” on a16z Podcast (October 2026); “The Reputation Graph of Silicon Valley | Introducing Cosign” on a16z Podcast (September 2026); “The Reputation Graph of Silicon Valley | Introducing Cosign” on a16z Podcast (September 2026).

What They Said

“I've been playing with a few agents that are very kind of playful and gossipy and they're connected to a few of my friends too. And they'll share information back and forth. One just told me that my friend's power had been out all weekend because he'd been doing some renovation. And I called him that evening and I was like, dude, you didn't tell me your power is out. The agent told me.” — Josh Elman, a16z Podcast

Asked how agents will differ from one another, Elman says people will have many agents for different parts of life, some purely social. This anecdote shows an agent-to-agent network creating a human connection rather than saving time.

a16z Podcast · 2026-11-04 Permalink → Listen →
a16z Podcast Around 06:31 into the episode
Josh Elman

…I mean, we're not just going to all have one agent that does one thing in our lives and all use it. And you guys will only all have to use the same agent. We're going to have so many different products that do so many things for us that I'm excited for why we're all inventing it together.

Anish Acharya

…a similar number of agents. But maybe talk about what you think are the different axes for differentiation. Like there's a sort of spectrum between really serious and productive to really playful and maybe even sort of adversarial. And I'm sure there are many other ways to think about these things.

Josh Elman

Yeah, I mean, I think what's going to be really interesting is we have so many different facets of our life, whether it's how we're managing our finances or planning trips or dealing with our health or just getting through our day or managing our calendar or sometimes just wanting to think something out loud. AI Agents are going to be able to fill different facets of these. And you call different friends for different things. You spend different friends that have different expertise that you call when you need expertise. And I think we're going to get used to having kind of an army of agents that will do this. And some will be very matter of fact. A fact and we'll be like, hey, I need to get this thing done. It'll be your productivity agent. Someone will be plugged into your email and it'll be like, here's the five emails you need to get done right now. And some are going to be sort of these agents you'll kind of want to talk to all day that'll be fun that might even be a little bit gossipy. I've been playing with a few agents that are very kind of playful and gossipy and they're connected to a few of my friends too. And they'll share information back and forth. One…

David Pawlan

Right. I think from over 147 different assistants that have come across my plate so far, I've seen them really broken down into four categories. You have the general, you have the work-oriented, you have the multiplayer, and then you have the travel. And the one that I have not really seen come to…

Josh Elman

Yeah.

David Pawlan

And I think it actually does make sense when you start digging into the numbers. So of all the different group chats that I'm running of AI power users, there's about 3,600 give or take messages so far. And when looking at the pain points of what are the fears of the space, the number one fear that…

Speaker names come from our own diarization. The position is estimated from where the line sits in the episode.
“We keep talking about agents being autonomous. Book me the trip. Make me the reservation. And I think as humans, we actually don't want to give away that sense of control. I think we actually want it to check in with us, but do all the groundwork. Save me all the time and come up with the best options and the right trade-offs, and now let me make the final decision.” — Josh Elman, a16z Podcast

Following a discussion of permissions and trust for personal agents, Elman argues full autonomy isn't what users want right now. An agent can still be very useful if it does the legwork and asks before acting.

a16z Podcast · 2026-11-04 Permalink → Listen →
a16z Podcast Around 08:35 into the episode
Josh Elman

…agent should have access to my personal things and my personal communication channels, but not my work ones and not let those bleed. And so that idea of fences and permissions and more controlled permissions and better monitoring is really how we're going to have to build a lot more trust. Totally.

Anish Acharya

…give them laws and principles. And I think a similar thing may apply here, which is like, look, here's how to dial in your presumptuousness. And it's very qualitative. And the model will have to make a judgment call based on your qualitative sort of advice to it, just as an employee would have to.

Josh Elman

Yeah, I mean, I think that's part of why the analogy is, you know, a fence for children, because in some ways, these agents, they're incredibly capable, but at the same time, they're kind of children sometimes and how they may behave and not know all the nuances of like, hey, is this a good idea or not? And they don't always have that logic. And the most important thing, I think we keep talking about agents being autonomous. Book me the trip. Make me the reservation. And I think as humans, we actually don't want to give away that sense of control. I think we actually want it to check in with us, but do all the groundwork. Save me all the time and coming up with the best options and the right trade-offs. And now let me make the final decision and also let me make sure I've qualified the final decision, the cost, anything else before my agent acts is, I think, a place. And maybe over time, we'll even learn to trust it. But I think right now we don't need to to still have a really, really effective agent.

David Pawlan

Right. I mean, it's we're at like the 1990s of e-commerce, where I think the like last stat I read was in 1997 or so is 60 to 90% of individuals on the internet thought that putting your credit card online was a preposterous idea. And here we are today. It's just everyone's tossing their credit…

Josh Elman

And I think what will eventually hit that in this era as well, but it's going to take a little bit of time.

Anish Acharya

I think there's like a stated versus revealed preferences thing here because I think in revealed preferences, consumers will share any amount of data for even the most trivial amount of upside. You know, like people have been connecting their cards, their credit cards and the bank accounts via…

Speaker names come from our own diarization. The position is estimated from where the line sits in the episode.

Collections They Appear In