a16z Podcast

Many skeptics thought the internet would never reach mass adoption, but today it’s shaping global culture, is integral to our lives -- and it's just the beginning.

In this conversation from our 2019 innovation summit, Kevin Kelly (Founding Executive Editor, WIRED magazine) and Marc Andreessen sit down to discuss the evolution of technology, key trends, and why they're the most optimistic people in the room.

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The views expressed here are those of the individual AH Capital Management, L.L.C. (“a16z”) personnel quoted and are not the views of a16z or its affiliates. Certain information contained in here has been obtained from third-party sources, including from portfolio companies of funds managed by a16z. While taken from sources believed to be reliable, a16z has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.

This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. Furthermore, this content is not directed at nor intended for use by any investors or prospective investors, and may not under any circumstances be relied upon when making a decision to invest in any fund managed by a16z. (An offering to invest in an a16z fund will be made only by the private placement memorandum, subscription agreement, and other relevant documentation of any such fund and should be read in their entirety.) Any investments or portfolio companies mentioned, referred to, or described are not representative of all investments in vehicles managed by a16z, and there can be no assurance that the investments will be profitable or that other investments made in the future will have similar characteristics or results. A list of investments made by funds managed by Andreessen Horowitz (excluding investments for which the issuer has not provided permission for a16z to disclose publicly as well as unannounced investments in publicly traded digital assets) is available at https://a16z.com/investments/.

Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Please see https://a16z.com/disclosures for additional important information.

There are lots of challenges in being public while trying to innovate, and limits to being a private company as well; but it's rare to see a company go public then private then back to public again. As is the case with Dell Technologies, one of the largest tech companies -- which went private 2012-2013 and then also pulled off one of the most epic mergers of all time with Dell + EMC + VMWare 2015-2016 (and which we wrote about here at the time).

Is there a method to the madness? How does one not just start, but keep, and transform, their company and business? Especially as it adapts to broader, underlying tech platform shifts. Michael Dell shares all this in his upcoming new book, Play Nice to Win: A CEO's Journey from Founder to Leader... he also, tellingly, may be one of the longest-standing founder-CEOs (37 years so far).

Because this is really a story about innovation, who decides, who judges, who does it, and where: In the markets, in public, in private; in the both the big picture and the inner detailed workings of a business beyond "cells in a spreadsheet"; and even in fighting -- or harnessing! -- narratives, whether it's the demise-of-PC or cloud wars 1.0 /2.0... And where trends like the cost paradox of cloud, and "end of cloud" edge computing, among others like AI & ML, also come in. In this special book-launch episode of the a16z Podcast with Marc Andreessen, Martin Casado, and Sonal Chokshi debate the Cloud Wars to the Company Wars (along with some behind-scenes stories and even some star wars) with Michael Dell... and whether you can really play nice to win.

image: Dell EMC World 2016/ © Dell Inc.

The views expressed here are those of the individual AH Capital Management, L.L.C. (“a16z”) personnel quoted and are not the views of a16z or its affiliates. Certain information contained in here has been obtained from third-party sources, including from portfolio companies of funds managed by a16z. While taken from sources believed to be reliable, a16z has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.

This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. Furthermore, this content is not directed at nor intended for use by any investors or prospective investors, and may not under any circumstances be relied upon when making a decision to invest in any fund managed by a16z. (An offering to invest in an a16z fund will be made only by the private placement memorandum, subscription agreement, and other relevant documentation of any such fund and should be read in their entirety.) Any investments or portfolio companies mentioned, referred to, or described are not representative of all investments in vehicles managed by a16z, and there can be no assurance that the investments will be profitable or that other investments made in the future will have similar characteristics or results. A list of investments made by funds managed by Andreessen Horowitz (excluding investments for which the issuer has not provided permission for a16z to disclose publicly as well as unannounced investments in publicly traded digital assets) is available at https://a16z.com/investments/.

Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Please see https://a16z.com/disclosures for additional important information.

When people talk about trends in education technology, they often focus on how to disrupt higher education in the U.S., whether it's about breaking free of the "signaling" factor of elite educations or how to shift education out of its "cottage industry" mindset to achieve greater scale. However, in China, the transformation of education is already well underway, with a fast-growing ecosystem built around lifelong learning. In fact, one of the largest demographic groups paying for education in China is actually not college students -- it's college graduates, aged 26 through 35.In this episode -- which originally aired as a video on our YouTube channel -- a16z general partner Connie Chan talks with operating partner Frank Chen about the lifelong learning ecosystem in China; what it means for startups there; and lessons for entrepreneurs everywhere... or will these techniques even work outside of China?

Today’s episode continues our coverage from a16z’s recent AI Revolution event. You’ll hear a16z Bio & Health GP Vijay Pande speak with Daphne Koller about the fascinating convergence of machine learning and genomics – two industries that have benefitted decades of investment and progress – which are now colliding head on.

Daphne is a prominent innovator at this intersection, as a long-time professor in computer science at Stanford and co-founder of Coursera, who has decided to step back into the arena with her company Insitro. In fact, Insitro is a blend of in silico and in virto!

If you’d like to access all the talks from AI Revolution in full, visit a16z.com/airevolution.

Resources:

• Find Daphne on Twitter: https://twitter.com/DaphneKoller
• Find Vijay on Twitter: https://twitter.com/vijaypande
• Find Insitro on Twitter: https://twitter.com/insitro

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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

This episode is all about NFTs. It seems like nothing has caught on and spread into mainstream interest like NFTs, where one hears everything from "I've never seen anything like this before" to "is this like ICOs all over again" to "it's just a jpg I don't get it" to "but what about the energy use!"

So, in this special deep-dive episode from the a16z Podcast network, we break down everything you need or want to know about NFTs -- while cutting through the noise for what’s hype/ what’s real, as well as where are on the long arc (and sometimes seemingly sudden tipping point!) of innovation (apparently, Google trends data showed that interest in NFTs recently surpassed interest in cryptocurrency). Editor in chief Sonal Chokshi interviews friends of a16z crypto Linda Xie, co-founder of Scalar Capital and former Product Manager at Coinbase; and Jesse Walden, founder at Variant Fund and former co-founder of Mediachain Labs (which was acquired by Spotify, where he was then an R&D lead).

Posted on both the a16z Podcast show and 16 Minutes -- as one of our "2-3x explainer episodes" of topics that keep coming up over and over again in the news (past such episodes have covered everything from Section 230 and Tiktok to GPT-3 and the opioid crisis) -- this episode covers:

• what NFTs (non-fungible tokens) are -- as well as the properties of crypto that enable them, just to set some big-picture context;
• what forms they take, and what is and ISN’T an NFT -- including where “social tokens” and the creator economy do and don’t come in;
• common myths and misconceptions -- from ‘just a jpg’ to the frequent question of energy use & NFTs;
• how they work -- as well as the broader ecosystem around NFTs, and different players;
• various applications, now and next -- touching briefly on how to think about NFTs, whether you’re an artist/ creator, developer, or institution.

...This episode is for everyone!

transcript available at: https://a16z.com/2021/03/27/nfts-explainer-faqs-hype-reality-innovation-crypto-creator-economy

image: Mona Lisa/ Creative Commons 4.0; changes made by Greg Truesdell per Sonal Chokshi, who dubbed it "The First 500 Years" as a nod to Beeple's "The First 5000 Days"

The views expressed here are those of the individual AH Capital Management, L.L.C. (“a16z”) personnel quoted and are not the views of a16z or its affiliates. Certain information contained in here has been obtained from third-party sources, including from portfolio companies of funds managed by a16z. While taken from sources believed to be reliable, a16z has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation. In addition, this content may include third-party advertisements; a16z has not reviewed such advertisements and does not endorse any advertising content contained therein.

This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. Furthermore, this content is not directed at nor intended for use by any investors or prospective investors, and may not under any circumstances be relied upon when making a decision to invest in any fund managed by a16z. (An offering to invest in an a16z fund will be made only by the private placement memorandum, subscription agreement, and other relevant documentation of any suc...