a16z Podcast: Network Effects, Origin Stories, and the Evolution of Tech
a16z Podcast17 Touko 2018

a16z Podcast: Network Effects, Origin Stories, and the Evolution of Tech

“The rules of the game are different in tech,” argues — and has long argued, despite his views not being accepted at first — W. Brian Arthur, technologist-turned-economist who first truly described the phenomenon of “positive feedbacks” in the economy or “increasing returns” (vs. diminishing returns) in the new world of business… a.k.a. network effects. A longtime observer of Silicon Valley and the tech industry, he’s seen how a few early entrepreneurs first got it, fewer investors embrace it, entire companies be built around it, and still yet others miss it… even today.

If an inferior product/technology/way of doing things can sometimes “lock in” the market, does that make network effects more about luck, or strategy? It’s not really locked in though, since over and over again the next big thing comes along. So what does that mean for companies and industries that want to make the new technology shift? And where does competitive advantage even come from when everyone has access to the same building blocks (open source, APIs, etc.) of innovation? Because Arthur — former Stanford professor, visiting researcher at PARC, and external professor at Santa Fe Institute who is also known as one of the fathers of complexity theory in economics — has written about the nature of technology and how it evolves, observing that new technology doesn’t come out of nowhere, but instead, is the result of “combinatorial” innovation. Does this then mean there’s no such thing as a dramatic breakthrough?!

In this hour-long episode of the a16z Podcast, we (Sonal Chokshi with Marc Andreessen) explore many of these questions with Arthur. His answers take us from “the halls of production” to the “casino of technology”; from the “prehistory” to the history of tech; from the invisible underground autonomy economy to the “internet of conversations”; from externally available information to externalized intelligence; and finally, from Silicon Valley to Singapore to China to India and back to Silicon Valley again. Who’s going to win; what are the chances of winning? We don’t know, because it’s a very different game… Do you still want to play?

Jaksot(917)

Live at Tech Week: Delivering AI Products to Millions

Live at Tech Week: Delivering AI Products to Millions

Less than two years since the breakthrough of text-based AI, we now see incredible developments in multimodal AI models and their impact on millions of users.As part of New York Tech Week, we brought together a live audience and three leaders from standout companies delivering AI-driven products to millions. Gaurav Misra, Cofounder and CEO of Captions, Carles Reina, Chief Revenue Officer of ElevenLabs, and Laura Burkhauser, VP of Product at Descript discuss the challenges and opportunities of designing AI-driven products, solving real customer problems, and effective marketing.From the critical need for preventing AI misuse to ensuring international accessibility, they cover essential insights for the future of AI technology. Resources: Find Laura on Twitter: https://x.com/burkenstocksFind Carles on Twitter :https://twitter.com/carles_reinaFind Gaurav of Twitter: https://twitter.com/gmharhar Stay Updated: Let us know what you think: https://ratethispodcast.com/a16zFind a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://twitter.com/stephsmithioPlease 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.

12 Heinä 202446min

Marc Andreessen on Building Netscape & the Birth of the Browser

Marc Andreessen on Building Netscape & the Birth of the Browser

"The Ben & Marc Show," featuring a16z co-founders Marc Andreessen and Ben Horowitz. In this special episode, Marc and Ben dive deep into the REAL story behind the creation of Netscape—a web browser co-created by Marc that revolutionized the internet and changed the world. As Ben notes at the top, until today, this story has never been fully told either in its entirety or accurately. In this one-on-one conversation, Marc and Ben discuss Marc's early life and how it shaped his journey into technology, the pivotal moments at the University of Illinois that led to the development of Mosaic (a renegade browser that Marc developed as an undergrad), and the fierce competition and legal battles that ensued as Netscape rose to prominence. Ben and Marc also reflect on the broader implications of Netscape's success, the importance of an open internet, and the lessons learned that still resonate in today's tech landscape (especially with AI). That and much more. Enjoy!Watch the FULL Episode on YouTune: https://youtu.be/8aTjA_bGZO4 Resources: Marc on X: https://twitter.com/pmarca Marc’s Substack: https://pmarca.substack.com/ Ben on X: https://twitter.com/bhorowitz Book mentioned on this episode: - “Expert Political Judgment” by Philip E. Tetlock https://bit.ly/45KzP6M TV Series mentioned on this episode: - “The Mandalorian” (Disney+) https://bit.ly/3W0Zyoq Stay Updated: Let us know what you think: https://ratethispodcast.com/a16zFind a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://twitter.com/stephsmithioPlease 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.

8 Heinä 20241h 42min

The Art of Technology, The Technology of Art

The Art of Technology, The Technology of Art

We know that technology has changed art, and that artists have evolved with every new technology — it’s a tale as old as humanity, moving from cave paintings to computers. Underlying these movements are endless debates around inventing versus remixing; between commercialism and art; between mainstream canon and fringe art; whether we’re living in an artistic monoculture now (the answer may surprise you); and much much more. So in this new episode featuring Berlin-based contemporary artist Simon Denny -- in conversation with a16z crypto editor in chief Sonal Chokshi -- we discuss all of the above debates. We also cover how artists experimented with the emergence of new technology platforms like the web browser, the iPhone, Instagram and social media; to how generative art found its “native” medium on blockchains, why NFTs; and other art movements. Denny also thinks of entrepreneurial ideas -- from Peter Thiel's to Chris Dixon's Read Write Own -- as an "aesthetic"; and thinks of technology artifacts (like NSA sketches!) as art -- reflecting all of these in his works across various mediums and contexts. How has technology changed art, and more importantly, how have artists changed with technology? How does art change our place in the world, or span beyond space? It's about optimism, and seeing things anew... all this and more in this episode. Resources: Find Denny on Twitter: https://x.com/dennnnnnnnnyFind Sonal on Twitter: https://x.com/smc90 Stay Updated: Let us know what you think: https://ratethispodcast.com/a16zFind a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://twitter.com/stephsmithioPlease 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.

3 Heinä 20241h 3min

Cybersecurity's Past, Present, and AI-Driven Future

Cybersecurity's Past, Present, and AI-Driven Future

Is it time to hand over cybersecurity to machines amidst the exponential rise in cyber threats and breaches?We trace the evolution of cybersecurity from minimal measures in 1995 to today's overwhelmed DevSecOps. Travis McPeak, CEO and Co-founder of Resourcely, kicks off our discussion by discussing the historical shifts in the industry. Kevin Tian, CEO and Founder of Doppel, highlights the rise of AI-driven threats and deepfake campaigns. Feross Aboukhadijeh, CEO and Founder of Socket, provides insights into sophisticated attacks like the XZ Utils incident. Andrej Safundzic, CEO and Founder of Lumos, discusses the future of autonomous security systems and their impact on startups.Recorded at a16z's Campfire Sessions, these top security experts share the real challenges they face and emphasize the need for a new approach. Resources: Find Travis McPeak on Twitter: https://x.com/travismcpeakFind Kevin Tian on Twitter: https://twitter.com/kevintian00Find Feross Aboukhadijeh on Twitter: https://x.com/ferossFind Andrej Safundzic on Twitter: https://x.com/andrejsafundzic Stay Updated: Find a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://twitter.com/stephsmithioPlease 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.

26 Kesä 202443min

The Science and Supply of GLP-1s

The Science and Supply of GLP-1s

Brooke Boyarsky Pratt, founder and CEO of knownwell, joins Vineeta Agarwala, general partner at a16z Bio + Health.Together, they talk about the value of obesity medicine practitioners, patient-centric medical homes, and how Brooke believes the metabolic health space will evolve over time.This is the second episode in Raising Health’s series on the science and supply of GLP-1s. Listen to last week's episode to hear from Carolyn Jasik, Chief Medical Officer at Omada Health, on GLP-1s from a clinical perspective. Listen to more from Raising Health’s series on GLP-1s:The science of satiety: https://raisinghealth.simplecast.com/episodes/the-science-and-supply-of-glp-1s-with-carolyn-jasikPayers, providers and pricing: https://raisinghealth.simplecast.com/episodes/the-science-and-supply-of-glp-1s-with-chronis-manolis Stay Updated: Let us know what you think: https://ratethispodcast.com/a16zFind a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://twitter.com/stephsmithioPlease 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.

19 Kesä 202445min

The State of AI with Marc & Ben

The State of AI with Marc & Ben

In this latest episode on the State of AI, Ben and Marc discuss how small AI startups can compete with Big Tech’s massive compute and data scale advantages, reveal why data is overrated as a sellable asset, and unpack all the ways the AI boom compares to the internet boom. Subscribe to the Ben & Marc podcast: https://link.chtbl.com/benandmarc Stay Updated: Let us know what you think: https://ratethispodcast.com/a16zFind a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://twitter.com/stephsmithioPlease 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.

14 Kesä 20241h 13min

Predicting Revenue in Usage-based Pricing

Predicting Revenue in Usage-based Pricing

Over the past decade, usage-based pricing has soared in popularity. Why? Because it aligns cost with value, letting customers pay only for what they use. But, that flexibility is not without issues - especially when it comes to predicting revenue. Fortunately, with the right process and infrastructure, your usage-based revenue can become more predictable than the traditional seat-based SaaS model. In this episode from the a16z Growth team, Fivetran’s VP of Strategy and Operations Travis Ferber and Alchemy’s Head of Sales Dan Burrill join a16z Growth’s Revenue Operations Partner Mark Regan. Together, they discuss the art of generating reliable usage-based revenue. They share tips for avoiding common pitfalls when implementing this pricing model - including how to nail sales forecasting, adopting the best tools to track usage, and deal with the initial lack of customer data. Resources: Learn more about pricing, packaging, and monetization strategies: a16z.com/pricing-packagingFind Dan on Twitter: https://twitter.com/BurrillDanielFind Travis on LinkedIn: https://www.linkedin.com/in/travisferberFind Mark on LinkedIn: https://www.linkedin.com/in/mregan178Stay Updated: Let us know what you think: https://ratethispodcast.com/a16zFind a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://twitter.com/stephsmithioPlease 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.

10 Kesä 202438min

California's Senate Bill 1047: What You Need to Know

California's Senate Bill 1047: What You Need to Know

On May 21, the California Senate passed bill 1047.This bill – which sets out to regulate AI at the model level – wasn’t garnering much attention, until it slid through an overwhelming bipartisan vote of 32 to 1 and is now queued for an assembly vote in August that would cement it into law. In this episode, a16z General Partner Anjney Midha and Venture Editor Derrick Harris breakdown everything the tech community needs to know about SB-1047.This bill really is the tip of the iceberg, with over 600 new pieces of AI legislation swirling in the United States. So if you care about one of the most important technologies of our generation and America’s ability to continue leading the charge here, we encourage you to read the bill and spread the word.Read the bill: https://leginfo.legislature.ca.gov/faces/billTextClient.xhtml?bill_id=202320240SB1047

6 Kesä 202431min

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