Martin Casado, David Ulevitch, and Ben Horowitz on a16z Infra #1
a16z Live20 Maalis 2021

Martin Casado, David Ulevitch, and Ben Horowitz on a16z Infra #1

Welcome to a16z Infra, the Clubhouse Show where the a16z enterprise team discusses the foundational technology and products that underpin all of tech. We dig deep into data, AI/ML, security, developer tools, compute, network, storage, hardware, and anything else found below the surface of modern stacks.

On our first show, a16z general partners Ben Horowitz, Martin Casado, and David Ulevitch talk about their journeys as infrastructure founders-turned-investors; what exactly infrastructure is; how it's different from other types of tech; and the importance of technical founders developing go-to-market know-how. Plus, what AWS canceling Parler signals about the state of infrastructure, the impact of cloud costs on margins, and the changing relevance of open source.

Like what you hear? Tune in for our next show with former Microsoft Windows president Steven Sinofsky on Thursday, April 1, 4-5pm.

Jaksot(146)

Good Time Show: What It Takes to Survive with Lyft Founder John Zimmer

Good Time Show: What It Takes to Survive with Lyft Founder John Zimmer

The early days of Zimrides [2:08]Driving early virality [7:56]Competing with Uber [15:47]Why they took political stances [27:03]Managing through the pandemic [38:09]The future focus for Lyft -- autonomous vehicles and the end of car ownership [42:50]Follow the a16z Club to join conversations with tech founders, builders, and leaders live and in-full.

8 Syys 202151min

a16z Bio + Health #18: What will it take to cure diabetes?

a16z Bio + Health #18: What will it take to cure diabetes?

An overview of diabetes Type 1 and Type 2 [2:58]Thinking beyond Type 1 and Type 2 [6:58]New treatment options: stem cells, continuous glucose monitoring [14:19]What's the timeline on stem cell therapies? [17:15]Therapies for controlling, rather than curing, diabetes [23:52]The current technology challenges to treating diabetes [29:52]The challenges in education and access [35:41]This is an excerpt from the a16z Bio show on Clubhouse, where we explore all the ways that biology is technology. To catch full episodes of the show, follow the a16z Club on Clubhouse.

3 Syys 202152min

a16z Bio + Health #17: Proteomics and Product around a Technological Breakthrough

a16z Bio + Health #17: Proteomics and Product around a Technological Breakthrough

Founding story of Nautilus [1:43]Why was the Nautilus approach to proteomics a breakthrough? [6:12]Why a startup instead of academic research? [9:57]How to pick a good cofounder (it's not that different from choosing a spouse) [15:32]Advice for academic founders: how to work with VCs  [21:14]The tipping points of scale & the challenges of finding good talent  [25:17]Is proteomics really a gamechanger? [30:49]How is Nautilus bringing it to market? [34:17]What Nautilus can learn from Illumina and genomics [37:32]Looking ahead to the next 10 years [41:26]This is an excerpt from the a16z Bio show on Clubhouse, where we explore all the ways that biology is technology. To catch full episodes of the show, follow the a16z Club on Clubhouse.

31 Elo 202143min

One on One with A and Z #10: The Impact of System Design on Culture

One on One with A and Z #10: The Impact of System Design on Culture

This is an excerpt from the a16z Clubhouse show One on One with A and Z, where a16z cofounders Marc Andreessen and Ben Horowitz answer questions on tech trends, company building, and more live . To catch full episodes of the show, follow the a16z Club on Clubhouse.

25 Elo 202118min

Capital Markets #1 with MSCI CEO Henry Fernandez: What goes into an index?

Capital Markets #1 with MSCI CEO Henry Fernandez: What goes into an index?

The MSCI origin story [1:07]How does an index get constructed? [6:51]How do you keep an index accurate? [11:42]MSCI business model... how do they get paid? [16:27]MSCI, competition, and why not an open source index? [23:14]ESG and investment objectives [27:00]ESG disclosure frameworks and the role of government in ESG [32:50]Defining ESG [34:44]MSCI, crypto, and other asset classes [42:55]Why an index business instead of principal investing? [51:09]Follow the a16z Club to join conversations with tech founders, builders, and leaders live and in-full.

23 Elo 202156min

Good Time Show: Metaverse + Crypto

Good Time Show: Metaverse + Crypto

SPEAKERS:Aarthi Ramamurthy, international, ClubhouseDonnie Dinch, founder and CEO, BitskiGabby Dizon, cofounder, Yield Guild GamesJarrod Dicker, operating partner, TCGJesse Walden, founder, Variant FundJon Lai, principal, a16zPacky McCormick, founder, Not BoringSriram Krishnan, general partner, a16zTwobadour, founder, MetapurseJustin “3LAU” Blau, producer and musicianoriginally aired on Clubhouse  https://twitter.com/sriramk/status/1422987628958208007

18 Elo 202159min

a16z Infra #6: The Cost of Cloud vs. Repatriation

a16z Infra #6: The Cost of Cloud vs. Repatriation

This conversation centers on the arguments and findings of the a16z piece The Cost of Cloud, a Trillion Dollar Paradox. The Core Findings of The Cost of Cloud piece [5:22]Cloud is a significant part of COGS for public SaaS companies [8:38]Should you allocate engineers to reduce cloud cost or just focus on growth? [12:06]How much of a problem is not knowing cloud spend? [15:56]The tradeoff between focusing cost and engineering resources [19:33]Should large public SaaS companies repatriate? [23:41]Performance  matters -- it's not all about cost [31:55]Is all the talent for running data centers at the Google, AWS, and Azure? [37:46]Will the cloud feature set become commoditized? [44:57]Cloud oligopoly and market dynamics [50:39]Follow the a16z Club to join conversations with tech founders, builders, and leaders live and in-full.

27 Heinä 202158min

Good Time Show: a16z's Journey with Crypto and Crypto Investing

Good Time Show: a16z's Journey with Crypto and Crypto Investing

This podcast is an excerpt. Follow the a16z Club to join conversations with tech founders, builders, and leaders live and in-full.Early days of a16z crypto [2:38]New crypto governance capabilities [16:34]How is the VC model different when investing in crypto? [22:24]Crypto regulation and the recent attempt at holiday rulemaking [29:49]Is anyone effectively regulating crypto? [34:15]How do you start working in crypto? [36:58]What problems should crypto founders work on? [43:51]Identity, crypto, and the future of social networks [45:15]Centralized vs. decentralized: the battle for the internet [48:17]

19 Heinä 202151min

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