Cheeky Pint: Marc Andreessen, John Collison & Charlie Songhurst on Tech’s Big Questions

Cheeky Pint: Marc Andreessen, John Collison & Charlie Songhurst on Tech’s Big Questions

Today we’re sharing a feed drop from Cheeky Pint, where Stripe cofounder and president John Collison chats with legends in technology over a pint of Guinness.

In this episode, John is joined by a16z cofounder Marc Andreessen and tech investor Charlie Songhurst for a candid conversation about bubbles, downturns, and the psychology of markets. They discuss what makes Silicon Valley so hard to replace, the deep history of the Valley’s ecosystem, and the future of media. From the lessons of the dot-com crash to the future of venture capital and startups, this is an inside look at how big cycles shape innovation and what it takes to build on the frontier.

Timecodes:

0:00 Introduction

1:56 Marc Andreessen’s early internet stories

3:10 Silicon Valley, risk, and downturns

8:30 Marc Andreessen’s early internet days

11:52 Investing across cycles

16:30 Can you tell when you’re in a bubble?

19:10 Trust, high-status VCs & preferential attachment

27:00 Venture capital, startups, and investment cycles

33:34 East Coast vs. West Coast: risk and culture

44:00 High trust culture in Silicon Valley

50:00 Why Silicon Valley, not Boston or Europe?

55:00 Company tragedies and missed opportunities

1:00:00 The internet boom, bubbles, and AI parallels

1:15:00 AI’s impact: productivity, jobs, and society

1:35:00 Crypto, stablecoins, and fintech

1:50:00 Public vs. private markets & venture strategy

2:00:00 Big companies, competition, and bureaucracy

2:05:00 Boards, governance, and the Elon Musk method

Resources:

Watch more episodes from Cheeky Pint: https://www.youtube.com/@stripe

Listen to Cheeky Pint on Apple Podcasts: https://podcasts.apple.com/us/podcast/cheeky-pint/id1821055332

Find John on X: https://x.com/collision

Find Charlie on LinkedIn: https://www.linkedin.com/in/charlessonghurst/

Follow Marc on X: https://x.com/pmarca

Marc’s Substack: https://pmarca.substack.com/

Stay Updated:

Find us on X: https://x.com/a16z

Find us on LinkedIn: https://www.linkedin.com/company/a16z

This information is for general educational purposes only and is not a recommendation to buy, hold, or sell any investment or financial product. Any investments or portfolio companies mentioned, referred to, or described in this podcast are not representative of all a16z investments 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 a16z is available at https://a16z.com/investment-list/. All investments involve risk, including the possible loss of capital. Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance. Before making decisions with legal, tax, or accounting effects, you should consult appropriate professionals. Information is from sources deemed reliable on the date of publication, but a16z does not guarantee its accuracy.

Stay Updated:

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Podcast on Spotify

Listen to the a16z Podcast on Apple Podcasts

Follow our host: https://twitter.com/eriktorenberg

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.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jaksot(934)

a16z Podcast: When Large Scale Gets Really Massive -- Managing Today’s Enterprise Networks

a16z Podcast: When Large Scale Gets Really Massive -- Managing Today’s Enterprise Networks

Managing enterprise networks with thousands of users and endpoints has been hard enough. Now that large enterprise networks routinely include hundreds of thousands of nodes it’s amazingly difficult and time-consuming (we’re talking days often) to get definitive answers to seemingly simple questions like, how many PCs do I have running? Never mind, how many PCs do I have that could be at risk of the Heartbleed virus? Tanium, the most recent company to join the a16z portfolio, offers a systems management and security tool that allows administrators to ask virtually any question about the configuration, performance, and complexion of an enterprise network and get an answer in seconds. Tanium CTO and Co-founder Orion Hindawi and a16z Board Partner Steven Sinofsky discuss the origins of Tanium; the invention of the “linear peer-to-peer communications” architecture that turbo-charges the Tanium solution; and with Internet of Things coming online fast, the prospect of networks quickly going to millions and billions of nodes. Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Podcast on SpotifyListen to the a16z Podcast on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

27 Kesä 201418min

a16z Podcast: Google I/O -- A Three-Hour Tour (in 30 minutes)

a16z Podcast: Google I/O -- A Three-Hour Tour (in 30 minutes)

The Google I/O keynote was epic in at least one respect, length. For three hours Google laid out the near horizon for all things Google. This included the next version of Android; a new platform for connected watches; Google for your car; yet another Google TV; and a new health platform. Andreessen Horowitz’s Benedict Evans plowed through it all, including what was noticeably absent: Google+ and Google Glass. What the future looks like as the lines between mobile apps and web pages blur, and why Google is the new Microsoft -- in the best possible way. Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Podcast on SpotifyListen to the a16z Podcast on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

26 Kesä 201433min

a16z Podcast: Datacenter of the Future

a16z Podcast: Datacenter of the Future

The datacenter has long been -- there's no nice way to put this -- a bit of a snoozer. Expensive boxes running expensive software. No more, says a16z General Partner Peter Levine. Along with Chris Dixon, Levine lays out a vision for the datacenter of the future. Building on the technology established by companies like Facebook and Google, Levine and Dixon describe a software-led transformation of the datacenter, one where the mobile supply chain and fast-moving companies are reimagining everything -- from the underlying architecture to new business models. Be prepared to get in the weeds, hear Levine talk about the next opportunity, “hosted instances,” Dixon describe the “the dream within the dream,” and discover why the datacenter is about to get exciting. Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Podcast on SpotifyListen to the a16z Podcast on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

18 Kesä 201425min

a16zPodcast: People Marketplaces Take On One of the Last Great E-Commerce Opportunities -- Groceries

a16zPodcast: People Marketplaces Take On One of the Last Great E-Commerce Opportunities -- Groceries

People Marketplaces are a lot like eBay -- connecting buyer and seller -- but for services, says a16z General Partner Jeff Jordan. These two-sided marketplaces are cropping up across the economy, from finding a ride to house cleaning and pet sitting. Now Instacart is bringing the People Marketplace model to the grocery business -- a massive market that has seen very little change even as the internet and mobile have upended most retail categories. Joined by a16z's Sam Gerstenzang, this segment outlines the elements of a People Marketplace; why the model is gathering momentum now; and if we all remember what happened with Webvan, why is this time is different? Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Podcast on SpotifyListen to the a16z Podcast on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

16 Kesä 201412min

a16z Podcast: Mapping the Information Economy -- Where’s the Cloud Going Next?

a16z Podcast: Mapping the Information Economy -- Where’s the Cloud Going Next?

a16z Board Partner Steven Sinofsky and Box CEO and co-founder Aaron Levie discuss findings from a study of the information economy that has been built on cloud and mobile. The findings were based on workflow data collected anonymously from a subset of 25 million users, 225,000 businesses, and five industries (you can see the report here: http://blog.box.com/2014/06/mapping-the-information-economy-a-tale-of-five-industries/). It all amounts to big shifts in enterprise IT. But what are the implications of these findings for everyone’s business ... beyond Silicon Valley and the software industry? And finally -- shared in a live brainstorm at the end -- what’s the future of the cloud? Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Podcast on SpotifyListen to the a16z Podcast on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

13 Kesä 201417min

a16z Podcast: The Promise (and Nightmare) of Cross-Platform Software

a16z Podcast: The Promise (and Nightmare) of Cross-Platform Software

The announcement by Apple of its new programming language Swift is prompting developers to consider yet again how to tailor their efforts in the battle between iOS and Android. Benedict Evans and Steven Sinofsky discuss the questionable history of cross-platform software, and strategies for startups building apps today. How developers can build great apps on both of the largest mobile platforms. This platform question is one Sinofsky has been grappling with for a very long time, and which he also details in this post: http://blog.learningbyshipping.com/2013/07/08/juggling-multiple-platforms-and-the-bumpy-road-ahead/ Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Podcast on SpotifyListen to the a16z Podcast on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

6 Kesä 201416min

a16z Podcast: The Apple WWDC 2014 Deep Dive

a16z Podcast: The Apple WWDC 2014 Deep Dive

Benedict Evans is a veteran of Apple’s big events and puts all the announcements and demos into one of three categories: 1) all the cool incremental improvements to the Apple operating systems; 2) the tent-pole features that Apple likes to build marketing campaigns around; 3) and finally, the fundamental strategic moves by Apple that serve to push the company ahead of the competition. With help from Andreessen Horowitz technical talent partner Dave Jagoda, this segment picks apart all three categories. Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Podcast on SpotifyListen to the a16z Podcast on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

3 Kesä 201423min

a16z Podcast: You Just Thought You Were Building a Software Company. It's a Community.

a16z Podcast: You Just Thought You Were Building a Software Company. It's a Community.

For Jim Gilliam, the founder of NationBuilder, community is everything. When he needed a double lung transplant, Gilliam turned to the Internet and to his online community to make it happen. He's organized political campaigns, made documentary films, and built his company NationBuilder by tapping into the power that large scale communities on the internet provide. Community at internet scale is a deep reservoir of people, ideas and yes, money, that Gilliam believes changes how we do almost everything - and makes almost anything possible. Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Podcast on SpotifyListen to the a16z Podcast on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

30 Touko 20149min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
psykopodiaa-podcast
puheenaihe
rss-rahapodi
ostan-asuntoja-podcast
pomojen-suusta
rss-startup-ministerio
rss-lahtijat
rss-rahamania
rahapuhetta
rss-neuvottelija-sami-miettinen
kasvun-kipuja
rss-h-asselmoilanen
rss-turvacast
taloudellinen-mielenrauha
leadcast
syo-nuku-saasta
muutosakatemia-coaching-podcast
lakicast