Cloud Wars and Company Wars: Play Nice But Win
a16z Podcast2 Okt 2021

Cloud Wars and Company Wars: Play Nice But Win

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/.

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Building for Tomorrow

Building for Tomorrow

New year, new you! Right?Well, as much as we’d all like to believe that we embrace the new… the reality is that we often resist change.That’s why we’ve brought in someone who has studied how humans respond to and adapt to change – or sometimes how we fail to. That person is Jason Feifer – long-time editor in chief at Entrepreneur Magazine, host of two popular podcasts, and recent author of his book Build for Tomorrow. Today, Jason shares 6 specific frameworks around the very natural human responses to change, which he’s developed through interviewing and studying some of the most influential people in the world – past and present. We also play a fun game at the end, where Jason comments on current technologies encountering pushback, and assesses where they might fit into his framework. Jason’s website: https://www.jasonfeifer.com/Jason on Twitter: https://twitter.com/heyfeiferJason’s book Build for Tomorrow: https://www.jasonfeifer.com/book/ Stay Updated: Find us on Twitter: https://twitter.com/a16zFind us 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. For more details please see a16z.com/disclosures.

12 Jan 20231h 14min

Expert AI as a Healthcare Superpower

Expert AI as a Healthcare Superpower

In this episode, Marc Andreessen and Vijay Pande discuss expert AI and its role in healthcare, bio, and more. Watch on Youtube: https://youtu.be/c7ScUDYSRYoSubscribe to Bio Eats World: https://podcasts.apple.com/us/podcast/bio-eats-world/id1529318900 Stay Updated: Find us on Twitter: https://twitter.com/a16zFind us 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. For more details please see a16z.com/disclosures.

10 Jan 202357min

Creators, Creativity, and Technology with Bob Iger

Creators, Creativity, and Technology with Bob Iger

with @robertiger @cdixon @smc90A wide-ranging conversation with Bob Iger on the interplay between technology, content, and distribution; as well as Bob’s journey -- and that of various creators! -- especially as the industry evolved from TV and cable to the advent of the internet/ web 1.0 to 2.0 to briefly touching on web3 and other emerging technologies. As well as topics top of mind for all company and community builders: from build vs. buy and the innovator's dilemma, to managing creativity, decentralization, remote work, and much more. Subscribe to web3 with a16z: https://podcasts.apple.com/us/podcast/web3-with-a16z-crypto/id1622312549 Stay Updated: Find us on Twitter: https://twitter.com/a16zFind us 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. For more details please see a16z.com/disclosures.

6 Jan 20231h 20min

Best Clips of 2022

Best Clips of 2022

We’ve had some incredible guests join us on the a16z podcast this year, ranging from moonshot entrepreneurs, to top creators, to some of the most forward thinking technologists – all of which are busy shaping the future right before our eyes…We have so much more in store for 2023 and cannot wait for you to see who we bring on as guests. But before we turn the page, we wanted to recap some of the most interesting, thought-provoking segments from our 2022 roster. Here are 8 of our favorite clips, covering topics from AI to space to the metaverse… and beyond.Catch the full playlist here. Stay Updated: Find us on Twitter: https://twitter.com/a16zFind us 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. For more details please see a16z.com/disclosures.

27 Dec 202243min

Pay Without Borders with Deel, GitLab, and Safetywing

Pay Without Borders with Deel, GitLab, and Safetywing

The predecessor to the office was Florence’s Uffizi Gallery – an admin building to the Medici mercantile empire. That was in… 1560. In the centuries to come, work was revolutionized, with perhaps the most well-known inflection of Ford Motors adopting the 40-hour work week in 1926. The cubicle? We have Robert Propst to thank for that, entering the picture in 1968. It wasn’t until the 80s when the Internet appeared on the scene and wifi released in 1997, forever changing the way people live and work. Since then, companies have continued to adopt many of the practices from the 20th century, despite the possibilities being fundamentally different.COVID sent a shock into that system, forcing many people to adopt a distributed model and despite much debate about what the future holds, this episode will highlight the many ways that companies are continuing to adapt.Will companies shift toward more asynchronous work? How will a distributed model shift the way we hire? How will companies attract top talent, and is remote the only benefit that matters? What workers and companies will come out on top of this sea change?And of course… is the office dead? We’ll address these questions, and much more!Topics covered:00:00 - History of remote work3:27 - Is the office dead?7:05 - Async vs sync16:18 - Building culture remotely27:15 - Attracting top talent31:16 - The evolution of benefits36:04 - Remote work vs work39:29 - Location-based pay46:36 - Open salaries51:23 - Vetting top talent55:32 - The need to adapt58:39 - Rewriting the rules1:03:09 - Infrastructure gapsResources: GitLab’s Remote Handbook: https://about.gitlab.com/handbook/Deel’s Salary Insights Tool: https://www.deel.com/salary-insightsDeel’s State of Global Hiring report: https://www.deel.com/state-of-global-hiring-2022Deel:Deel’s website: https://www.deel.com/Deel on Twitter: https://twitter.com/deelAlex on Twitter: https://twitter.com/BouazizalexSafetyWingSafetyWing’s website: https://safetywing.com/SafetyWing on Twitter: https://twitter.com/safetywingSondre on Twitter: https://twitter.com/SRaschGitLab: GitLab’s website: https://about.gitlab.com/GitLab on Twitter: https://twitter.com/gitlabDarren on Twitter: https://twitter.com/darrenmurph Stay Updated: Find us on Twitter: https://twitter.com/a16zFind us 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. For more details please see a16z.com/disclosures.

20 Dec 20221h 14min

Carbon Solutions Now and Next: From Biomass to Mineralization

Carbon Solutions Now and Next: From Biomass to Mineralization

In this episode, we tackle three carbon removal projects of varying scale, business models, and technical challenges.Biomass pyrolysis via Charm IndustrialAn electrochemical process via TravertineMineralization via 44.01We cover these companies through the lens of their founders – Peter Reinhardt (CEO of Charm Industrial), Laura Lammers (CEO of Travertine), and Karan Khimji (COO of 44.01) – who share the fascinating stories of how they stumbled into this industry, how their processes work, whether they can economically scale, and ultimately why each of them is dedicating their time and energy to this field.This episode also closes out our carbon removal mini series, where we’ve seen a unique convergence of attention, capital, policy, and creativity being applied. With that combination, it's rare that humans don't surprise one another in progress. Resources: Charm Industrial:Charm Industrial’s website: https://charmindustrial.com/Charm Industrial on Twitter: https://twitter.com/CharmIndustrialPeter on Twitter:  https://twitter.com/reinpkTravertine:Travertine’s website: https://www.travertinetech.com/Laura on Twitter: https://twitter.com/limestonedr44.01:44.01’s website: https://4401.earth/44.01 on Twitter: https://twitter.com/4401earthKaran on Twitter: https://twitter.com/kdkhimji Stay Updated: Find us on Twitter: https://twitter.com/a16zFind us 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. For more details please see a16z.com/disclosures.

13 Dec 202245min

Ben Horowitz and Brian Armstrong on Building and Overcoming the Hard Things

Ben Horowitz and Brian Armstrong on Building and Overcoming the Hard Things

If you’ve been following the news, you’ve probably heard of the recent FTX scandal.While there’s much still unknown, in this episode we get the unique opportunity to hear from Brian Armstrong – co-founder and CEO of Coinbase – about what’s top of mind for the crypto industry. That includes the impact of this current event on future regulation, how this crypto winter might be different from previous ones, founder psychology during downturns, the transparency that comes with being public, and much more.Brian is interviewed by a16z cofounder and general partner Ben Horowitz, who has the unique perspective of having invested in, built, and been on the board of numerous companies during the ups and downs, leading him to his well-known book The Hard Thing About Hard Things. Resources: Subscribe to web3 with a16z: web3-with-a16z.simplecast.com/Coinbase’s website: coinbase.comBrian’s Twitter: https://twitter.com/brian_armstrongBen’s Twitter: https://twitter.com/bhorowitz Stay Updated: Find us on Twitter: https://twitter.com/a16zFind us 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. For more details please see a16z.com/disclosures.

8 Dec 202243min

Building a Marketplace for Carbon

Building a Marketplace for Carbon

In part 1 of our carbon removal series, we talked to Nan Ransohoff — Head of Climate at Stripe — about what it might take to jumpstart the market of carbon removal solutions. But what happens when there is a true, thriving market of buyers and sellers? How will suppliers effectively reach the right buyers, and as more solutions become available, how will buyers effectively vet the options?In part 2, we address these questions and more, together with Brennan Spellacy, co-founder & CEO of Patch – a growing marketplace for carbon credits. We also cover many evolving market dynamics, like the potential differences between two sets of tons delivered, the opportunity and challenge of effectively educating buyers, the integration of software like Patch's API, verification solutions and their current limitations, how even the voluntary market is being held accountable for their carbon claims, and the role that Patch is playing to help develop this nascent industry.By the way, if you like this episode, be sure to look out for part 3 of our series where we get into the nitty gritty of 3 emerging carbon removal solutions — ranging from biomass pyrolysis to carbon mineralization. Resources: Patch’s website: https://www.patch.io/Follow Patch on Twitter: https://twitter.com/usepatchFollow Brennan on Twitter: https://twitter.com/bspellacy_ Stay Updated: Find us on Twitter: https://twitter.com/a16zFind us 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. For more details please see a16z.com/disclosures.

6 Dec 202248min

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