Marc Andreessen & Jack Altman: Venture Capital, AI, & Media
a16z Podcast11 Juni

Marc Andreessen & Jack Altman: Venture Capital, AI, & Media

In this episode Jack Altman, CEO of Lattice and host of Uncapped, interviews Marc Andreessen on how venture capital is evolving — from small seed funds to billion-dollar barbell strategies — and why today’s most important tech companies don’t just build tools, they replace entire industries. They cover:

  • The end of “picks and shovels” investing
  • Why missing a great company matters more than backing a bad one
  • The power law math behind fund size and asymmetric returns
  • AI as the next computing platform — and a test for Western civilization
  • Preference falsification, media power, and what founders can’t say out loud

This is a conversation about ambition at scale, the structure of modern venture, and the deep forces reshaping startups, innovation, and power.

Resources:

Listen to more from Uncapped: https://linktr.ee/uncappedpod

Find Jack on Xhttps://x.com/jaltma

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

Find Uncapped on X: https://x.com/uncapped_pod

Timecodes:
00:00 What You Can’t Say

01:20 Founders, Funders, and the Future

02:00 Fund Size and Power Law Math

06:45 From Tools to Full Stack Startups

10:00 Market Sizing and Asymmetric Bets

13:00 Public Markets Mirror Venture Dynamics

17:00 The Barbell Strategy in Venture

20:00 The Conflict Dilemma in Venture

25:00 Staying in Early-Stage Venture

29:30 The Death of the Middle

32:00 Why It’s So Rare to Build a New Top VC Firm

35:00 The Case for Power in Venture

37:45 Limiting Factors for Big Companies

41:00 AI as the Next Computing Platform

45:30 Betting on Startups, Not Incumbents

48:00 How a16z Thinks About Risk

51:00 Building a Top-Tier GP Team

55:00 Taste, Timing, and Getting Into the Scene

57:00 Raising Capital Is the Easy Part

1:00:30 AI’s Existential Stakes

1:05:00 Autonomous Weapons, Ethics, and War

1:11:00 Tech, Government, and Power

1:13:00 Media, Mistrust, and Narrative Collapse

1:24:00 Preference Falsification and Cultural Cascades

1:32:00 The Thought Experiment

1:33:00 Career Advice for Young Builders

1:35:00 Marc vs. the Huberman Protocol

1:39:30 What Would Prove You Right?

Stay Updated:

Let us know what you think: https://ratethispodcast.com/a16z

Find a16z on Twitter: https://twitter.com/a16z

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

Subscribe on your favorite podcast app: https://a16z.simplecast.com/

Follow our host: https://x.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.

Avsnitt(905)

Alex Honnold on Human Performance (part 2) – Climbing and Entrepreneurship

Alex Honnold on Human Performance (part 2) – Climbing and Entrepreneurship

In part 1 of our series on human performance, we looked at the limits of human potential in climbing and other sports – and how we push those limits through technology and training.In this episode, recorded at our a16z innovation summit last year, Alex talks with a16z general partner and fellow avid climber Peter Levine about the risk, fear, and preparation for his free solo of El Capitan on Yosemite. While climbing is the topic, the conversation holds many lessons for entrepreneurs, and anyone else who is attempting something that’s never been done before – from how to evaluate risk versus reward, moving into the public spotlight from stealth, removing constraints to innovate on established routes, and knowing where you can fall and where you can’t. The conversation finishes with Alex’s life philosophy of living simply and giving back, including how he donates a third of all his income to the Honnold Foundation to support solar projects in underserved communities.

11 Juli 202018min

Alex Honnold on Human Performance (part 1) – Where's the Limit?

Alex Honnold on Human Performance (part 1) – Where's the Limit?

Is there a limit to what humans can do? And if so, how do you know when you've reached it? Welcome to part one of a two-part series on human performance with professional rock climber Alex Honnold. Alex redefined the limits of what is possible by free soloing – that is climbing with no ropes or safety gear – a 2000-foot granite rock face in Yosemite, known as El Capitan. That feat  was documented in the award-winning film Free Solo. In this podcast, Alex, a16z general partner Peter Levine (who at age 59 is still an avid ice climber), and Das Rush discuss how technology and training have pushed the limits of what's possible and how to manage the mental preparation of any big endeavor, whether its building a company, reaching a new peak, or maintaining peak performance while aging.In Part 2, recorded last year as part of our a16z innovation summit, we share a fireside chat with Peter and Alex  about the risk, preparation, and fear around Alex's free solo.  Photo credit: Shawn Corrigan

11 Juli 202023min

Why We Shouldn’t Fear AI in Healthcare

Why We Shouldn’t Fear AI in Healthcare

"Why We Shouldn’t Fear the ‘Black Box’ of AI (in Healthcare and Everywhere)" by Vijay Pande. First published in the New York Times, January 2018. You can also find and share this article at a16z.com/aidoctor

7 Juli 20206min

When One App Rules Them All: The Case of WeChat and Mobile in China

When One App Rules Them All: The Case of WeChat and Mobile in China

"When One App Rules Them All: The Case of WeChat and Mobile in China" by Connie Chan. First published August 2015. You can also find and share this essay at a16z.com/mobilefirstchina

7 Juli 202020min

Every Company Is a Fintech Company

Every Company Is a Fintech Company

"Why Every Company Will Be a Fintech Company -- The Next Era of Financial Services and the 'AWS Phase' for Fintech" by Angela Strange.You can also find and share this essay at a16z.com/fintecheverywhere

7 Juli 202015min

Read-Alouds, Continued

Read-Alouds, Continued

Today we're continuing a series we started a while ago of read-alouds (for more context on the why and why now check out episode #500 on how we podcast!).The first was episode #544 in April, It's Time to Build, read out loud by Marc Andreessen; what follows are  three more pieces read out loud by their authors:"Why Every Company Will Become a Fintech Company: The Next Era of Financial Services and the 'AWS Phase' for Fintech" by Angela Strange"When One App Rules Them All: The Case of WeChat and Mobile in China" by Connie Chan, first published August 2015"Why We Shouldn’t Fear the ‘Black Box’ of AI (in Healthcare and Everywhere)" by Vijay Pande, first published in the New York Times January 2018

7 Juli 202051s

Journal Club: Revisiting Eroom's Law

Journal Club: Revisiting Eroom's Law

Eroom’s Law is Moore’s Law spelled backwards. It’s a term that was coined in a Nature Reviews Drug Discovery article by researchers at Sanford Bernstein and describes the exponential decrease in biopharma research and development efficiency between the 1950s and 2010. Whereas Moore’s describes technologies becoming exponentially faster and cheaper over time, Eroom’s Law describes the trend of drug development becoming exponentially more expensive over time.The article describing Eroom’s Law was published in 2012, and analyzed data up till 2010. That is perhaps ironic as 2010 appears to be an inflection point in the trend. In Breaking Eroom’s Law, the authors analyze the data since 2010 and show that costs appear to have stabilized over the last ten years. But what has contributed to this critical and exciting trend shift? In our conversation, Jorge and Vijay discuss the three causes cited by the authors of the Breaking Eroom’s Law article, their views on what technologies and policies will continue to push costs down, and their opinion on whether Eroom’s Law is broken for good.

5 Juli 20209min

Preventing Pandemics with Genomic Epidemiology

Preventing Pandemics with Genomic Epidemiology

The COVID-19 pandemic has increased the visibility of scientists and the scientific process to the broader public; suddenly, scientists working on virology and infectious disease dynamics have seen their public profiles rapidly expand. One such scientist is the special guest in this episode, Trevor Bedford, Associate Professor at the Fred Hutchinson Cancer Research Center.An expert in genomic epidemiology, he and his collaborators built Nextstrain, which shares real-time, interactive data visualizations to track the spread of viruses through populations.a16z bio deal team partner Judy Savitskaya and Lauren Richardson chat with Trevor about how genomic epidemiology can inform public health decisions; viral mutation and spillover from animals into humans; what can be done now to prevent the next big pandemic; and the shift in scientific communication to pre-prints and open science.

30 Juni 202034min

Populärt inom Business & ekonomi

framgangspodden
badfluence
varvet
uppgang-och-fall
svd-ledarredaktionen
rss-borsens-finest
avanzapodden
lastbilspodden
affarsvarlden
rss-kort-lang-analyspodden-fran-di
fill-or-kill
rss-dagen-med-di
borsmorgon
rikatillsammans-om-privatekonomi-rikedom-i-livet
tabberaset
rss-inga-dumma-fragor-om-pengar
dynastin
market-makers
kapitalet-en-podd-om-ekonomi
borslunch-2