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:

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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.


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Avsnitt(933)

The SSN Breach: What Now?

The SSN Breach: What Now?

In this episode, we cover the recent data breach of nearly 3B records, including a significant number of social security numbers. Joining us to discuss are security experts Joel de la Garza and Naftali Harris. Incredibly enough, Naftali and his team were able to get their hands on the breached dataset and were able to validate the nature of the claims. Listen in as we explore the who, what, when, where, why… but also how a breach of this magnitude happens and what we can do about it.Resources:Read 16 Steps to Securing Your Data (and Life)Find Naftali on Twitter: https://x.com/naftaliharrisCheck out Sentilink: https://www.sentilink.com/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. 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 Aug 202422min

Building Innovation Hubs: The UK & Beyond

Building Innovation Hubs: The UK & Beyond

This episode from Web3 with a16z Crypto, is all about innovation on a global scale, exploring both ecosystem and individual talent levels. We examine what works and what doesn’t, how certain regions evolve into startup hubs and economic powerhouses, and what constitutes entrepreneurial talent. We also discuss the nature of ambition, the journey to finding one’s path, and broader mindsets for navigating risk, reward, and dynamism across various regions, with a particular focus on London and Europe.Joining us is Matt Clifford, who played a pivotal role in the London entrepreneurial and tech ecosystem since 2011, is the Chair of Entrepreneur First and the UK’s Advanced Research and Invention Agency (ARIA). Before this episode was recorded, Matt served as the Prime Minister’s representative for the AI Safety Summit at Bletchley Park. Recently, he was appointed by the UK Secretary of Science to deliver an “AI Opportunities Action Plan” to the UK government.This episode was recorded live from Andreessen Horowitz’s first international office in London. For more on our efforts and additional content, visit a16zcrypto.com/uk. Resources:Find Matthew on Twitter: https://x.com/matthewcliffordFind 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. 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.

14 Aug 202445min

The Olympics of Talent: France's Tech Boom

The Olympics of Talent: France's Tech Boom

Once criticized for lacking ambition, French founders are now aiming to create the world’s largest companies. With a thriving ecosystem attracting talent from across Europe and the US, France is becoming a major player on the global stage.In this episode, we cover the unique advantages of building startups in France. Roxanne Varza, Director of Station F; Antoine Martin, co-founder of Amo and Zenly; and Brian Kim, a16z consumer partner, discuss the key factors driving this transformation, including infrastructure, community, and government support.Discover how international talent, a supportive community, and robust governmental backing are propelling France’s startup scene. This episode is filled with insights into why France is now an exciting place to build a startup.Resources:Find Roxanne on Twitter: https://x.com/roxannevarzaFind Antoine on Twitter: https://x.com/an21mFind Bryan on Twitter: https://x.com/kirbyman01Learn more about Station F: https://stationf.co/Learn more about Amo: https://get.amo.co/enStay 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. 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.

9 Aug 202437min

Building the World's Most Trusted Driver

Building the World's Most Trusted Driver

Waymo's autonomous vehicles have driven over 20 million miles on public roads and billions more in simulation.In this episode, a16z General Partner David George sits down with Dmitri Dolgov, CTO at Waymo, to discuss the development of self-driving technology. Dmitri provides technical insights into the evolution of hardware and software, the impact of generative AI, and the safety standards that guide Waymo's innovations.This footage is from AI Revolution, an event that a16z recently hosted in San Francisco. Watch the full event here:  a16z.com/dmitri-dolgov-waymo-ai Resources: Find Dmitri on Twitter: https://x.com/dmitri_dolgovFind David George on Twitter: https://x.com/DavidGeorge83Learn more about Waymo: https://waymo.com/ 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. 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.

5 Aug 202438min

From AI to Instant Replay: The Technology Behind the Olympics

From AI to Instant Replay: The Technology Behind the Olympics

The Olympics features over 11,000 athletes competing in 32 sports, attracting an audience of more than 10 million.In this episode, Charlie Ebersol, co-founder of the Alliance of American Football and Infinite Athlete, explores how new innovations like AI and bespoke broadcasting technologies are shaping the future of sports.Charlie also reflects on the storytelling legacy of his father, Dick Ebersol, a legendary sports producer who transformed how we experience the Olympics. We discuss the importance of making sports more accessible and engaging through technology that enhances, rather than distracts from, the human stories at the heart of the games.Whether you're a tech enthusiast or a sports fan, this episode offers a unique look at the convergence of these two worlds.Resources: Find Charlie on Twitter: https://x.com/CharlieEbersolLearn more more about Infinite Athlete: https://infiniteathlete.ai/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. 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 Aug 202436min

When AI Meets Art

When AI Meets Art

On June 27th, the a16z team headed to New York City for the first-ever AI Artist Retreat at their office. This event brought together the builders behind some of the most popular AI creative tools, along with 16 artists, filmmakers, and designers who are exploring the capabilities of AI in their work.In this episode, we hear from the innovators pushing the boundaries of AI creativity. Joined by Anish Acharya, General Partner, and Justine Moore, Partner on the Consumer team, we feature insights from:Ammaar Reshi - Head of Design, ElevenLabsJustin Maier - Cofounder & CEO, CivitaiMaxfield Hulker - Cofounder & COO, CivitaiDiego Rodriguez - Cofounder & CTO, KreaVictor Perez - Cofounder & CEO, KreaMohammad Norouzi - Cofounder & CEO, IdeogramHang Chu - Cofounder & CEO, ViggleConor Durkan - Cofounder, UdioThese leaders highlight the surprising commonalities between founders and artists, and the interdisciplinary nature of their work. The episode covers the origin stories behind these innovative tools, their viral moments, and their future visions. You'll also hear about the exciting potential for AI in various creative modalities, including image, video, music, 3D, and speech.Keep an eye out for more in our series highlighting the founders building groundbreaking foundation models and AI applications for video, audio, photography, animation, and more.Learn more and see videos on artists leveraging AI at: a16z.com/aiart Find Ammaar on Twitter: https://x.com/ammaarLearn more about ElevenLabs: https://elevenlabs.ioFind Justin on Twitter: https://x.com/justmaierFind Max on LinkedIn: https://www.linkedin.com/in/maxfield-hulker-5222aa230/Learn more about Civitai: https://civitai.comFind Diego on Twitter: https://x.com/asciidiego?lang=enFind Victor on Twitter: https://x.com/viccpoesLearn more about Krea: https://www.krea.ai/homeFind Mohammed on Twitter: https://x.com/mo_norouziLearn more about Ideogram: https://ideogram.ai/t/exploreFind Conor on Twitter: https://x.com/conormdurkanLearn more about Udio: https://www.udio.com/homeFind Hang on Twitter: https://x.com/chuhang1122Learn more about Viggle: https://viggle.ai/ 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.   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 Juli 202443min

Founders Playbook: Lessons from Riot, Discord, & More

Founders Playbook: Lessons from Riot, Discord, & More

Gaming is not just entertainment—it's a revolution reshaping our culture, technology, and economy. a16z’s Jonathan Lai and Andrew Chen dive into the current gaming renaissance and its future impact. Joining them are Michael Chow, CEO and Steven Snow, CPO of The Believer Company, and Eros Resmini, Founder and Managing Partner of The Mini Fund.They explore the intersection of tech, art, psychology, and design in gaming, discussing how startups can navigate intense competition, distribution challenges, and high production costs. With insights from these industry leaders, this episode covers the transformative potential of AI, the importance of player feedback, and strategies to stand out in a crowded market.Recorded during Speedrun, a16z’s extensive games accelerator, this episode offers a glimpse into the strategies and innovations driving the gaming industry forward. Resources: Find Steven on Twitter: https://twitter.com/StevenSnowFind Michael on LinkedIn: https://www.linkedin.com/in/believer-paladin/Find Eros on Twitter: https://twitter.com/erosresminiFind Jonathan on Twitter: https://twitter.com/TocelotFind Andrew on Twitter: https://twitter.com/andrewchenLearn more about Speedrun: https://a16z.com/games/speedrun/ 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. 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.

25 Juli 202425min

Transitioning From Gymnast to Investor with Aly Raisman

Transitioning From Gymnast to Investor with Aly Raisman

Former gymnast and current investor Aly Raisman joins general partner Julie Yoo and investment partner Daisy Wolf of a16z Bio + Health.In this episode, Aly Raisman shares her quest for healthier living—physically, mentally, and financially—on her journey from gymnast to a business investor. Having transitioned from an intensely structured routine, Aly emphasizes the need for more open conversations about mental health and financial literacy. She speaks passionately about the gap in women’s health solutions and hopes to inspire entrepreneurs to create impactful businesses. Aly’s experiences as a patient, survivor, and global figure adds a unique dimension to her perspective as an investor. This candid conversation with Aly and Julie Yoo sheds light on Aly’s passion for more education within the investment space, offering invaluable insights for entrepreneurs, particularly in biotech and healthcare. Resources: Find Aly on Twitter: https://x.com/aly_raismanFind Julie on Twitter: https://x.com/julesyooFind Daisy on Twitter: https://x.com/daisydwolf 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. 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.

17 Juli 202421min

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