a16z
@a16z • 990,974 subscribers
It's time to build. https://t.co/A9eTFq6Xbx Posts are not investment advice or an advertisement for investment services. See https://t.co/nX2FtaLE06.
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Financing the Global Industrial Renaissance with Apollo CEO Marc Rowan Marc Rowan is CEO of Apollo Global Management, one of the most important financial institutions and the largest provider of retirement income in the world. In this conversation, he joins a16z's David Haber to discuss the story of Apollo, the state of public and private markets, how the AI revolution will be financed, and more. 00:00 Intro 00:52 Drexel, Milken & the origins of "clean sheet thinking" 04:55 The Apollo origin story: From unemployed to $6 billion 08:46 How Apollo became a trillion-dollar firm 13:00 Permanent capital, origination & why assets are the scarce resource 16:08 Democratizing private markets: Daily pricing & new capital channels 22:04 Where venture meets credit: Financing the industrial renaissance 30:01 AI, enterprise software & which jobs will be replaced or enhanced 38:52 Moral leadership: UPenn, merit & doing right over easy 46:02 Apollo's culture: Playing to win & building to outlast the founder
a16z366,475 Aufrufe • vor 7 Tagen
David Sacks says the biggest risk of AI was described not by James Cameron in The Terminator but by George Orwell in 1984. “I almost feel like the term ‘woke AI’ is insufficient to explain what’s going on because it somehow trivializes it.” “What we’re really talking about is 'Orwellian AI.' We’re talking about AI that lies to you, that distorts an answer, that rewrites history in real time to serve a current political agenda of the people who are in power.” “To me, this is the biggest risk of AI... It’s not The Terminator, it’s 1984.” David Sacks
a16z16,345,729 Aufrufe • vor 7 Monaten
Jesse Genet on Agentic Parenting Jesse Genet joins a16z's Sarah Wang and Katherine Boyle to discuss her journey from founder to parent, how she's using agents in her household, and how AI could transform parenting for the better. 00:00 YC founder turned homeschool mom 03:00 Discovering Claude Code and agentic building 06:00 Building while homeschooling 4 kids under 5 11:00 How AI generates personalized lesson plans and logs progress 18:00 Jesse's 11-agents 27:05 Agent tech stack deep dive 33:56 How agents improve daily life 40:04 Letting kids interact with AI: values, risks, and the future of parenting Jesse Genet Katherine Boyle Sarah Wang
a16z1,785,444 Aufrufe • vor 1 Monat
"Not having a coding experience is becoming an advantage." Replit CEO Amjad Masad: "You don't need any development experience. You need grit. You need to be a fast learner." "If you're a good gamer, if you can jump in a game and figure it out really quickly, you're really good at this." "Coders get lost in the details." "Product people, people who are focused on solving a problem, on making money, they're going to be focused on marketing, they're going to be focused on user interface, they're going to be focused on all the right things." "I think this year it's gonna flip, and I think not having a coding background is gonna be more advantageous for the entrepreneur." Amjad Masad with jack neel
a16z2,565,114 Aufrufe • vor 2 Monaten
Marc Andreessen on introspection and the benefits of retardmaxxing: "There's this guy on YouTube who has basically a hundred videos on retardmaxxing." "He's like my new life coach. I haven't met him, but from a distance." "It's basically just—retardmaxx. Go to work, do a good job, come home, it's fine. Start a company, it succeeds, it fails, it's fine. Have too much to eat one night at dinner, it's fine. Go to the gym, don't count your reps, it's fine. Ask a girl if she wants to go out with you, if she says no, it's fine." "It's like 100 30-minute videos about retardmaxxing. And you would think that after the first two minutes, he kind of covered it. But no." "And by the way, they're all hysterical. They're all absolutely fantastic. It's literally him on his porch in the middle of nowhere with a cigar, and it's like a half hour." "It's just absolutely spectacular." Marc Andreessen 🇺🇸 with Harry Stebbings
a16z1,162,357 Aufrufe • vor 2 Monaten
Marc Andreessen says AI is teaching sand to think and it could be the most important technology in the history of humanity: "Imagine a form of alchemy that turns sand into thought." "Chips are made out of sand. They're made out of silicon, so they're literally made out of sand." "We plug the chip into a data center, into power, we light it up, and we put AI on it, and all of a sudden it's thinking." "We've turned sand into thought. And so it's possibly the most revolutionary technology in the history of the species." "It's certainly on par with electricity and steam power. It's certainly more important than the internet." Marc Andreessen 🇺🇸 with Joe Rogan
a16z202,529 Aufrufe • vor 14 Tagen
Marc Andreessen: Software isn't precious anymore. In this new world, high quality software is infinitely available. "We've always lived in a world in which software is this precious thing that you have to think about very carefully." "It was really hard to generate good software, and there was only a small number of people who could do it." "Those days are just over." "If you need new software to do X, Y, or Z, you're just going to wave your hand and get it." "Things that used to be hard, or even seem like an insurmountable mountain to get through, all of a sudden, I think, become very easy." Marc Andreessen 🇺🇸 with Latent.Space
a16z831,096 Aufrufe • vor 2 Monaten
A tale of two cities with and without Flock over the weekend in Texas: "Austin had Flock and then turned it off. And as a consequence, they were not able to find these guys." "These guys drove into some adjacent town up against Austin. And Flock was live in that town, and so Flock tagged them the minute they drove into that town, and then they caught the guys." "It's crazy to have the ability to solve crimes and stop crimes and not be able to use it." Marc Andreessen 🇺🇸 with Joe Rogan
a16z171,359 Aufrufe • vor 15 Tagen
Marc Andreessen on the question at the center of data center discourse & why it's so important: "Can you build anything in America anymore? Can you build a factory? Can you build a chip plant? Can you build a power plant? Can you build a refinery? Can you build a pipeline? Can you build housing?" "One of the common themes in American life for the last 30 years is the answer to those questions is generally, no, you can't do any of those things." "Take as an example, Silicon Valley, right? So all the chips are made in Taiwan. Well, 40 years ago, all the chips were made in California." "Can you build things in America? Can you build a factory? Can you build an energy plant? Can you build a data center? Can you build housing?" "And on every single one of those, there's this massive problem which is, right now in many cases, in many places, no you can't." Marc Andreessen 🇺🇸 with Joe Rogan
a16z110,128 Aufrufe • vor 12 Tagen
David Sacks on Polytheistic AI, Better Crypto Regulation, Beating China, and Fixing SF David Sacks is the White House AI and Crypto Czar. He joined a16z’s Marc Andreessen, Ben Horowitz, and Erik Torenberg for a conversation covering the importance of beating China in the AI race, the need for a federal standard for crypto regulation, how AI doomerism is replacing climate doomerism, how to solve the energy bottleneck in AI development, the path to fixing San Francisco, and more. 00:00 The state of AI and crypto policy 16:20 Orwellian AI and the real risks of AI 32:26 AI capabilities and pullback from AGI hype 39:18 Open-source AI, decentralization, and software freedom 46:28 Winning the AI race through innovation and exports 53:38 The energy bottleneck and America’s infrastructure challenge 59:48 AI doomerism and political narratives 01:13:30 San Francisco’s future David Sacks Marc Andreessen 🇺🇸 benahorowitz.eth Erik Torenberg
a16z2,228,195 Aufrufe • vor 7 Monaten
Elon Musk on how he moves so fast: "I'm constantly addressing the limiting factor." "I generally try to aim for a deadline that I at least think is at the 50th percentile. So, it's not like an impossible deadline, but it's the most aggressive deadline I can think of that could be achieved with 50% probability. Which means that it'll be late half the time." "A maniacal sense of urgency is a very big deal. You want to have an aggressive schedule. And then you want to figure out what the limiting factor is at any point in time and, and help the team address that limiting factor." Source: Elon Musk with Stripe’s John Collison and Dwarkesh Patel
a16z1,042,143 Aufrufe • vor 3 Monaten
We’re co-leading the $475M seed round for Unconventional AI, a research lab tackling the moonshot of highly efficient AI-first chips. CEO Naveen Rao has sold two companies previously, and we’re excited to be partnering with him in his next endeavor. He joined a16z’s Matt Bornstein at NeurIPS for a conversation on starting a new chip company, what better chips would mean for AGI, why Naveen is so passionate about this mission, and more. 00:00 Intro 00:56 Exploring hardware for running AI workloads 02:02 Why Naveen built lots of software in a "hardware company" 03:22 Why start a new chip company? 05:13 How computing systems went digital 09:26 Why intelligence is a good fit for analog computer systems 12:30 What tradeoffs Naveen faced in pursuing his own path 15:23 The Data modalities Unconventional chips will be best for 16:54 Does this get us closer to AGI? 21:00 Where Naveen gets his excitement and motivation 22:37 What makes Naveen confident that Unconventional will work 24:43 Unconventional's hiring priorities 26:27 Career advice for young people 28:19 What Naveen has done best in his companies Naveen Rao Matt Bornstein Unconventional AI
a16z1,635,135 Aufrufe • vor 5 Monaten
Northwood Space CEO Bridgit Mendler's advice to founders: "Be more ambitious than you think you should." "You'd be surprised how quickly things change and how quickly things develop." "If you're setting out to use your precious time in your life building something, build something big." "Choose something meaningful. It's going to take up so much time and so much of your life energy to build. Do something you care about." Bridgit Mendler Northwood
a16z1,116,925 Aufrufe • vor 4 Monaten
.@palmerluckey's take on the best time to start a company From TBPN
a16z905,152 Aufrufe • vor 3 Monaten
Katherine Boyle says SpaceX’s legacy will be the thousands of companies that spawn from the school of Elon Musk: "What we've learned from the SpaceX story is that these kinds of companies can be built." "It is one of the most important companies in America. It's beloved by Americans across the country for what it's been able to achieve." "The legacy of SpaceX is going to be hundreds, if not thousands of companies—people who've gone to the school of Elon Musk, they've learned manufacturing and they've built companies, and built products in a way that they can take to new companies in manufacturing and defense, and drones and hypersonics—all of these other categories that SpaceX doesn't do." "We're incredibly excited about SpaceX. We're incredibly excited for what it's achieved for the American people and what it's going to lead to over the next 25 years." Katherine Boyle on FOX Business
a16z658,491 Aufrufe • vor 2 Monaten
Kalshi CEO Tarek Mansour: “The core unlock that could happen with prediction markets is if you forecast the future better, you are pricing risk.” “If you can price risk, then you can make better decisions about the risk.” “And then also you can transfer it, you can hedge. And I think that's where the market really, really becomes very, very large.” Source: Tarek Mansour (CEO Kalshi) with Molly O’Shea on @sourceryvc
a16z1,829,655 Aufrufe • vor 7 Monaten
.Marc Andreessen 🇺🇸 on the divergence between online and offline culture: "There's two ways to live life right now. It's either you're too online or you're too offline. And those are the two choices." "At least everybody I know, they're one or the other... And as consequence they live in two totally different worlds." "It's almost impossible for somebody who's too online to talk to somebody who's too offline and have a productive conversation because the too offline person has no idea what they're talking about." "I think that's actually a big part of what's happening in the culture, independent of left versus right, or independent of whatever. It's just simply two completely different mediated realities." Joe Rogan
a16z92,187 Aufrufe • vor 13 Tagen
Personalized peptide stacks could become as normal as vitamins. Andrew Huberman on where supplements are heading: "In five years you and I are going to have a little cocktail. It's going to be one injection or one pill." "Whatever I need to ramp up my dopaminergic system a little bit to make sure I'm getting enough micronutrients. Maybe I'm gonna put a little Klotho in there to protect me against Alzheimer's." "All of that stuff is going to be commonplace. The same way that people are not afraid of vitamin D or they're taking some creatine or magnesium." "I think most everyone is going to be doing that." Andrew D. Huberman, Ph.D. Daisy Wolf
a16z570,475 Aufrufe • vor 2 Monaten