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a16z just announced their newest fund - $15 billion! I had benahorowitz.eth on Uncapped to discuss how they run the firm, how he thinks about venture talent, a16z's overall investment approach, deploying capital at scale, media, and more. He's easily one of the most impressive people I've gotten to...

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Jack Altman

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372,499 просмотров • 5 месяцев назад •via X (Twitter)

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As part of my ploy to use Uncapped as an excuse to learn about venture capital, this week my guest was an excellent LP, Dan Feder. He's been managing director for the endowments of Princeton, WashU, and now Michigan. I had a great time listening to how he thinks about venture.
48:24

As part of my ploy to use Uncapped as an excuse to learn about venture capital, this week my guest was an excellent LP, Dan Feder. He's been managing director for the endowments of Princeton, WashU, and now Michigan. I had a great time listening to how he thinks about venture.

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48,757 просмотров • 11 месяцев назад

There is no venture capital firm like Founders Fund, and there is no writer who tells venture capital firms' stories like Mario Gabriele. In their respective crafts, both have No Rivals. That is the title of Mario's epic four-part series on Peter Thiel and Founders Fund, and the topic of our conversation on Hyperlegible. Sometimes, someone writes something so good that it fills me with a healthy, respectful, chapeau-inducing jealousy. Rene Girard would probably have something to say about that. No Rivals is one of those pieces. On this week's Hyperlegible, we talked about how he got such in-depth access, how he wrangled everything he learned into the beautifully coherent story he told, and of course, we talked all about how Founders Fund has built one of the best, and certainly the most unique, venture capital firm in the world. And we end the conversation, as he ended the series, by discussing whether and how Founders Fund will be able to stay original and dominant when everyone is trying to copy them.
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There is no venture capital firm like Founders Fund, and there is no writer who tells venture capital firms' stories like Mario Gabriele. In their respective crafts, both have No Rivals. That is the title of Mario's epic four-part series on Peter Thiel and Founders Fund, and the topic of our conversation on Hyperlegible. Sometimes, someone writes something so good that it fills me with a healthy, respectful, chapeau-inducing jealousy. Rene Girard would probably have something to say about that. No Rivals is one of those pieces. On this week's Hyperlegible, we talked about how he got such in-depth access, how he wrangled everything he learned into the beautifully coherent story he told, and of course, we talked all about how Founders Fund has built one of the best, and certainly the most unique, venture capital firm in the world. And we end the conversation, as he ended the series, by discussing whether and how Founders Fund will be able to stay original and dominant when everyone is trying to copy them.

Packy McCormick

47,152 просмотров • 11 месяцев назад

David Haber on the idea behind "Firm > Fund": "Most people are running funds. It's how do I generate the most carry with the fewest people in the shortest amount of time possible." "A firm is two things. It's delivering exceptional returns, which is a prerequisite." "But the second is how do I build sources of compounding competitive advantage? What are my moats?" "If I think about our business as a company, not as a fund." "Entrepreneurs spend all the time thinking about their competitive advantage and their moats. Why shouldn't we?" "I think firms are often run by entrepreneurs more than they're run by investors." David Haber on IO Podcast
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David Haber on the idea behind "Firm > Fund": "Most people are running funds. It's how do I generate the most carry with the fewest people in the shortest amount of time possible." "A firm is two things. It's delivering exceptional returns, which is a prerequisite." "But the second is how do I build sources of compounding competitive advantage? What are my moats?" "If I think about our business as a company, not as a fund." "Entrepreneurs spend all the time thinking about their competitive advantage and their moats. Why shouldn't we?" "I think firms are often run by entrepreneurs more than they're run by investors." David Haber on IO Podcast

a16z

54,204 просмотров • 2 месяцев назад

New episode of Uncapped with the full Benchmark partnership. They're arguably the best early stage venture firm of all time and have retained a model and approach that very few others have. I learned a ton, hope you enjoy.
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New episode of Uncapped with the full Benchmark partnership. They're arguably the best early stage venture firm of all time and have retained a model and approach that very few others have. I learned a ton, hope you enjoy.

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229,198 просмотров • 4 месяцев назад

easily the best podcast I've ever done solana, zcash, death, building, dating, investment thesis, how to tweet, how to think about markets, and even hyperliquid relatively short hope you like
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Not sure I've ever learned more in 100 minutes than I did talking to Marc Andreessen 🇺🇸 on Uncapped. We covered the future of venture capital, what he sees coming with AI, the current state of politics and the media, and then a bunch of random questions I just really wanted to ask him.
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Not sure I've ever learned more in 100 minutes than I did talking to Marc Andreessen 🇺🇸 on Uncapped. We covered the future of venture capital, what he sees coming with AI, the current state of politics and the media, and then a bunch of random questions I just really wanted to ask him.

Jack Altman

434,017 просмотров • 1 год назад

Before they founded a16z, a conversation with a partner at a prominent venture capital firm made Marc Andreessen 🇺🇸 and benahorowitz.eth realize they’d found a “soft target.” 👇
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Before they founded a16z, a conversation with a partner at a prominent venture capital firm made Marc Andreessen 🇺🇸 and benahorowitz.eth realize they’d found a “soft target.” 👇

a16z

99,058 просмотров • 1 год назад

I had a blast having Thomas Laffont on Uncapped. He's the cofounder of Coatue, a $70B AUM firm investing from inception through IPO. We discussed how he makes sense of the current AI cycle, what he thinks will happen to software systems of record, why he has no issue making conflicting investments, what it's like working with his brother, and advice to young people. I learned a ton and it he shared a bunch of perspectives I don't often get to hear. Hope you enjoy.
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I had a blast having Thomas Laffont on Uncapped. He's the cofounder of Coatue, a $70B AUM firm investing from inception through IPO. We discussed how he makes sense of the current AI cycle, what he thinks will happen to software systems of record, why he has no issue making conflicting investments, what it's like working with his brother, and advice to young people. I learned a ton and it he shared a bunch of perspectives I don't often get to hear. Hope you enjoy.

Jack Altman

345,707 просмотров • 7 месяцев назад

In Packy McCormick's recent deep dive on a16z, he writes, “What a16z aims to do is provide legitimacy and power [for startups]”. a16z cofounders Marc Andreessen and Ben Horowitz have been building the venture firm to provide entrepreneurs with legitimacy and power for almost two decades. In this conversation, they join Packy and a16z GP Erik Torenberg to cover how they did it and the worldview behind a16z, including: - How a16z compounds reputation - How the media ecosystem has changed since a16z began & how a16z has adapted - How a16z is structured to put entrepreneurs first and enable them to win - a16z's culture document and how written culture shapes people's actions - How to size markets that will grow exponentially because of technology - Why there are so many great Zoomer founders and much more. 0:00 Introduction 00:46 How the media ecosystem is changing 4:20 Substack 6:28 Supply-driven markets and new content creation 10:09 Databricks 13:58 Demand for great content 18:49 Market sizing 22:37 Turning inventors into confident CEOs 27:29 Building dreams 30:46 Compounding reputation 40:39 a16z team structure 46:01 Why intangibles matter more than ever 48:17 Original thinkers with charisma 50:06 Zoomers Marc Andreessen 🇺🇸 benahorowitz.eth Packy McCormick Erik Torenberg Not an offer or solicitation. None of the information herein should be taken as investment advice; Some of the companies mentioned are portfolio companies of a16z. Please see for more information. A list of investments made by a16z is available at
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In Packy McCormick's recent deep dive on a16z, he writes, “What a16z aims to do is provide legitimacy and power [for startups]”. a16z cofounders Marc Andreessen and Ben Horowitz have been building the venture firm to provide entrepreneurs with legitimacy and power for almost two decades. In this conversation, they join Packy and a16z GP Erik Torenberg to cover how they did it and the worldview behind a16z, including: - How a16z compounds reputation - How the media ecosystem has changed since a16z began & how a16z has adapted - How a16z is structured to put entrepreneurs first and enable them to win - a16z's culture document and how written culture shapes people's actions - How to size markets that will grow exponentially because of technology - Why there are so many great Zoomer founders and much more. 0:00 Introduction 00:46 How the media ecosystem is changing 4:20 Substack 6:28 Supply-driven markets and new content creation 10:09 Databricks 13:58 Demand for great content 18:49 Market sizing 22:37 Turning inventors into confident CEOs 27:29 Building dreams 30:46 Compounding reputation 40:39 a16z team structure 46:01 Why intangibles matter more than ever 48:17 Original thinkers with charisma 50:06 Zoomers Marc Andreessen 🇺🇸 benahorowitz.eth Packy McCormick Erik Torenberg Not an offer or solicitation. None of the information herein should be taken as investment advice; Some of the companies mentioned are portfolio companies of a16z. Please see for more information. A list of investments made by a16z is available at

a16z

568,515 просмотров • 5 месяцев назад

.Brett Winton, Tasha Keeney, and Cathie Wood discuss recent headlines around SpaceX and the implications an impending IPO have on our investment in the ARK Venture Fund. ARK Venture Fund holdings and other fund information, subject to change:
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.Brett Winton, Tasha Keeney, and Cathie Wood discuss recent headlines around SpaceX and the implications an impending IPO have on our investment in the ARK Venture Fund. ARK Venture Fund holdings and other fund information, subject to change:

ARK Funds

113,916 просмотров • 2 месяцев назад

In many ways, Thrive is helping define the current era of venture capital. Vince Hankes is one of the best in the business; he's behind their investments in OpenAI, SpaceX, Databricks, Stripe, and many more. He's also an excellent board member and friend. Excited for more people to hear his thinking, hope you enjoy.
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In many ways, Thrive is helping define the current era of venture capital. Vince Hankes is one of the best in the business; he's behind their investments in OpenAI, SpaceX, Databricks, Stripe, and many more. He's also an excellent board member and friend. Excited for more people to hear his thinking, hope you enjoy.

Jack Altman

852,334 просмотров • 8 месяцев назад

🎙️ Josh Green on LaMelo Ball: "Some of the stuff he does is similar to Luka (Doncic)—it's a different type of feel for the game." "His best skill is his confidence. It's truly a skill to have that level of confidence to be able to do what you do on the court. It's impressive." "Honestly, he's just a great person to be around. He's always happy. He goes up and says, 'What's up?' and 'How are you?' to everybody. It was one of the first things I noticed, like, 'Wow, that's impressive.' He's a great guy, obviously an amazing basketball player, and a talent that doesn't come around often." Full interview on Run Your Race Podcast:
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🎙️ Josh Green on LaMelo Ball: "Some of the stuff he does is similar to Luka (Doncic)—it's a different type of feel for the game." "His best skill is his confidence. It's truly a skill to have that level of confidence to be able to do what you do on the court. It's impressive." "Honestly, he's just a great person to be around. He's always happy. He goes up and says, 'What's up?' and 'How are you?' to everybody. It was one of the first things I noticed, like, 'Wow, that's impressive.' He's a great guy, obviously an amazing basketball player, and a talent that doesn't come around often." Full interview on Run Your Race Podcast:

r/CharlotteHornets

34,624 просмотров • 4 месяцев назад

This week I had Trae Stephens on Uncapped. He's a co-founder of Anduril and partner at Founders Fund, and he's an amazing person. Hope you enjoy. (0:00) Intro (0:35) Choosing good quests in the AI era (7:35) Ethics behind solving certain problems (11:29) Working with regulators (16:54) What's next at Anduril (18:32) Anduril, SpaceX, and Tesla at scale (22:30) The future of warfare (24:48) Balancing Anduril and Founders Fund (29:07) A firm that rewards going deep (31:21) How Founders Fund works (37:30) King-making in venture (40:26) Concentrating in winners (43:55) Where there’s alpha in the market (47:22) Revival in faith
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This week I had Trae Stephens on Uncapped. He's a co-founder of Anduril and partner at Founders Fund, and he's an amazing person. Hope you enjoy. (0:00) Intro (0:35) Choosing good quests in the AI era (7:35) Ethics behind solving certain problems (11:29) Working with regulators (16:54) What's next at Anduril (18:32) Anduril, SpaceX, and Tesla at scale (22:30) The future of warfare (24:48) Balancing Anduril and Founders Fund (29:07) A firm that rewards going deep (31:21) How Founders Fund works (37:30) King-making in venture (40:26) Concentrating in winners (43:55) Where there’s alpha in the market (47:22) Revival in faith

Jack Altman

306,175 просмотров • 6 месяцев назад

Mike Majlak says he's pulling more weight on the podcast and they should at least split the money equally with Logan Paul "The Sidemen group is equitable, which I've always found amazing. They share the money evenly. I've always found it admirable because I would never do that. For me, it's like, how much weight do you pull? What percentage of the show are you actually responsible for?" "By that logic, I would get more than 70% of the show. I would literally have the whole show" "Because it's not just about how much you talk on the podcast, it's about why people watch. There's not one person tuning in thinking, 'I wonder what Logan Paul has to say.' Are you crazy?"
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Mike Majlak says he's pulling more weight on the podcast and they should at least split the money equally with Logan Paul "The Sidemen group is equitable, which I've always found amazing. They share the money evenly. I've always found it admirable because I would never do that. For me, it's like, how much weight do you pull? What percentage of the show are you actually responsible for?" "By that logic, I would get more than 70% of the show. I would literally have the whole show" "Because it's not just about how much you talk on the podcast, it's about why people watch. There's not one person tuning in thinking, 'I wonder what Logan Paul has to say.' Are you crazy?"

Mikli

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When you talk about people I'm a big fan of Jeff Cobb is very high on that list. He's got everything you can ask for in a talent. I hope to see more of him in #AEW You can see more where I discuss the "State of the Business" at 🤠
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When you talk about people I'm a big fan of Jeff Cobb is very high on that list. He's got everything you can ask for in a talent. I hope to see more of him in #AEW You can see more where I discuss the "State of the Business" at 🤠

Jim Ross

24,107 просмотров • 2 лет назад

This week's Uncapped guest was Roelof Botha, who runs Sequoia. We talked about his psychology leading the firm, how Sequoia makes decisions, and his views on the state of technology markets today. Unsurprisingly, I learned a ton. Hope you enjoy listening.
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This week's Uncapped guest was Roelof Botha, who runs Sequoia. We talked about his psychology leading the firm, how Sequoia makes decisions, and his views on the state of technology markets today. Unsurprisingly, I learned a ton. Hope you enjoy listening.

Jack Altman

410,745 просмотров • 8 месяцев назад

he's one of the most taboo thinkers out there, so I was thrilled to have the remarkably calm Steve Sailer on to discuss his collected writings enjoy!
1:06:11

he's one of the most taboo thinkers out there, so I was thrilled to have the remarkably calm Steve Sailer on to discuss his collected writings enjoy!

Michael Malice

42,044 просмотров • 1 год назад

Reporter: Now, in terms of the $300 billion investment fund that’s being discussed, what are your thoughts on that? Graham: My thoughts are that rebuilding Iran with the people in charge today is a bit problematic for me. To get this investment fund, I think they have to fundamentally change who they are and how they behave. Count me in the skeptical column.
1:15

Reporter: Now, in terms of the $300 billion investment fund that’s being discussed, what are your thoughts on that? Graham: My thoughts are that rebuilding Iran with the people in charge today is a bit problematic for me. To get this investment fund, I think they have to fundamentally change who they are and how they behave. Count me in the skeptical column.

Acyn

83,041 просмотров • 2 дней назад

Reporter: Now, in terms of the $300 billion investment fund that’s being discussed, what are your thoughts on that? Graham: My thoughts are that rebuilding Iran with the people in charge today is a bit problematic for me. To get this investment fund, I think they have to fundamentally change who they are and how they behave. Count me in the skeptical column.
1:15

Reporter: Now, in terms of the $300 billion investment fund that’s being discussed, what are your thoughts on that? Graham: My thoughts are that rebuilding Iran with the people in charge today is a bit problematic for me. To get this investment fund, I think they have to fundamentally change who they are and how they behave. Count me in the skeptical column.

Open Source Intel

242,680 просмотров • 2 дней назад