Video wird geladen...

Video konnte nicht geladen werden

Zur Startseite

BREAKING: Inside a16z's American Dynamism Fund Why Marc Andreessen, Ben Horowitz, & David Ulevitch Launched American Dynamism David Ulevitch (David Ulevitch 🇺🇸), General Partner at a16z, who co-leads the firm’s AD practice w/ Katherine Boyle (Katherine Boyle) joins Sourcery to break down America’s comeback It's time to build. We...

MollySOShea's profile picture

Molly O’Shea

65,526 subscribers

100,579 Aufrufe • vor 9 Monaten •via X (Twitter)

LIVE

Anya Rossi• Live Now

Private livecam show

0 Kommentare

Keine Kommentare verfügbar

Kommentare vom Original-Post werden hier angezeigt

Ähnliche Videos

American Dynamism made working with the government cool again: - Tech realizes defense matters - Companies like SpaceX and Anduril have proven startups can sell to the government - America has to build in the physical world to stay dominant David Ulevitch, Katherine Boyle, and Erik Torenberg join Marc Andreessen and Ben Horowitz to cover the origins of American Dynamism and where it's going, including Silicon Valley's roots in defense, the importance of American values winning globally, and how a special breed of founders is building for American Dynamism. 00:00 Intro 01:32 When Katherine Boyle coined “American Dynamism” 08:50 When emotional outrage replaced curiosity 14:14 “It’s Time to Build”: How COVID and The Social Network defined a decade 29:20 Space 2.0: Why you don’t need to build everything yourself 37:28 Attributable systems: Rethinking the economics of war 44:42 “The war won’t be about space, it will be in space” 46:33 Every country wants their own Silicon Valley 58:01 Winning by being more like us, not more like them 1:13:51 Why American Dynamism founders are different David Ulevitch 🇺🇸 Katherine Boyle Erik Torenberg Marc Andreessen 🇺🇸 benahorowitz.eth
1:16:32

American Dynamism made working with the government cool again: - Tech realizes defense matters - Companies like SpaceX and Anduril have proven startups can sell to the government - America has to build in the physical world to stay dominant David Ulevitch, Katherine Boyle, and Erik Torenberg join Marc Andreessen and Ben Horowitz to cover the origins of American Dynamism and where it's going, including Silicon Valley's roots in defense, the importance of American values winning globally, and how a special breed of founders is building for American Dynamism. 00:00 Intro 01:32 When Katherine Boyle coined “American Dynamism” 08:50 When emotional outrage replaced curiosity 14:14 “It’s Time to Build”: How COVID and The Social Network defined a decade 29:20 Space 2.0: Why you don’t need to build everything yourself 37:28 Attributable systems: Rethinking the economics of war 44:42 “The war won’t be about space, it will be in space” 46:33 Every country wants their own Silicon Valley 58:01 Winning by being more like us, not more like them 1:13:51 Why American Dynamism founders are different David Ulevitch 🇺🇸 Katherine Boyle Erik Torenberg Marc Andreessen 🇺🇸 benahorowitz.eth

a16z

313,735 Aufrufe • vor 9 Monaten

PART II: $635M Exit → $600M Fund David Ulevitch (David Ulevitch 🇺🇸), General Partner at a16z, on the Critical Industries AD is Investing in to Rebuild America AD Portfolio Companies & Areas: • AI: Applied Intuition, Ambient AI • Defense: Anduril, Saronic, Shield AI, Castelion • Energy: Radiant, Base Power, Exowatt, RigUp • Aerospace: SpaceX, Apex, Northwood, Aerodome, Air Space Intelligence (ASI), Astro Mechanica, Astranis • Manufacturing: Hadrian, Senra • Public Safety: Flock Safety, Longeye, Skydio • Supply Chain: Zipline, Flexport • Minerals: Mariana Materials, KoBold Metals We also discuss - Anduril’s Aura - The Magnetic Founder Principle - Lessons From OpenDNS's $635M Exit to Cisco David, alongside General Partner, Katherine Boyle (Katherine Boyle), co-founded a16z's American Dynamism Fund - creating one of the greatest national movements to come out of Silicon Valley
27:57

PART II: $635M Exit → $600M Fund David Ulevitch (David Ulevitch 🇺🇸), General Partner at a16z, on the Critical Industries AD is Investing in to Rebuild America AD Portfolio Companies & Areas: • AI: Applied Intuition, Ambient AI • Defense: Anduril, Saronic, Shield AI, Castelion • Energy: Radiant, Base Power, Exowatt, RigUp • Aerospace: SpaceX, Apex, Northwood, Aerodome, Air Space Intelligence (ASI), Astro Mechanica, Astranis • Manufacturing: Hadrian, Senra • Public Safety: Flock Safety, Longeye, Skydio • Supply Chain: Zipline, Flexport • Minerals: Mariana Materials, KoBold Metals We also discuss - Anduril’s Aura - The Magnetic Founder Principle - Lessons From OpenDNS's $635M Exit to Cisco David, alongside General Partner, Katherine Boyle (Katherine Boyle), co-founded a16z's American Dynamism Fund - creating one of the greatest national movements to come out of Silicon Valley

Molly O’Shea

236,064 Aufrufe • vor 8 Monaten

America has lost non-nuclear deterrence. Castelion CEO Bryon Hargis wants to change that. At Castelion, Bryon is building a new generation of hypersonic missiles designed for speed, survivability, and scalable production. He joined a16z's David Ulevitch for a conversation on Castelion, hypersonic weapons, the state of procurement and more. They cover: - America's lag in hypersonic weapons and why we need to catch up - The critical role of startups in weapons development - How Ukraine changed how we think about the future of warfare - Exciting developments towards procurement reform in Washington - How to build a company culture of urgency 0:00 Introduction 0:27 What are hypersonic missiles? 2:40 The continuum of deterrence 7:37 Breaking into government sales 8:14 Understanding the customer and building trust 14:29 Enterprise sales and government procurement 20:16 Lessons from Ukraine: Production and deterrence 23:15 Reindustrialization and dual use technology 25:00 Building company culture and urgency 26:45 Buy vs build: Supply chain decisions 28:55 Castelion's first launch 30:20 Optimism for American Dynamism Bryon Hargis David Ulevitch 🇺🇸
31:55

America has lost non-nuclear deterrence. Castelion CEO Bryon Hargis wants to change that. At Castelion, Bryon is building a new generation of hypersonic missiles designed for speed, survivability, and scalable production. He joined a16z's David Ulevitch for a conversation on Castelion, hypersonic weapons, the state of procurement and more. They cover: - America's lag in hypersonic weapons and why we need to catch up - The critical role of startups in weapons development - How Ukraine changed how we think about the future of warfare - Exciting developments towards procurement reform in Washington - How to build a company culture of urgency 0:00 Introduction 0:27 What are hypersonic missiles? 2:40 The continuum of deterrence 7:37 Breaking into government sales 8:14 Understanding the customer and building trust 14:29 Enterprise sales and government procurement 20:16 Lessons from Ukraine: Production and deterrence 23:15 Reindustrialization and dual use technology 25:00 Building company culture and urgency 26:45 Buy vs build: Supply chain decisions 28:55 Castelion's first launch 30:20 Optimism for American Dynamism Bryon Hargis David Ulevitch 🇺🇸

a16z

59,072 Aufrufe • vor 8 Monaten

I got to sit down with David Ulevitch (David Ulevitch 🇺🇸) for E31 of We The Builders (We The Builders). He is a General Partner at a16z where he cofounded the $1.776 billion American Dynamism practice with Katherine Boyle about 4 years ago. Since then, it has taken over the timeline and become the language many use to describe frontier, deep or hard tech. Friend of the show Christopher Lochhead 🏴‍☠️ ✍🏼🎙 calls this Category Design, where you don’t necessarily have to be the first to become a category leader, you need to frame the problem and do it better than everyone else. We talk about investing strategy, founding story of American Dynamism and what made it a sticky brand, what he has learnt about how the world works from his anthropology background, surveillance concerns with public safety technologies, his best mentor who is not Marc Andreessen 🇺🇸 and more. American Dynamism focuses on investing in areas such as public safety, aerospace, logistics, national security, defense, manufacturing, industrialization, logistics. Some of the companies in their portfolio include Anduril Industries , Amca, Applied Intuition , Apex Space, Astro Mechanica , Astranis Space Technologies , Base Power , California Forever , Castelion , Hadrian , Northwood , Radiant and of course SpaceX. Founders of many of these will be featured in upcoming episodes or are friends of the show. David was previously the founder and CEO of OpenDNS, a cloud-delivered security service that was acquired by Cisco in 2015 for $635 million. While at Cisco , David was Senior Vice President and General Manager of Cisco Security — a $2.4 billion annual revenue business with more than 5,000 team members — where he oversaw the company’s global cybersecurity strategy, product portfolio, and business (via A16Z). Timestamps: 00:00 - Introduction 01:57 - Defining American Dynamism 05:43 - Project Maven and Rebuilding the Arsenal of Democracy 07:24 - Competing with General Catalyst for Anduril 08:49 - Category creation and defining the market 10:57 - The marketing engine of “The American Dream” 15:20 - Replicating Silicon Valley 18:22 - Robot Dogs and General Catalyst 19:47 - 1776 Million: Building the American Dynamism Practice 20:59 - Why Hardware Outperforms Software Over Time 22:38 - Coupling Defense, Energy, and Space 26:28 - Investing in Public Safety 33:01 - Investment Committees are “stupid” 35:39 - Long-term partners over short-term bets 39:23 - Policy, Regulations, and navigating relationships in DC 43:11 - How regulations are slowing us down 46:54 - The Industrial Supply Chain Divergence 51:29 - Global Maritime Dominance and Expanding TAM 53:39 - Venture-Backable Bets in Critical Industrial Infrastructure 1:00:24 - Applying Anthropology: Study of People, Culture, and Political Power 1:04:08 - What Drives Innovation Across Nations? 1:11:49 - Regional Talent and State Incentives 1:15:48 - Moving from Benevolent Dictator to Minority Investor 1:20:42 - Life is Checkers, Not Chess: Agency and Knowing When to Sell 1:26:57 - OpenDNS and the Pivot to Enterprise: Letting Markets Dictate Your Revenue 1:30:13 - The High Bar for Talent: Grittiness, Grind, and Magnetic Leadership 1:33:09 - Attracting Capital via Narrative: Storytelling vs. Lying 1:35:07 - Toastmasters and Single-Topic Debates: Sharpening Communication 1:37:20 - Modern Credentials: Domain Expertise and Sourcing True Signals 1:44:23 - Government Sales 101: Enterprise Sales on Steroids 1:46:34 - Closing
1:51:14

I got to sit down with David Ulevitch (David Ulevitch 🇺🇸) for E31 of We The Builders (We The Builders). He is a General Partner at a16z where he cofounded the $1.776 billion American Dynamism practice with Katherine Boyle about 4 years ago. Since then, it has taken over the timeline and become the language many use to describe frontier, deep or hard tech. Friend of the show Christopher Lochhead 🏴‍☠️ ✍🏼🎙 calls this Category Design, where you don’t necessarily have to be the first to become a category leader, you need to frame the problem and do it better than everyone else. We talk about investing strategy, founding story of American Dynamism and what made it a sticky brand, what he has learnt about how the world works from his anthropology background, surveillance concerns with public safety technologies, his best mentor who is not Marc Andreessen 🇺🇸 and more. American Dynamism focuses on investing in areas such as public safety, aerospace, logistics, national security, defense, manufacturing, industrialization, logistics. Some of the companies in their portfolio include Anduril Industries , Amca, Applied Intuition , Apex Space, Astro Mechanica , Astranis Space Technologies , Base Power , California Forever , Castelion , Hadrian , Northwood , Radiant and of course SpaceX. Founders of many of these will be featured in upcoming episodes or are friends of the show. David was previously the founder and CEO of OpenDNS, a cloud-delivered security service that was acquired by Cisco in 2015 for $635 million. While at Cisco , David was Senior Vice President and General Manager of Cisco Security — a $2.4 billion annual revenue business with more than 5,000 team members — where he oversaw the company’s global cybersecurity strategy, product portfolio, and business (via A16Z). Timestamps: 00:00 - Introduction 01:57 - Defining American Dynamism 05:43 - Project Maven and Rebuilding the Arsenal of Democracy 07:24 - Competing with General Catalyst for Anduril 08:49 - Category creation and defining the market 10:57 - The marketing engine of “The American Dream” 15:20 - Replicating Silicon Valley 18:22 - Robot Dogs and General Catalyst 19:47 - 1776 Million: Building the American Dynamism Practice 20:59 - Why Hardware Outperforms Software Over Time 22:38 - Coupling Defense, Energy, and Space 26:28 - Investing in Public Safety 33:01 - Investment Committees are “stupid” 35:39 - Long-term partners over short-term bets 39:23 - Policy, Regulations, and navigating relationships in DC 43:11 - How regulations are slowing us down 46:54 - The Industrial Supply Chain Divergence 51:29 - Global Maritime Dominance and Expanding TAM 53:39 - Venture-Backable Bets in Critical Industrial Infrastructure 1:00:24 - Applying Anthropology: Study of People, Culture, and Political Power 1:04:08 - What Drives Innovation Across Nations? 1:11:49 - Regional Talent and State Incentives 1:15:48 - Moving from Benevolent Dictator to Minority Investor 1:20:42 - Life is Checkers, Not Chess: Agency and Knowing When to Sell 1:26:57 - OpenDNS and the Pivot to Enterprise: Letting Markets Dictate Your Revenue 1:30:13 - The High Bar for Talent: Grittiness, Grind, and Magnetic Leadership 1:33:09 - Attracting Capital via Narrative: Storytelling vs. Lying 1:35:07 - Toastmasters and Single-Topic Debates: Sharpening Communication 1:37:20 - Modern Credentials: Domain Expertise and Sourcing True Signals 1:44:23 - Government Sales 101: Enterprise Sales on Steroids 1:46:34 - Closing

Suffiyan Malik

23,974 Aufrufe • vor 1 Monat

BREAKING: Inside the Pentagon w/ Emil Michael, Under Secretary of War for Research & Engineering, & Department of War CTO “My job is to create 5 more companies [on top of the 'new primes'] that work in the department & bring new capabilities.” Honored to host Under Secretary of War Emil Michael, live from the Reagan National Defense Forum in front of an F-117. We break down how the DoW actually works, dispel myths around defense tech, & discuss 'new primes' like Palantir, SpaceX, & Anduril And go into why the DoW is now concentrating on just six Critical Technology Areas to shape modern warfare Highlights: (00:00) Intro to Emil Michael (01:16) Oversight of DARPA, MDA, CDAO & DIU (02:11) From Uber to the DoW (03:34) Modernizing the largest bureaucracy in the world (05:30) China’s advancements & shifting U.S. priorities (10:14) Why the DoW reduced 14 tech areas to 6 (11:00) Applied AI & adapting commercial AI for defense (11:47) Hypersonics, directed energy & counter-drone systems (Epirus) (12:36) Contested logistics, biomanufacturing & new materials (13:41) America’s “1938 moment” (15:35) Preparing & protecting future U.S. warfighters (17:05) Lessons from Ukraine: drone-on-drone warfare (18:49) Expanding partnerships & accelerating AI across the DoW (23:13) Clearing misconceptions about Palantir & defense tech companies (29:35) Emerging innovators: Planet Lab, Neros Technologies, Hadrian & frontier AI
30:58

BREAKING: Inside the Pentagon w/ Emil Michael, Under Secretary of War for Research & Engineering, & Department of War CTO “My job is to create 5 more companies [on top of the 'new primes'] that work in the department & bring new capabilities.” Honored to host Under Secretary of War Emil Michael, live from the Reagan National Defense Forum in front of an F-117. We break down how the DoW actually works, dispel myths around defense tech, & discuss 'new primes' like Palantir, SpaceX, & Anduril And go into why the DoW is now concentrating on just six Critical Technology Areas to shape modern warfare Highlights: (00:00) Intro to Emil Michael (01:16) Oversight of DARPA, MDA, CDAO & DIU (02:11) From Uber to the DoW (03:34) Modernizing the largest bureaucracy in the world (05:30) China’s advancements & shifting U.S. priorities (10:14) Why the DoW reduced 14 tech areas to 6 (11:00) Applied AI & adapting commercial AI for defense (11:47) Hypersonics, directed energy & counter-drone systems (Epirus) (12:36) Contested logistics, biomanufacturing & new materials (13:41) America’s “1938 moment” (15:35) Preparing & protecting future U.S. warfighters (17:05) Lessons from Ukraine: drone-on-drone warfare (18:49) Expanding partnerships & accelerating AI across the DoW (23:13) Clearing misconceptions about Palantir & defense tech companies (29:35) Emerging innovators: Planet Lab, Neros Technologies, Hadrian & frontier AI

Molly O’Shea

187,462 Aufrufe • vor 8 Monaten

Sat down with Katherine Boyle (Katherine Boyle), General Partner at a16z and cofounder of the firm’s American Dynamism practice. We spoke about making government cool again, lessons from journalism, authoritarianism and innovation, propaganda, irony and seriousness, and Vanna White, hostess of the Wheel of Fortune. 0:00 - Intro 4:48 - The Decline in Public Service 7:47 - Making Government Cool Again 10:07 - Silicon Valley’s Aversion to National Security 13:15 - Positive Sum vs Zero Sum Cultures 16:27 - China, Authoritarianism, and Doing Hard Things 19:27 - What Makes America Special? 23:03 - Silicon Valley and the “Real Economy” 26:28 - Investing in Mature Markets 29:08 - Vanna White and The Wheel of Fortune 30:27 - Journalism and Loneliness 32:52 - Time and Suffering 38:10 - Seriousness and Purpose 41:11 - Is Culture Downstream of Technology? 42:48 - Propaganda and Coolness as a Strategic Asset 44:40 - Florida, Texas, and Regulatory Arbitrage 47:51 - DC, Silicon Valley, and Florida 50:20 - What Should More People Be Thinking About?
51:22

Sat down with Katherine Boyle (Katherine Boyle), General Partner at a16z and cofounder of the firm’s American Dynamism practice. We spoke about making government cool again, lessons from journalism, authoritarianism and innovation, propaganda, irony and seriousness, and Vanna White, hostess of the Wheel of Fortune. 0:00 - Intro 4:48 - The Decline in Public Service 7:47 - Making Government Cool Again 10:07 - Silicon Valley’s Aversion to National Security 13:15 - Positive Sum vs Zero Sum Cultures 16:27 - China, Authoritarianism, and Doing Hard Things 19:27 - What Makes America Special? 23:03 - Silicon Valley and the “Real Economy” 26:28 - Investing in Mature Markets 29:08 - Vanna White and The Wheel of Fortune 30:27 - Journalism and Loneliness 32:52 - Time and Suffering 38:10 - Seriousness and Purpose 41:11 - Is Culture Downstream of Technology? 42:48 - Propaganda and Coolness as a Strategic Asset 44:40 - Florida, Texas, and Regulatory Arbitrage 47:51 - DC, Silicon Valley, and Florida 50:20 - What Should More People Be Thinking About?

Alex LaBossiere

11,957 Aufrufe • vor 1 Jahr

I think David George is one of the great growth investors today. But I also think some of the hardest and most pressing questions have not been asked. - How does a $5BN fund do a 5x? - Why invest $300M into Adam Neumann? - You say, “diamonds in the rough”, and largest positions are SpaceX, Stripe and Anduril… what am I missing? This is one of the spiciest shows we have ever done. Spotify 👉 Youtube 👉 Apple Podcasts 👉 My biggest takeaway from David George 👇 Timestamps: 00:00 Intro 01:24 Why Everyone is Wrong: Mega Funds Does Not Reduce Returns 07:13 The Biggest Advantage of Staying Private for Longer 11:02 Is Public Market Capital Actually Cheaper Than Private Capital? 22:42 The #1 Investing Rule for a16z: Always Invest in the Founder's Strength of Strengths 30:23 Does Revenue Matter as Much in a World of AI? 30:54 Does Kingmaking Still Exist in Venture Capital Today? 43:48 Do Margins Matter Less Than Ever in an AI-First World? 47:01 My Biggest Miss: Anthropic and What I Learn From it? 48:15 Has OpenAI Won Consumer AI? Will Anthropic Win Enterprise? 52:50 The Most Controversial Decision in Andreessen Horowitz History 55:59 Why Did You Invest $300M into Adam Neumann and Flow? 59:17 Quick-Fire Round
1:11:52

I think David George is one of the great growth investors today. But I also think some of the hardest and most pressing questions have not been asked. - How does a $5BN fund do a 5x? - Why invest $300M into Adam Neumann? - You say, “diamonds in the rough”, and largest positions are SpaceX, Stripe and Anduril… what am I missing? This is one of the spiciest shows we have ever done. Spotify 👉 Youtube 👉 Apple Podcasts 👉 My biggest takeaway from David George 👇 Timestamps: 00:00 Intro 01:24 Why Everyone is Wrong: Mega Funds Does Not Reduce Returns 07:13 The Biggest Advantage of Staying Private for Longer 11:02 Is Public Market Capital Actually Cheaper Than Private Capital? 22:42 The #1 Investing Rule for a16z: Always Invest in the Founder's Strength of Strengths 30:23 Does Revenue Matter as Much in a World of AI? 30:54 Does Kingmaking Still Exist in Venture Capital Today? 43:48 Do Margins Matter Less Than Ever in an AI-First World? 47:01 My Biggest Miss: Anthropic and What I Learn From it? 48:15 Has OpenAI Won Consumer AI? Will Anthropic Win Enterprise? 52:50 The Most Controversial Decision in Andreessen Horowitz History 55:59 Why Did You Invest $300M into Adam Neumann and Flow? 59:17 Quick-Fire Round

Harry Stebbings

334,152 Aufrufe • vor 8 Monaten

a16z always intended to be a media empire. This is the story of how it was built. As one of a16z’s earliest employees, Margit Wennmachers laid the foundations for a16z’s marketing operation. In this conversation with Marc Andreessen and Ben Horowitz, she shares stories of telling Marc to write Why Software Is Eating the World, getting Ben on the cover of Fortune Magazine, and finding that no publications were willing to run Marc’s now famous It’s Time to Build. The conversation also covers why founders should have a public voice, how a16z learned from CAA and changed venture, the power of authentic personality-driven media, and how the role of traditional media has changed. 00:00 Introduction 00:43 Meeting at The Creamery: When the firm had no office 06:24 “Treat LPs like mushrooms” 11:00 “We don’t have products. We have people and ideas” 14:45 The Fortune cover that started a war 28:03 Software is Eating the World: One draft, no edits 29:45 When nobody would publish “It’s Time to Build” 33:36 Why Ben wrote a book 41:30 “You can’t market a company without a character” 50:33 The GPT test for human communication 53:30 “How many people have something to say every day?” 57:00 Every company needs a personality Margit Wennmachers Marc Andreessen 🇺🇸 benahorowitz.eth
59:02

a16z always intended to be a media empire. This is the story of how it was built. As one of a16z’s earliest employees, Margit Wennmachers laid the foundations for a16z’s marketing operation. In this conversation with Marc Andreessen and Ben Horowitz, she shares stories of telling Marc to write Why Software Is Eating the World, getting Ben on the cover of Fortune Magazine, and finding that no publications were willing to run Marc’s now famous It’s Time to Build. The conversation also covers why founders should have a public voice, how a16z learned from CAA and changed venture, the power of authentic personality-driven media, and how the role of traditional media has changed. 00:00 Introduction 00:43 Meeting at The Creamery: When the firm had no office 06:24 “Treat LPs like mushrooms” 11:00 “We don’t have products. We have people and ideas” 14:45 The Fortune cover that started a war 28:03 Software is Eating the World: One draft, no edits 29:45 When nobody would publish “It’s Time to Build” 33:36 Why Ben wrote a book 41:30 “You can’t market a company without a character” 50:33 The GPT test for human communication 53:30 “How many people have something to say every day?” 57:00 Every company needs a personality Margit Wennmachers Marc Andreessen 🇺🇸 benahorowitz.eth

a16z

39,155 Aufrufe • vor 8 Monaten

🇺🇸 EXCLUSIVE: Palmer Luckey x Discipulus Ventures Spring Demo Day Fireside Chat. We cover Why El Segundo, Founding Anduril, Defense Tech Incentives, State of Hardtech VC, SVB Collapse, Erebor, Founder Advice, & more. Highlights: (00:00) Palmer Luckey (00:20) Why Anduril chose El Segundo over the Bay Area (01:20) The Facebook acquisition & Bay Area mercenary problem (02:43) Building across veterans, Democrats, Republicans & libertarians (03:33) How the four Anduril founders' roles have evolved (04:21) "Want to work on tech? Don't start a company" (06:02) What Palmer learned from Oculus about delegation (06:44) How not to become Lockheed or Raytheon (07:33) Why the government rewards being slow & expensive (09:25) Anduril's real failure mode: becoming Google, not Lockheed (10:21) The state of hardtech venture capital (10:55) Why ZIRP killed serious investing (12:31) The vibe shift toward energy, defense & agriculture (13:01) Erebor & the SVB collapse that almost killed Anduril (13:32) Why no American bank is actually aligned with America (15:18) How Biden accidentally saved Anduril (17:10) Palmer's one piece of advice for founders (17:38) Bonus: the One Piece anime fan edit
18:19

🇺🇸 EXCLUSIVE: Palmer Luckey x Discipulus Ventures Spring Demo Day Fireside Chat. We cover Why El Segundo, Founding Anduril, Defense Tech Incentives, State of Hardtech VC, SVB Collapse, Erebor, Founder Advice, & more. Highlights: (00:00) Palmer Luckey (00:20) Why Anduril chose El Segundo over the Bay Area (01:20) The Facebook acquisition & Bay Area mercenary problem (02:43) Building across veterans, Democrats, Republicans & libertarians (03:33) How the four Anduril founders' roles have evolved (04:21) "Want to work on tech? Don't start a company" (06:02) What Palmer learned from Oculus about delegation (06:44) How not to become Lockheed or Raytheon (07:33) Why the government rewards being slow & expensive (09:25) Anduril's real failure mode: becoming Google, not Lockheed (10:21) The state of hardtech venture capital (10:55) Why ZIRP killed serious investing (12:31) The vibe shift toward energy, defense & agriculture (13:01) Erebor & the SVB collapse that almost killed Anduril (13:32) Why no American bank is actually aligned with America (15:18) How Biden accidentally saved Anduril (17:10) Palmer's one piece of advice for founders (17:38) Bonus: the One Piece anime fan edit

Jakob Diepenbrock

29,453 Aufrufe • vor 3 Monaten

Raghu Raghuram: AI, Robotics, and the Rebirth of Infrastructure In this episode, a16z's newest General Partner Raghu Raghuram sits down with Ben Horowitz, Martin Casado, and David George to reflect on the early internet wars with Microsoft, how Netscape’s browser battles shaped a generation of founders, and the inside story of VMware’s $1.3B purchase of Nicira, which became one of the most successful tech acquisitions in history. They discuss how VMware scaled from tens of millions to over $13 billion in revenue, what it took to outlast the cloud revolution, and why AI is now triggering the biggest infrastructure reset since virtualization. Raghu shares his vision for the next decade, from data center robotics and energy-aware compute to how AI is reshaping both startups and giants alike. 00:00 Meeting Ben and Marc at Netscape 04:58 Good Product Manager/Bad Product Manager 09:42 Integrating Nicira and VMware’s teams 12:23 The $1.3B deal that returned billions 15:07 Scaling VMware from $40M to $13B 20:12 Joining a16z: rebuilding compute for the AI era 24:13 Robotics, data centers, and physical AI 26:07 The vertical future of robotics 28:11 Founders facing enterprise-scale problems on day one Raghu Raghuram benahorowitz.eth David George martin_casado
30:02

Raghu Raghuram: AI, Robotics, and the Rebirth of Infrastructure In this episode, a16z's newest General Partner Raghu Raghuram sits down with Ben Horowitz, Martin Casado, and David George to reflect on the early internet wars with Microsoft, how Netscape’s browser battles shaped a generation of founders, and the inside story of VMware’s $1.3B purchase of Nicira, which became one of the most successful tech acquisitions in history. They discuss how VMware scaled from tens of millions to over $13 billion in revenue, what it took to outlast the cloud revolution, and why AI is now triggering the biggest infrastructure reset since virtualization. Raghu shares his vision for the next decade, from data center robotics and energy-aware compute to how AI is reshaping both startups and giants alike. 00:00 Meeting Ben and Marc at Netscape 04:58 Good Product Manager/Bad Product Manager 09:42 Integrating Nicira and VMware’s teams 12:23 The $1.3B deal that returned billions 15:07 Scaling VMware from $40M to $13B 20:12 Joining a16z: rebuilding compute for the AI era 24:13 Robotics, data centers, and physical AI 26:07 The vertical future of robotics 28:11 Founders facing enterprise-scale problems on day one Raghu Raghuram benahorowitz.eth David George martin_casado

a16z

96,628 Aufrufe • vor 9 Monaten

Robinhood co-founder Baiju Bhatt is back with a new company — but it's not finance, it's space lasers. At @AetherfluxUSA, Baiju is building both: ‣ an expeditionary power source for America's warfighters ‣ the beginnings of humanity's first Dyson Sphere It's a constellation of satellites in Low Earth Orbit that beam solar power down to Earth using lasers. I invited him to my factory to ask about how he's building it, and why. Chapters: 00:00 — Why is the Robinhood co-founder starting a space company? 05:11 — Introducing Aetherflux: the American energy grid in orbit 10:30 — The energy cost & energy opportunity 18:24 — “You’re not a space company until you have something in space.” 20:12 — What are the hardest parts of engineering this product? 25:27 — Figuring out how to build a hyper-ambitious company from zero 28:06 — How do you get from a demo to the ultimate vision? 32:25 — “What’s an industry that could exist, that doesn’t exist right now?” 35:28 — American innovation is a juggernaut 39:23 — Expeditionary power for the Department of Defense & disaster response 44:50 — The analogy between Robinhood and Aetherflux 47:41 — Assigned watching, playing, and reading from Baiju
48:47

Robinhood co-founder Baiju Bhatt is back with a new company — but it's not finance, it's space lasers. At @AetherfluxUSA, Baiju is building both: ‣ an expeditionary power source for America's warfighters ‣ the beginnings of humanity's first Dyson Sphere It's a constellation of satellites in Low Earth Orbit that beam solar power down to Earth using lasers. I invited him to my factory to ask about how he's building it, and why. Chapters: 00:00 — Why is the Robinhood co-founder starting a space company? 05:11 — Introducing Aetherflux: the American energy grid in orbit 10:30 — The energy cost & energy opportunity 18:24 — “You’re not a space company until you have something in space.” 20:12 — What are the hardest parts of engineering this product? 25:27 — Figuring out how to build a hyper-ambitious company from zero 28:06 — How do you get from a demo to the ultimate vision? 32:25 — “What’s an industry that could exist, that doesn’t exist right now?” 35:28 — American innovation is a juggernaut 39:23 — Expeditionary power for the Department of Defense & disaster response 44:50 — The analogy between Robinhood and Aetherflux 47:41 — Assigned watching, playing, and reading from Baiju

Christian Keil

86,267 Aufrufe • vor 1 Jahr

“Is there an AI bubble?” Gavin Baker and David George In this conversation from a16z’s Runtime conference, Gavin Baker, Managing Partner and CIO of Atreides Management, joins David George, General Partner at a16z, to unpack the macro view of AI: the trillion-dollar data center buildout, the new economics of GPUs, and what this boom means for investors, founders, and the global economy. They discuss how this cycle compares to the dot-com era, why “there are no dark GPUs,” and what makes today’s infrastructure spending different from past bubbles. Gavin explains why he believes we’re still early in the AI supercycle, the changing margins in SaaS and software, and how business models and consumer interfaces are being rewritten in real time. 00:00 Intro 01:02 Are we in an AI Bubble? 02:41 Dark fiber vs. “no dark GPUs” 05:07 ROI on AI: Why this time is different 08:36 Round-tripping deals 12:22 The application layer: It’s still early 15:24 Margins, scaling laws 23:26 Reasoning models and the flywheel 27:18 The future of business models 29:41 Robotics and Elon’s Optimus vision Gavin Baker David George
31:52

“Is there an AI bubble?” Gavin Baker and David George In this conversation from a16z’s Runtime conference, Gavin Baker, Managing Partner and CIO of Atreides Management, joins David George, General Partner at a16z, to unpack the macro view of AI: the trillion-dollar data center buildout, the new economics of GPUs, and what this boom means for investors, founders, and the global economy. They discuss how this cycle compares to the dot-com era, why “there are no dark GPUs,” and what makes today’s infrastructure spending different from past bubbles. Gavin explains why he believes we’re still early in the AI supercycle, the changing margins in SaaS and software, and how business models and consumer interfaces are being rewritten in real time. 00:00 Intro 01:02 Are we in an AI Bubble? 02:41 Dark fiber vs. “no dark GPUs” 05:07 ROI on AI: Why this time is different 08:36 Round-tripping deals 12:22 The application layer: It’s still early 15:24 Margins, scaling laws 23:26 Reasoning models and the flywheel 27:18 The future of business models 29:41 Robotics and Elon’s Optimus vision Gavin Baker David George

a16z

92,096 Aufrufe • vor 9 Monaten

Today I sit down with Avichal Garg - Electric ϟ Capital , co-founder and General Partner at Electric Capital ⚡️ . Avichal has built and sold companies, worked inside early Google and Facebook, served as a visiting partner at Y Combinator, and now backs founders across crypto and frontier tech. We get into: • Why founders are more like artists than operators • What actually compounds a person's trajectory • His "software eating money" thesis behind Electric Capital • Why honesty ends up being the real edge in venture • so much more! Timestamps 00:00:00 Trailer 00:00:44 Intro 00:01:00 Watches, luxury markets, and the AI parallel 00:12:48 Opportunity is a luxury 00:14:43 Founders as artists, not just operators 00:18:26 Authenticity and cutting through market noise 00:24:38 Betting on outliers as a life philosophy 00:37:58 Storytelling as a founder superpower 00:55:41 How Elad Gil helped launch Electric 01:07:55 Why crypto was the wedge for Electric 01:19:28 Why he prefers market corrections 01:31:00 The firms Electric was modelled after 01:36:21 Honesty as the core operating principle 01:42:15 Over-committing resources to founders 01:51:03 Dodging SBF and reading fake authenticity 02:01:40 Outro Link in comments!
2:01:53

Today I sit down with Avichal Garg - Electric ϟ Capital , co-founder and General Partner at Electric Capital ⚡️ . Avichal has built and sold companies, worked inside early Google and Facebook, served as a visiting partner at Y Combinator, and now backs founders across crypto and frontier tech. We get into: • Why founders are more like artists than operators • What actually compounds a person's trajectory • His "software eating money" thesis behind Electric Capital • Why honesty ends up being the real edge in venture • so much more! Timestamps 00:00:00 Trailer 00:00:44 Intro 00:01:00 Watches, luxury markets, and the AI parallel 00:12:48 Opportunity is a luxury 00:14:43 Founders as artists, not just operators 00:18:26 Authenticity and cutting through market noise 00:24:38 Betting on outliers as a life philosophy 00:37:58 Storytelling as a founder superpower 00:55:41 How Elad Gil helped launch Electric 01:07:55 Why crypto was the wedge for Electric 01:19:28 Why he prefers market corrections 01:31:00 The firms Electric was modelled after 01:36:21 Honesty as the core operating principle 01:42:15 Over-committing resources to founders 01:51:03 Dodging SBF and reading fake authenticity 02:01:40 Outro Link in comments!

luba yudasina

21,119 Aufrufe • vor 24 Tagen

NEW: What Travis Kalanick Taught Bradley Tusk, & Why He Closed His VC Fund Bradley Tusk, Uber's first regulatory advisor, joins Sourcery to discuss what he learned working closely w/ Travis Kalanick, from Uber’s early regulatory battles throughout their massive scaling. We also cover the real economics of running a VC fund.. and Bradley's decision to ultimately shut down his fund & return to an equity-for-services model. This was a really fun conversation, a bit philosophical, very candid, & I'm sure we could've kept talking for hours. Highlights: (00:00) Bradley Tusk (01:25) How AI infrastructure spending is being driven by market narratives (03:10) DeepSeek, inference models, & compute efficiency (03:55) Where the $2T in AI data-center & energy capital is flowing (07:10) Nuclear energy & the broader implications of AI’s power demand (16:30) Zero-sum vs abundance thinking in tech & politics (17:35) How people find meaning, purpose, & balance in high-pressure work (27:00) Why Bradley invests heavily in his team & removes non-essential tasks (32:00) How Bradley’s experience with Travis Kalanick shaped his view of founders (32:35) “Travis’s Law” & turning users into political advocates (37:05) Why Bradley decided to stop raising traditional VC funds (44:30) The economics of mid-sized funds & why they’re so difficult to run (49:20) How AI valuations differ from non-AI valuations (54:40) What people misunderstand about Silicon Valley & DC (59:40) AI, unemployment risk, & why Bradley believes UBI will be necessary (01:05:50) The biggest lessons Bradley learned from Travis Kalanick
1:12:18

NEW: What Travis Kalanick Taught Bradley Tusk, & Why He Closed His VC Fund Bradley Tusk, Uber's first regulatory advisor, joins Sourcery to discuss what he learned working closely w/ Travis Kalanick, from Uber’s early regulatory battles throughout their massive scaling. We also cover the real economics of running a VC fund.. and Bradley's decision to ultimately shut down his fund & return to an equity-for-services model. This was a really fun conversation, a bit philosophical, very candid, & I'm sure we could've kept talking for hours. Highlights: (00:00) Bradley Tusk (01:25) How AI infrastructure spending is being driven by market narratives (03:10) DeepSeek, inference models, & compute efficiency (03:55) Where the $2T in AI data-center & energy capital is flowing (07:10) Nuclear energy & the broader implications of AI’s power demand (16:30) Zero-sum vs abundance thinking in tech & politics (17:35) How people find meaning, purpose, & balance in high-pressure work (27:00) Why Bradley invests heavily in his team & removes non-essential tasks (32:00) How Bradley’s experience with Travis Kalanick shaped his view of founders (32:35) “Travis’s Law” & turning users into political advocates (37:05) Why Bradley decided to stop raising traditional VC funds (44:30) The economics of mid-sized funds & why they’re so difficult to run (49:20) How AI valuations differ from non-AI valuations (54:40) What people misunderstand about Silicon Valley & DC (59:40) AI, unemployment risk, & why Bradley believes UBI will be necessary (01:05:50) The biggest lessons Bradley learned from Travis Kalanick

Molly O’Shea

96,352 Aufrufe • vor 8 Monaten

BREAKING: How 8VC Builds Billion-Dollar Companies With $6B+ AUM, 8VC has redefined venture capital. They don’t just fund companies—they build them. Palantir (~$370B) Addepar (managing $7T+) OpenGov (acquired for $1.8B) Drew Oetting (Drew Oetting), Founding Partner of 8VC joins Sourcery to unpack how 8VC’s founder DNA, shaped by Joe Lonsdale’s relentless drive to found companies, evolved into their Build Program where nearly 30% of the firm’s capital is invested in startups they create internally. Plus, we finally get an honest take on aliens. Highlights: (00:00) Drew Oetting, Founding Partner 8VC (03:33) Origins Of 8VC & Joe Lonsdale’s Founder DNA (05:48) Building Companies Inside 8VC (07:03) Formalizing The Build Program (30% Of Capital) (08:33) How 8VC Works With EIRs (10:33) Why Most VC Firms Fail at Incubations (13:03) Portfolio Highlights: OpenGov, Saronic, Epirus, Affinity (17:03) Case Study: Resilience, Biotech Manufacturing (27:03) American Reindustrialization, Policy, & Capital Allocation (39:03) The Future Of AGI & Its Real-World Impacts (45:33) Rapid-Fire Round: Recession Odds, National Debt, Aliens (54:03) Building America’s Future This conversation is part of Sourcery’s “Made in America” Mini-Series recorded at the Reindustrialize 2025 Summit. Joe Lonsdale | REINDUSTRIALIZE SUMMIT
57:46

BREAKING: How 8VC Builds Billion-Dollar Companies With $6B+ AUM, 8VC has redefined venture capital. They don’t just fund companies—they build them. Palantir (~$370B) Addepar (managing $7T+) OpenGov (acquired for $1.8B) Drew Oetting (Drew Oetting), Founding Partner of 8VC joins Sourcery to unpack how 8VC’s founder DNA, shaped by Joe Lonsdale’s relentless drive to found companies, evolved into their Build Program where nearly 30% of the firm’s capital is invested in startups they create internally. Plus, we finally get an honest take on aliens. Highlights: (00:00) Drew Oetting, Founding Partner 8VC (03:33) Origins Of 8VC & Joe Lonsdale’s Founder DNA (05:48) Building Companies Inside 8VC (07:03) Formalizing The Build Program (30% Of Capital) (08:33) How 8VC Works With EIRs (10:33) Why Most VC Firms Fail at Incubations (13:03) Portfolio Highlights: OpenGov, Saronic, Epirus, Affinity (17:03) Case Study: Resilience, Biotech Manufacturing (27:03) American Reindustrialization, Policy, & Capital Allocation (39:03) The Future Of AGI & Its Real-World Impacts (45:33) Rapid-Fire Round: Recession Odds, National Debt, Aliens (54:03) Building America’s Future This conversation is part of Sourcery’s “Made in America” Mini-Series recorded at the Reindustrialize 2025 Summit. Joe Lonsdale | REINDUSTRIALIZE SUMMIT

Molly O’Shea

164,241 Aufrufe • vor 11 Monaten

My dear friend, Vlad Tenev, changed the landscape of investing forever! The rise of the retail investor is largely due to Robinhood's success... and in this new Journey Man, we discuss it all... Enjoy! 00:00 - Intro 00:53 - Introducing Vlad Tenev of Robinhood 01:27 - Why Take on Wall Street? 01:54 - Robinhood’s Zero-Fee Origin Story 02:53 - Inspiration from Instagram and Uber 04:24 - Reimagining Trading for Mobile 05:05 - The Challenge of Disrupting Finance 05:42 - Why Everything Is Hard 06:34 - Early Wrong Assumptions 07:42 - Raising Capital with a Small Vision 08:48 - Funding Robinhood on AngelList 09:50 - Early Investors Changed Their Lives 10:38 - The Crypto Explosion Begins 11:07 - Considering a Bitcoin Exchange First 12:17 - Bitcoin’s Early Skepticism and Growth 13:08 - Robinhood Launches Crypto in 2018 14:03 - 2020: Crypto Revenue Surges Overnight 15:04 - The Challenge of Crypto Cyclicality 16:11 - Staffing a Volatile Business 17:10 - Building Robinhood’s Lean Crypto Team 18:46 - Robinhood’s First Crypto Event Coming 19:38 - Where TradFi Meets DeFi 20:34 - Tokenizing Everything 21:09 - Robinhood’s Vision for Crypto + Finance 21:47 - Thoughts on Crypto Options Demand 23:04 - Why Crypto Options Haven’t Taken Off 24:09 - Millennials and the Speculative Economy 25:22 - Democratizing Trading for Everyone 26:08 - Why Buy-and-Hold Doesn’t Work for All 27:15 - Trading vs Investing: A Matter of Wealth 28:01 - Trading as a Skill Anyone Can Build 29:13 - Robinhood’s Role in Onboarding Millions 30:06 - The Fed's Role and Retail Insight 31:03 - The Rise of the Retail Macro Trader 32:17 - Helping Users Succeed with Robinhood Strategies 33:35 - Power of Community and the Hive Mind 34:55 - Will AI Disrupt Community Too? 36:14 - Technological Waves and Investor Opportunity 37:10 - Human Purpose in an AI World 37:52 - Tokenizing Human Connection 38:28 - Creators, Platforms, and Future-Proofing 39:26 - Vlad’s Long-Term View of the Future 40:05 - Financial Services at the Heart of Disruption 41:14 - If AI Replaces Jobs, What Happens to Investing? 42:25 - Entering the Economic Singularity 43:31 - What Happens When AIs Win the Markets? 44:16 - AI's Role in Capital and Markets 45:07 - Will AI Eliminate Human Emotion from Markets? 46:06 - HFT: The Original AI Traders 47:20 - AI and Long-Term Probabilistic Forecasting 48:48 - GPUs, Gaming, and the Origins of AI 50:01 - Nvidia, CUDA, and Wall Street Arms Races 51:04 - Flash Boys and Microwave Trading 51:54 - Will AI Costs Go to Zero? 52:52 - Lower Cost, Higher Usage 53:41 - Robinhood’s UX Won’t Be Just a Chatbox 55:16 - Cortex: AI-Powered Features at Robinhood 56:54 - Tokenization and the Future of Asset Management 57:44 - Crowdsourced, Tokenized Hedge Funds 58:48 - Portability of Tokenized Assets 59:39 - Blockchain as the New Rails of Finance 01:00:09 - The Trump Token and Capital Formation 01:01:00 - Capital Access Unlocks Innovation 01:01:49 - Why Crypto Needs Regulatory Clarity 01:03:17 - From Meme Coins to Real Assets 01:04:17 - Crypto's Path to $100 Trillion? 01:05:15 - The Financial System Will Run on Blockchains 01:06:00 - Platform Layer vs Application Layer Wealth 01:06:29 - AI Raises Money and Launches Tokens 01:07:39 - AIs Creating Software and Capital Formation 01:08:00 - Final Thoughts: A Wild Future Ahead 01:08:20 - When Will Vlad Buy a CryptoPunk? 01:08:51 - Wrapping Up: AI, Crypto, and the Road Ahead
1:09:53

My dear friend, Vlad Tenev, changed the landscape of investing forever! The rise of the retail investor is largely due to Robinhood's success... and in this new Journey Man, we discuss it all... Enjoy! 00:00 - Intro 00:53 - Introducing Vlad Tenev of Robinhood 01:27 - Why Take on Wall Street? 01:54 - Robinhood’s Zero-Fee Origin Story 02:53 - Inspiration from Instagram and Uber 04:24 - Reimagining Trading for Mobile 05:05 - The Challenge of Disrupting Finance 05:42 - Why Everything Is Hard 06:34 - Early Wrong Assumptions 07:42 - Raising Capital with a Small Vision 08:48 - Funding Robinhood on AngelList 09:50 - Early Investors Changed Their Lives 10:38 - The Crypto Explosion Begins 11:07 - Considering a Bitcoin Exchange First 12:17 - Bitcoin’s Early Skepticism and Growth 13:08 - Robinhood Launches Crypto in 2018 14:03 - 2020: Crypto Revenue Surges Overnight 15:04 - The Challenge of Crypto Cyclicality 16:11 - Staffing a Volatile Business 17:10 - Building Robinhood’s Lean Crypto Team 18:46 - Robinhood’s First Crypto Event Coming 19:38 - Where TradFi Meets DeFi 20:34 - Tokenizing Everything 21:09 - Robinhood’s Vision for Crypto + Finance 21:47 - Thoughts on Crypto Options Demand 23:04 - Why Crypto Options Haven’t Taken Off 24:09 - Millennials and the Speculative Economy 25:22 - Democratizing Trading for Everyone 26:08 - Why Buy-and-Hold Doesn’t Work for All 27:15 - Trading vs Investing: A Matter of Wealth 28:01 - Trading as a Skill Anyone Can Build 29:13 - Robinhood’s Role in Onboarding Millions 30:06 - The Fed's Role and Retail Insight 31:03 - The Rise of the Retail Macro Trader 32:17 - Helping Users Succeed with Robinhood Strategies 33:35 - Power of Community and the Hive Mind 34:55 - Will AI Disrupt Community Too? 36:14 - Technological Waves and Investor Opportunity 37:10 - Human Purpose in an AI World 37:52 - Tokenizing Human Connection 38:28 - Creators, Platforms, and Future-Proofing 39:26 - Vlad’s Long-Term View of the Future 40:05 - Financial Services at the Heart of Disruption 41:14 - If AI Replaces Jobs, What Happens to Investing? 42:25 - Entering the Economic Singularity 43:31 - What Happens When AIs Win the Markets? 44:16 - AI's Role in Capital and Markets 45:07 - Will AI Eliminate Human Emotion from Markets? 46:06 - HFT: The Original AI Traders 47:20 - AI and Long-Term Probabilistic Forecasting 48:48 - GPUs, Gaming, and the Origins of AI 50:01 - Nvidia, CUDA, and Wall Street Arms Races 51:04 - Flash Boys and Microwave Trading 51:54 - Will AI Costs Go to Zero? 52:52 - Lower Cost, Higher Usage 53:41 - Robinhood’s UX Won’t Be Just a Chatbox 55:16 - Cortex: AI-Powered Features at Robinhood 56:54 - Tokenization and the Future of Asset Management 57:44 - Crowdsourced, Tokenized Hedge Funds 58:48 - Portability of Tokenized Assets 59:39 - Blockchain as the New Rails of Finance 01:00:09 - The Trump Token and Capital Formation 01:01:00 - Capital Access Unlocks Innovation 01:01:49 - Why Crypto Needs Regulatory Clarity 01:03:17 - From Meme Coins to Real Assets 01:04:17 - Crypto's Path to $100 Trillion? 01:05:15 - The Financial System Will Run on Blockchains 01:06:00 - Platform Layer vs Application Layer Wealth 01:06:29 - AI Raises Money and Launches Tokens 01:07:39 - AIs Creating Software and Capital Formation 01:08:00 - Final Thoughts: A Wild Future Ahead 01:08:20 - When Will Vlad Buy a CryptoPunk? 01:08:51 - Wrapping Up: AI, Crypto, and the Road Ahead

Raoul Pal

172,640 Aufrufe • vor 1 Jahr

NEW on We The Builders (We The Builders). My conversation with Scott Kupor (Scott Kupor), who was the first employee at a16z, one of the largest venture capital firms in the arena today with over $90B in AUM. The firm started with the ambition to build a product to serve founders and with Michael Ovitz joining the board, it took inspiration from how talent agencies operated. Today, it is part a media company with venture capital as a business model and part recruiting firm for the startup ecosystem. Scott shares the story of how it possibly could have been Andreessen Horowitz Kupor and what the firm has done uniquely to be able to scale the way it has. He worked with Marc Andreessen 🇺🇸 and benahorowitz.eth for 25 years before leaving for his current role as Director of the Office of Personnel Management at the White House, which oversees the 2 million of the government employees that don’t serve in the military, which has over $2 trillion in budget and is probably the largest workforce/HR department in the world. In our conversation, he shares the story of how he got involved in politics and the current admin, the challenges in running an organization of this size and scale, what he hopes to accomplish and more. Timestamps: 00:00 Introduction & OPM Overview 00:36 A Lifer with Ben Horowitz & Mark Andreessen 01:29 The Origin & Founding of A16Z 03:43 Deconstructing Venture Capital via the CAA Agency Model 06:43 Scaling a Modern VC Firm Vertically 09:16 Centralization vs. Decentralization in Operations 11:09 Building Long-Term Trust with Executive Talent 13:50 Cultural Precepts: First-Class Business Only 16:42 Organic Firm Evolution & Partner Autonomy 20:35 Saying No to Rollups & PE Buyouts 23:12 The Intersection of Public Policy and Tech 26:01 Transitioning into Public Service 29:42 Startups, Immigration, and National Security 32:17 OPM’s Scale & Enforcing High Performance 35:45 Permissioned Innovation & IT Overhauls 40:05 Breaking Institutional Status Quo 41:59 Silicon Valley Root-Cause Math in Government 47:53 Flat Communications Within a Bureaucracy 50:04 Reforming Civil Service Promotion Rules 54:36 The Shift Toward Skills-Based Hiring 57:21 Rethinking the Value of Credentials 01:00:20 Solving the Government Tech Talent Gap 01:02:51 Ending the Over-Outsourcing Crisis 01:04:55 The "NASA Forces" Public-Private Exchange 01:08:45 A Personal Journey Through the Study of Happiness
1:11:04

NEW on We The Builders (We The Builders). My conversation with Scott Kupor (Scott Kupor), who was the first employee at a16z, one of the largest venture capital firms in the arena today with over $90B in AUM. The firm started with the ambition to build a product to serve founders and with Michael Ovitz joining the board, it took inspiration from how talent agencies operated. Today, it is part a media company with venture capital as a business model and part recruiting firm for the startup ecosystem. Scott shares the story of how it possibly could have been Andreessen Horowitz Kupor and what the firm has done uniquely to be able to scale the way it has. He worked with Marc Andreessen 🇺🇸 and benahorowitz.eth for 25 years before leaving for his current role as Director of the Office of Personnel Management at the White House, which oversees the 2 million of the government employees that don’t serve in the military, which has over $2 trillion in budget and is probably the largest workforce/HR department in the world. In our conversation, he shares the story of how he got involved in politics and the current admin, the challenges in running an organization of this size and scale, what he hopes to accomplish and more. Timestamps: 00:00 Introduction & OPM Overview 00:36 A Lifer with Ben Horowitz & Mark Andreessen 01:29 The Origin & Founding of A16Z 03:43 Deconstructing Venture Capital via the CAA Agency Model 06:43 Scaling a Modern VC Firm Vertically 09:16 Centralization vs. Decentralization in Operations 11:09 Building Long-Term Trust with Executive Talent 13:50 Cultural Precepts: First-Class Business Only 16:42 Organic Firm Evolution & Partner Autonomy 20:35 Saying No to Rollups & PE Buyouts 23:12 The Intersection of Public Policy and Tech 26:01 Transitioning into Public Service 29:42 Startups, Immigration, and National Security 32:17 OPM’s Scale & Enforcing High Performance 35:45 Permissioned Innovation & IT Overhauls 40:05 Breaking Institutional Status Quo 41:59 Silicon Valley Root-Cause Math in Government 47:53 Flat Communications Within a Bureaucracy 50:04 Reforming Civil Service Promotion Rules 54:36 The Shift Toward Skills-Based Hiring 57:21 Rethinking the Value of Credentials 01:00:20 Solving the Government Tech Talent Gap 01:02:51 Ending the Over-Outsourcing Crisis 01:04:55 The "NASA Forces" Public-Private Exchange 01:08:45 A Personal Journey Through the Study of Happiness

Suffiyan Malik

19,692 Aufrufe • vor 7 Tagen

Today's Talking Tokens Podcast is with AriannaSimpson.eth, GP at a16z crypto If you want to know how a16z picks which founders to invest in, out of thousands of pitch decks, this episode is for you. We dive into her investment strategy, advice to founders, key sectors this market cycle and global trends. Timestamps: 00:00 - Intro: Who is Arianna Simpson? 01:20 - From Facebook to founding a crypto venture fund 04:10 - Joining a16z crypto and early-stage investment focus 07:15 - How a16z chooses which founders to back 10:05 - Key sectors on a16z’s radar: stablecoins, DeFi, infrastructure 13:00 - Why user experience will drive the next wave of adoption 15:45 - Global adoption trends and emerging markets 18:40 - Navigating regulation and policy changes 21:20 - Advice for founders entering the space now 24:15 - The role of storytelling in raising capital 27:10 - How founders can stand out to top investors 30:25 - Building resilience through market cycles 33:45 - Common mistakes early-stage founders make 36:40 - Final thoughts: stay adaptable, mission-driven, and bold
48:42

Today's Talking Tokens Podcast is with AriannaSimpson.eth, GP at a16z crypto If you want to know how a16z picks which founders to invest in, out of thousands of pitch decks, this episode is for you. We dive into her investment strategy, advice to founders, key sectors this market cycle and global trends. Timestamps: 00:00 - Intro: Who is Arianna Simpson? 01:20 - From Facebook to founding a crypto venture fund 04:10 - Joining a16z crypto and early-stage investment focus 07:15 - How a16z chooses which founders to back 10:05 - Key sectors on a16z’s radar: stablecoins, DeFi, infrastructure 13:00 - Why user experience will drive the next wave of adoption 15:45 - Global adoption trends and emerging markets 18:40 - Navigating regulation and policy changes 21:20 - Advice for founders entering the space now 24:15 - The role of storytelling in raising capital 27:10 - How founders can stand out to top investors 30:25 - Building resilience through market cycles 33:45 - Common mistakes early-stage founders make 36:40 - Final thoughts: stay adaptable, mission-driven, and bold

Jacquelyn Melinek

16,116 Aufrufe • vor 1 Jahr