
24 segments available
with Marc Andreessen (@pmarca), Ben Horowitz (@bhorowitz), and Tyler Cowen (@tylercowen) This episode of the a16z Podcast features the rare combination of a16z co-founders Marc Andreessen and Ben Horowitz in conversation, together, with economist Tyler Cowen (chair of economics at George Mason University and chairman and general director of the Mercatus Center there, and host of his own podcast.) The conversation originally took place at our most recent annual innovation Summit -- which features a16z speakers and invited experts from various organizations discussing innovation at companies large and small, as well as tech trends spanning bio, consumer, crypto, fintech, and more. This discussion covers Ben and Marc's marriage, er, partnership; the evolution of VC and "talent as a network"; and where are we right now on industries being affected by tech (such as retail) and tech trends (such as VR/AR and wearables) -- and where are we going next? Finally, is software eating culture... or is it the other way around?
In this opening segment, the hosts introduce the episode featuring a conversation between a16z co-founders Marc Andreessen and Ben Horowitz, alongside economist Tyler Cowen. They set the stage for a discussion on talent, tech trends, and the intersection of software and culture, highlighting the significance of the annual Innovation Summit.
"hi everyone welcome to the A6 andz podcast today's episode features A6 andz co-founders Mark andreon and Ben Horwitz in conversation with Economist Tyler Cohen who is chair of Economics at George Maso..."
Marc Andreessen and Ben Horowitz reminisce about their first meeting at Netscape in 1995. Ben shares insights from his interview for a product management role, discussing the technical challenges of integrating various network protocols and how this early interaction laid the foundation for their partnership.
"to start with the two of you as a couple oh yeah how was it you met at Netscape in 1995 yeah well Mark interviewed me you know way back then and he interviewed me I think I was interviewing for a prod..."
The conversation shifts to the unexpected success of the internet, as Marc and Ben discuss their experiences post-Netscape. They reflect on the challenges faced by companies unprepared for the internet's rise and how this led to the inception of their next venture, Loudcloud, amidst the tech boom.
"that like 50% of our codebase and Lotus Notes was just making like all the Lan protocols work together ipx and apple talk and nit buy net bios it was you guys don't even know what any of that is anymo..."
Marc and Ben delve into their time at AOL after Netscape's acquisition, discussing the massive traffic potential of AOL and how it influenced their thinking about cloud computing. They explore the idea of creating a cloud infrastructure that could handle surges in demand, paving the way for their entrepreneurial journey.
"you two do loud Cloud together why how'd that happen well so the big thing basically that happened was so it turns out the internet worked which turned out to be a big deal go figure and then basicall..."
In this segment, Ben and Marc discuss their observations about successful companies being led by their founders. They argue against the conventional wisdom of replacing founders with professional managers, emphasizing the unique insights and innovations that founders bring to their companies.
"incubated this idea that boy what if there was a cloud right what if what if basically there was a system in which you could take your content and all your apps and you could run them and it could han..."
The discussion turns to the importance of talent in the tech industry. Ben shares insights from Michael Ovitz on viewing talent as a network and the significance of building long-term relationships rather than transactional ones. This philosophy underpins their approach to venture capital and talent acquisition.
"the two of you figured out what is it you two understood that other people didn't and would you articulate that you know like we we were just there was a bunch of things one differentiation so like we..."
Marc and Ben explore the complexities of assessing entrepreneurs, noting that the founders of tech companies often possess unique and extreme traits. They discuss the evolving nature of entrepreneurship and the increasing competition in the tech landscape, highlighting the need for a nuanced understanding of what makes a successful founder.
"powerful nobody will ever be able to match it and that was kind of the original inspiration and and we were fortunate enough to just hire a really astoundingly good team to help us do that and Mark ho..."
In this segment, the hosts discuss blockchain technology as a new computing platform. They compare it to previous technologies, emphasizing its unique feature of trust. Marc explains how blockchain enables new applications, such as programmable money and digital property, reshaping industries like art and finance.
"Technologies and either of you feel free to answer blockchain what would be the Breakthrough application for blockchain I'll take that so first of all like asking what the killer app is nobody ever ge..."
This segment explores the potential of wearable technology, particularly in the realm of audio and health monitoring. The speakers highlight the success of devices like Apple AirPods and the importance of audio as a user interface. They also discuss the future of health monitoring through wearables, predicting advancements in medical-grade sensors that could significantly improve health outcomes by predicting medical emergencies.
"for me 15 years from now retail and wearables what will Tech do for me in those areas that that it's not doing right now so I think retail will basically be gone by then I mean gone I can't go to the ..."
The discussion delves into the potential of augmented reality (AR) and virtual reality (VR), with a focus on their applications in everyday life. The speakers express a contrarian view that VR may become more significant than AR, as it can create entirely new environments for users. They argue that for many people, the synthetic worlds created by VR will be more engaging than their physical surroundings, leading to a transformative impact on how we interact with technology.
"let's say more interesting uses so instead of going shopping I'm going to do something with my wearables and what will that be what's the potential in wearables I think the really big one right now is..."
In a lighter moment, the speakers discuss the cultural significance of two iconic 90s television shows, 'The Fresh Prince of Bel-Air' and 'Martin.' They compare the themes and styles of both shows, reflecting on how they represent different aspects of African-American culture. This segment highlights the importance of media in shaping cultural narratives and the personal connections people have with these shows.
"from and so it's it's going to be amazing Ben there's a tweet I've been dying to ask you about there's two types of people in this world fresh prince of belir people and Martin people I'm a Martin per..."
Ben discusses three TV shows that provide valuable lessons for entrepreneurs. He highlights 'Halt and Catch Fire' for its accurate portrayal of tech startups, 'Burn Notice' for showcasing the diverse skill set of a good founder, and 'Succession' for its depiction of corporate dysfunction, offering insights into the challenges of leadership.
"would Mak sense could you recommend a rapper for people who think they do not like rap music Will Smith Will Smith The Fresh Prince of B and does Mark like Will Smith fire up Spotify tonight Mark if w..."
Ben Horowitz explains the Cultural Leadership Fund's mission to apply venture capital principles to culture and entertainment. He discusses the importance of recognizing diverse talents and building relationships with cultural innovators to enhance consumer behavior and create a talent pipeline in tech.
"portrayal of what a tech startup is actually like that's ever been aired so that's one another one that I really like um for Founders to watch and they always think I'm crazy but I I really really bel..."
The conversation shifts to the evolving relationship between Silicon Valley and Hollywood. Ben discusses how both industries are beginning to understand each other's strengths, with tech companies recognizing the importance of culture and media companies embracing technology, leading to a new era of collaboration.
"it works well and and look you know the main thesis is you know if you You' got like a very small group of people that created every new musical art form in the last century from Jazz to Blues to hip-..."
In a forward-looking discussion, the speakers contemplate the future relevance of the Bay Area as a tech hub. They predict that advancements in telepresence technology will make remote collaboration easier, potentially diminishing the geographical significance of Silicon Valley in the coming decades.
"a general question 20 years from now will location and being in the Bay Area matter more or less yes clearly both so on the one hand it is absolutely true I mean in 20 years you know the tele basicall..."
In this segment, Andreessen forecasts that the next generation of entrepreneurial companies will be significantly larger than today's tech giants. He emphasizes the need for startups to optimize every aspect of their operations to compete in a future where the scale of success will be unprecedented. This discussion highlights the competitive landscape of the tech industry and the implications for future entrepreneurs.
"it much more straightforward for people all over the world to participate so that's on the one hand but the other thing though is just like okay that's going to be a world that's much more connected r..."
Ben Horowitz shares insights on identifying managerial intelligence, emphasizing the importance of systems thinking and understanding team dynamics. He explains that great managers can perceive the implications of their decisions through the perspectives of their team members. This segment delves into the rare combination of skills that define effective leadership in organizations.
"technologies that we're building are making it possible for the world to distribute Ben I love your book on management it's the only book on management I've ever given to my daughter I knew I had one ..."
Marc Andreessen reflects on the concept of emergent behavior in technology platforms, using Twitter as an example. He discusses how successful platforms allow users to innovate and create new behaviors that the original creators may not have anticipated. This segment underscores the importance of user-driven innovation in the development of technology.
"rare thing and you can kind of see it because you'll be talking to them and like you might not be able to articulate something and they can articulate it for you the way you would have done it better ..."
Ben Horowitz shares a unique perspective on luxury through the lens of barbecue cooking. He recounts a conversation with Kanye West about the value of time in creating exceptional experiences. This segment draws parallels between cooking and management, emphasizing that taking time to perfect a process leads to excellence.
"and Ben you're famous actually for your Barbecue Cooking viewed as a problem of management and also Innovation what makes for the difference between good and truly excellent barbecue time say more tim..."
The conversation shifts to the misunderstandings between Wall Street and the tech industry. Andreessen discusses the cultural delays that exist and the need for better communication between tech and finance. He also addresses the government's approach to technology, advocating for a proactive stance rather than a restrictive one. This segment highlights the challenges and opportunities in bridging the gap between these sectors.
"Sushi this is Tyler's favorite question to Su out whether people are actually prover um Pro increased government services the idea of nonprofit Sushi makes me so nauseous um but I think I want to thro..."
In this closing segment, Andreessen emphasizes the inevitability of technological advancement and its dual implications. He argues against holding back technology and instead advocates for discussions on how to maximize its benefits. This segment encapsulates the overarching theme of the conversation: embracing technology as a fundamental aspect of progress.
"printing press uh you know certainly the internet uh has had good and bad but if you look at it overall it's overwhelmingly positive and more than that we have to go back to our population levels in l..."
Tyler Cowen shares insights from the book 'Genghis Khan and the Making of the Modern World' by Jack Weatherford, highlighting unexpected lessons on inclusion from Genghis Khan's leadership. The discussion focuses on Khan's revolutionary approach to selecting talent over caste, emphasizing the importance of meritocracy in leadership and management practices.
"don't know how to do that for each of you what's an interesting book you've read lately yeah so the one of the most interesting books I I've read lately is genghiskhan in the making of the modern worl..."
Marc Andreessen discusses the concept of 'preference falsification' from the book 'Private Truths, Public Lies' by Timur Kuran. He explains how societal pressures can lead individuals to suppress their true beliefs, creating a false consensus. This segment explores the implications of this phenomenon on political revolutions and social movements, providing insights into current political dynamics in the U.S.
"management book for anybody who's interested in that topic Mark so uh the best book The the book's have biggest impact on me it's incredibly well-written book it's of course out of print it's by actua..."
In a light-hearted exchange, Marc Andreessen and Ben Horowitz reflect on their partnership, discussing misconceptions they have about each other. This segment highlights the deep understanding they have of one another, revealing how their strengths and weaknesses intertwine in their professional relationship, and ends with a humorous note about personal habits.
"accurately for the last question I'd like to return to Mark and Ben as a couple Ben what's Mark's biggest misconception about you and Mark what's Ben's biggest misconception about you so this is the s..."