"at the end of 2022 our team at a16z asked dozens of Partners across the firm to Spotlight one big idea that startups in their fields could tackle in 2023 emerging from this exercise came literally 40 ..."

"thank you [Music] carrying over some of the themes around AI from part one let's start with a niche hi everyone I'm Anish from Andresen Horowitz I'm a GP on the fintech team and my big prediction is a..."

"Niche this is really interesting to really set the stage how big is this market and let's break that down not just in terms of the people who are currently using credit counseling but also the the fol..."

"access it today but I also have to think about how Finance as a space is as you could say less fault tolerant than maybe some other spaces that AI is currently being applied to so just as an example i..."

"that there are a subset of challenges within this space and a subset of customers you know who either desperately need the service and are getting it so wrong that you know any rational advice would b..."

"importantly they're subject to less volatility in markets like this when sort of my market cycle is changing and their business or book can get blown out by a sudden shift in consumer credit worthines..."

"that's one wealth management I think is another wealth management is tricky because it's one part counseling you know one part advice and it's just hard for people to for obvious reasons build empathy..."

"Angela hi I'm Angela strange I'm a general partner on the fintech team here at Andreessen Horowitz and I believe that in 2023 doing compliance well Tech enabled is going to become a competitive Advant..."

"50 000 regulations that is a ton and I want to give our listeners a sense of the weight that this puts on companies Without Really commenting on whether this is a good or bad thing what kind of operat..."

"problem two right if you had compliance procedures that were working well in the old world and there was some software and many manual procedures and all of a sudden that complex actually doubled your..."

"and this compliance had had nothing to do with crypto it was simply you know all Financial Services institutions have an obligation to kyc like understand who their customers are as they go through th..."

"space well if you ask chat gbt that answer um they will basically say surprise AI but let me tell you a little more specifically let's take any money laundering for instance right and there's there's ..."

"we we talked a little bit of coinbase um just in the U.S more than 10 percent of people have a crypto wallet and so does it make sense that you would have entirely separate on-chain compliance systems..."

"yeah I mean coming back to what you mentioned before 10 of Revenue that's that's a lot that's not 10 of profit um so I think this will be top of think of all the new products you could be building wit..."

"the US's electricity it's commonly misconceived as a dangerous and non-viable option when it comes to adding reliable sources of carbon free energy but recently nuclear energy has been having a bit of..."

"before 2030. that's exciting and I like the framing of decades versus years something that you just spoke to there which has come up in my very limited Research into this space is regulation it seems ..."

"next few years yeah I was really surprised to hear that in the case of some of these regulations like there isn't actually even a threshold of the appropriate amount of radiation which is allowed it's..."

"the US as people listen to this there may be potential Founders some of them won't want to be the entity that goes and sets up a whole nother nuclear plant or an SMR but something you spoke to in your..."

"on that note nuclear we're currently talking about it in the stance of fission which people are more familiar with but there have been other advancements in Fusion which I think is a little further ou..."

"smaller modularity that's going to be the breakthroughs we see I feel like I have to ask this question after you brought up this idea that the technology already exists if we look out let's say five t..."

"us getting in our own way next up we have Ryan hi I'm Ryan McIntosh I'm a partner on the American dynamism team overhauling the space supply chain civilizations ancient past is segmented by advancemen..."

"sure so the way I think about space and space supply chain holistically is that space is sort of the well it is you know the final frontier it's where our industrial capacity and the stuff that we can..."

"last piece is what's called osam so like onser on orbit servicing and Manufacturing basically activity that services this Market of satellites and space stations if we're going to have 30 000 satellit..."

"curious to know if there are examples that you could provide of other companies perhaps that have been able to build that bridge because I think perhaps one of the reasons that maybe more Founders are..."

"contracts then the first sort of uh customer for a lot of space pushing the frontier if you will is often government SpaceX is still largely derives a lot of revenue from government but looking at are..."

"um I would be remiss if I did not cover this question as we close this out which is just you know you in your big idea kind of framed this idea of space providing the you could say that this measuring..."

"we have Vijay hi I'm Vijay Pandey Journal partner of Bion Health at a16z and this is my biggest idea the biggest company in the world will be a consumer health tech company this may sound crazy to som..."

"Vijay this is a big prediction so before we jump into the nitty-gritty I want to hear from you just how big is this healthcare industry yeah actually people forget just how huge it is it's approaching..."

"so we've covered the incumbents on the tech side but there's also large Healthcare companies out there today one that you've mentioned is United Health Group which is the largest Healthcare company in..."

"into Enterprise and Enterprise software started having the look and feel of a really smooth UI from you'd expect from meta or from Google or something like that and similarly it just takes a different..."

"that yeah well first off I think if you think about what a human endeavor should be taking care of of of the sick is one of the most important things that we could be doing it's important to realize t..."

"name a few so if the first generation of the digital Health Tech stack which we wrote about in 2020 was about enabling administrative and operational efficiency for virtual first providers the next ge..."

"of that savings and so again it incentivizes a different care model associated with that which is uh you want to be much more sort of proactive about getting ahead of any escalation of health issues t..."

"right now um you know that said I think there's still we're still looking at depending on what reports you read you you were only at roughly about 20 percent of all Health Care payments being in some ..."

"Innovation within this Tech stack you know something you touched on there is the focus in the past on provider-based care versus patient-based care do you see that changing as in do you see Healthcare..."

"successful in these in these kind of value-based orientations I've also heard you speak about the increasing Affinity that consumers sometimes have with some of these companies that are building more ..."

"that you can Implement using technology in really systematic ways and not just relying on throwing bodies at the problem as traditional providers have done and you know which obviously is inherently u..."