The a16z Show

By Andreessen HorowitzBusiness Entrepreneurship Science Technology

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The a16z Show episodes

December 04, 2020 On Fear and Leadership: Product to Sales CTOs & CEOs
There's a few ontologies for describing the phases leaders -- and their startups -- go through, whether it's product-sales-etc. or pioneer to settler. In any case, as companies evolve, so must the leaders -- but can the same person transition across all these phases? When and when not; what are the qualities, criteria, and tradeoffs to be made?
In this episode of the a16z Podcast, originally recorded as an internal hallway-style chat (pre pandemic!) a16z general partner Martin Casado, who co-founded but decided to remain CTO of Nicira -- and previously shared his own journey, lessons learned, and advice for founders about bringing in an external CEO and the question of "to CTO or not to CTO" -- and Armon Dadgar, co-founder (with Mitchell Hashimoto) and CTO of HashiCorp, chat with Sonal Chokshi about both managing their past psychology through these common questions and decisions. They also share their strategies on managing the specific tactics behind it all: Everything from the "dating" process of finding an external CEO to figuring out swim lanes; handling debates and decisions; who presents, who sells. And while the conversation is a brief glimpse into their longer personal journeys, there's lessons in it for startups and leaders of all kinds on the art of hiring and sales, managing credit and conflict, and more...
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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

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43 min
November 26, 2020 On Food As Medicine (A Holiday Snack)
What happens if we treat food as a medicine in the healthcare system: How, where, and who (pays)? What role can technology play in increasing access, distribution, and more?
General partner Julie Yoo talks with the founder and former medical director of Geisinger Fresh Food Farmacy, Dr. Andrea Feinberg, and with the co-founder of food delivery start up Plated in this "holiday" cross-promo of our show Bio Eats World.
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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
21 min
November 22, 2020 Crypto Creators: On Art Galleries to 'Tokenized' Collectibles
This episode features Q&As with two artists who are exploring crypto-powered auction sites and marketplaces – this is part of our ongoing series on the creator economy. The big picture is that emerging "tokenization" models, especially non-fungible tokens, or NFTs, are creating new ways for collectors and investors to buy, sell, and trade digital art. More broadly, these innovations open the door to the tokenization of any products or collectibles that can be captured and owned digitally.
Marketplaces powered by NFTs open up new revenue streams for creators, because anytime digital work is resold or their tokens traded on these platforms, no matter how many times, the creator gets a percentage of those secondary sales. It's all transparent and governed by code on the blockchain, and it’s a big shift in creator economies.
Our first guest is one of the biggest names in crypto art, and one of the most mysterious. Murat Pak is the artist and industrial designer who created the AI-powered image sharing site Archillect. Pak has made it a policy to separate their personal identity from their online work, and prefers to keep their quote-unquote real identity hidden, so we conducted this interview by email and converted Pak’s answers to audio using text-to-speech software. As Pak has expressed in other interviews, it's really the work that matters. And we do know a lot about the work, Pak has sold more than 60 pieces of digital art this year on the auction site SuperRare, for more than $350,000. And that’s just one of the several platforms on which Pak’s work is sold.
In this Q&A, Pak talks with a16z's Zoran Basich about NFTs. These "non-fungible tokens" are unique assets that are not interchangeable. Dollar bills are fungible — each dollar bill is worth exactly the same as every other one. But works of art, for example, or any collectible, can be non-fungible — their value varies based on the market for that particular asset. With crypto, these assets carry digital ownership rights that can be easily exchanged. We start by discussing the whole concept of digital art, and why anyone would pay for something that (seemingly) can be easily copied.
Our second interview is with Signe Pierce, a visual, digital, and performance artist whose work has appeared in major galleries in Paris, Los Angeles, and New York. She’s currently featuring her artwork on the creator marketplace Foundation. On that site, in addition to auction-style NFT markets, the price of tokens associated with individual works of art is something like you’d see on a stock market – the pricing is real-time, and dynamic and fluctuates according to demand by buyers, who might be investors, collectors, or fans. Signe discusses why she went from working exclusively with galleries to trying crypto marketplaces, how this move affects her work and her business, and how crypto could change the way she engages with her fans. She also offers advice for creators interested in getting into the world of crypto. She starts off by talking about how social media popularity several years ago opened her eyes to the idea of new monetization models for creators. Stay Updated:
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Please note that the content here is for informational purposes only;
should NOT be taken as legal, business, tax, or investment advice or be
used to evaluate any investment or security; and is not directed at any
investors or potential investors in any a16z fund. a16z and its
affiliates may maintain investments in the companies discussed. For more
details please see a16z.com/disclosures.
Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
for information about our collection and use of personal data for
advertising.
21 min
November 20, 2020 What to Know about Those Vaccines
A vaccine for COVID seems to be (almost) here… or is it? What’s hype/ what’s real beyond the headlines (and beyond the press release), when it comes to the announcement last week from Pfizer and BioNTech that their vaccine candidate was found to be more than 90% effective in preventing COVID-19 -- and relatedly, the most recent news around Moderna's vaccine candidate?

Of course, this was just the first interim efficacy analysis — so how close or far are we? What’s the significance of the readout and case numbers? How do we put all this in context of all the other (458!) programs in development? And how much should/ shouldn’t we read into the news, given the buzzy excitement and penchant for evaluating "science via press release"? a16z bio general partners Vineeta Agarwala and Jorge Conde recently broke it all down in conversation with Sonal Chokshi on our show 16 Minutes: the math, the science, and the practical considerations — from “vaccine efficacy” vs. efficiency, from cold chains to distribution, from patients to the system… as well as why mRNA matters in the present future of vaccines.
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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
22 min
November 16, 2020 The Social Serendipity of Cloud Gaming
True cloud-native games—those exclusive to and solely playable within the cloud—are poised to revolutionize gameplay and unlock new avenues of hyper-personalized storytelling and socializing. It's a vision that, though steadily advancing, is still in its early stages. Just one year ago this week, Google launched its cloud gaming service, Stadia, which shares the space with competitors including Microsoft's xCloud, Playstation Now, and Nvidia’s GeForce.
In this episode, Jade Raymond, VP of Stadia Games and Entertainment, Jonathan Lai, formerly of Riot Games and Tencent, and host Lauren Murrow talk about the challenges in building cloud-native games, their potential to upend prevailing business models and pricing, and, most importantly, the spontaneous, social, super-shareable experiences that true cloud streaming will reveal. Through the rise of user-generated content, AI, and the cloud, they believe we're inching ever closer to the Metaverse.
This episode is part of Social Strikes Back, a new series exploring the next generation of social networks and how they’re shaping the future of consumer tech. See more at a16z.com/social-strikes-back.

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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

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39 min
November 13, 2020 The Great Data Debate
Lakes v. warehouses, analytics v. AI/ML, SQL v. everything else... As the technical capabilities of data lakes and data warehouses converge, are the separate tools and teams that run AI/ML and analytics converging as well?
In this podcast, originally recorded as part of Fivetran's Modern Data Stack conference, five leaders in data infrastructure debate that question: a16z general partner and pioneer of software defined networking Martin Casado, former CEO of Snowflake Bob Muglia; Michelle Ufford, founder and CEO of Noteable; Tristan Handy, founder of Fishtown Analytics and leader of the open source project dbt; and Fivetran founder George Fraser.
The conversation covers the future of data lakes, the new use cases for the modern data stack, data mesh and whether decentralization of teams and tools is the future, and how low we actually need to go with latency. And while the topic of debate is the modern data stack, the themes and differing perspectives strike at the heart of an even bigger: how does technology evolve in complex enterprise environments?
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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
27 min
November 05, 2020 How to Moderate Talks, Panels, Meetings, More (Virtual and Beyond!)
How to moderate good, productive discussions and navigate tricky conversations is top of mind -- whether doing a panel, conducting a live event, presenting a talk (or hosting a podcast), managing (and even just participating in!) a meeting. Especially in a world where remote and virtual work is increasingly become the norm for many knowledge workers, one in which we're increasingly communicating through little "Hollywood Squares, Brady Bunch"-like boxes.
So how to translate physical and nonverbal presence in such virtual environments, or voice-only modes? How to manage unruly discussions? Do parasocial vs. social interactions change things? And beyond these broader contexts, how do the things inside us -- whether agendas, tics, anxiety -- manifest outwardly, and can we better control them?
In this episode of the a16z Podcast, Matt Abrahams -- lecturer at Stanford’s Graduate School of Business (where he also has a podcast, "Think Fast Talk Smart"); principal and co-founder of Bold Echo (a company that helps people with presentation and communication skills); and author of Speaking Up Without Freaking Out -- shares frameworks and best practices, in conversation with Sonal Chokshi. The discussion offers many concrete tips for moderation and communication for anyone, across all kinds of mediums and modes.

image: Paul Hudson / Flickr
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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

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1 hr 3 min
October 24, 2020Textiles as Tech, Science, Math, Culture... or Civilization
"The most profound technologies are those that disappear. They weave themselves into the fabric of everyday life until they're indistinguishable from it." That quote from computer scientist Mark Weiser is from a 1991 paper where he outlined the vision of ubiquitous computing; in it, he also referenced "seamlessness"... We just can't get away from textile metaphors: we catch airline "shuttles", we "weave" through traffic, we follow comment "threads” -- the metaphors are as ubiquitous and abundant and threaded throughout our lives as the textiles (and computing) all around us.
In fact, argues author and columnist Virginia Postrel, the story of textiles IS the story of technology and science (across all kinds of fields, from biology to chemistry); of commerce (as well as management, measurement, machines); but most of all, of civilization (vs. just culture) itself. That's what her new book, The Fabric of Civilization: How Textiles Made the World is all about. But it's really a story and history of innovation, and of human ingenuity... which is also the theme of the a16z Podcast -- and of this special, inaugural book launch episode with the author in conversation with showrunner Sonal Chokshi.
The discussion both dives deep and lightly dips into a wide range of topics: fabrics, from the genetics of cotton to the supply chain of silk (including pre-Industrial Revolution factories, early payment and incentive alignment, "maestre" and notions of expertise); knowledge, from the storage and transmission of it to sharing tacit and explicit code (including manuals, notation, measures); and math as the science of patterns, origins of mathematics (including early education and getting paid for it). The touch on the NASA space program, knitting and AI, and the environmental impact of dyes. Throughout, they discuss the what and the why -- the warp and weft of this episode! -- of HOW innovation happens, from incremental improvements to sudden leaps, also taking a closer look at the demographics and images involved. And finally, they cover the evolution and meaning of kente cloth (as well as other patterns) in Ghana and beyond... Because the story of textiles -- and of technology -- is not just a story of one culture or time or place: it is a universally human story, woven from countless threads and wires.
links & other articles mentioned in this episode:
YouTube & Instagram from the author, featuring cited images among others
The Computer for the 21st Century, Mark Weiser, Scientific American, 1991
Every topological surface can be knit: a proof, Sarah-Marie Belcastro, Journal of Mathematics and the Arts, 2009
How an AI took over the an adult knitting community, Alexis Madrigal, The Atlantic, 2018
Portrait of a Man, Portrait of a Woman, Maarten van Heemskerck, Rijks Museum, 1529
In Ghana, pandemic inspires new fabrics, Kent Mensah, Christian Science Monitor 2020
Welcome to the new world civilization, Virginia Postrel, Reason, 2020
images: composite of knitting by © sarah-marie belcastro (courtesy Virginia Postrel) + magnetic core memory wires & beads, magnified 60x (photo from Virginia Postrel) -- combined by Sonal Chokshi for the a16z Podcast
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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

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1 hr 12 min
October 23, 2020 Data Alone Is Not Enough: The Evolution of Data Architectures
Data, data, data – it’s long been a buzzword in the industry, whether big data, streaming data, data analytics, data science, even AI & machine learning — but data alone is not enough: it takes an entire system of tools and technology to extract value from data.

A multibillion dollar industry has emerged around data tools and technologies. And with so much excitement and innovation in the space: how exactly do all these tools fit together?

This podcast – a hallway style conversation between Ali Ghodsi, CEO and Founder of Databricks, and a16z general partner Martin Casado – explores the evolution of data architectures, including some quick history, where they’re going, and a surprising use case for streaming data, as well as Ali’s take on how he’d architect the picks and shovels that handle data end-to-end today.
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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

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22 min
October 19, 2020 Designing for, Marketing to, and Partnering With Gen Z
Gen Z—those born between 1995 and 2010—now makes up 35 percent of the population and represent $143 billion dollars in spending power. This episode is all about how brands can better understand, collaborate with, and resonate with this hugely influential segment of consumers.
Our guest, Tiffany Zhong, is the 24-year-old CEO of Zebra IQ, a company that helps brands interpret the wants of Gen Z consumers and helps Gen Z creators turn their content into businesses. In its recent Gen Z Trends Report, her company highlights important cultural trends and Gen Z behaviors based on a trove of proprietary research. In this conversation, Tiffany and a16z general partner Connie Chan discuss the key differences between Gen Z and millennials, the growing power of short-form video on platforms like TikTok and YouTube, our changing perception of luxury, and how Gen Z is shifting the paradigm around money, education, and work.
The pair breaks down how brands can partner with Gen Z influencers in a way that’s compelling, not cringeworthy, and why when it comes to memes and the art of emoji, you’re probably doing it wrong.
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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
33 min

About The a16z Show

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The a16z Show discusses tech and culture trends, news, and the future – especially as ‘software eats the world’. It features industry experts, business leaders, and other interesting thinkers and…