Uncapped with Jack Altman

Uncapped #12 | Marc Andreessen from a16z


Listen Later

Marc Andreessen is a cofounder and general partner at the venture capital firm Andreessen Horowitz, a venture capital firm that manages $45 billion in assets under management. He is an innovator and creator, one of the few to pioneer a software category used by more than a billion people and one of the few to establish multiple billion-dollar companies.

Marc co-created the highly influential Mosaic internet browser and co-founded Netscape, which later sold to AOL for $4.2 billion. He also co-founded Loudcloud, which as Opsware, sold to Hewlett-Packard for $1.6 billion. He later served on the board of Hewlett-Packard from 2008 to 2018.

Marc serves on the board of the following Andreessen Horowitz portfolio companies: Applied Intuition, Carta, Coinbase, Dialpad, Flow, Golden, Honor, OpenGov, Samsara, Simple Things, and TipTop Labs. He is also on the board of Meta.

We covered:

  • Evolution of the venture playbook
  • Small vs large funds
  • Current AI landscape
  • Politics and Silicon Valley
  • Tech and the media
  • A few highlights:

    • Optimizing for the maximum amount of power
    • Conflicts being the reason a16z isn’t even larger
    • The middle is dead; you’re either Gucci or Walmart
    • Only 8 companies in the S&P 500 are innovating
    • We’ve lived in an era of intense preference falsification
    • AI and machines making the ultimate decision
    • ---

      Timestamps:

      (0:00) Intro

      (0:27) Evolution of the venture playbook

      (15:54) Small vs large funds

      (29:10) Becoming a top tier firm

      (35:33) Limiting factors to building big companies

      (40:11) Investing in AI

      (50:02) Developing investors

      (59:06) AI going wrong

      (1:09:20) Politics and Silicon Valley

      (1:11:39) Tech and the media

      (1:23:22) Preference falsification

      (1:31:10) Career advice 

      (1:34:07) Huberman “beef”

      (1:38:21) Question from X

      ---

      More on Marc:

      https://x.com/pmarca

      https://pmarca.substack.com/

      https://a16z.simplecast.com/

      More on Uncapped

      https://linktr.ee/uncappedpod

      https://x.com/jaltma

      ---

      ...more
      View all episodesView all episodes
      Download on the App Store

      Uncapped with Jack AltmanBy Alt Capital

      • 4.5
      • 4.5
      • 4.5
      • 4.5
      • 4.5

      4.5

      37 ratings


      More shows like Uncapped with Jack Altman

      View all
      This Week in Startups by Jason Calacanis

      This Week in Startups

      1,294 Listeners

      The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch by Harry Stebbings

      The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

      532 Listeners

      a16z Podcast by Andreessen Horowitz

      a16z Podcast

      1,087 Listeners

      Y Combinator Startup Podcast by Y Combinator

      Y Combinator Startup Podcast

      235 Listeners

      All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

      All-In with Chamath, Jason, Sacks & Friedberg

      9,900 Listeners

      Dwarkesh Podcast by Dwarkesh Patel

      Dwarkesh Podcast

      76 Listeners

      Joe Lonsdale: American Optimist by Joe Lonsdale

      Joe Lonsdale: American Optimist

      162 Listeners

      No Priors: Artificial Intelligence | Technology | Startups by Conviction

      No Priors: Artificial Intelligence | Technology | Startups

      130 Listeners

      Joys of Compounding by Colossus | Investing & Business Podcasts

      Joys of Compounding

      97 Listeners

      The Ben & Marc Show by Marc Andreessen, Ben Horowitz

      The Ben & Marc Show

      122 Listeners

      BG2Pod with Brad Gerstner and Bill Gurley by BG2Pod

      BG2Pod with Brad Gerstner and Bill Gurley

      504 Listeners

      AI + a16z by a16z

      AI + a16z

      34 Listeners

      Lightcone Podcast by Y Combinator

      Lightcone Podcast

      22 Listeners

      Training Data by Sequoia Capital

      Training Data

      39 Listeners

      Cheeky Pint by Stripe

      Cheeky Pint

      43 Listeners