Uncapped with Jack Altman

Uncapped #12 | Marc Andreessen from a16z


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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
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      Uncapped with Jack AltmanBy Alt Capital

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