Key insight. -> "Funding science rather than funding the commercialization of technology and finding  commercially valuable new innovative applications of technology."

Tech

From file cabinets to typewriters, spreadsheets and word processing the tools we use for work change not only what we do, but the culture of our workplace. Steven Sinofsky, a veteran of building software tools for productivity, discusses the latest revolution in technology-enabled tools with Benedict Evans. Why today’s cloud-based tools change the role of managers, and why the perfect tool will never exist (nor would you want it to). 

a16z Podcast: Engineering a Revolution at Work

Can technology companies show up and disrupt television with an onslaught of new gizmos and services, or is content still the controlling factor? What will it take in terms of money, business model and time to upend the TV model that has stubbornly persisted for decades? Will the old platforms and players dominate, or is now the time for new players to take charge? Andreessen Horowitz’s Benedict Evans and Zal Bilimoria discuss the future of television.

a16z Podcast: The Future Of Television

What do venture capitalists actually do all day? And what is the path that leads to a career investing in startups? Hummer Winblad’s Ann Winblad, Cowboy Ventures' Aileen Lee, Aspect Ventures' Theresia Gouw, Intel Capital veteran and UPWARD founder Lisa Lambert, and Andreessen Horowitz’s Margit Wennmachers discuss VC trends, the importance of technical chops, and how to build the next generation of entrepreneurs and investors. And finally, in front of an appreciative crowd attending the UPWARD event at a16z, Ann Winblad reveals the secret to truly kicking ass.

a16z Podcast: Demystifying Venture Capital

Morris Chang, founding chairman of the Taiwan Semiconductor Manufacturing Company, reflects on his journey of bringing revolutionary changes to his industry, in conversation with Stanford President John Hennessy. Chang also touches on discovering new business models, his thoughts on leadership, and the importance of gratitude in one's career.

Morris Chang - An Emphasis on Excellence

Managing enterprise networks with thousands of users and endpoints has been hard enough. Now that large enterprise networks routinely include hundreds of thousands of nodes it’s amazingly difficult and time-consuming (we’re talking days often)  to get definitive answers to seemingly simple questions like, how many PCs do I have running? Never mind, how many PCs do I have that could be at risk of the Heartbleed virus? Tanium, the most recent company to join the a16z portfolio, offers a systems management and security tool that allows administrators to ask virtually any question about the configuration, performance, and complexion of an enterprise network and get an answer in seconds. Tanium CTO and Co-founder Orion Hindawi and a16z Board Partner Steven Sinofsky discuss the origins of Tanium; the invention of  the “linear peer-to-peer communications” architecture that turbo-charges the Tanium solution; and with Internet of Things coming online fast, the prospect of networks quickly going to millions and billions of nodes. 

a16z Podcast: When Large Scale Gets Really Massive -- Managing Today’s Enterprise Networks

If your income can flow from any place on the globe, and you can earn your money on the Internet, the question for individuals and startup teams alike increasingly is: where do I go? In the tech industry the answer more often than not has been Silicon Valley. For many people and companies that is still true, says Sten Tamkivi, CEO and co-founder of Teleport.org, but it’s not a simple binary answer any more. “It’s more a question of when, and how often do you spend time in Silicon Valley?” he says. And of course, why?

Quality, cost, and opportunity, those are the key elements to consider when deciding where in the world you want to be when you are starting a career -- and starting a company. In this segment of the pod, Tamkivi relates his own experience as an executive at Skype, and how he thought about its global workforce and what made it work so well. He also describes what he’s learned from starting his own far-flung company Teleport.org, which is in the business of helping people decide where in the world the best place for their career and company is. 

a16z Podcast: Software and Overcoming the Randomness of Birthplace

Venture capital and investing in startups is the (modern) classic case of decision making under uncertainty. As new players and sources of capital enter the market, however, how do we hedge against that uncertainty? For one thing, startups have more reasons than ever to focus on "the 2 Cs": cash (flow), and control.

Or so argues Bill Janeway, an early venture capitalist and partner at Warburg Pincus, visiting lecturer in economics at Cambridge, and author of one of the definitive books on the history and evolution of the VC industry. In this segment of the a16z Podcast, Janeway -- who can best be described as a “theorist practitioner of financial economics” -- offers his insights on where unicorns come from (hint: it has to do with IT "disappearing"); how big companies need "absorptive capacity" when acquiring new tech; and why bubbles are "banal" -- including the difference between "good" bubbles and "bad" bubbles. 

a16z Podcast: Good Bubbles, Bad Bubbles -- and Where Unicorns Come from

Song for an album expected to come out some time from December to February.

Two Year Summer

Bobby Kotick is the CEO of Activision Blizzard (a merger he engineered); it's one of only two video gaming companies in the Fortune 500, and the largest game network in the world. The company is responsible for some of the most iconic entertainment franchises, including Call of Duty, Candy Crush, Overwatch, and World of Warcraft -- as well as its own professional esports league.

So in this episode of the a16z Podcast, Marc Andreessen interviews Kotick on everything from the evolution of video games in the 1980s to gaming trends more broadly. What changes as gaming goes from "just for nerds" to "just for kids" and spreads more broadly into entertainment and cultural phenomena (esports, Fortnite, Pokemon Go, etc.)... both online and offline?

The conversation originally took place at our annual innovation a16z Summit in November 2018 -- which features a16z speakers and invited experts from various organizations discussing innovation at companies small and large. You can also see other podcasts and videos from this event here: https://a16z.com/tag/summit-2018/

a16z Podcast: Gaming Goes Mainstream

with @kevinchou @cdixon and @smc90

The combination of cloud, social, and mobile took gaming beyond a small base of just console- and PC-gamers to a massive player base. But the underlying business model -- the concept of "free-to-play", built on top of games-as-a-service -- may have been the real innovation that led us to the global gaming phenomenons we have today.

Unfortunately, observes gaming veteran Kevin Chou -- who's seen it all when it comes to tech platform shifts and gaming as a longtime gamer, founding CEO of Kabam, and now founder and CEO of Forte -- there is "a dark side" to free-to-play: Game developers have to balance the gamers who aren't paying with those who are, and especially those who are paying a helluva lot more (the whales) in order to make money and keep the game going. This balance becomes incredibly challenging over time; it is, quite frankly, a lopsided economy. The players will leave: The incentives between game publishers and players are simply not aligned.

Yet what if we could re-align those incentives -- really, the economic relationships -- between game publishers/developers; players and guilds and clans; those who create on top of games (like on Roblox and Minecraft); those who trade and otherwise transact both inside and outside games (it's already happening in secondary markets and gold farms). We could do this in a more balanced way, thanks to blockchain technology and cryptoeconomic business models -- leading to thriving gaming economies with better monetization and deeper engagement, as well as new forms of collaboration, community, and creativity.

But smart contracts, cryptoeconomies, security, etc. is hard for gamers who just want to focus on designing the best game, so how do we get here? Chou shares his thoughts in this episode of the a16z Podcast with Sonal Chokshi and general partner Chris Dixon. In gaming (and in fact, with other tech trends too), innovation happens when there's a combination of new devices, new technology platforms, and new delivery mechanisms... but it's the business-model innovations, argues Dixon, that tend to create the most startup opportunities.

image: battle scene from Eve Online

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The views expressed here are those of the individual a16z personnel quoted and are not the views of a16z or its affiliates. While taken from sources believed to be reliable, a16z has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.

This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. Furthermore, this content is not directed at nor intended for use by any investors or prospective investors, and may not under any circumstances be relied upon when making a decision to invest in any fund managed by a16z. (An offering to invest in an a16z fund will be made only by the private placement memorandum, subscription agreement, and other relevant documentation of any such fund and should be read in their entirety.) Any investments or portfolio companies mentioned, referred to, or described are not representative of all investments in vehicles managed by a16z, and there can be no assurance that the investments will be profitable or that other investments made in the future will have similar characteristics or results.

Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Please see https://a16z.com/disclosures for additional important information.

a16z Podcast: New Business Models for Gaming

The a16z Podcast 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 voices from around the world. This podcast is produced by Andreessen Horowitz (aka “a16z”), a Silicon Valley-based venture capital firm. Multiple episodes are released every week; visit a16z.com for more details and to sign up for our newsletters and other content as well!

a16z Podcast: Good Bubbles, Bad Bubbles -- and Where Unicorns Come from

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