this is great. feels like you are in the room with these guys

Great podcast guys, enjoyed it very much. I am following the cloud development closely and I want to bring your attention to one very interesting project in that space - 0chain.net. A dCloud & dCompute on a blockchain, working with AWS and Oracle already. Still long way to go but very promising stuff ;)

Carlota Perez's Model: https://www.wikiwand.com/en/Technological_Revolutions_and_Financial_Capital

"Expressive power of [software]....A much richer design space....any kind of human process can be encoded in software"

"Functionality is getting sucked into the OS and proprietary apps that big companies have" is right on. Innovations are being incorporated into the products by the big players without disrupting the status quo. If anything, it's reinforcing rather than disrupting.

Wilson: "Crypto is the one innovation out there that feels highly disruptive because it's a real change in business model. It's not just a technological change, it's a fundamental change in business model. You aren't monetizing with ads, you aren't monetizing with subscription. It's orthogonal to all the [other business models]"

Wilson: "Crypto is the one innovation out there that feels highly disruptive because it's a real change in business model. It's not just a technological change, it's a fundamental change in business model. You aren't monetizing with ads, you aren't monetizing with subscription, you are monetizing with the underlying token. It's orthogonal to all the [other business models]"

Erik Torenberg: https://www.tokendaily.co/blog/money-crypto-vs-tech-crypto

with Fred Wilson (@fredwilson) and Chris Dixon (@cdixon)

There's all sorts of interesting tech trends happening right now, including AI, VR/AR, self-driving cars and drones (as well as interesting stuff happening in verticals like healthcare and finance) -- and there's a lot also happening in seemingly more "mature" tech revolutions, such as mobile and cloud. But where are we now, really, with these shifts... and how does that inform how we think about the next couple decades?

And does a framework like Carlota Perez's -- as outlined in Technological Revolutions and Financial Capital: The Dynamics of Bubbles and Golden Ages and summarized by venture capitalist and longtime internet investor Fred Wilson (of Union Square Ventures) -- fully apply when it comes to software? Because, argues Chris Dixon (general partner on a16z crypto), software "has so much more plasticity, ability to adapt, ability to evolve" that unlike hardware, "the core itself will also dramatically change... not just the apps around it". The total economic value that will be unlocked with the software revolution, observes Wilson, should be orders of magnitude bigger than what we saw with manufacturing for sure.

But just how much internet innovation is actually powering true disruption (i.e., is more than just a sustaining innovation, to use Clayton Christensen's terminology)? How do new business models change everything? Dixon and Wilson consider all this and more in this hallway-style episode of the a16z Podcast, where we recorded the two having a think-aloud conversation about everything from the history of the internet and startups, the evolution of capital and infrastructure, to the advent of crypto. How do they they both define "decentralized", what do they think of dApps, and where do NFTs and "crypto goods" come in?? One thing's for sure: It's the most interesting time they've both ever seen in over 30 years of internet work, life, and play.

Please note that the a16z crypto fund is a separate legal entity managed by CNK Capital Management, L.L.C. (“CNK”), a registered investor advisor with the Securities and Exchange Commission. a16z crypto is legally independent and operationally separate from the Andreessen Horowitz family of fund and AH Capital Management, L.L.C. (“AHCM”). 

In any case, the content provided here is for informational purposes only, and does NOT constitute an offer or solicitation to purchase any investment solution or a recommendation to buy or sell a security; nor it is to be taken as legal, business, investment, or tax advice. In fact, none of the information in this or other content on a16zcrypto.com should be relied on in any manner as advice. You should consult your own advisers as to legal, business, tax and other related matters concerning any investment.

a16z Podcast: Technological Trends, Capital, and Internet 'Disruption'

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!

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