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A16z personal playlist

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

The potential to turn messaging into a platform is driving much of the excitement in mobile, says a16z’s Benedict Evans. It's a platform through which other apps flow (and where all the users get aggregated).

Take for example Facebook's recent announcements, which put it right where it wants to be on the mobile phone -- in control. So what’s next in messaging? And what will Apple, Google, and other players like WeChat have to say about it?

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The views expressed here are those of the individual AH Capital Management, L.L.C. (“a16z”) personnel quoted and are not the views of a16z or its affiliates. Certain information contained in here has been obtained from third-party sources, including from portfolio companies of funds managed by a16z. 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. You should consult your own advisers as to those matters. 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. A list of investments made by funds managed by Andreessen Horowitz (excluding investments and certain publicly traded cryptocurrencies/ digital assets for which the issuer has not provided permission for a16z to disclose publicly) is available at https://a16z.com/investments/.

Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. 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: Messaging is the Medium

"Machine learning is to big data as human learning is to life experience," says Christopher Nguyen, the co-founder and CEO of big data intelligence company Adatao. Sure, but then, what IS big data? (especially as it's become a buzzword that captures so many things)... 

On this episode of the a16z Podcast, Nguyen puts on his former computer science professor hat to describe 'big data' in relation to 'machine learning' -- as well as what comes next with 'deep learning'. Finally, the former Google exec shares how Hadoop and Spark evolved from the efforts of companies dealing with massive amounts of real-time information; what we need to make machine learning a property of every application (why would we even want to?); and how we can make all this intelligence accessible to everyone.

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The views expressed here are those of the individual AH Capital Management, L.L.C. (“a16z”) personnel quoted and are not the views of a16z or its affiliates. Certain information contained in here has been obtained from third-party sources, including from portfolio companies of funds managed by a16z. 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. You should consult your own advisers as to those matters. 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. A list of investments made by funds managed by Andreessen Horowitz (excluding investments and certain publicly traded cryptocurrencies/ digital assets for which the issuer has not provided permission for a16z to disclose publicly) is available at https://a16z.com/investments/.

Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. 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: Making Sense of Big Data, Machine Learning, and Deep Learning

Andreessen Horowitz Managing Partner Scott Kupor and NetSuite CFO Ron Gill get into the weeds on SaaS valuations, and how public and private SaaS companies think differently about the recurring revenue model. Gill and Kupor break down their financial analysis of these kinds of companies -- what metrics matter -- and correct some of the misconceptions about the SaaS business model that even sophisticated investors tend to latch onto. Finally, Kupor offers his advice to private company entrepreneurs who are wondering why, in a public market environment that puts everyone under a microscope, would you ever want to go public?

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The views expressed here are those of the individual AH Capital Management, L.L.C. (“a16z”) personnel quoted and are not the views of a16z or its affiliates. Certain information contained in here has been obtained from third-party sources, including from portfolio companies of funds managed by a16z. 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. You should consult your own advisers as to those matters. 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. A list of investments made by funds managed by Andreessen Horowitz (excluding investments and certain publicly traded cryptocurrencies/ digital assets for which the issuer has not provided permission for a16z to disclose publicly) is available at https://a16z.com/investments/.

Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. 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: Why SaaS Revenue is Worth More Than Traditional Software Sales

There's a "game" being played right now among lawmakers and tech companies around policy issues, and as tech touches everything, everyone has to play some version of it. Even if the game keeps changing. Even if they don't want to. 

Or do they?

What if the game could be reinvented in a way that respects, but doesn't reinforce, an entrenched system -- especially given newer ways of engaging? Part of the problem is that only big companies can afford to play the game, argues  Julie Samuels, executive director at Engine (which does research, analysis, and advocacy for tech entrepreneurship): "Bad policy is bad policy because it's bad policy. But the big companies can afford bad policy."

Joining Samuels in this a16z Podcast discussion about the evolution of policy and tech is Techdirt's Mike Masnick (who also founded the "digital-native think tank" The Copia Institute). They end by giving us a whirlwind tour of current policy issues in tech -- from patents and IP in China to cybersecurity, privacy, and Safe Harbor in Europe ... And the gig economy, talent, and immigration. All in just under 60 minutes.

a16z Podcast: A Whirlwind Tour of Policy Issues in Tech

What began as a scientific approach to creating and managing startups has now become a worldwide movement for companies of all sizes -- and for creating (or rather rediscovering) entrepreneurs in all places. Not just inside startups, not just for software, and not just inside Silicon Valley. It's about unlocking human creativity everywhere. Perhaps even reinventing the firm.

As utopian as that sounds, Eric Ries -- who pioneered the lean startup movement and wrote the definitive book on it -- argues the case in this episode of the a16z Podcast. But has it become too much of a religion? One where people apply the letter of, but not the spirit, behind lean startup principles?

Ries, who recently crowdsourced a leader's guide for practitioners to test and evolve the very concepts he first published 5 years ago, shares lessons learned -- as well as the true meaning of overused terms like 'MVP' and 'pivot'. Ultimately, lean startups are about how to make decisions and build new products under conditions of high uncertainty. Without having to chisel the principles into stone tablets.

a16z Podcast: Beyond Lean Startups

It's hip to be Square right now. Or is it? How do we assess whether it -- and other recent IPOs -- went well, not just for investors but overall? 

In this episode of the a16z Podcast, Nicole Irvin and Stephen McDermid from our startup corp dev team -- and Andreessen Horowitz managing partner Scott Kupor -- share an internal "hallway conversation" of sorts around how to make sense of market reactions to recent IPOs, and more broadly, how to compare private vs. public valuations (and investors). Is there a method to the madness, a formula to compare these from beginning to end? Does it make a difference if you're creating a new category (like SaaS previously) or are in an existing one? 

Finally, we share views on the somewhat religious debate about whether public is really the new private, growth vs. profitability, and more. Especially as startups are always optimizing for so many competing things at any given time.

a16z Podcast: On Recent IPOs and Comparing Private vs. Public Valuations

Brett Hagler was on a trip to Haiti after the 2010 earthquake where he saw too many of those displaced by the natural disaster still living in tattered blue-tarp shelters. What struck Hagler was the need for more permanent housing that could not only offer much needed safety for families, but help foster the community that was split apart following the earthquake. The non-profit startup NewStory is Hagler’s answer to that need.

NewStory co-founder Alexandria Lafci joins Hagler on this segment of the a16z Podcast to discuss the startup’s social-media powered approach to giving -- and why even as a non-profit startup they think and act like any other for-profit tech startup looking to make a mark.

a16z Podcast: Using Social Tools to Build Homes for Those Most in Need

Our virtual reality-enabled future is arriving, but it’s hard to know -- as it is with every new technology platform -- how quickly we’ll all make the transition to VR and what it will ultimately look like. For example, beyond gaming and entertainment what applications does it seem like VR is best suited for, and will we all be wearing full VR-enabled body suits some day? When will the Matrix become real?

a16z’s virtual reality-obsessed Kyle Russell and Sakunthala Pandit are joined by perceptual and computational neuroscience expert Beau Cronin, to offer their informed opinions on the present state and future of VR. They give the rationale for travel, shopping, and education getting the VR treatment, and why software developers would kill for a VR-enabled dev environment. So strap your “face toy” on and dive into virtual reality.

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The views expressed here are those of the individual AH Capital Management, L.L.C. (“a16z”) personnel quoted and are not the views of a16z or its affiliates. Certain information contained in here has been obtained from third-party sources, including from portfolio companies of funds managed by a16z. 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. You should consult your own advisers as to those matters. 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. A list of investments made by funds managed by Andreessen Horowitz (excluding investments and certain publicly traded cryptocurrencies/ digital assets for which the issuer has not provided permission for a16z to disclose publicly) is available at https://a16z.com/investments/.

Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. 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: The Present State and Future Possibility of Virtual Reality

Benedict Evans highlights the past year in mobile. From Apple's ongoing rule of the high-end, to Android's spread farther down the price curve. Without a clear and massive shift on the horizon in mobile tech, Evans outlines the trends in mobile that will matter and that possess opportunity for the right companies and emerging technologies. For a complete rundown of the year's trends check out Evans' 16 Mobile Theses: http://a16z.com/2015/12/18/16-mobile-theses/

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The views expressed here are those of the individual AH Capital Management, L.L.C. (“a16z”) personnel quoted and are not the views of a16z or its affiliates. Certain information contained in here has been obtained from third-party sources, including from portfolio companies of funds managed by a16z. 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. You should consult your own advisers as to those matters. 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. A list of investments made by funds managed by Andreessen Horowitz (excluding investments and certain publicly traded cryptocurrencies/ digital assets for which the issuer has not provided permission for a16z to disclose publicly) is available at https://a16z.com/investments/.

Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. 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: The Year Mobile Began to Truly Dominate Tech

Clare FM Sideline View December 18th 2015 Xmas Special

Developers are more than just influencers inside the enterprise -- they're now buyers, too. That's a huge shift from before, when only IT and other departments had that kind of purchasing power. (It's not just a Silicon Valley thing, either, as every company becomes a software company.)

So what's different then about selling and marketing to developers?

One key is open source. But offering products and services built on top of open source brings up a whole slew of other questions: What are viable business models, how do you monetize? Especially since (as Peter Levine has argued before) there will never be another Red Hat a.k.a. a successful "open core" business model.

a16z partners Levine and Martin Casado offer their observations and advice about selling to developers and open source business models in this episode of the podcast. The answers affect everything from sales -- yes, you still need sales even when selling to developers! -- to product management (what features to withhold, who builds them) and go to market plan.

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The views expressed here are those of the individual AH Capital Management, L.L.C. (“a16z”) personnel quoted and are not the views of a16z or its affiliates. Certain information contained in here has been obtained from third-party sources, including from portfolio companies of funds managed by a16z. 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. You should consult your own advisers as to those matters. 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. A list of investments made by funds managed by Andreessen Horowitz (excluding investments and certain publicly traded cryptocurrencies/ digital assets for which the issuer has not provided permission for a16z to disclose publicly) is available at https://a16z.com/investments/.

Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. 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: Selling to Developers & Open Source Business Models

When the iPad first came out in 2010 there was chatter that went in two directions: 

1.	It’s just a big iPhone
2.	I’ll never carry a laptop again

Both were wrong. The big iPhone comment was quickly dispelled as people (and their kids) fell under the consumption thrall of iPads. But iPads never could meet the needs of most laptop users –- until now. Benedict Evans and Steven Sinofsky offer their reasons why the iPad Pro hits the mark as a machine for all kinds of things, and why it may have shoved their own laptops aside for almost everything.

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The views expressed here are those of the individual AH Capital Management, L.L.C. (“a16z”) personnel quoted and are not the views of a16z or its affiliates. Certain information contained in here has been obtained from third-party sources, including from portfolio companies of funds managed by a16z. 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. You should consult your own advisers as to those matters. 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. A list of investments made by funds managed by Andreessen Horowitz (excluding investments and certain publicly traded cryptocurrencies/ digital assets for which the issuer has not provided permission for a16z to disclose publicly) is available at https://a16z.com/investments/.

Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. 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: Finally a Tablet that Replaces Your Laptop

From the silver age of on-prem software companies like SAP and Siebel Systems to the golden age of enterprise software-as-a-service, we're now seeing an explosion of data. All types, all sizes, and all over the place. And much of it is a sort of industrial "data exhaust", where companies aren't quite sure what question to ask of the data but are being bombarded with data due to the variety of data sources available today -- from websites to sensors (and therefore data capture) everywhere. Before there is even a signal in the noise.

So how do you solve a problem like this-Data? Beyond requiring new types of plumbing and integrations, enterprises now expect -- given the age of mobile, web, cloud, and heck, let's add millennials to the mix too -- self service. To be able to ask, get, fit (curve-fit), predict. To take back the enterprise from the patchwork of integration and number of vendors we all have to deal with -- the scope of which most companies in fact are not truly aware of.

It's about the lifecycle of data in the enterprise, argues Snaplogic founder and CEO Gaurav Dhillon in this episode of the a16z Podcast, in conversation with Scott Kupor. It's in fact about the evolution of data overall -- from data warehouses to "data lakes": in stages, from purification (like wrangling data) to bottling (prepping for consumption by data scientists) to making sense of streams and streams of data!

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The views expressed here are those of the individual AH Capital Management, L.L.C. (“a16z”) personnel quoted and are not the views of a16z or its affiliates. Certain information contained in here has been obtained from third-party sources, including from portfolio companies of funds managed by a16z. 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. You should consult your own advisers as to those matters. 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. A list of investments made by funds managed by Andreessen Horowitz (excluding investments and certain publicly traded cryptocurrencies/ digital assets for which the issuer has not provided permission for a16z to disclose publicly) is available at https://a16z.com/investments/.

Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. 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: From Data Warehouses to Data Lakes

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!