a16z Podcast: Good Bubbles, Bad Bubbles -- and Where Unicorns Come from
a16z Podcast11 Touko 2015

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

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.

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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.


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Jaksot(947)

a16z Podcast: Where is the Technology That "Matters?" Right Here

a16z Podcast: Where is the Technology That "Matters?" Right Here

There is a recurring theme that the tech industry is busy cranking out fluffy social apps rather than hardcore technology. Not the case, say Chris Dixon, Benedict Evans and Balaji Srinivasan. Not only are tech entrepreneurs going after the deficiencies in healthcare, transportation, finance, energy - you name it - with new approaches riding on top of sophisticated technologies, what looks like fluff today often wields some serious influence tomorrow. Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Podcast on SpotifyListen to the a16z Podcast on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

21 Maalis 201414min

a16z Podcast: The State of the Bitcoin Ecosystem, and a Theory on Satoshi

a16z Podcast: The State of the Bitcoin Ecosystem, and a Theory on Satoshi

Andreessen Horowitz's Chris Dixon and Balaji Srinivasan discuss the state of the Bitcoin ecosystem now that the Mt. Gox dust has settled. What's next in crypto-currency, and a theory on Bitcoin creator Satoshi (not Dorian) Nakamoto. Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Podcast on SpotifyListen to the a16z Podcast on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

20 Maalis 201415min

a16z Podcast: Apple and Google Won the Mobile OS War, But a New War Has Already Begun

a16z Podcast: Apple and Google Won the Mobile OS War, But a New War Has Already Begun

Apple and Google won the mobile OS war, but the next war – to build big businesses on top of Android and iOS – is just beginning. Andreessen Horowitz Partner Benedict Evans untangles what the next phase of mobile means for entrepreneurs, Apple and Google's competitors, and consumers eager for the next great gadget. Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Podcast on SpotifyListen to the a16z Podcast on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

13 Maalis 201427min

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