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every year anyone Owen Jennings 18Alex Rampell 4David Haber 3Keith Rabois 2Marc Andreessen 1

Verbatim, from the transcripts: the passages where Block comes up

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How to Reorg After AI Changes Everything | Block's Owen Jennings on the a16z Show Apr 1, 2026 · 21 mentions

  • ▶ 0:10 David Haber Block was one of the first to make a pretty drastic decision in cutting 40% of the workforce. 2 times in the scene
  • ▶ 5:11 Owen Jennings Like if you look at where we were from a, from a gross profit per full time employee basis from like 2019 through 2024, we're basically like right in the middle of the pack with all of the, um, 6 times in the scene
  • ▶ 6:18 Owen Jennings The, the, the nice part about this riff, uh, relative to some other, you know, things that have happened at block or at other companies is we were coming from a position of strength on a, on a profitability and operating income side. 3 times in the scene
  • ▶ 11:35 Owen Jennings The ground work that happened in 23, 24, and 25, like, we built this agent substrate goose, and then we built a lot of tooling at the company on top of it. 2 times in the scene
  • ▶ 13:13 Owen Jennings Yeah, um, so I got asked at an investor conference, uh, last week, like, how is AI, like, flowing through block? 2 times in the scene
  • ▶ 23:27 David Haber How do you think about your own moats at Square, I mean, at Block, excuse me.
  • ▶ 23:45 Owen Jennings There's a bunch of moats that exist for, for block, and, and we can talk about the industry more broadly. 5 times in the scene

Keith Rabois: Israel, OpenAI, Opendoor, and DOGE Oct 16, 2025 · 2 mentions

AI, Robotics & the Future of Manufacturing May 16, 2024 · 1 mention

The Future of Money: Banking on Fintech Oct 26, 2017 · 4 mentions

  • ▶ 27:32 Alex Rampell So Stripe and Square, the mistake that I made, I remember I met Patrick Collison, the founder of Stripe, 4 times in the scene
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