startup

also referred to as: startups

123 statements across 90 episodes · 36 bullish · 29 bearish · 67 people on the record · first statement Jul 15, 2017 by Benedict Evans · said 1 times in 1 episodes since 2019 · across every show →

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Everything said about startup, oldest first

Jul 15, 2017
Assertion Not checkable as stated
Evans: Building a basic tech service in 2000 required $10M to $20M
“And in fact, if you wanted to do anything, you had to raise 10 or twenty million dollars, because that was what it cost just to get the hardware and the software in place to implement even the most basic kind of service.”
Benedict Evans Jul 15, 2017 ▶ 16:32 Mobile Is Eating the World, 2015
Jul 15, 2017 positive
Insight
Dixon: Startup success is 90% recruiting top product and engineering talent
“What startups really are is a dynamic process that probably, you know, 90% of it is frankly recruiting a great product and engineering team, and What we find is only, just empirically, is it only great Product engineering people are able to recruit those peopl…”
Chris Dixon Jul 15, 2017 ▶ 26:56 Marc Andreessen and Chris Dixon
Jul 15, 2017 positive
Insight
Andreessen: Early startups require five years of 18-hour days to succeed
“There is no substitute. The big takeaway, and this applies to everything we fund, and it's what we work on all the time, there is no substitute to the first five years of people in the office, 18 hours a day, six days a week, grinding away. And it's grinding a…”
Marc Andreessen Jul 15, 2017 ▶ 28:59 Marc Andreessen and Chris Dixon
Jul 15, 2017 bullish
Opinion
Casado: Startups have an unfair advantage in new infrastructure era
“This new era, this golden era of infrastructure that we're moving into and why I think it is Bias towards new startups, which I believe actually have an unfair advantage.”
Martín Casado Jul 15, 2017 ▶ 1:11 Trends in and the Future of Infrastructure
Jul 15, 2017 bullish
Prediction Not checkable as stated
Frank Chen: Hundreds of startups will outperform human experts using AI
“We're going to see Hundreds and hundreds of startups over time getting to better than human performance on things that we used to think only the most trained humans could do.”
Frank Chen Jul 15, 2017 ▶ 38:07 AI, Deep Learning, and Machine Learning: A Primer
Jul 16, 2017 negative
Insight
Cranny: Omitting long-term options creates sales friction in enterprise deals
“In, in a lot of startup situations, we're so focused on the initial deal, we forget that we're going to create friction if we don't give them options and a proposal what it's going to look like over time, because, and it really costs a lot of people a lot of t…”
Mark Craney Jul 16, 2017 ▶ 49:33 Go to Market Boot Camp for Startups: Field Sales
Oct 26, 2017
Insight
Rampell: Incumbents usually defeat startups despite venture capital backing
“Generally speaking even though we're in the business of backing startups and we want them to win, generally speaking, the victor tends to be the incumbent.”
Alex Rampell Oct 26, 2017 ▶ 4:50 The Future of Money: Banking on Fintech
Oct 26, 2017
Insight
Rampell: Incumbents must get innovation before startups get distribution
“The battle between every startup and incumbent really comes down to this one thing, which is whether the incumbent gets innovation before the startup gets distribution.”
Alex Rampell Oct 26, 2017 ▶ 3:52 The Future of Money: Banking on Fintech
Oct 26, 2017 bullish
Insight
Rampell: Fintech startups are unbundling banks category by category like Craigslist
“Along have come many, many startups, and what the startups have done is, one by one, they've picked off a particular category. They've taken this broad horizontal marketplace, kind of like Craigslist, and category by category, they've attacked these different …”
Alex Rampell Oct 26, 2017 ▶ 2:43 The Future of Money: Banking on Fintech
May 4, 2018
Insight
Alex Rampell: Startups Must Gain Distribution Before Incumbents Get Innovation
“The battle between every startup and incumbent comes down to whether the startup gets the distribution before the incumbent gets the innovation.”
Alex Rampell May 4, 2018 ▶ 26:24 The Oral History of TrialPay -- Obstacles and Opportunities in Payments
Jun 11, 2018 positive
Insight
Caroline Moon: Startups must evaluate outsourced CFOs like full-time executive hires
“You should absolutely assess them with the same lens you would use for a full-time hire, because the fact is they're going to be a key part of the team, only just for one to two days a week.”
Caroline Moon Jun 11, 2018 ▶ 15:13 Finance as Strategy: When and How Startups Should Build a Finance Function
Jun 11, 2018
Insight
Caroline Moon: Startups should build out finance early to increase success
“Finance now tends to be the last area that gets built out, but I would argue if you want to increase your chances of success, it should actually be one of the first.”
Caroline Moon Jun 11, 2018 ▶ 0:49 Finance as Strategy: When and How Startups Should Build a Finance Function
Dec 21, 2018
Insight
Armstrong: Startup hype fades within three years amid constant early setbacks
“The first two or three years of any startup is just setback after setback and nothing works. And within three years, that thing that was hot won't be hot anymore.”
Brian Armstrong Dec 21, 2018 ▶ 9:59 Company Building in Crypto: A Conversation between Brian Armstrong and Chris Dixon
Jan 2, 2019 negative
Opinion
Callahan: Startups wait too long to hire HR, confusing recruiters with HR
“I would say the biggest mistake I am seeing is that they're not bringing it on soon enough. They, a lot of our CEOs and founders feel that once they've hired the recruiter they've kind of covered themselves on the HR front.”
Shannon Callahan Jan 2, 2019 ▶ 0:20 a16z Podcast | Protecting Your Company from Itself: Why You Need HR
Jan 2, 2019 positive
Insight
Callahan: Startups must design onboarding plans before making new hires
“Having the onboarding plan designed and ready to implement before you even make the hire.”
Shannon Callahan Jan 2, 2019 ▶ 12:14 a16z Podcast | Protecting Your Company from Itself: Why You Need HR
Jan 2, 2019 neutral
Insight
Wertz argues operational distraction is the key risk of offline events
“And, you know, it's, cost is the one thing. I think distraction to the businesses is, is the other one. You know, having people continuously travel. It was never kind of putting on expensive, shiny events. You know, it can be a quick get together for drinks so…”
Boris Wurtz Jan 2, 2019 ▶ 16:45 a16z Podcast | Building Marketplaces with the Power of Community
Jan 2, 2019 bullish
Opinion
Johnson: Delightful retail experiences are increasingly created by startups, not incumbents
“And increasingly, they're not coming from the large companies improving their business. They're coming from the startups that are really working really hard to take a set of values and to honor those and execute those every day with every customer.”
Ron Johnson Jan 2, 2019 ▶ 26:54 a16z Podcast | Building Brands and Running Retail -- Ron Johnson and Tristan Walker Break It Down
Jan 2, 2019 neutral
Insight
Madrigal: A startup's core idea is more compelling than its app features
“The idea that's embedded inside of these startups is usually more interesting than whatever thing their actual app is doing.”
Alexis Madrigal Jan 2, 2019 ▶ 29:01 a16z Podcast | Reinventing Media
Jan 2, 2019
Insight
Duke: Startups can negotiate enterprise supplier terms by pitching long-term vision
“If you just take the time to get the right people in the room, and actually kind of talk through your vision, you can ask for what the big guys get, and you'll be surprised, and it doesn't take much time, And you'll get significant payback in terms of margins …”
Laura Duke Jan 2, 2019 ▶ 24:11 a16z Podcast | Where's My Stuff? -- The Lowdown on Logistics and Ops
Jan 2, 2019
Insight
Swartz: Startups should make operational defects public to drive continuous improvement
“Developing a strong culture or attitude toward making defects public, making them something everyone can center on, is a very powerful thing.”
Mike Swartz Jan 2, 2019 ▶ 25:54 a16z Podcast | Where's My Stuff? -- The Lowdown on Logistics and Ops
Jan 2, 2019 positive
Insight
Duke: Startups evaluating metrics monthly are driving blind at high speed
“So if you're looking at, let's say you're looking at your metrics monthly, and you're a startup you're moving so quickly, that's like driving down the road at 90 miles per hour and only looking in your rear view mirror. You know, you've really got to look at t…”
Laura Duke Jan 2, 2019 ▶ 21:11 a16z Podcast | Where's My Stuff? -- The Lowdown on Logistics and Ops
Jan 2, 2019 negative
Insight
Swartz: Startups overestimate their execution abilities and fail at operations
“And I find over and over again That, ah, especially with startup companies, that where they tend to fall short and really need a lot of support, isn't something that they think they're good at, which is execution.”
Mike Swartz Jan 2, 2019 ▶ 6:41 a16z Podcast | Where's My Stuff? -- The Lowdown on Logistics and Ops
Jan 2, 2019 neutral
Insight
Zechory: Startup conditions always feel gloomy regardless of actual success
“If you're doing any startup, things will appear incredibly gloomy, no matter how good your circumstances are.”
Ilan Zechory Jan 2, 2019 ▶ 12:54 a16z Podcast | Guiding Startup Culture -- The Genius ISMs
Jan 2, 2019 negative
Insight
Dan Shapiro: Hiring enterprise sales leaders into early-stage startups often fails
“And at least in a startup, most people, like, the thought process that we've seen is, you know, okay, we're at 50 people. We need to be at 500 people. Who has managed a 500, been a manager in a 500 person org? Okay, great. Let's go bring them into our org. Oka…”
Daniel Shapero Jan 2, 2019 ▶ 17:19 a16z Podcast | Getting Sales Right
Jan 2, 2019 positive
Insight
Startups in doubt about location should establish themselves closest to their users
“This is, I think, a universal advice is that If startup has doubts about where to locate themselves is probably closest to the users is not the worst bet.”
Sten Tamkivi Jan 2, 2019 ▶ 6:50 a16z Podcast | Software and Overcoming the Randomness of Birthplace
Jan 2, 2019 bearish
Prediction Not checkable as stated
Janeway: Startup Quality Inevitably Declines When Cheap Capital Is Plentiful
“Again, the people on the other side of the market aren't morons, so the quality inevitably will decline. Inevitably.”
Bill Janeway Jan 2, 2019 ▶ 13:56 a16z Podcast | Good Bubbles, Bad Bubbles -- and Where Unicorns Come from
Jan 2, 2019
Insight
Startup executives are completely exposed with nowhere to hide
“The unique thing about a startup, there is nowhere to hide, right? I mean, there's nowhere to hide. You know, you can't crawl under a desk, like, you're completely exposed as an executive in a young company, because everything's your fault.”
Jeff Stump Jan 2, 2019 ▶ 21:49 a16z Podcast | Finding and Hiring for (Expectations) Fit on Both Sides
Jan 2, 2019 negative
Insight
McGurk: Pre-product startups under a year old should avoid corporate development
“And, you know, the meme was out there that, as Sonal mentioned, that you know, don't engage with the corp dev. And we agree with that at certain points in a company's life. If you're less than a year old if you're really kind of pre-product that we generally a…”
Jamie McGurk Jan 2, 2019 ▶ 1:33 a16z Podcast | Dealing with Corporate Dealmakers -- When to Talk to Corp Dev
Jan 2, 2019
Insight
McGurk: Corporate development teams hold a significant negotiation advantage over founders
“Keep in mind also that these are professional negotiators. So, you know, the a startup and they go through their life, they may raise money, you know, a handful of times if they're doing very well, maybe, maybe several times they will probably, and hopefully o…”
Jamie McGurk Jan 2, 2019 ▶ 2:48 a16z Podcast | Dealing with Corporate Dealmakers -- When to Talk to Corp Dev
Jan 2, 2019
Insight
Padmanaban: Six to eight members is optimal for technical advisory boards
“With startups and smaller companies, things move very fast, and so you need constant feedback. And so you have this from a structure perspective, six to eight members is actually works out well.”
Purnima Padmanaban Jan 2, 2019 ▶ 9:52 a16z Podcast | Building the Right Technical Advisory Board
Jan 2, 2019
Insight
Weil: Corporate Pilots With Startups Should Target Localized Scopes
“Startups can't always ingest your entire business or footprint or do exactly what needs to be done. So have in mind maybe a sub product that you can trial with a company or say two geographic locations that you're going to do a pilot rather than the entire ent…”
Elizabeth Weil Jan 2, 2019 ▶ 5:06 a16z Podcast | How Big Companies Can Get the Most From Silicon Valley
Jan 2, 2019 positive
Insight
Weil: Paid Corporate Pilots Deliver Faster Results for Startup Partnerships
“When a startup is seeing that they will actually get some revenue from taking on a large corporate client and partnering, ah, things go a lot quicker, a lot better. And usually you start to see some fast results.”
Elizabeth Weil Jan 2, 2019 ▶ 4:55 a16z Podcast | How Big Companies Can Get the Most From Silicon Valley
Jan 2, 2019 negative
Opinion
Andreessen: Aggressive university patent licensing can kill spinoff startups in the cradle
“I have seen cases, and I've lived through cases, where the universities take a very draconian view on this, and the university licensing office has this just highly inflated view of the value of what they're going to be licensing, and they can kill companies i…”
Marc Andreessen Jan 2, 2019 ▶ 36:53 a16z Podcast | The Role of Academia in the Startup World
Jan 2, 2019 positive
Insight
Chokshi: The best tech companies are founded in crowded markets
“And the best companies were actually started in spaces where it was very crowded.”
Sonal Chokshi Jan 2, 2019 ▶ 20:06 a16z Podcast | A Whirlwind Tour of Policy Issues in Tech
Jan 2, 2019 neutral
Assertion Not checkable as stated
Chokshi: Startup valuations have grown too large for corporate acquisition strategies
“These big companies, which before could have quickly acquired startups to help them do some of these things, now those companies get too big. They reaches a point where their market cap is too big. We've observed this for them to even consider affording the ab…”
Sonal Chokshi Jan 2, 2019 ▶ 10:56 a16z Podcast | Beyond Lean Startups
Jan 2, 2019 negative
Opinion
Ries: Large corporations make terrible partners for startups
“Most big companies are terrible partners. They don't understand how to pilot things. They don't understand how to work with startups in a way that don't kill them. They spend way too much time on contract negotiations, and they just, they're unreliable.”
Eric Ries Jan 2, 2019 ▶ 19:09 a16z Podcast | Beyond Lean Startups
Jan 2, 2019
Insight
Rampell: Startups win if they get distribution before incumbents get innovation
“The battle between the incumbent and the startup comes down to whether the incumbent gets innovation before the startup gets distribution, and it's very, very hard.”
Alex Rampell Jan 2, 2019 ▶ 24:21 a16z Podcast | Fintech from the World's Financial Capital -- London
Jan 2, 2019 positive
Opinion
Babayan: London ad agencies buck trend of poor corporate-startup partnerships
“You know, in general, large companies do not partner well, especially with small companies, but I think big advertising agencies in London have proven that wrong.”
Nick Babayan Jan 2, 2019 ▶ 27:06 a16z Podcast | Building Tech Startups in a Place Where Tech Isn’t Everything
Jan 2, 2019 positive
Assertion Not checkable as stated
Babayan: London media companies exchange ad reach for startup equity
“I think there's also an emerging trend in, in media for equity deals. Big media companies based here that have huge reach but feel maybe they're not playing a part in innovation and in some of the new ways that information is being spread and using some of the…”
Nick Babayan Jan 2, 2019 ▶ 28:21 a16z Podcast | Building Tech Startups in a Place Where Tech Isn’t Everything
Jan 2, 2019 positive
Assertion Not checkable as stated
Babayan: UK government tax agencies directly answer startup inquiries by phone
“When you're a very small startup, and you have questions about things like tax, you actually can pick up the phone and talk to somebody and get a real answer.”
Nick Babayan Jan 2, 2019 ▶ 17:35 a16z Podcast | Building Tech Startups in a Place Where Tech Isn’t Everything
Jan 2, 2019 bearish
Assertion Not checkable as stated
Horowitz: Startup employees with short past tenures usually leave within two years
“They were only at their last job two years, You know, do you take them, or do you not? And more often than not, people take them, and I think that more often than not, they're gone in two years, so.”
Ben Horowitz Jan 2, 2019 ▶ 27:59 a16z Podcast | Mellody Hobson and Ben Horowitz Talk Investing, Career, and Star Wars!
Jan 2, 2019 positive
Insight
Andreessen: A startup's main advantage over big companies is speed
“At best, the thing that a startup can do that a big company can't is they can just be fast.”
Marc Andreessen Jan 2, 2019 ▶ 7:48 a16z Podcast | Investing in (Business and Career) Change
Jan 2, 2019
Insight
Andreessen: Startups must build scale to overcome busy, entrenched customers
“What the startup founders don't understand is how big the world is and how busy people are and all the existing investments people have made and all the existing time people are spending on things, you know, so in a world of seven billion people, if you really…”
Marc Andreessen Jan 2, 2019 ▶ 13:04 a16z Podcast | Investing in (Business and Career) Change
Jan 2, 2019 neutral
Insight
Mougayar: Banks struggle to integrate startup culture into corporate environments
“Yeah, but then the real task is to bring the animal home and see if you can domesticate them or not. That is the real task because a startup is wild. And so can they bring something wild into the domesticated environment and let them thrive or not? Or will the…”
William Mougayar Jan 2, 2019 ▶ 28:01 a16z Podcast | Banking on the Blockchain
Jan 2, 2019
Insight
Burfield: Ignorance of regulatory power dynamics puts startups at a strategic disadvantage
“If you are operating in one of these sectors, and you don't know that there's a chessboard and a game of chess being played, you are at a very significant strategic disadvantage.”
Evan Burfield Jan 2, 2019 ▶ 20:40 a16z Podcast | The Art of the Regulatory Hack
Jan 2, 2019 negative
Insight
Excessive government compliance standards lock startups out of innovation
“Because we do worry sometimes that if you put too many standards in place, it stagnates both innovation and you're not allowing startup companies to get into that innovative cycle because it sheds them out because their costs get so high on trying to meet a”
Teresa Carlson Jan 2, 2019 ▶ 16:27 a16z Podcast | The Cloud and The Public Sector
Jan 2, 2019
Insight
Schiltz: Startups must raise discounted salaries to market rates by Series B
“Once you start approaching your B round or two to three years into it, everyone gets brought up to market. So like you only get a discount for a certain amount of time before everyone comes to market because people cannot afford to live on a discounted cash in…”
Shannon Schiltz Jan 2, 2019 ▶ 13:50 a16z Podcast | Managing Uncertainty -- Layoffs and Talent
Jan 2, 2019
Insight
Andreessen: The default outcome for every startup is dying in obscurity
“The default state of every company is just dying in obscurity.”
Marc Andreessen Jan 2, 2019 ▶ 5:25 a16z Podcast | Startups and Pendulum Swings Through Ideas, Time, Fame, and Money
Jan 2, 2019 bullish
Prediction Not checkable as stated
Srinivasan: Crypto crowdfunding will become a viable startup financing alternative
“I think there's a very interesting experiment and something which will probably be relevant for you guys, not, not this year, not next year, but in maybe five to 10 years in terms of potentially an alternate way to get financing for something.”
Balaji Srinivasan Jan 2, 2019 ▶ 14:26 a16z Podcast | Startups and Pendulum Swings Through Ideas, Time, Fame, and Money
Jan 2, 2019
Insight
Andreessen: a16z invests in extreme startup strengths, not lack of weaknesses
“We say we invest in strength, not in lack of weakness.”
Marc Andreessen Jan 2, 2019 ▶ 3:58 a16z Podcast | Startups and Pendulum Swings Through Ideas, Time, Fame, and Money
Jan 2, 2019
Insight
Cranney: Startups always pay for go-to-market execution one way or another
“You're paying for it either way, right? You're paying for it by giving everything away for free. Cause you're not investing in sales and marketing, or you're going to have a channel partner do it, which you're giving your margin away. Somebody's paying for it.”
Mark Craney Jan 2, 2019 ▶ 6:34 a16z Podcast | Pricing, Pricing, Pricing
Jan 2, 2019
Insight
Cranney: Hiring sales reps from similar mature products is a trap
“One trap a lot of CEOs or founders might fall into here is I'm going to go hire somebody that's selling something similar to what I sell.”
Mark Craney Jan 2, 2019 ▶ 18:15 a16z Podcast | Pricing, Pricing, Pricing
Jan 2, 2019
Insight
Todd Cranny: A political campaign is the ultimate startup
“A political campaign really is the ultimate startup. You come in with nothing and you have to basically build a organization and You got to do it in zero to 60 and in a hurry. And it's kind of the ultimate startup and then shut down.”
Todd Cranny Jan 2, 2019 ▶ 3:29 a16z Podcast | Messages and Movements in Politics AND Business
Jan 2, 2019
Insight
Rampell: Incumbents usually win by innovating before startups achieve distribution
“The battle between every startup and incumbent is whether the startup gets the distribution before the incumbent gets the innovation. And normally the incumbent wins.”
Alex Rampell Jan 2, 2019 ▶ 17:14 a16z Podcast | The Movement of Money
Jan 2, 2019
Insight
Wennmachers: Complex tech startups need internal PR hires sooner
“The more complicated the story or the technology, the higher the need to have an internal person in there sooner.”
Margit Wennmachers Jan 2, 2019 ▶ 14:31 a16z Podcast | The Why, How, and When of PR
Jan 2, 2019
Insight
Milosevic: Startups facing strong incumbents should delay PR until establishing traction
“I see that happen more often when a small company is in a very, very competitive space with big incumbents who are innovating and could very quickly squash them if they wanted to. So it makes sense for some of those folks to really build the base, get the vira…”
Kim Milosevich Jan 2, 2019 ▶ 6:24 a16z Podcast | The Why, How, and When of PR
Jan 2, 2019
Insight
King: Sales Pitches Aligning With Analyst Views Are Far More Persuasive
“And if your criteria that you are helping set agrees 90% with the criteria they get from the analyst, it's a lot more valuable and we listen to a lot better.”
Michael King Jan 2, 2019 ▶ 11:59 a16z Podcast | What Startups Should Know about Analyst Relations
Jan 2, 2019
Insight
D'Amico: Involving Analysts in Product Roadmaps Builds Stronger Startup Relationships
“What the analysts actually really appreciate is when you acknowledge, yeah, you know, we're aware of that and we're working on that. And what advice would you have for us? Because they love being a part of building your company. They really do. I mean, they li…”
Stacey D'Amico Jan 2, 2019 ▶ 13:22 a16z Podcast | What Startups Should Know about Analyst Relations
Jan 2, 2019 neutral
Insight
Constantinople: Startups lack big-company operational expertise despite aspiring to scale
“A lot of startups don't have that experience of how, how to run, you know, a big company, and that is actually what they all aspire to, so it's sort of ironic.”
Alex Constantinople Jan 2, 2019 ▶ 28:40 a16z Podcast | Build Your Personal Brand
Jan 2, 2019
Insight
Andreessen: Startups have a five-year fuse to hit critical mass
“When you start a company, you basically, basically starts a five-year fuse. If the idea doesn't hit, if the idea doesn't hit critical mass sort of in society with the customers in the first five years, you basically lose the company, and then somebody else pic…”
Marc Andreessen Jan 2, 2019 ▶ 20:11 a16z Podcast | From Jobs to Flying Cars
Jan 2, 2019 negative
Prediction Not checkable as stated
Pande: State healthcare flexibility will force startups into heterogeneous markets
“What we're going to see is a lot of disparity between whether you're in California or whether you're in Texas and so on. This will be an interesting challenge for startups because they're going to have to deal with a Much more heterogeneous system.”
Vijay Pande Jan 2, 2019 ▶ 3:22 a16z Podcast | What Technology Wants, Needs, Does
Jan 2, 2019 bearish
Insight
Ehrsam: Most ICO projects will fail like ordinary startups
“Just like startups, there's a small percentage that are legit and really worth funding. And there's a whole glut of projects that unfortunately are not and probably won't go anywhere.”
Fred Ehrsam Jan 2, 2019 ▶ 23:24 a16z Podcast | Why Crypto Tokens Matter
Jan 2, 2019 negative
Opinion
O'Reilly: Exit-driven startups are financial products, not real companies
“And there was a time when the goal of a startup was to build a real business. You know, you think about you know, the founders of Silicon Valley, they didn't have any idea that they were going to get acquired. They had the idea that they were going to build a …”
Tim O'Reilly Jan 2, 2019 ▶ 24:40 a16z Podcast | Platforming the Future
Jan 2, 2019
Insight
Sinofsky: Startups overreact to product announcements from big tech competitors
“I think that that's really important, especially in the startup world, because there's this tendency, you know, if you're a startup and you work in a particular space, and then you just hear an announcement from a big company, that they're working on something…”
Steven Sinofsky Jan 2, 2019 ▶ 2:27 a16z Podcast | Beyond CES: Connected Home Devices, Voice, and More
Jan 2, 2019 negative
Insight
Sinofsky: Startups shouldn't copy big hardware firms' redundant strategies
“Right, which is, for startups, a super interesting point, because it means, like, if you take the lead from the big companies in what to do, you'll see that all of them, they have the resources to, like, do everything five times.”
Steven Sinofsky Jan 2, 2019 ▶ 8:11 a16z Podcast | Beyond CES: Connected Home Devices, Voice, and More
Jan 2, 2019
Insight
Rampell: Startups must achieve distribution before incumbents achieve innovation
“Battle between startup and incumbent comes down to whether the startup gets the distribution before the incumbent gets the innovation.”
Alex Rampell Jan 2, 2019 ▶ 5:11 a16z Podcast | The Evolution of Payments
Jan 2, 2019 negative
Opinion
Hawk: Startups do not need expensive consultants for GDPR compliance
“Startups can do it themselves. I think they have a lot of smart people. There are tools out there that you can use. Eventually you will need a lawyer to draft some contracts, but I do think there are practical things you can do without engaging a really expens…”
Lisa Hawk Jan 2, 2019 ▶ 29:48 a16z Podcast | What to Know about GDPR
Jan 2, 2019
Insight
Sinofsky: Startups must treat data breaches like server downtime with response runbooks
“So I think that, that, you know, for any startup, a key thing is there's probably a good chance that, that the company has a process around the service going down, and the reality is they need the same kind of checklist, process, call list, pagers, alerts, in …”
Steven Sinofsky Jan 2, 2019 ▶ 23:59 a16z Podcast | What to Know about GDPR
Jan 2, 2019 positive
Insight
Sinofsky: Startups have a major advantage over big companies in GDPR compliance
“Yeah, I really agree with that, because, like, when you're at a big company, and you're hit with GDPR, like, you, I know exactly how this is going to work. Like, you've got all the subsidiaries, and you know, too. Well, you're paralyzed, because you have to, y…”
Steven Sinofsky Jan 2, 2019 ▶ 4:16 a16z Podcast | What to Know about GDPR
Jan 2, 2019
Insight
Rampell: Startups must achieve distribution before incumbents achieve innovation
“It's the battle between startup and incumbent is whether the startup gets the distribution before the incumbent gets the innovation.”
Alex Rampell Jan 2, 2019 ▶ 22:33 a16z Podcast | B2B2C
Jan 2, 2019 negative
Insight
Casado: Building a second product to fix poor product-market fit is disastrous
“A natural response of startups to not having product market fit is building another product, which I think is probably the worst thing you can do.”
Martin Casado Jan 2, 2019 ▶ 10:27 a16z Podcast | B2B2C
Jan 2, 2019 negative
Insight
Casado: Expanding from one to two products creates a startup's largest operational jump
“The biggest jump in operational complexity a startup will ever do is when it goes from one product to two products.”
Martin Casado Jan 2, 2019 ▶ 10:10 a16z Podcast | B2B2C
Jan 2, 2019
Insight
Gil: Founders should hire executives for 12 to 18 month horizons
“You should always be thinking of the person as the right person for the next 12 to 18 months, not the person for the next five years, and so I think a common mistake is that people will end up hiring, you know, they'll have a twenty-person engineering team, an…”
Elad Gil Jan 2, 2019 ▶ 8:31 a16z Podcast | High Growth in Companies (and Tech)
Jan 2, 2019 positive
Insight
Brayton: Early startups should leverage PR agencies to build their narrative
“I think an agency to come in at the very beginning and talk about the company's narrative and what are your value props, what are your market fit, and who are the people running this company? Super, super valuable to have an agency help you do that. Without ha…”
Shannon Brayton Jan 2, 2019 ▶ 9:14 a16z Podcast | How to Manage a PR Agency
Jan 2, 2019
Insight
Hennessy: Startups must aggressively eliminate any projects that aren't potential home runs
“And that was good advice about how to think about a research career, but it doesn't work in a company. You've got to get rid of those things that are not the home runs.”
John Hennessy Jan 2, 2019 ▶ 43:33 a16z Podcast | From Research to Startup, There and Back Again
Jan 2, 2019 bullish
Assertion Not checkable as stated
Dixon: Open-source powers 90% of software and every startup data center
“I haven't met a startup in 15 years, doesn't use all open source data center software, I mean, it's 90% of the software in the real world”
Chris Dixon Jan 2, 2019 ▶ 12:57 a16z Podcast | Building Crypto, from Vision to Reality
Jan 2, 2019
Insight
Dixon: Competition is a race between startup distribution and incumbent innovation
“My partner, Alex Rampel, I'm going to butcher the phrase, but it's something like startups try to find distribution for their innovation faster than the incumbents attach innovation to their distribution or something, something like that.”
Chris Dixon Jan 2, 2019 ▶ 38:38 a16z Podcast | How the Internet Happened
Jan 2, 2019
Insight
McCullough: Reaching a billion users today requires qualitatively superior products
“If you're going to reach a billion users now, you have to offer something qualitatively different than what other people are doing.”
Brian McCullough Jan 2, 2019 ▶ 31:14 a16z Podcast | How the Internet Happened
Jan 17, 2019 bullish
Insight
Pande: Empowering patients with data creates a massive healthcare startup opportunity
“Once you realize that the patient's at the center of it, you realize there's a huge opportunity there. If companies or startups empower the patient, then the patient can drive this whole thing.”
Vijay Pande Jan 17, 2019 ▶ 10:57 a16z Podcast | Dark Data in Healthcare
Jan 21, 2019 negative
Prediction Not checkable as stated
Ni: Level 1 wages for equity-heavy senior startup roles trigger USCIS issues
“So, you know, you have a very senior role with very senior job duties, but because you're a startup and you're, you know, kind of paying people more in equity you only, you can only have a wage level One salary. So for that reason, you choose a level one wage.…”
Ting Ni Jan 21, 2019 ▶ 26:05 Immigration Shifts 2019: Prep & Resources for Startups
Jun 14, 2019 neutral
Prediction Held up
Cooper: Startups will continue staying private 10 to 12 years before IPO
“I think the other phenomenon we've seen, which I think is going to continue, is this idea of companies staying private much longer. And so it used to be that companies would go public six, six and a half years after they were started. Now it's 1012 years. I do…”
Scott Kupor Jun 14, 2019 ▶ 25:12 How to Understand and Choose a Venture Investor
Dec 9, 2019
Insight
Startups die from indifference, not competition or technical failure
“Because the death of most startups isn't because they don't get their tech to work, or their competition out executes them. The death of most startups is indifference. They fail to launch because nobody cared.”
D'Arcy Coolican Dec 9, 2019 ▶ 0:01 Product Zeitgeist Fit and the Next Big Thing
Oct 9, 2020 bullish
Prediction Not checkable as stated
Armstrong: Nearly every startup will integrate cryptocurrency within ten years
“And now, you know, I think the same thing is going to happen with cryptocurrency where in five or 10 years, pretty much every startup that gets created, it's going to use the internet, it's going to use AI, and it's also going to use some form of cryptocurrenc…”
Brian Armstrong Oct 9, 2020 ▶ 24:35 "Crypto Startup School" Documentary
Nov 18, 2022
Insight
Power: Startups should industrialize existing tech rather than invent fundamental science
“So, you know, the job of the startup is to industrialize, you know, research or existing technology and apply it to a new domain. It's not good. It's not sit there with You know, try and create something that's like high risk. That is like the science pipeline…”
Chris Power Nov 18, 2022 ▶ 27:43 The Factory of the Future with Chris Power
Feb 9, 2023 bearish
Prediction Not checkable as stated
Moore: Building a startup audience on TikTok will get progressively harder
“It's probably harder to build an audience on TikTok, especially as a startup, than it was a year and a half ago or two years ago, and it'll get harder and harder over time.”
Olivia Moore Feb 9, 2023 ▶ 14:30 The State of Apps with Olivia Moore
May 9, 2023 positive
Assertion Supported
Yoo: Cures Act incentivized new wave of medical record startups
“Now there's a whole, you know, this is a great example of a, an act that actually incentivized a whole bunch of startups to come out of the woodwork and create Apps that allow you as a patient to basically collect all your medical records from multiple provide…”
Julie Yoo May 9, 2023 ▶ 22:57 When Two Giants Intersect: Healthcare Meets Fintech
Jun 10, 2023 negative
Opinion
Andreessen: Incumbents push AI regulatory capture to create cartels and block startups
“And then quite honestly, also, you know, a set of people who I think are trying to take advantage of this and trying to go for, you know, regulatory capture and try to basically establish a cartel and, you know, try to basically choke off innovation as startup…”
Marc Andreessen Jun 10, 2023 ▶ 3:29 AI Will Save The World with Marc Andreessen and Martin Casado
Sep 25, 2023 bullish
Insight
Field: History shows tech platform shifts favor startups over incumbents
“Basically every platform shift that's happened, people have claimed that and then it hasn't been the case. And so I think that if you're a startup, this is a pretty good time to basically pick the area that you think could really benefit from the technology an…”
Dylan Field Sep 25, 2023 ▶ 15:43 Democratizing Design with Figma's Dylan Field
Nov 14, 2023
Insight
Akhund: Early-stage startups should hire sales ICs before a head of sales
“I mostly think of these things as like, I think it's a mistake when startups go and hire, like the first hire shouldn't be ahead of sales. Like, I think you should just go hire some salespeople and see if there's a repeatable process that you can come up with …”
Immad Akhund Nov 14, 2023 ▶ 19:54 Competing in a Crowd of Incumbents with Mercury's Immad Akhund
Dec 16, 2023 bullish
Prediction Not checkable as stated
Lai: Startups, not AAA incumbents, will build the most innovative AI games
“So I think in, in that same vein, I think the most innovative AI native experiences are more likely to be created by startups and teams that are just getting going and are bringing that fresh perspective, I suppose to coming at it with a lot of history and bag…”
Jonathan Lai Dec 16, 2023 ▶ 15:34 2024 Big Ideas: AI-First Games That Never End with Jonathan Lai
Mar 5, 2024 negative
Insight
Casado: Traditional AI has been difficult for startups to build around
“The AI learnings of the last couple of decades is not that the technology can't be built, or even that we can't monetize it, we're actually good at all of that, is that this is very hard for startups to build businesses around.”
Martin Casado Mar 5, 2024 ▶ 3:20 The Future of AI Is Amazing
Mar 5, 2024 positive
Insight
Casado: Economic dislocations create startups, not just new technology
“It's exactly economic dislocations that create new startups, not just new technology.”
Martin Casado Mar 5, 2024 ▶ 7:06 The Future of AI Is Amazing
Mar 20, 2024
Insight
D'Angelo: AI hallucinations favor startups over risk-averse incumbents
“The hallucination problem, that's in some ways a good thing for startups because a lot of the existing products out there have zero tolerance for anything that's going to have a risk of producing something wrong.”
Adam D'Angelo Mar 20, 2024 ▶ 26:34 Bringing AI to the Masses with Adam D'Angelo, CEO of Quora
Apr 2, 2024
Insight
Andreessen: Tech monopolies only innovate when forced to compete with startups
“It's just that there is something in the nature of monopolies where they just, they have a, you know, if they no longer have to compete and if they're no longer disciplined by the market they basically go bad. And then, you know, how do you prevent that from h…”
Marc Andreessen Apr 2, 2024 ▶ 28:21 Politics & the Future of Tech
Jun 19, 2024 positive
Disclosure
Andreessen: a16z launched an ambitious political program to defend startups
“We've launched a sort of a really ambitious political program in the last year, because we've just had it with people basically taking free shots on goal on startups, and so we're trying to support a lot of the politicians on the right side of these issues”
Marc Andreessen Jun 19, 2024 ▶ 17:40 Marc Andreessen & Andrew Chen Talk Creative Computers
Jun 19, 2024 bearish
Assertion Not checkable as stated
Andreessen: Big Tech is aggressively lobbying for regulatory capture against startups
“Quite honestly, I mean, part of what's happening is big tech is against us. There, there's a, there's basically a lot of the political issues now are a civil war inside the tech industry where, The big tech companies are lobbying very aggressively for what the…”
Marc Andreessen Jun 19, 2024 ▶ 18:17 Marc Andreessen & Andrew Chen Talk Creative Computers
Jun 28, 2024 positive
Opinion
Pande: Healthcare regulators are eager to consult with AI startups
“In the cases where there is any gray zone, I think the regulators are I think eager to chat with startups.”
Vijay Pande Jun 28, 2024 ▶ 28:58 Grand Challenges in Healthcare AI with Vijay Pande and Julie Yoo
Oct 17, 2024 positive
Assertion Not checkable as stated
Lisa Su: Large enterprises are increasingly open to working with AI startups
“I think even large, large enterprises who typically used to be, let's call it much more conservative in working with startups are also, becoming much more open because again, this is back to the disruption I talked about. Nobody wants to be behind in AI.”
Lisa Su Oct 17, 2024 ▶ 32:44 How to Build a Thriving AI Ecosystem with Lisa Su, CEO of AMD
Jan 3, 2025 negative
Insight
Midha: Holding model developers liable for misuse entrenches big tech incumbents
“Essentially forces most startups to lose much needed ground to big tech companies, and that entrenches incumbents more.”
Anjney Midha Jan 3, 2025 ▶ 15:31 AI Is Becoming a Regional Race
Mar 18, 2025 bullish
Insight
Acharya: Corporate risk aversion stops big tech from shipping opinionated voice AI
“Corporations, sort of committees, lawyers, like, these big companies have a hard time shipping opinionated products, at least opinionated in the way that many of these voice models may need to be, and startups have no problem doing that.”
Anish Acharya Mar 18, 2025 ▶ 34:36 Why AI Voice Feels More Human Than Ever
Jul 14, 2025 bullish
Insight
Levie: AI agents unlock startup opportunities in non-digitized sectors
“For startups in the AI world, the equivalent of that is I think there's a lot of categories now where there is no actually software incumbent in that category where AI agents all of a sudden let you go build software for that category. Legal, healthcare, educa…”
Aaron Levie Jul 14, 2025 ▶ 14:32 Aaron Levie on AI's Enterprise Adoption
Aug 1, 2025 neutral
Insight
Balaji Srinivasan: Startups need only one primary storyline creator
“There's two kinds of creators. There's those who are at the storyline level, and you probably only need, like, one of those per company, you know, because if you have too many very strong will personalities in a company, like, you can only have one Steve Jobs …”
Balaji Srinivasan Aug 1, 2025 ▶ 47:08 Tech vs. Media: Balaji Srinivasan on the Battle Shaping Our Future
Aug 15, 2025 negative
Assertion Not checkable as stated
Casado: Academia and startups were silent during early AI regulatory debates
“But nobody was saying anything. You know, it's like academia was silent. The startups were silent. And if anything, like, The technologists were kind of supporting it.”
Martin Casado Aug 15, 2025 ▶ 1:14 The Current Reality of American AI Policy: From ‘Pause AI’ to ‘Build’
Aug 25, 2025 bullish
Assertion Not checkable as stated
Sinofsky: Big tech platform threats rarely destroy startups as feared
“The shadow, having been the shadow cast by large companies over, we're gonna put you out of business and stomp you, it's ridiculous. And it has never in any technology way lived up to the fear that people have.”
Steven Sinofsky Aug 25, 2025 ▶ 53:04 Aaron Levie and Steven Sinofsky on the AI-Worker Future
Sep 4, 2025 negative
Insight
Casado: Most startups fail from indigestion rather than starvation
“Most companies fail from indigestion, not starvation, which is they just raise too much money too easily. They don't listen to the actual market, which is, you know, the customer base. And as a result, they just have a bunch of bad practices and end up running…”
Martin Casado Sep 4, 2025 ▶ 14:29 Is Non-Consensus Investing Overrated?
Sep 4, 2025 neutral
Insight
Polovets: Return multiples fall significantly after startups establish proof points
“Once they get good, the valuation skyrocket so fast that like you could still get good multiples, but they're just much lower than it, you know, early stages.”
Leo Polovets Sep 4, 2025 ▶ 3:08 Is Non-Consensus Investing Overrated?
Sep 4, 2025 neutral
Insight
Polovets: Startups dependent on capital markets must eventually reach consensus to survive
“Eventually, you have to get to consensus. If you're dependent on capital markets, it's very hard to keep the company alive if nobody wants to fund it.”
Leo Polovets Sep 4, 2025 ▶ 0:11 Is Non-Consensus Investing Overrated?
Sep 8, 2025 neutral
Insight
McCune: Startup policy interests often diverge from big tech incumbents
“What we realized was, well, they're not always a hundred percent aligned with what's going on with the big tech folks.”
Colin McCune Sep 8, 2025 ▶ 1:42 The Little Tech Agenda for AI
Sep 10, 2025 bullish
Prediction Not checkable as stated
Dixon: Next-best open AI models in 5 years will suffice for startups
“You know, the next best model in five years will probably be good enough. For most startups, it will probably be good enough.”
Chris Dixon Sep 10, 2025 ▶ 39:58 Chris Dixon on How to Build Networks, Movements, and AI-Native Products
Sep 24, 2025 negative
Prediction Not checkable as stated
Levie: Pricing H-1B visas allows big tech to capture most talent
“I think that you'd have a situation where the Amazons and Googles would probably actually capture the vast portion of the talent in this situation. So it's not clear to me that, like, startups sort of are come out ahead or better off from this particular imple…”
Aaron Levie Sep 24, 2025 ▶ 2:25 Software Finally Eats Services - Aaron Levie
Sep 24, 2025 positive
Assertion Supported
Casado: AWS has never put a startup out of business
“I can't think of one company AWS has ever put out of business by launching a service, and you know what, they've all been fine.”
Martin Casado Sep 24, 2025 ▶ 48:16 Software Finally Eats Services - Aaron Levie
Sep 24, 2025 positive
Opinion
Casado: Replacing H-1B lottery with pricing helps startups beat big tech
“This system has been gamed for a very long time. It's very hard for startups. To hire because of the lottery system. It's locked up by the large companies, the consultants, Amazon and Google and like that has to change, and I think a very reasonable way to do …”
Martin Casado Sep 24, 2025 ▶ 1:32 Software Finally Eats Services - Aaron Levie
Oct 15, 2025
Insight
Horowitz: Usually only one co-founder contributes long-term to a startup
“Usually founders, usually only one of the co-founders contributes long-term.”
Ben Horowitz Oct 15, 2025 ▶ 1:04:02 Ben Horowitz and Ali Ghodsi: How to Run a $100 Billion Business
Dec 3, 2025
Insight
Rampell: Platform incumbents will copy successful startup features within five years
“These companies, if they get their act together, they will marshal a lot of resources to go compete with you. It might take them five years, but they will 100% do it. You have to backfill your feature with a product, and you have to have a moat for that produc…”
Alex Rampell Dec 3, 2025 ▶ 42:22 Why AI Moats Still Matter (And How They've Changed)
Dec 31, 2025 bullish
Insight
Kim: AI startups beat incumbents by creating net new user interaction models
“AI brings a net new user interaction that may be difficult to replicate and may not natively live in the platforms of the product. And insofar as there are net new user interaction models, insofar as there is net new creative outlets and atomic units that look…”
Bryan Kim Dec 31, 2025 ▶ 7:24 AI in 2026: 3 Predictions For What’s To Come (a16z Big Ideas)
Jan 7, 2026
Insight
Andreessen: Startups Can't Compete Without Fundamental Tech Shifts
“If there's no fundamental change in technology, it's very hard to make startups work because the big companies just end up doing everything.”
Marc Andreessen Jan 7, 2026 ▶ 1:04:33 Marc Andreessen's 2026 Outlook: AI Timelines, US vs. China, and The Price of AI
Mar 13, 2026 neutral
Opinion
Michael: Defense primes hold advantage in manufacturing, not innovation
“This is just the one thing the primes have an advantage on is not the inventiveness. It's the production and manufacturing ability to scale what they do with what they've initially built.”
Emil Michael Mar 13, 2026 ▶ 22:30 Emil Michael: The Department of War Is Moving Faster Than Silicon Valley on AI | The a16z Show
Apr 8, 2026 bearish
Prediction Not checkable as stated
Sinofsky: Enterprise AI security fears will let startups outpace big companies
“Part of what's going to happen is you're, we're going to go through this phase where like the enterprise customers are just going to like close everything off. Until there's some sense of sanity in all of this, and then, but in the meantime, the individual, an…”
Steven Sinofsky Apr 8, 2026 ▶ 25:41 Box CEO on the AI Adoption Gap | The a16z Show
Apr 8, 2026 neutral
Prediction Not checkable as stated
Sinofsky: J.P. Morgan will be slowest to adopt autonomous AI agents
“JP Morgan is gonna be the slowest, At doing this, and the startups are going to be the fastest, but the delta is huge, but even the startup one is a little far off, because even startups do need some systems of record at some point.”
Steven Sinofsky Apr 8, 2026 ▶ 37:23 Box CEO on the AI Adoption Gap | The a16z Show
Apr 8, 2026 negative
Prediction Not checkable as stated
Sinofsky: Startups will burn capital pretending compute spend isn't a problem
“First, like the startups are going to burn through available capital pretending like it's not a problem. And they are going to do that.”
Steven Sinofsky Apr 8, 2026 ▶ 51:45 Box CEO on the AI Adoption Gap | The a16z Show
Jul 29, 2026 neutral
Insight
Rampell: Incumbents can innovate much faster in the AI era
“So I kind of think the same rules apply, you know, the battle between every startup and incumbent comes down to whether the startup gets the distribution before the incumbent gets the innovation. But with many changes, one change is the incumbent can get the i…”
Alex Rampell Jul 29, 2026 ▶ 26:06 “Every small business should run itself” | Lassie with a16z
Aug 20, 2026
Insight
Strange: Scaling past $50M requires recruiting sales leaders from mature markets
“One of the tougher things of getting ecosystems going, is you can have very, very smart people, you can land your customers, but then when you look around for who's my sales leader that's gonna take me from fifty million to five hundred million, You probably h…”
Angela Strange Aug 20, 2026 ▶ 13:52 The Opportunity for Global Founders
Aug 26, 2026 bearish
Opinion
Acharya: Google Is Culturally Incapable of Launching Edgy AI Companions
“I think there are a set of products that labs are just culturally not set up and big tech not set up to go after. You think about launching, you know, a companion product at Google that may disagree with you, that may have sexual innuendo in it. Like these are…”
Anish Acharya Aug 26, 2026 ▶ 28:34 The State of AI: Models, Moats, and the Consumer Renaissance
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