Assertion certainty 4/5 debate potential 2/5

Rampell: Venture capital has a 10-year latency loop

Alex Rampell · a16z Podcast | Principles and Algorithms for Work and Life · Jan 2, 2019 · at 10:40

Alex Rampell (General Partner at Andreessen Horowitz) discusses the fundamental structural difference between venture capital and public market feedback cycles.

0:00 / 0:06exact quote · 6.3s
▶ Watch the full episode on YouTube → 720p mp4 · rendered on demand · StarZero watermark
“Venture capital has a very, very high latency loop. You make a decision today, you figure out if you're right or wrong in 10 years.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

More from Alex Rampell

Opinion
Rampell: Artificial intelligence technology is currently under-hyped
“This is actually why I am convinced that AI is under-hyped.”
Alex Rampell Dec 1, 2025 ▶ 34:28 The $700 Billion AI Productivity Problem No One's Talking About
Opinion
Rampell: Prediction markets gather information more efficiently than the CIA
“And this is a much more efficient truth machine than, like, the central intelligence agency, if you think about it.”
Alex Rampell Nov 21, 2025 ▶ 1:02:38 Robinhood CEO: Making Everyone An Owner
Assertion Not checkable as stated
Alex Rampell asserts Google is artificially inflating Gemini daily active user metrics
“And I think the metrics that they're kind of faking right now is it's like what percentage of our users are using AI and that's not using Gemini as a DAU. I'm sure of that. It's just like they have like an AI summary, something, something in there, but they're…”
Alex Rampell Oct 16, 2025 ▶ 18:30 Keith Rabois: Israel, OpenAI, Opendoor, and DOGE
Prediction Not checkable as stated
Rampell: Traditional banks will never be able to build software
“Well, and that's the thing, it's like, you know, software, like I'm very confident that all of the banks Cannot build software, will not be able to build software, will not build software.”
Alex Rampell Oct 16, 2025 ▶ 44:15 Keith Rabois: Israel, OpenAI, Opendoor, and DOGE
Opinion
Rampell: Zillow's lead gen model is terrible and deserves -100 NPS
“And what Zillow and others do is they just do lead generation. It's a terrible business model from a consumer perspective. Like it should have like negative a hundred NPS because they're just, you're just getting called all day by real estate agents.”
Alex Rampell Oct 7, 2025 ▶ 6:29 Opendoor CEO: Building the Amazon for Homes
Assertion Supported
Rampell: Coupon extensions like Honey steal affiliate attribution at checkout
“And then it's like, do you want a coupon code? Oh, why? Yes, I do. Why would I not want a coupon code? 10% off, click here. You go click here. What does it do? It redirects you to an affiliate page. It puts a cookie on your machine. It redirects you back to th…”
Alex Rampell Sep 17, 2025 ▶ 11:19 The Death of Search: How Shopping Will Work In The Age of AI
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 1,000 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.