Broadband

topic on 6 shows · 10 statements across 10 episodes

Invest Like the Best How I Built This the a16z Podcast All-In 20VC Capital Allocators

10 statements about Broadband, every show

ALL-IN Assertion Supported
Emanuel: U.S. faces massive skilled trade shortages in data centers and defense
“You're 500 to 600,000 electricians short just for data centers. Broadband, 150,000. You can't build submarines because we don't have pipe fitters and plumbers.”
Rahm Emanuel Aug 12, 2026 ▶ 1:02:17 Rahm Emanuel: Trump's Foreign Policy, China, Europe's Decline, Immigration & DSA vs Democrats
INVEST LIKE THE BEST Prediction Open · timeframe Feb 2029
Sundheim: SpaceX Starlink Will Drastically Undercut Other Broadband Options Within Years
“I think that the cost, they've come so far down the cost curve, I think that in a relatively short amount of time, like months, few years they are going to be dramatically cheaper than, Any other form of delivering broadband.”
Dan Sundheim Feb 24, 2026 ▶ 53:51 Inside Dan Sundheim's Bets on Anthropic, OpenAI, and SpaceX · Invest Like The Best
CAPITAL ALLOCATORS Assertion Supported
Lewinsohn: Fixed wireless drove 150% of US broadband growth last year
“It was a 150% of the growth last year in broadband across the country.”
Jonathan Lewinsohn Feb 2, 2026 ▶ 41:21 Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484)
20VC Insight
Feldman: AI inference speed will unlock new industries like broadband did
“If you remember Blockbuster, right. First, I mean, let's look at the history of that. You're exactly right. First, we used to drive to Blockbuster to get a DVD, right, or a video. Then Netflix was mailing them to us, right? And then we got broadband. And there…”
Andrew Feldman Mar 24, 2025 ▶ 17:13 Andrew Feldman, Cerebras Co-Founder and CEO: The AI Chip Wars & The Plan to Break Nvidia's Dominance · 20VC with Harry Stebbings
a16z Insight
Andreessen: Compelling software interfaces force the adoption of infrastructure like broadband
“If we designed for broadband, like the, if it's a compelling enough user interface, it will actually cause broadband to happen.”
Marc Andreessen Jun 28, 2024 ▶ 52:05 Marc Andreessen on Inventing The Internet Browser (How We all Access the Internet)
a16z Assertion Partly supported
Dixon: A 2003 Pew study showed most Americans did not want broadband
“My book, I say there was a Pew study. I think it was 2003 that asked Americans if they want broadband and the majority said no.”
Chris Dixon Feb 28, 2024 ▶ 36:56 Future of Crypto, Blockchain & Web3 w/ Chris Dixon
HOW I BUILT THIS Assertion Supported
Woolley-Wilson: Almost 90% of kids have broadband and device access
“Now the good news is that almost 90% of kids have access to broadband and devices, but that doesn't help the 10% that doesn't.”
Jessie Woolley-Wilson Aug 8, 2020 ▶ 9:48 How I Built Resilience: Jessie Woolley-Wilson of DreamBox
a16z Insight
Fred Wilson: YouTube succeeded due to broadband tipping and social sharing
“I think the two big moves that That made YouTube successful, whereas all the people who tried YouTube before YouTube were broadband, that's like, 80 to 90% of it, and also social sharing.”
Fred Wilson Jan 2, 2019 ▶ 15:35 a16z Podcast | Technological Trends, Capital, and Internet 'Disruption'
a16z Assertion Contradicted
Dixon: Late-90s McKinsey study predicted broadband would fail to gain adoption
“There was a famous McKinsey study, it was like late nineties or something, like, would you want broadband, and no one said, and they surveyed people, and they were like, why would I pay, and it basically, but people said no, and they, people had concluded that…”
Chris Dixon Jan 2, 2019 ▶ 31:45 a16z Podcast | Cryptonetworks and Decentralization -- Building Blocks
a16z Assertion Contradicted
Dixon: Late-1990s McKinsey study wrongly predicted broadband failure
“There was a famous McKinsey study, it was like late nineties or something, like, would you want broadband, and no one said, and they surveyed people, and they were like, why would I pay, and it basically, but people said no, and they, people had concluded that…”
Chris Dixon Jul 26, 2018 ▶ 30:55 Crypto and Decentralization: Building Blocks

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