Internet Companies
topic on 7 shows · 8 statements across 8 episodes
More or Less 
the Neon Show 
Invest Like the Best 
the MAD Podcast 
the a16z Podcast 
All-In 
20VC
8 statements about Internet Companies, every show
Green: Platform dominance and excess capital make building giant internet companies near impossible
“So like capital's everywhere, but like four companies control distribution. So like good luck going to build a giant internet company. And right now there's just like too much money chasing You know, at least in Silicon Valley, two few great things.”
Andreessen: Social Media Moderation Staff Have Migrated to AI Labs
“A lot of the people who did this kind of work, the sort of trust and safety or censorship work at the internet companies had just rotated and joined the AI companies.”
Wagner: Price discipline caused 1990s VCs to miss internet boom
“Back to the late nineties, you know, there were people good venture capitalists that were like, you know what, you know, these valuations are just too high. I'm not investing in these internet companies, you know, it just doesn't make sense. And, you know, the…”
Dave Morin: China exploits a one-way digital trade imbalance
“Our bits, as they flow out of our internet companies, literally hit a brick wall when they get to the Chinese border. And yet Chinese internet companies can, you know, develop enormously huge market caps and monopolies and technologies inside of Chinese border…”
Pitti: VC funding will dry up for commoditized internet sectors over the next decade
“For the next decade, I'm seeing that the same thing will happen for a lot of internet companies, which are almost commoditized in nature.”
Chamath proposes an oversight body for user data collection and targeting
“Specifically, I think the first and most important thing is a body that oversees the collection of user data and how it drives Targeting and identification. That's the first one. And then I think the second one is something that essentially tears the fig leaf …”
Stata: Internet company system architecture transfers directly to traditional enterprises
“Now when you, when the onstage kind of becomes buildings and printers and trucks, you know, my claim is that this architecture really doesn't change. And a lot of what we learned from an from an architecture and system design perspective will transfer fairly d…”