Andreessen Horowitz, every mention
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every year anyone Benedict Evans 60Bernadette Kevins 4Toni Cowan-Brown 1
Verbatim, from the transcripts: the passages where Andreessen Horowitz comes up
Most people and companies aren't tool-builders
- ▶ 3:46 Benedict Evans Um, and so the example I was sort of thought about here was something we looked at when I was at Andreessen Horowitz called frame.io.
What jobs are AI jobs?
- ▶ 12:54 Benedict Evans Now, I was at Andreessen Horace for six years.
- ▶ 24:20 Benedict Evans I remember when I was at Andreessen Horowitz, I remember having a meeting, um, with a big utility company, a European utility company,
AI and SaaS
- ▶ 20:22 Benedict Evans I mean, you know, just sort of thinking back to a company I remember looking at when I was at A-S-E-M-Z, which is Frame.io, and the, the, the model for Frame.io is
How does OpenAI compete?
- ▶ 11:40 Benedict Evans A couple of weeks ago, I heard, I had someone from Open Hour on a podcast from an old colleague of mine from A-Six Agency, Martin Casado, and he said something like, you know, we really, we were really surprised to discover that outside of…
The AI presentation
- ▶ 10:42 Benedict Evans Um, it wasn't, you know, and, and people, I, when I was at Andrew St.
Google Gemini and AI bias
- ▶ 18:18 Benedict Evans And I remember telling this story to somebody from the NSA when I was at Andreessen Horowitz.
What's your AI strategy?
- ▶ 20:10 Benedict Evans When I was at A-sixteen Z instead of the peak machine learning wave, I don't know, say sort of 2015, 16, where how do, the question is, how do we work out what we could automate with machine learning?
Buzzfeed News, Reddit and OpenAI
- ▶ 4:57 Benedict Evans Because BuzzFeed, which we, we invested in the A, 16 Z, um, when I worked there, but, you know, obviously not, not saying anything that isn't public.
Metaverse and crypto - beyond the BS
- ▶ 32:39 Benedict Evans Well, this is, you know, Craney's line from A-sixteen Z is, you know, it's not, as a salesperson, it's not your job to find out if they've got a budget, it's your job to help them work out how to get a budget.
The right questions to ask about TikTok
- ▶ 34:13 Benedict Evans I'm not like the most Bitcoin-y person, but like, I was, I was sitting in Bitcoin pictures at A-sixteen Z in 2014. 2 times in the scene
Generative search
- ▶ 10:06 Benedict Evans I mean, the, the other example I always used to talk about, but this is something that we did when I was at A-sixteen Z is a company called Everlaw that does legal discovery management.
Generative AI
- ▶ 4:28 Benedict Evans You were using different techniques for different things, so if you were using translation, you were doing this, if you were doing speech recognition, you'd be doing that, if you're doing images, you'd be doing something else, and suddenly…
- ▶ 9:01 Benedict Evans It says I worked at Andreessen Horowitz.
ChatGPT and the Imagenet Moment
- ▶ 2:47 Benedict Evans and um all of them were sort of working a little bit every year and then suddenly machine learning arrived kind of starts working and works amazingly well and turns out to generalize across all of these other things very quickly and so…
Figma, unbundling and $20bn of antitrust
- ▶ 20:12 Benedict Evans Which was a deal we looked at at ASIC Lindsay and didn't do, um, which is video collaboration, workflow, um, commenting, version tracking.
A new wave of company creation
- ▶ 0:04 Benedict Evans And today I thought we would talk about my old shop. 6 times in the scene
- ▶ 4:21 Benedict Evans With a rental housing company, and his idea is to go out and kind of create a movement and change how rental housing works, and create, make it cool, and create a sense of community, and a sense of scalability, and a network effect maybe,…
- ▶ 6:35 Benedict Evans And so, you know, I can absolutely imagine certain people at Andreessen Horowitz looking at this and going, okay,
- ▶ 12:19 Benedict Evans And so, you know, we did this analysis at Andrew St Horowitz in, I think, 4 times in the scene
- ▶ 20:47 Benedict Evans It's kind of interesting the A-C-E-Z blog post announcing this didn't really tell me anything about what it is other than it's something in apartments. 2 times in the scene
- ▶ 29:20 Benedict Evans Like, Andreessen Horowitz or Benchmark or Sequoia do not invest in Wildcat or all that exploration companies.
Lighting and tech diffusion
- ▶ 11:29 Benedict Evans I think Steven Sinofsky sort of made this point that there's a guy I worked, worked with at Andreessen Horowitz who's been going to CES for like 50 years.
The FTC's antitrust thesis
- ▶ 0:29 Benedict Evans Which my old company, Andreessen Horowitz invested in, which, um, was a VR content company that pivoted several times and worked and pivoted into doing VR fitness.
Remember AI?
- ▶ 8:07 Benedict Evans So, so then, so I was at Andreessen Horowitz when this was happening from sort of beginning of
Three ways to say no
- ▶ 16:34 Benedict Evans Um, my old, my old boss, Mark Andreessen, um, Andreessen Horowitz used to call this the nerd harder argument, which was just, um, meaning like, go off and do more engineering.
Stories in the noise
- ▶ 29:31 Benedict Evans And I remember at A-sixteen Z seeing companies that were trying to, like, more from a law enforcement, like, protect, stop somebody flying a drone into a stadium.
Talking about crypto
- ▶ 7:49 Benedict Evans Yeah, I mean, my, my old colleague at Andreessen Horowitz, Chris Dixon, used to say, well, look for the geek energy, look for what the cleverest people in tech are working on the weekends.
Asking the dumb questions
- ▶ 33:10 Benedict Evans Yeah, I mean, this was a joke about Andreessen Horowitz that it was in. 4 times in the scene
Regulation - Who will notice?
- ▶ 11:03 Benedict Evans Um, I mean, when I worked at Andreessen Horowitz, we saw three or 4000 companies a year.
Apple's metronome
- ▶ 26:36 Benedict Evans Um, there's also, you know, many, some people I know, I used to work at Andreessen Horrocks, and we invested in a company called Magic Leap, which was trying to make glasses like this.
'Digital transformation' - beyond the silly slogan
- ▶ 17:00 Benedict Evans So at A-Six-Teen-Z, we invested in a company called Rig Up, which is a two-sided marketplace for oil field work.
Clubhouse and the endless cycle of social apps
- ▶ 2:32 Benedict Evans Well, it's a very, I should say, this is a sort of a super insidey thing, because, you know, I used to work for Andreessen Horowitz, which is invested in, um, which is invested in Clubhouse last year, like nine months ago, at like a…
- ▶ 11:59 Benedict Evans I have, I have 300 and something thousand Twitter followers, partly because I worked at A-sixteen Z, mostly because I spent the last 10 years trying to say stuff that I thought was interesting every day. 2 times in the scene
- ▶ 27:27 Benedict Evans And not just Andreessen Horowitz, not just Andreessen Horowitz General Partners either.
Telling stories with charts
- ▶ 0:26 Toni Cowan-Brown A hundred plus slides, and I remember the first time I listened to your presentation, I think it was when A-sixteen Z did their roadshow in London, um, and I remember I wanted to start taking notes, and then after slide number three, I was…
Why do we care about games?
- ▶ 11:53 Benedict Evans So I had the first, like, VR demo in, like, like, maybe, maybe, maybe, oh my god, like, after, obviously not, I was not right at the beginning, but, you know, before most people had seen it, um, because I was at A-A-X-Z, um, and so you…
The history of doom-scrolling
- ▶ 1:05 Benedict Evans Um, should mention as a disclaimer that my former employer, Andreessen Horowitz, invested in Substack.
- ▶ 9:15 Benedict Evans Um, and so, um, Chris Dixon at A-sixteen-z had this line, come for the tool, stay for the network.
- ▶ 18:29 Benedict Evans Um, and I was just about to join AC's Team Z, so they, 3 times in the scene
Slack, Salesforce and the future of work
- ▶ 0:18 Bernadette Kevins I should mention that I used to work at Andreessen Horowitz, which invested in Slack, which is an interesting story in its own right.
- ▶ 10:05 Bernadette Kevins And just as a kind of, not to dig down on those, but like the generalized point around enterprise software, that this guy I worked with at, at Andreessen Horrors, um, Crony.
- ▶ 18:43 Bernadette Kevins And among other things, incidentally, they raised money from Andreessen Horowitz right back at the beginning, sort of 10 years ago or something.
- ▶ 27:07 Bernadette Kevins Um, I have a former colleague from A-sixteen Z, two, two guys who've just created a company that's basically just
The acceleration of ecommerce habits
- ▶ 7:10 Benedict Evans Now, I remember when I was at Andreessen Horowitz, we had these
- ▶ 25:52 Benedict Evans Um, I mean, a colleague at Andreessen Horowitz, um, Chris Dixon had this line, come for the tool, stay for the network.
The paradox of Apple
- ▶ 19:18 Benedict Evans I mean, I have this conversation an awful lot in, you know, one of my day jobs as a venture partner and previously at Andreessen Horowitz is there's a big difference between technology that's hard and technology that's differentiated.
Amazon and eCommerce
- ▶ 7:23 Benedict Evans Somebody at A-Six and Z said to me that the first, like, 10 or 15 years of the internet was basically playing on easy mode, in that you were converting all the stuff that would obviously you could do online, like plane tickets, or hotel…
- ▶ 22:52 Benedict Evans I mean, and Andreessen Horowitz, one of our, you know, one of the entrepreneurs in residence started a company called Walker and Company, which is a shaving company for African-American men, which is, the hair is curly, uses much more…