Silicon Valley, every mention
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tap a year for its mentions
every year anyone John Collison 29Marc Andreessen 6Charlie Songhurst 4Bret Taylor 4Patrick Collison 3Ben Thompson 3Kyle Vogt 2Julia DeWahl 2Dan Sundheim 2Casey Handmer 2
Verbatim, from the transcripts: the passages where Silicon Valley comes up
What comes after smartphones, with Evan Spiegel of Snap
- ▶ 27:47 John Collison Or, you know, maybe Silicon Valley insiders preferred Quora. 2 times in the scene
The economics and trends of the restaurant industry, with Tony Xu of DoorDash
The history and future of AI at Google, with Sundar Pichai
- ▶ 19:10 John Collison I think what Alad's getting at is, like, a feeling, uh, where, uh, I saw a tweet go by that someone was saying, what you have to realize to explain what's currently going on in the Valley is that every tech executive has severe AI…
Compliance at scale and why TAM is a distraction with Christina Cacioppo of Vanta
- ▶ 2:50 Christina Cacioppo This was Dropbox, so like the height of its Silicon Valley power, you know, year and a half, 10 engineers, no feature building, all that.
Creating prediction markets (and suing the CFTC) with Tarek Mansour and Luana Lopes Lara
- ▶ 1:52 John Collison And secondly, I feel like the Silicon Valley standard that people sometimes trot out as a criticism is sort of the PayPal, Uber early days model where you start doing the thing and maybe retroactively a structure is put on top of it, but…
- ▶ 12:17 Matt Huang So it seems like it's actually more common than Silicon Valley conventional wisdom.
- ▶ 1:13:46 John Collison Where maybe Silicon Valley
Bret Taylor of Sierra on AI agents, outcome-based pricing, and the OpenAI board
- ▶ 0:01 John Collison Brett Taylor is the ultimate Silicon Valley veteran.
- ▶ 33:33 John Collison It's so funny that there was a Silicon Valley wave of hype around chatbots.
- ▶ 52:53 Bret Taylor Network effects around these businesses and scale and moats and sort of Silicon Valley speak around them.
- ▶ 1:13:52 John Collison One of the biggest conundrums in Silicon Valley right now is what'll the shape of AI productivity be? 2 times in the scene
- ▶ 1:23:48 John Collison There is a canonical way to build a Silicon Valley company. 3 times in the scene
- ▶ 1:34:26 Bret Taylor If you are too clever and austere, and going back to your point about, um, Silicon Valley cultures all being the same,
- ▶ 1:40:35 Bret Taylor And then, um, the other thing is I think most companies in Silicon Valley won't write code by hand. 2 times in the scene
Garrett Langley of Flock Safety on building technology to solve crime
- ▶ 1:13:31 Garrett Langley And so when you grow up in this Silicon Valley mindset of, like, everything's a two-way door.
- ▶ 1:35:40 John Collison It's funny, when you talk about the, um, the A-Ten Warthog, you're reminding me of the, uh, the Boyd book, which, uh, by Robert Coram, which, uh, I only read recently, but it's like one of those kind of Silicon Valley canon, and everyone…
Ramp founder Eric Glyman on the many ways AI is changing corporate spending
- ▶ 57:11 Patrick Collison Capital One is, uh, one of the biggest founder-run financial firms that people in Silicon Valley don't talk about.
Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media
- ▶ 6:56 Ben Thompson Which is, there's this mindset in the valley of this skepticism of advertising, and people have sort of like internalized that it's, it's bad and evil.
- ▶ 48:42 Ben Thompson The sticks with Silicon Valley Inc., which is basically this cookie cutter.
- ▶ 1:26:41 Ben Thompson Startups in Silicon Valley, they want to buy all the best of breed products, and they have the technology abilities to send them together.
UK Budget 2025: Stripe + Startup Coalition
- ▶ 37:31 unnamed speaker And I think, I mean, I was at a dinner yesterday evening and they were saying like the reason why in Silicon Valley there are so many more sort of people who are like wanting to found companies is that they, they've seen the benefit…
Julia DeWahl of Antares on building nuclear reactors for the US military
- ▶ 27:19 Julia DeWahl And, actually, there's a little bit of Silicon Valley DNA entering the space with General Matter, which is Scott Nolan's company out of Founders Fund, so he's getting into the enrichment space.
- ▶ 31:14 Julia DeWahl It's like, you know, one of these Silicon Valley little, little quips.
Satya Nadella describes how lessons from Microsoft’s history apply to today’s boom
- ▶ 11:36 John Collison Famous, at least in small corners of the valley, speaking of being methodical, for staying very connected to what's going on in tech here, and I remember you came and visited the Stripe office.
Dave Ricks, CEO of Eli Lilly, on GLP-1s and the business of pharma
- ▶ 1:22:55 John Collison Ah, and so now I think the big societal discussion, like Pat and I were talking about, the information is a Silicon Valley tech publication. 2 times in the scene
- ▶ 1:37:52 Patrick Collison And you just mentioned the microdosing of trizepidide in Silicon Valley. 2 times in the scene
- ▶ 2:02:07 John Collison What do you think Stripe, Silicon Valley companies should learn from Eli Lilly and, you know, companies like Eli Lilly, but that's where you have experience about talent planning and talent development?
Casey Handmer of Terraform Industries on solar maximalism, hard tech, and reclaiming the Salton Sea
- ▶ 31:14 John Collison Your grand theory of industrial policy and intervention, where if we want to be able to have nice things like solar panels and things like that, Silicon Valley tends to have this libertarian bent, you know, keep the government out of our… 3 times in the scene
- ▶ 41:25 Casey Handmer Do you think they could not have succeeded in building a really nice iPhone, even here in Silicon Valley, if they spent a hundred billion dollars in factories?
- ▶ 1:14:46 Casey Handmer And you say the same thing here, I hate to say it, but in Silicon Valley, like,
Dan Sundheim of D1 Capital on the art of public market investing
- ▶ 1:02:27 Dan Sundheim So, I think that the, there's a disconnect between people, what people in Silicon Valley think is going to happen next 10 years, and what gas turbine manufacturers think is going to happen. 2 times in the scene
Tobi Lütke is still captivated by internet commerce, 20 years later
- ▶ 1:02:06 John Collison I think second acts are kind of a bit over-valorized in Silicon Valley somehow, where everyone talks about, oh, we want to do, like, a new AWS is kind of the coolest thing ever, where you do a second thing that is completely unrelated to… 2 times in the scene
Marc Andreessen and Charlie Songhurst on the past, present, and future of Silicon Valley
- ▶ 4:35 John Collison About, ah, or spend a lot of time on is the history of the valley.
- ▶ 16:06 John Collison It feels like the, so I want to talk about kind of the Silicon Valley high trust thing. 5 times in the scene
- ▶ 27:06 Marc Andreessen I mean, look, most of the great people in Silicon Valley did not grow up in Silicon Valley. 6 times in the scene
- ▶ 30:26 Charlie Songhurst And keep it successful versus the Valley. 4 times in the scene
A conversation with Lovable CEO Anton Osika
- ▶ 22:35 John Collison There isn't sort of a clear like Silicon Valley hub.
A Cheeky Pint with Kyle Vogt, cofounder of Twitch, Cruise, and The Bot Company
- ▶ 18:08 Kyle Vogt I feel like, um, I, like many of my peers got swept into the dogma of building a Silicon Valley tech company, which is, um, lots of people and you have the manager, senior manager, director, senior director, VP, hierarchy, all these like…
- ▶ 20:02 Kyle Vogt And so I think that there, you know, maybe part of the dogma of Silicon Valley is you like start a company.