
Founder,tech,money & investing,writer,podcaster. The Purse #jointhepurse #womenandcapital #womeninvestors #genderlens #investor #crypto #LSE
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Joined October 2007
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Episode #168 with Lindy Claassen from Brown Shipley is now live!
We talk about women investors, redefining wealth, the Great Wealth Transfer and why we need more women to back female founders.
Please enjoy! Listen on Spotify+ (links below) 👇
Marc Andreessen says the gap between what AI-native startups and incumbents think AI can do is the widest he’s ever seen:
"The AI-native early stage startups have just a completely different view on what they can do with AI than the typical incumbents in almost any industry, almost without exception."
"AI is just racing ahead in capability even week by week... There are going to be a lot of industries that are really up for grabs in a fundamentally more profound way than maybe has been the case in the past."
"The founders are gonna have a level of superpowers coming from the use of these tools and these technologies that they just simply haven't had in the past... Had I had Astra and Netscape in 1994, like, oh my God. Like, Ben, what would you and I have been able to do at Netscape?"
"Those entrepreneurs are gonna color way outside the lines. We already see this. They're not gonna think of themselves as like, 'I'm just a software company,' or, 'I'm just a hardware company,' or even, 'I'm just an AI company.'"
@pmarca @bhorowitz
Today, a16z Crypto is becoming a16z Frontier.
Since joining a16z in 2013, @cdixon has focused on technologies that look futuristic well before they reach the mainstream. Those themes led to investments in Oculus, Skydio, Zipline, Coinbase, Solana, and Uniswap.
Frontier expands that mandate beyond crypto to back "outer planet" founders who are building new technologies and creating markets that may take years to develop.
Chris joins @pmarca, @bhorowitz, and @eriktorenberg to discuss why crypto has become part of the broader tech landscape, why Frontier fills a hole in the firm's architecture, and why they'd rather be too early than too late.
They also get into why the gap between AI-native startups and incumbents is the widest Marc has ever seen, how AI could pull forward 20 years of frontier technology, why stablecoins may become the way AI agents pay each other, how AI is breaking the internet's business model, and why today's 18-year-olds are about to become superhumans.
0:50 Introducing a16z Frontier
2:49 Smartphone parts to drones and VR
4:47 Backing the "outer planets"
7:11 Good ideas that look like bad ideas
10:43 The JP Morgan photo in Marc's office
15:13 Good tech ideas eventually work
16:53 AI may pull tech 20 years forward
18:18 The widest AI gap Marc's ever seen
22:06 Workers adopt AI before companies do
26:32 Old use cases vs. AI-native ones
30:08 Beyond "product manager brain"
34:45 AI can reverse engineer any hardware
38:23 The case for open source AI
46:36 How AI breaks the internet's model
49:11 VR, homebrew hacking, multiplayer AI
54:00 If you're 18, study "modern alchemy"
YouTube: youtu.be/-9XQMHhpypc
Not an offer or solicitation. None of the information herein should be taken as investment advice; Some of the companies mentioned are portfolio companies of a16z. Please see a16z.com/disclosures for more information. A list of investments made by a16z is available at a16z.com/portfolio.
Stocks, not houses, have been the largest single asset on household balance sheets for a while — and the gap is widening #Axios
"...By the numbers: Americans' wealth jumped by $12.8 trillion in the second quarter, per Fed data, led by a nearly $11 trillion gain in stock holdings and other financial assets (see chart). That's the biggest single quarterly increase, in dollar terms, on record..."
#Axios
…The 10-year rate rose almost 17 basis points to 5.13%, the highest since 2007. The yield on the maturity, a benchmark for everything from mortgages to global corporate bonds, is heading for its seventh straight monthly increase, matching the longest climb since 2011… #Bloomberg
Jana Hlistova retweeted
Our latest research paper explores the growing connection between AI and digital assets and explains why broad AI adoption may drive new demand, utility and applications across the digital asset economy. blackrock.com/us/individual/…
Both things can be true at the same time: slowing growth in AI companies and concern for safety.
Why not use this time to hone in on safety, and get it right?
You can 100% support AI safety, believe we need to slow down frontier development, and still be an avid believer in, and investor in, AI.
The two are not mutually exclusive.
Episode #167 with Marianne Abib-Pech is now live!
In our conversation, we explore why traditional venture capital can struggle to finance long-cycle, capital-intensive industries — and what a different funding architecture might look like.
We also discuss how geopolitics and fragmented supply chains are changing where capital flows and what gets built; Europe’s opportunity in deep tech; risk and the perception of risk; AI in physical industries; and what investors may be systematically underestimating.
Please enjoy! Listen on Spotify+ (see links below) 👇













