a16z Live – Details, episodes & analysis

High-performance compute is the bedrock of generative AI, and if there’s anyone who knows about high-performance chips, it’s AMD CEO Lisa Su. In this wide-ranging conversation with a16z Operating Partner Bob Swan—himself formerly CEO of Intel—Lisa lays out her vision for the evolution of compute within the AI ecosystem, touching not only on raw power and the continuation of Moore’s Law, but also how AMD will support “the right compute for each form factor” for a wider ranges of real-world gen AI use cases. Lisa also shares her perspective on the state of chip manufacturing, how AMD matches their R&D cycles to fast-moving industries, and how partnerships build strong ecosystems. 

Read more, including a full transcript, here: https://a16z.com/how-to-build-ai-ecos... 

Time stamps:

[00:01:37] Lisa's career in compute
[00:04:48] Compute in the genAI era
[00:09:39] High performance or multimodal?
[00:10:47] Making the genAI ecosystem open
[00:14:16] The chip supply chain
[00:17:53] Resiliency and the CHIPS Act
[00:20:54] How AMD balances long development cycles with short term innovation
[00:24:48] Learnings from the hyperscaler market
[00:26:54] What being fabless means for AMD
[00:31:24] Lisa's advice for startup founders

Find more content from our AI Revolution series on www.a16z.com/AIRevolution. 

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Finding and backing companies that can reach escape velocity is the name of the game over here at a16z Growth—but picking those winners is far from easy. David George, head of the a16z Growth fund, sat down with the I/O podcast to discuss his mental models for growth-stage investing, what it really takes to go public, where AI is today and where it’s headed, and more. 

[00:03:19] What makes Andreessen Horowitz different

[00:08:29] David's mental model for investing

[00:18:23] Focusing on inputs, not outputs

[00:26:52] What constitutes a growth company?

[00:29:14] David's three investing frameworks

[00:36:45] How to measure the ROI of R&D

[00:42:15] What it takes to go public today

[00:46:43] AI: market structure and infrastructure vs. application layers

To read a transcript of this conversation, click here. 

In a new episode of In the Vault, a16z General Partner Angela Strange talks with Jeff Sloan, former CEO of Global Payments, about how he was early to spot significant industry trends, how to make bets that move an organization, and the sea change that AI represents for the financial services industry.

0-1:40 Intro

1:40-8:15 Joining Global Payments

8:15-19:30 Placing many bets

19:30-26:10 Deal integration and scale advantage

26:10-31:35 GenAI sea change

31:35-32:19 Outro

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

This week on Boss Talk: Why aren't there more academic CEOs? Should early stage companies  hire junior or senior engineers? What are the common mistakes high growth companies make, especially when expanding into new markets? Plus: balancing pay equity with retainment, CEO legal risk and protection, and growing through acquisition. 

Boss Talk is the Clubhouse show where a16z cofounder Ben Horowitz and Ali Ghodsi, the Founder/CEO of Databricks, discuss CEO stuff, leadership stuff, management stuff... boss stuff. Live every Tuesday 5-6pm on Clubhouse. 

a16z cofounders Marc Andreessen and Ben Horowitz talk  tech trends, company building, and more live on Clubhouse every Monday, 7pm PT. 

In this conversation:

• What does return to work look like for a16z portfolio companies (including exclusive survey data)
• How the re-distribution of the workforce might affect rural America
• The potential for social networks to replace networking in cities 
• Generalists vs specialists in a startup
• How to think about celebrity investors and executives (like Prince Harry)
• The growing distrust of institutions in America
• The technology that could still be with us in 500 years
• Books of the week! Marc on "Medici Money" by Tim Parks and Ben on "Lenin" by Victor Sebestyen

What do Ben Horowitz and former President Obama have in common?  They both had their twitter accounts taken over to send cryptocurrency spam.

With our office now our home, all security has become personal. This week on Breach of the Week, Ben explains how his Twitter got hacked, and Geoff and Joel break down the personal threat landscape, the security measures that best protect you, and where the security industry needs to evolve to better protect individuals. 

🔐Breach of the Week 🔐looks at who got hacked, how it happened, and what it means for the industry. 

🎙With hosts Joel de la Garza (a16z Security Operating Partner) and Geoff Belknap (CISO LinkedIn) on Clubhouse every Thursday 5-5:30pm.

Supercell CEO and co-founder Ilkka Paananen discusses collaborative decision-making on game teams, learning from failure, product design, building company culture, and more with a16z partner Jonathan Lai, Stillfront SVP Andrew Green, Proletariat CEO Seth Sivak, and Indie MEGABOOTH founder Kelly Wallick on Games Club.

OpenSea founders Devin Finzer and Alex Atallah join Katie Haun as well as Marc Andreessen and Chris Lyons to talk about the emergence of NFTs, what it means for crypto marketplaces, and how the creator economy will continue to evolve.