Released October 26th, 2021
Alex Rampell - Investing in Operating Systems
Alex Rampell is a General Partner at Andreessen Horowitz. We cover Alex’s framework for positive selection in investing, why the best investments are often operating systems or systems of record, and Alex’s views on the future of fintech.
Professional Investors
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Alex Rampell - Visa: The Original Protocol Business
Alex Rampell is a general partner at Andreessen Horowitz, where he focuses on investing in financial services. Alex co-founded Affirm and TrialPay. We cover Visa's business model, unique history, and potential threats from other businesses and macroeconomic forces.
Marc Andreessen - Making the Future
Marc is a co-founder of Andreessen Horowitz and a Silicon Valley icon. Marc was also an early pioneer of the internet, and at the age of 22 built Mosaic, which was the first widely adopted web browser. We cover how software is making the world better, how slow sectors like education, healthcare, and housing are eating the economy, and Marc’s vision for the future of A16Z.
Dave Girouard - Making Better Loans
Dave Girouard is the co-founder and CEO of Upstart. We cover the past, present, and future of lending, the differences between public and private market investors from a founder’s perspective, and the lessons Dave has learned about building speed into a habit.
Alex Rampell "Buy Now, Pay Later" Tweetstorm
Alex Rampell explores how the “Buy Now, Pay Later” businesses pose a threat to incumbents in the financial services industry.
As More Workers Go Solo, the Software Stack Is the New Firm
A look inside the creator economy and how software infrastructure can fuel its growth.
Distribution vs. Innovation
Alex Rampell discusses how the battle between startups and incumbents comes down to distribution vs. innovation.
When Software Eats the Real (Estate) World
A16z general partner Alex Rampell explains how software is beginning to disrupt the home buying process.
Ten lessons from a decade of vertical software investing
Lessons from VC investors on how to build industry-defining vertical software companies.
The Next Frontier for 2-Sided Marketplaces: How Fintech Will Unlock Enormous Value
A discussion on how the next generation of marketplace startups are likely to become fintech-enabled platforms.
In Defense of the IPO, and How to Improve It
Explore emerging opportunities and innovations to improve the traditional IPO process.
$1 trillion in equity: How Carta is set to unlock the private markets
A dive into Carta's business model and its potential to become a core utility powering the fractionally owned private asset ecosystem.
Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor
Seth Klarman's famous value-investment book, which covers his philosophy and what to look out for in markets.
Zero to One: Notes on Start Ups, or How to Build the Future
An inside look at Peter Thiel’s philosophy and strategy for entrepreneurs.