Marc Andreessen — @pmarca


  • 1

    • Here's a short list of important books to complement my essay:
    • https://t.co/gt6oFCeIFN by @stewartbrand on why even environmentalists should be pro building, pro cities, pro nuclear, and pro genetic engineering.
    • https://t.co/UPHA24DBVf by @amcafee on how modern technological economies can build more outputs with less inputs, and why we need all economies to be modern and technological.
    • https://t.co/0rxb8x8uGs by William Lewis on how technology-driven productivity growth improves human welfare and creates more jobs and higher wages.
    • https://t.co/FMWXatz2Mu by George Gilder @ScandalOfMoney on how economic systems that encourage aggressive entrepreneurship build the most for the benefit of the most.
    • https://t.co/6SyHCEdwCA by Charles Morris on how four great builders of the 19th century built the world we live in today.
    • https://t.co/SEP8lKsEhc by Edmund Morris on perhaps the greatest American builder of all, the builder who brought electricity to us all, Thomas Edison.
    • https://t.co/a1SzZloNIN by Edward Glaeser @triumphofcity on the central role cities play in our world and why it's so important for us to build them -- more, bigger, better.
    • https://t.co/iMnL6ZAawy by @ConorDougherty on why we can't build in great American cities like San Francisco today and what we need to do about it.
    • And finally https://t.co/VaYYE21E2d “An Apology For The Builder” by Nicholas Barbon, written in 1685. HT @tylercowen. Some things never change!

    6 months ago ago via Twitter

  • 2

    • Thread: Reading The Revolt Of The Public And The Crisis Of Authority In The New Millennium by @mgurri --> https://t.co/8gqtyQFTkN
    • "Back when the world and I were young, information was scarce, hence valuable... A curious thing happens to sources… https://t.co/UbqCnzNYIj
    • "Public discussion was limited to a very few topics of interest to the articulate elites." https://t.co/Ue7ZMlXMNo
    • "The docile mass audience, so easily persuaded by advertisers and politicians, had been a monopolist's fantasy whic… https://t.co/J7jtXYJrce
    • "Two modes of being, old and new, hierarchical and networked, industrial and egalitarian, top down and bottom up, s… https://t.co/2Af07wwMoq
    • "Persons in authority have had to jump through hoops of fire to achieve their lofty posts -- and feel disinclined t… https://t.co/A3nDh7BW9Q

    2 years ago ago via Twitter

  • 3

    • A Spy Among Friends: Kim Philby and the Great Betrayal by @BenMacintyre1 -- True, chilling saga of straight up, pro… https://t.co/RBEUa7jpU5
    • The Rational Optimist: How Prosperity Evolves by @mattwridley -- Sparkling explanation of how the economy evolves,… https://t.co/exQMwDrH1L
    • Triumph of the City: How Our Greatest Invention Makes Us Richer, Smarter, Greener, Healthier, and Happier by Edward… https://t.co/qgSDRXOhcz
    • Extreme Ownership: How U.S. Navy SEALs Lead and Win by @jockowillink -- I hand out more copies of this book than an… https://t.co/FB8uk6aGCV

    2 years ago ago via Twitter

  • 4

    • Civilian Warriors: The Inside Story of Blackwater by Erik Prince -- The founding and growth of military contractor… https://t.co/nvwOiI0m59
    • The Rise of Superman: Decoding the Science of Ultimate Human Performance by @steven_kotler -- Startling walk throug… https://t.co/8HoyYIdPeZ
    • Devil's Bargain: Steve Bannon, Donald Trump, and the Storming of the Presidency by @JoshuaGreen -- Best (?) book so… https://t.co/VFIvdRwiqL
    • Shattered: Inside Hillary Clinton's Doomed Campaign by @jonallendc & @amieparnes -- Best (?) book so far on the Dem… https://t.co/jerBAigOHP
    • Living with a SEAL: 31 Days Training with the Toughest Man on the Planet by @the100MileMan -- What's it like to tra… https://t.co/C0E5y92GzQ
    • The Myth of the Rational Voter by @bryan_caplan -- "The median American is a moderate national socialist – statist… https://t.co/g0Q1mJTtg1
    • A Very Expensive Poison: The Assassination of Alexander Litvinenko by @lukeharding1968 -- The astonishing story of… https://t.co/xd6WvAeLNu
    • Lone Survivor: The Eyewitness Account of Operation Redwing and the Lost Heroes of SEAL Team 10 by @MarcusLuttrell -… https://t.co/xuCJi1H1AI
    • How to Live: A Life of Montaigne in One Question and Twenty Attempts at an Answer by @Sarah_Bakewell -- "How to get… https://t.co/svKfPfQGkN
    • A Spy Among Friends: Kim Philby and the Great Betrayal by @BenMacintyre1 -- True, chilling saga of straight up, pro… https://t.co/RBEUa7jpU5
    • The Rational Optimist: How Prosperity Evolves by @mattwridley -- Sparkling explanation of how the economy evolves,… https://t.co/exQMwDrH1L
    • Triumph of the City: How Our Greatest Invention Makes Us Richer, Smarter, Greener, Healthier, and Happier by Edward… https://t.co/qgSDRXOhcz
    • Extreme Ownership: How U.S. Navy SEALs Lead and Win by @jockowillink -- I hand out more copies of this book than an… https://t.co/FB8uk6aGCV

    2 years ago ago via Twitter

  • 5

    • Thread: Books I've recently read and recommend -->
    • Thread: Books I've recently read and recommend -->
    • Expert Political Judgment: How Good Is It? How Can We Know? by @PTetlock -- Is the future knowable, and by whom? Al… https://t.co/JSY6wj6yTB
    • Thinking, Fast and Slow by Daniel Kahneman -- Captivating dive into human decision making, marred by inclusion of s… https://t.co/nh3YvsRciP
    • Thinking in Bets by @AnnieDuke -- Compact guide to probabilistic domains like poker, or venture capital. Best artic… https://t.co/FfrhulEiHH
    • The Spider Network by @davidenrich -- "Billions"-esque saga of global financial market manipulation, at mind-boggli… https://t.co/mOlbep7xsf
    • A Guide to the Good Life: The Ancient Art of Stoic Joy by William B. Irvine -- Best (?) walk through the ancient/cu… https://t.co/LlpUczowwh
    • The Courage to Be Disliked by Ichiro Kishimi & Fumitake Koga -- Smash hit in Japan, and easy to see why. Adlerian p… https://t.co/KEfdF5N85n
    • All Out War: The Full Story of How Brexit Sank Britain's Political Class by @ShippersUnbound -- Inside story of how… https://t.co/jNZuzcU46x
    • When the Wolves Bite: Two Billionaires, One Company, and an Epic Wall Street Battle by @ScottWapnerCNBC -- "Wall St… https://t.co/tCvl4vImxV
    • But What If We're Wrong?: Thinking About the Present As If It Were the Past by @CKlosterman -- Wide-ranging meditat… https://t.co/x9nJlyJArF
    • Chasing Hillary: Ten Years, Two Presidential Campaigns, and One Intact Glass Ceiling by @amychozick -- On the bus/i… https://t.co/L8OOPlESNh
    • The Strange Death of Europe by @DouglasKMurray -- One perspective on the politics of immgiration in Europe, playing… https://t.co/MvgAxqWkCC
    • A Higher Loyalty: Truth, Lies, and Leadership by @Comey -- Certainly the story is well known, but given author's pr… https://t.co/703MFYKg9E
    • Conspiracy: Peter Thiel, Hulk Hogan, Gawker, and the Anatomy of Intrigue by @RyanHoliday -- Startlingly deep cultur… https://t.co/YLDyGmonIm
    • Skin in the Game by @nntaleb -- Skin in the game as conflict of interest, or as attaching one's livelihood to one's… https://t.co/hcSDF7yhOW
    • 12 Rules for Life: An Antidote to Chaos by @jordanbpeterson -- A bracing disassembly and reconstruction of a theory… https://t.co/yR3vJHfzuj
    • Slugfest: Inside the Epic, 50-year Battle between Marvel and DC by @reed_tucker -- Spellbinding creative and busine… https://t.co/o44DMwS0Iv
    • Days of Rage: America's Radical Underground, the FBI, and the Forgotten Age of Revolutionary Violence by… https://t.co/3W2PocYhLI
    • Hacks: The Inside Story of the Break-ins and Breakdowns That Put Donald Trump in the White House by @donnabrazile -… https://t.co/KYURDLaJdG

    2 years ago ago via Twitter

  • 6


    2 years ago ago via Twitter

  • 7

    • @OrinKerr He's excellent. Wrote a novel in the 1970's that predicted the Internet with uncanny precision.
    • @OrinKerr "Rainbows End" very influential in tech. Best future vision of both Augmented Reality and future of education.
    • @OrinKerr Conceit is that protagonist is elderly poet suffering Alzheimer's but then cured 20 years from now. Sent back to high school.
    • @OrinKerr Education has completely changed to take into account instant access to all info at all times by everyone on the planet.
    • 😮 https://t.co/D0kldEbLeK

    4 years ago ago via Twitter

  • 8

    • @modestproposal1 @rabois Say we offer $x on $y post. Guarantees we own x/y %. If founder expands round size after, we still own x/y %.
    • @modestproposal1 @rabois But framing it as pre-money is equivalent if the total round size is agreed upon at the same time.
    • @modestproposal1 @rabois The fact this issue came up implies some VCs are getting surprised by founders expanding round sizes after signing.
    • Google is expected to spinoff an autonomous ride hailing subsidiary into Alphabet called Chauffeur https://t.co/cSm8jPklqI — (RT @modestproposal1)

    4 years ago ago via Twitter

  • 9

    • @MetricButtload That's the $1T puzzle. We're working towards telepresence technologies that'll get us through it, but we're not there yet.
    • @MetricButtload Due to the power law of returns (#1 vs #2 vs #3) in most tech markets, huge premium to being 10% better at executing.
    • @MetricButtload And almost without exception, the best are physically co-located. Face to face still matters.
    • Where can we get some of this Juche for Silicon Valley? 🤔 https://t.co/9KsmsKbB6P

    4 years ago ago via Twitter


    • 1/A few thoughts on today's Zenefits financing news: https://t.co/kZ0lri5ntM
    • 2/This is a unique situation; we’ve never seen it before, and we don’t expect to see it again.
    • 3/David Sacks @DavidSacks is doing outstanding work at the new Zenefits, and we stand behind him 100%.
    • 4/For clarity, we @a16z did not threaten to sue, nor did we have any intention of suing, Zenefits.
    • 5/To resolve the situation, we signed up for the agreement, and took a haircut in our ownership in the process.
    • 6/Don’t forget: Zenefits, a 3-year old company, serves 20,000 business customers across America -- a huge accomplishment by any measure.
    • 7/Zenefits is one of the best Product-Market Fits our industry has ever seen, and the market is every small business in the US and beyond.
    • 8/Finally, we are thrilled Zenefits' brilliant and talented employees have recommitted to the company, joined now by the major investors.
    • 9/Onward and upward.
    • “Why Raising Too Much Money Can Harm Your Startup” by @msuster https://t.co/hbassIizJV — (RT @shak)

    4 years ago ago via Twitter


    • @AlexRubalcava Too often: You have a problem. You demand changes to the board. Now you have two problems.
    • @AlexRubalcava Oh, wait, sorry, I think I may have replied to the wrong tweet in the first place. 😀
    • @AlexRubalcava https://t.co/abC9c8UQ71
    • The utterly logical consequence of many public investors routinely demanding board changes as a panacea. https://t.co/pJ8m7whhmV

    4 years ago ago via Twitter


    • @Aakash1026 @semil @adamnash I think it'd be hard to have a leadership team that can execute both the harvest and innovate playbooks.
    • @Aakash1026 @semil @adamnash I think it'd be hard to have a leadership team that can execute both the harvest and innovate playbooks.
    • @Aakash1026 @semil @adamnash Maybe it shouldn't be. Maybe more tech leaders need to learn how to do both.
    • 8/ Observation #2) In my experience, serial entrepreneurs are more likely to rush the pick due to high self-confidence & easy access to $$. — (RT @joshk)

    4 years ago ago via Twitter


    • 1/Last night on Twitter, I made an ill-informed and ill-advised comment about Indian politics and economics.
    • 2/To be clear, I am 100% opposed to colonialism, and 100% in favor of independence and freedom, in every country, including India.
    • 3/I am a huge admirer of the nation of India and the Indian people, who have been nothing but kind and generous to me for many years.
    • 4/I apologize for any offense my comment caused, and withdraw it in full and without reservation.
    • 5/I will leave all future commentary on all of these topics to people with more knowledge and experience than me.

    5 years ago ago via Twitter


    • 1/Last night on Twitter, I made an ill-informed and ill-advised comment about Indian politics and economics.
    • 2/To be clear, I am 100% opposed to colonialism, and 100% in favor of independence and freedom, in any country, including India.
    • 3/I am a huge admirer of the nation of India and the Indian people, who have been nothing but kind and generous to me for many years.
    • 4/I apologize for any offense my comment caused, and withdraw it in full and without reservation.
    • 5/I will leave all future commentary on all of these topics to people with more knowledge and experience than me.
    • .@pmarca's latest #tweetstorm... https://t.co/UGFgPYM0AJ — (RT @pngmarca)

    5 years ago ago via Twitter


    • 1/Last night on Twitter, I made an ill-informed and ill-advised comment about Indian politics and economics.
    • 2/To be clear, I am 100% opposed to colonialism, and 100% in favor of independence and freedom, in any country, including India.
    • 3/I am a huge admirer of the nation of India and the Indian people, who have been nothing but kind and generous to me for many years.
    • 4/I apologize for any offense my comment caused, and withdraw it in full and without reservation.
    • 5/I will leave all future commentary on all of these topics to people with more knowledge and experience than me.
    • .@pmarca's latest #tweetstorm... https://t.co/UB649uasBq — (RT @pngmarca)

    5 years ago ago via Twitter


    • @Paul__Walsh @moritzKBE Michael is quite clearly British.
    • @Paul__Walsh @moritzKBE The KBE tips it. 😀
    • @Paul__Walsh @moritzKBE The KBE tips it. 😀
    • The economic nationalist couldn't get a quarter of the GOP vote. The economic socialist got half the Democratic vote. Who's extreme again? — (RT @bdomenech)

    5 years ago ago via Twitter


    • @dandolfa @Noahpinion Right. Their ruling business oligopoly and associated government agencies do not intend to allow change to status quo.
    • @dandolfa @Noahpinion Many of their smarter business and gov't leaders will concede the need for change privately.
    • @dandolfa @Noahpinion But that hasn't translated to institutional action. And in Japan, institutional action is everything.
    • @dandolfa @Noahpinion I fervently hope they work their way through it. Their human capital is extraordinary. Lots of potential.

    5 years ago ago via Twitter


    • @dandolfa @Noahpinion I'd argue it all played out as designed...
    • @dandolfa @Noahpinion They wanted subsidized precision manufacturing exports, and subsidized domestic construction. They got both.
    • @dandolfa @Noahpinion When the former commoditized and the latter popped, they paid the price for all the top down command and control.
    • @dandolfa @Noahpinion Now they have a shortage of young people and an economy and business culture hardwired against change.
    • @dandolfa @Noahpinion Which is particularly tragic given their massive cultural strengths and the brilliance of so many of their kids.
    • @dandolfa @Noahpinion I don't see any reason to believe macro policy is going to affect any of this. Change would have to come bottom up.
    • @dandolfa @Noahpinion And they'd have to want bottom up change, which so much of establishment does not.

    5 years ago ago via Twitter


    • Hoverboarding The Hyperstratum. #WEF17themes — (RT @DavosDeville)
    • Macro Challenges, Micro Perspectives. #WEF17themes — (RT @DavosDeville)
    • Rebuilding Trust for a Post-Trump Renaissance. #WEF17themes — (RT @DavosDeville)
    • Your Annual Opportunity to Pretend to Understand what Salesforce Actually Does. #WEF17themes — (RT @DavosDeville)
    • Powerborking a Prosperous Tomorrow. #WEF17themes — (RT @DavosDeville)

    5 years ago ago via Twitter



  • 5 years ago ago via Twitter


    • @jyarow Well, first, how'd that work out for Detroit and the people who live there?
    • @jyarow Well, first, how'd that work out for Detroit and the people who live there?
    • @jyarow Second, tech companies and movements create ecosystems that generate a huge multiplier of jobs outside of the vendors themselves.
    • @jyarow One relevant analysis is here: https://t.co/C94Ry0diG5

    5 years ago ago via Twitter


    • @nfryzek @alexiskold More liquidity may force companies to operate according to shorter term time horizons, impairing performance.
    • @nfryzek @alexiskold Therefore less liquidity may enable companies to operate according to longer term time horizons, improving performance.
    • @nfryzek @alexiskold There is very interesting academic evidence to support this hypothesis: "myopic loss aversion" https://t.co/okqoDY7wtB
    • @nfryzek @alexiskold That paper shows that average stock market investor time horizon was only 1 year in 1995. Certainly shorter now.
    • @nfryzek @alexiskold Hence the public market fixation on quarterly results.
    • @nfryzek @alexiskold Private company illiquidity extends average investor time horizon, enabling companies to do same.
    • @nfryzek @alexiskold You see this benefit on both extremes of equity investing: venture and value. Why Buffet always stresses long term.

    5 years ago ago via Twitter


    • @nfryzek @alexiskold Unclear, as it turns out.
    • @nfryzek @alexiskold Unclear, as it turns out.
    • @nfryzek @alexiskold For minority shares, people seem perfectly happy buying low-voting stock of dual-class public tech companies.
    • @nfryzek @alexiskold For hard to sell, if private co's can better operate over long term than public, that gets offset by better results.

    5 years ago ago via Twitter


    • @alexiskold There's forever and then there's forever. 😀
    • @alexiskold There's forever and then there's forever. 😀
    • @alexiskold The main point is that a share of stock is a share of stock. There are a variety of both current and potential future...
    • @alexiskold ...mechanisms for how they can trade.

    5 years ago ago via Twitter


    • @munilass There are all kinds of ways Valley companies work with DC. See Palantir for just one example.
    • @munilass On the specific issue of encryption back doors, technically it's an either or. Either encryption is strong or it is compromised.
    • @munilass The people doing the "Silicon Valley can figure out a middle ground" are incorrect on the technical facts.
    • Too many African children still die, but their mortality rate is slowly nearing Europeans'. https://t.co/epvti7STDw https://t.co/pEsIzNKemc — (RT @humanprogress)

    5 years ago ago via Twitter


    • @munilass Three big issues.
    • @munilass 1. Silicon Valley gets lit up both for cooperating with surveillance and not cooperating with surveillance. No win scenario.
    • @munilass 2. What DC is asking for lately is deliberate insertion of encryption back doors which would crippled security.
    • @munilass Ironically this would expose information systems and databases to cyberterrorism.
    • @munilass 3. Ongoing fallout from the Snowden affair which caused Valley companies severe reputational damage overseas.

    5 years ago ago via Twitter


    • @prchovanec Yes, plus use of freeways, no need to traverse residential areas, etc.
    • @prchovanec Also there are two modes of human assist: one with driver in car, other with driver remote (telepresence).
    • @prchovanec So self-driving trucks can easily have a remote "driver" on standby to help navigate any complex situations.
    • @prchovanec Easily paid for by the cost savings from not having drivers in the field with all the associated issues.

    5 years ago ago via Twitter


    • @prchovanec It seems like it will be a blended model for a long time. Some cars full auto, some partly, some not...
    • @prchovanec The cars that are full or part auto have to accommodate the human drivers, i.e. be very cautious and risk averse, deferential.
    • @prchovanec The cars that are full or part auto have to accommodate the human drivers, i.e. be very cautious and risk averse, deferential.
    • @prchovanec So roads will get safer as function of % of autonomous, but fundamentals of traffic flow won't change until later.
    • @prchovanec See https://t.co/B04SwqYm15
    • @prchovanec There's also a theory that you can eliminate a lot of traffic jams even with partial autonomy: https://t.co/XS27PQ7DC5

    5 years ago ago via Twitter


    • @GZuckerman Is this theory right?: Difference between countries (SA, Iran, etc) that produce energy vs companies (frackers etc) is...
    • @GZuckerman ...when energy prices fall and countries go bankrupt, big trouble; but when companies go bankrupt, no big deal because...
    • @GZuckerman ...bankrupt companies become owned by debtors who can then resume extraction with cleaned-up balance sheets.
    • @GZuckerman Therefore SA and others unable to achieve desired affect of killing fracking by driving prices down & co's into bankruptcy.
    • @GZuckerman And if true, aren't countries' efforts to drive prices down to kill fracking actually suicidal?

    5 years ago ago via Twitter


    • @noUpside @Noahpinion @kimmaicutler 100% correct.
    • @noUpside @Noahpinion @kimmaicutler A lot of these folks no longer believe the manu jobs are coming back...
    • @noUpside @Noahpinion @kimmaicutler ...but while they're increasingly resigned to that, they do want to know what'll happen for their kids.
    • @noUpside @Noahpinion @kimmaicutler This is where the continuous "middle class" political pander from both parties is so destructive.
    • @noUpside @Noahpinion @kimmaicutler They know they're being lied to. This shows up in all the Trump polling. It's crystal clear.

    5 years ago ago via Twitter


    • @Noahpinion @kimmaicutler Four decades of being pandered to, lied to, and told everything is their fault by politicians and elites.
    • @Noahpinion @kimmaicutler Strike that, five decades.
    • @Noahpinion @kimmaicutler Strike that, five decades.
    • ATTN, ROBOT: NOT STARFISH. RT @sciam: Starfish-killing robot to patrol Great Barrier Reef https://t.co/Wllm3hkQfy https://t.co/09IxWTJAMy — (RT @tvjrennie)

    5 years ago ago via Twitter



  • 5 years ago ago via Twitter


    • @quantian1 I do think the odds that Trump ultimately runs as an independent and tilts the general election to Hillary are pretty good.
    • @quantian1 Like Perot did in 1992.
    • @quantian1 Like Perot did in 1992.
    • This 2007 piece on Chance IV behavior by @pmarca is so right. Love it. https://t.co/CXIsH1yQNJ Thank you, @WELLO. — (RT @RitaJKing)

    5 years ago ago via Twitter


    • @crampell Ah, that's interesting.
    • @crampell Ah, that's interesting.
    • @crampell I'm shocked by any chart showing that anybody's view of anything is getting more positive. 😀
    • Norm Ornstein on the eight causes of Trumpism: https://t.co/8r9uIzUeez Read this great piece by Norm. Then read it again. — (RT @TheBudgetGuy)

    5 years ago ago via Twitter


    • Actual business monopolies exist but are surprisingly rare. Oligopolies and cartels seem more common, perhaps also more pernicious.
    • Few things get Silicon Valley founders more excited than the chance to take down a monopoly, oligopoly, or cartel. https://t.co/JpL321mxB8
    • PARTICULARLY a monopoly, oligopoly, or cartel within our own industry. https://t.co/0t6ezDUS7q
    • A teenage burn victim gets a 3D-Printed nose. "This is complete science fiction," - Surgeon who lead the operation. https://t.co/XOSE1emBr7 — (RT @SuB8u)

    5 years ago ago via Twitter


    • @Go_Beach @jbarro @robertwaldmann Much higher postwar US taxes have been historically correlated with far more aggressive tax evasion.
    • @Go_Beach @jbarro @robertwaldmann Much higher postwar US taxes have been historically correlated with far more aggressive tax evasion.
    • @Go_Beach @jbarro @robertwaldmann Which is why that line is a lot flatter than one would think given 1950s-1970s rates.
    • I stand corrected. They're not the 'Warren Buffets', they're the 'Rick Perrys'. https://t.co/68mIPpgpYc

    5 years ago ago via Twitter


    • @Noahpinion @kimmaicutler If you tell one shareholder something, you have to tell all shareholders the same thing at the same time.
    • @Noahpinion @kimmaicutler So you can't have any kind of meaningful 1:1 communication with any shareholder for any reason.
    • @Noahpinion @kimmaicutler In the old days, when shorts would spread a false rumor and a shareholder would ask, you could just answer.
    • @Noahpinion @kimmaicutler Now to do that you'd have to put out daily 8K's and sound like a lunatic.

    5 years ago ago via Twitter


    • @tristanwalker I'm not surprised by any of it.
    • @tristanwalker I'm not surprised by any of it.
    • @tristanwalker (And not happy to say that.)
    • Guys, guys...let's keep the level of discourse rarefied, please. No need to get mean & personal. https://t.co/oi4P6jj4N4 @cmschroed @pmarca — (RT @varund7)

    5 years ago ago via Twitter



  • 5 years ago ago via Twitter