removed from innovation

• Data is:
  • Scalable - Moreso than physical production
  • Defensible - Hard for a competitor to replicate
  • Reinforcable - Better over time for free
• Output-based metrics favor traditional execution. Measure things that favor long-term strategy.

Stuff from marc andreesen

On innovation

As long as there's Moore's law or something like Moore's law, it isn't over. New businesses and new ideas are going to be important and interesting

Just because the technology makes sense for my product standpoint doesn't mean the technology from a technical standpoint is actually ready, see the Nintendo 64 and Mark andreasen's second job

Open source

Open source data is like open source code, it allows others to build on and help with what you've created the open sourcing of tensorflow makes AI a lot more interesting. It used to be a government-funded research group, then it was a huge division of google, now it's literally just greg. The idea is to get to the tech independent of what surrounds the it (at creation).

strategy for VCs and founders

Caa vs the studios-- what's is the "point(s) of integration" in a value chain? Where do things come together to form value?

Andresen on fomo

sometimes you embrace it a little bit. You don't let it control you but you listen to what it might be telling you

((To me it's like andreessen can obsess about the future because he's so good at understanding history and because he likes history))

Don Valentine

wherever there's turmoil there's indecision and wherever there's indecision there's opportunity