Marc Andreessen helped kick off the first Web wave, and now he’s as deep in the second one as you can possibly get. And he speaks very, very quickly. Here’s a condensed version of his wide-ranging chat with Walt Mossberg and Kara Swisher from the D9 conference.
Om Malik runs Gigaom, probably the most interesting and technically accurate sites on the blogosphere.
He had Steve Blank in for an interview. They covered a wide range of topics.
0:22 – the Entrepreneurial explosion
1:45 – Are we in a Bubble?
3:20 - The Last Bubble
6:30 – Rules for the New Bubble
8:05 – Metrics for Success
10:10 – Total Available Market in the Billions
11:45 – Is this a Really a Bubble – the greater fool theory
13:00 – VC’s – The Pact With the Devil
14:10 – What to Use VC’s $’s for?
15:36 – How to Get Customer Centric – an unnatural act
17:00 – The Secrets to Social Networks – Bowling Alone
17:45 – Who Are the Best Entrepreneurs?
18:45 – Entrepreneurs are Artists
21:39 – What Makes Silicon Valley Special?
22:50 – Risk and Culture in Silicon Valley
This week’s Economist cover story, “A New Tech Bubble,” has people abuzz once again about how Silicon Valley is ripe for another fall. According to the article, irrational exuberance has gripped tech industry investors, and it’s only a matter of time before the general public is left holding the check, just like they did in 2001.
But the latest bubble warnings seem to be missing the mark. Are some Internet companies over-hyped and over-funded? Absolutely. But let’s not throw the baby out with the bathwater by making generalizations about the entire industry based on a few flashy examples. I’d argue that the silent majority of businesses and investors in Silicon Valley are much more responsible than they get credit for. For every headline-grabbing Webvan 2.0, there is at least one current startup running a real business by providing a real service. Overall, a healthy amount of the companies that make up the web scene today are built to last.