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Balaji Srinivasan

๐Ÿ‘ค Speaker
2887 total appearances

Appearances Over Time

Podcast Appearances

The a16z Show
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy

the concept of being internet first, what it means, what it means for our values, what it means for the world.

The a16z Show
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy

So first, internet first.

The a16z Show
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy

So can you guys see the screen where it says the internet century?

The a16z Show
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy

Okay, so the single most important force in the entire world, yet still underestimated, is the rise of the global internet.

The a16z Show
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy

It is the first thing you see often when you wake up in the morning and the last thing at night.

The a16z Show
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy

It is, perhaps it's even monitoring your sleep or doing fitness tracking.

The a16z Show
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy

Perhaps it's even doing, you know, some sort of agent that's acting for you online, right?

The a16z Show
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy

So it's completely ubiquitous.

The a16z Show
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy

And you know, fish can't see water.

The a16z Show
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy

As Orwell says, it takes a capital effort, a huge effort to see what's in front of one's nose.

The a16z Show
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy

The internet's in front of your nose all the time.

The a16z Show
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy

Arguably, the key moment was 1991.

The a16z Show
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy

It wasn't just the fall of communism in the Soviet Union.

The a16z Show
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy

It was also the rise of capitalism on the Internet because something called the NSF acceptable use policy that was repealed.

The a16z Show
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy

And that was actually a thing that was blocking capitalism on the Internet.

The a16z Show
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy

Up to that point, the Internet was an educational and military network only.

The a16z Show
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy

And all the guys said, hey, if you legalize capitalism on the Internet, you're going to get spam and scams and porn and malware.

The a16z Show
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy

And of course, they were right.

The a16z Show
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy

But.

The a16z Show
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy

We also got all the dot coms and it was net good, right?