
Darby Linkler
14.1K posts

Darby Linkler
@DLinkler
Farmer, Father, Husband, Proud Centrist, Skeptic, cautiously optimistic, and a little pissed off. PM enthusiast, armchair geopolitical analyst.





My conversation with Marc Andreessen (@pmarca), co-founder of @a16z and Netscape. 0:00 Caffeine Heart Scare 0:56 Zero Introspection Mindset 3:24 Psychedelics and Founders 4:54 Motivation Beyond Happiness 7:18 Tech as Progress Engine 10:27 Founders Versus Managers 20:01 HP Intel Founder Legacy 21:32 Why Start the Firm 24:14 Venture Barbell Theory 28:57 JP Morgan Boutique Banking 30:02 Religion Split Wall Street 30:41 Barbell of Banking 31:42 Allen & Company Model 33:16 Planning the VC Firm 33:45 CAA Playbook Lessons 36:49 First Principles vs. Status Quo 39:03 Scaling Venture Capital 40:37 Private Equity and Mad Men 42:52 Valley Shifts to Full Stack 45:59 Meeting Jim Clark 48:53 Founder vs. Manager at SGI 54:20 Recruiting Dinner Story 56:58 Starting the Next Company 57:57 Nintendo Online Gamble 58:33 Building Mosaic Browser 59:45 NSFnet Commercial Ban 1:01:28 Eternal September Shift 1:03:11 Spam and Web Controversy 1:04:49 Mosaic Tech Support Flood 1:07:49 Netscape Business Model 1:09:05 Early Internet Skepticism 1:11:15 Moral Panic Pattern 1:13:08 Bicycle Face Story 1:14:48 Music Panic Examples 1:18:12 Lessons from Jim Clark 1:19:36 Clark Versus Barksdale 1:21:22 Tesla Versus Edison 1:23:00 Edison Digression Setup 1:23:13 AI Forecasting Myths 1:23:43 Edison Phonograph Lesson 1:25:11 Netscape Two Jims 1:29:11 Bottling Innovation 1:31:44 Elon Management Code 1:32:24 IBM Big Gray Cloud 1:37:12 Engineer First Truth 1:38:28 Bottlenecks and Speed 1:42:46 Milli Elon Metric 1:47:20 Starlink Side Project 1:49:10 Closing Includes paid partnerships.





Every TV show is either Gilligan’s Island or Columbo: mismatched people stuck together, or one person vs. the world.

@palisadesops @palisadestahoe at 9:30 AM


.@POTUS on Spirit Airlines: "I think we just buy it. We'd be getting it virtually debt-free. They have some good aircraft, good assets — and when the price of oil goes down, we'll sell it for a profit. I'd love to be able to save those jobs... I like having a lot of airlines so it's competitive."

In the clip economy, prediction markets are replacing polls as the source of truth. My new research with @PairieK: TikTok and YouTube videos about politics now cite prediction markets more than polls. To "monitor the situation" we need real-time info on many topics. Prediction markets have the speed and breadth for up-to-the-minute clipping for social media---polls don't. What will this mean for our information environment? We should design prediction markets to be the most reliable information source for political events we can. That's what we've been working on, and we'll be releasing the latest version of our Bellwether system this coming week. You can check out the full post on our new research on prediction markets and the clip economy below.





It amazes me that it took this kid 25 years to break a bone, he’s always been a little daredevil. For his 25th birthday he gave himself a broken arm and shattered heel/ankle. We are waiting to hear from the orthopaedic surgeon today to see if he will require surgery 😩







