a16z

It's time to build.

.@pmarca says we haven't had a true internet election yet, and he thinks we'll have a fully 'internet candidate' by 2032. "People talk about Trump as the internet candidate, but he's really a hybrid." "He's very social media fluent, but he is also very television and of course his entire career was made on television." "There will be an internet president who gets elected, I believe, entirely based on the internet, where they don't pay any attention at all to what's on TV... they're gonna be a 100% a creature of the internet."

"Speed wins." "You have to be willing to commit to being fast. You can't have long bureaucratic processes. You can't have a risk-averse posture." @pmarca explains the OODA loop and why speed defines the narrative: "There's a framework called the OODA loop, originally developed for fighter pilots and later for broader military strategy." "It stands for observe, orient, decide, act. It's basically the decision-making cycle." "If speed is the thing that matters, then the person who gets through that cycle the fastest is the one who's going to win." "If you can have a sustainably faster OODA loop processing cycle than the next guy — think about what happens… You operate and make a decision within an hour. The other guy is still inside his own OODA loop when you make your decision. He's only halfway through his process and now has to start over. You've changed the parameters of what's going on." "This is also a big explanation for what's happened in traditional media." "The New York Times has its own OODA loop, and it's like 24 hours to go through its process."

SITUATION DETECTED: Tim Cook steps down as Apple CEO, to be replaced by John Ternus.

Excuse me, I have to go monitor the situation . . .

It's time to monitor the situation.

ok - dropping big dates/news for a16z speedrun: - starting TODAY, founders can apply for the 2026 program that runs July 27 to Oct 11 in SF here's the link: speedrun007.a16z.com/ac - we will be investing up to $1M and funding 70+ companies over the next few weeks - But there's also $5M in credits/tokens/etc from AWS/GCP/Open AI/Azure/NVIDIA/Deel/Stripe/etc. You'll also work with our amazing operating team (GTM, talent, brand, people, and more), and join our community of elite founders - we offer a Global Founders Program for international founders, to help with visas, banking support, relo recommendations - yes you can be solo (but better if you're further along, and have built a team). No you don't have to have an idea yet. Yes you have to know how to build (even if you're not technical) - Also, in other news: speedun is officially moving full-time to SF. (prev it alternated SF/LA) this is for all the obv reasons - we've continued to have an insane lineup of speakers, including the founders of Carta / DoorDash / Twilio / Figma / Zynga / Airtable / Twitch / and of course, lunch/dinners with Marc/Ben alongside a16z team - and much more - the deadline for applying is May 17!

.@pmarca on the Current Thing: "Everybody has to have an opinion on the Current Thing. It's the most important thing in the world. And then 24 hours later it's like it never happened because something else has become the Current Thing." "As long as the internet is the medium of choice, we're going to live in a world in which this is the cycle now. It's like a 24, 36-hour news cycle." "The role of mainstream media for the rest of our life is just going to be to follow the internet viral posts."

Thrilled to be on the founding team of MTS! Tune in to my segment every day to understand what’s going on in technology and chronicle the singularity as it happens

X is the purest expression of what internet pioneers imagined. it’s where reality plays out in real time. the line between online and real life has disappeared i’m on the founding team of MTS, an X-native news network built to make sense of what’s happening right now

Thrilled to announce our investment in MTS. Beginning today, MTS will be monitoring the situation across technology, business, politics, and culture, interviewing the main characters of the moment all day long on X. We’re seeding it alongside other angel investors such as Dan Romero, Packy McCormick, Soona Amhaz, Julia DeWahl, Austin Rief, Ryan Delk, Jonathan Swanson and more. The founding team includes @ChrisJBakke @theojaffee @gbrl_dick , @netcapgirl, among others. MTS’s initial hosts include the above as well as @MarkHalperin @creatine_cycle @amitisinvesting @labenz @JackFarley96 @jessegenet @stevesi , and more experts across tech, finance, politics, and culture.  MTS aims to be the best place in the world to make sense of what’s happening, *right now*, and it’ll be on X.  This was the original vision for CNN by the way. They called it “Randemonium”. The idea was, whatever the Current Thing happening in the world, put it on CNN full time, cover it from every possible angle, and keep it running until a more important Current Thing comes along. The CNN model has to wait for something to happen IRL. But something is always happening on X. And of course, X is — and has always been, the real world. Or at the very least, it’s the place where the people who run the real world make sense of what’s happening.  Essentially, what the hell is happening and why? The world’s an incredibly complex and erratic place and trying to figure that out is a lifetime occupation.  Figuring that out is the occupation of MTS. To Monitor the Situation is to watch history in the making.  P.S. MTS is looking for hosts, guests, sponsors, teammates, and other monitors to help make sense of what’s happening. Reach out if this is you, and feel free to join the MTS discord.

We’re very excited to invest in MTS, a media company launching today. MTS aims to be the best place in the world to make sense of what’s happening right now. It’s what you get when you take the Current Thing to its logical conclusion. Stream starts today. Tune in.

Introducing MTS: The first timeline-native news network that's always on. Monitoring tech, finance, geopolitics and culture — as it happens. We are Live Now.

Amazing idea. It almost happened. @pmarca @david_perell

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