4.8 • 2.4K Ratings
🗓️ 13 April 2021
⏱️ 73 minutes
🧾️ Download transcript
My guest today is Chris Dixon, a general partner at Andreessen Horowitz. Chris is a prolific investor and thinker, having been an entrepreneur, angel investor, and is now focused on investing in the crypto and blockchain space for Andreessen. Our conversation focuses on Chris's overall thesis for investing in the cryptocurrency space, the opportunities and limitations of blockchain applications, and why this is the most interesting area for investing and building over the next ten years. What's exciting to me is blockchain technology's ability to help us re-imagine old business models and catapult them into the 21st century – and we cover a lot of them. I hope you enjoy my conversation with Chris Dixon.
For the full show notes, transcript, and links to mentioned content, check out the episode page here.
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Show Notes
[00:03:56] - [First question] - His overall crypto investing philosophy
[00:06:37] - New opportunities presented by blockchain technology
[00:15:31] - Permanent limitations and shortcomings of blockchains
[00:18:32] - Evolution of DeFi and crypto currencies
[00:21:11] - Whitepapers: Bitcoin, Ethereum, MakerDAO
[00:22:08] - How to take out a loan using the Maker protocol
[00:23:22] - Utility of Dai and stablecoins
[00:29:14] - How the DeFi network will reinvent the future
[00:39:53] - Uniswap, tokens, and fundamentally redefining leverage
[00:36:29] - The Company: A Short History of a Revolutionary Idea
[00:38:00] - Developer and entrepreneurial incentives for building blockchain technology
[00:39:46] - BitClout, Rally and the early days of social tokens
[00:46:38] - Demand curve and value creation efficiency in a digital creator economy
[00:47:24] - NFTs and a Thousand True Fans
[00:54:49] - Polkadot, Solana, Cosmos and programmable blockchains
[00:58:03] - The most exciting moment for him in the last year
[01:00:19] - Decentralized autonomous organizations
[01:02:46] - The single thing that has him most excited about the future of this space
[01:05:18] - The Next Big Thing Will Start Out Looking Like a Toy
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0:00.0 | This episode of Invest Like The Best is sponsored by Cannellist. |
0:03.0 | Cannellist is the leading destination for public company data and analysis. |
0:07.4 | I'd heard of Cannellist over the past few years and became more interested after meeting |
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0:33.0 | Cannellist clients are able to react more quickly. |
0:36.0 | If you've been scrambling to keep up with the deluge of IPOs and SPACs these days, |
0:39.8 | Cannellist has models on Coinbase, Roblox, Qualtrics, and everything in between. |
0:44.5 | Their pre-IPO models are built as soon as the S1 hits and include all segments, KPIs, |
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1:05.2 | If you're curious to hear more about Cannellist, stay tuned at the end of the episode where |
1:08.6 | I talk to Cannellist CEO Demir Hot. |
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1:14.6 | I started hearing about Tegas when several of my close professional investor friends sent |
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