Episode Details

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Josh Elman has shaped products at some of the biggest consumer platforms in tech. He helped lead product at LinkedIn, Facebook, and Twitter, invested in startups at Greylock, and took senior operating roles at Robinhood and Apple. Now a Partner at Andreessen Horowitz, he joins us for his first external podcast interview since joining the firm.

In our in-depth conversation, we discuss:

* Why anyone can clone a product’s features within days, but nobody can clone where a founder is actually headed next

* Why we haven’t seen many new consumer social networking sites

* The new era for voice

* Is trust the new moat and what does it actually mean?

* The pricing challenge for today’s startups

* Is S.F still the best place to launch and grow a startup?

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Timestamps

(0:00) Meet Josh Elman(2:40) Why Josh Is Back in Investing Mode(4:19) The New Consumer Experiences(6:00) Where in the Journey Are We?(8:00) What Comes Next for Consumers?(10:58) Is Trust the New Moat?(11:40) The New Way to Search(13:20) Experiences That Haven't Emerged Yet(15:01) Trends Josh Is Excited About(19:08) Whatnot(21:05) AI Microdramas(26:43) Why Is Social So Hard?(32:20) Multi-Agent Communication(36:19) New Platforms With Distribution(38:27) The New Era for Voice(43:01) The Pricing Challenge(46:47) What Excites Investors Today(49:14) How Network Effects Have Changed(51:36) Idea to Clone: Days(52:39) Why the U.S. Wins