Oct 1, 2025 · 2 hr 8 min · 14 segments
Marc Andreessen, cofounder of Netscape and Andreessen Horowitz, sits down for a Cheeky Pint with John Collison and Charlie Songhurst to discuss the history of Silicon Valley, spotting bubbles in real…
Charlie SonghurstGuest
If that's how you move ecosystems, sort of same question but for companies.

What's the company that could have been a trillion that didn't, that you would have to change the least to make it a trillion? You know, they get that one exec, they get that one lawsuit.
I mean, the all-time story of that is a company called Digital Research, which should have been Microsoft.
So Bill Gates and Paul Allen had this little software company originally in Albuquerque down the street from Better Call Saul, I imagine, which they moved to Seattle.
So, you know, and then there was this PC wave with all these like, you know, basically these sort of, you know, cat and dog kind of early PCs from like 76 to 82.
And, you know, and then there was a network connection with Bill Gates's mother and the CEO of IBM.
and going up to Seattle and buying a license to Microsoft Basic, which is what everybody did in those days.
And then the IBM team asked Bill Gates, like, what operating system should we use? And he's like, oh, well, the standard operating system for PCs is called CPM, which at the time was true.

If that's how you move ecosystems, sort of same question but for companies.

What's the company that could have been a trillion that didn't, that you would have to change the least to make it a trillion? You know, they get that one exec, they get that one lawsuit.
I mean, the all-time story of that is a company called Digital Research, which should have been Microsoft.
So Bill Gates and Paul Allen had this little software company originally in Albuquerque down the street from Better Call Saul, I imagine, which they moved to Seattle.
So, you know, and then there was this PC wave with all these like, you know, basically these sort of, you know, cat and dog kind of early PCs from like 76 to 82.
And, you know, and then there was a network connection with Bill Gates's mother and the CEO of IBM.
and going up to Seattle and buying a license to Microsoft Basic, which is what everybody did in those days.
And then the IBM team asked Bill Gates, like, what operating system should we use? And he's like, oh, well, the standard operating system for PCs is called CPM, which at the time was true.
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