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a16z - Jake Paul on Going From YouTube to Boxing to Investing | a16z ft. Anti Fund

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在一场内容广泛的讨论中,最近宣布成立的、已获超额认购1亿美元的增长基金的幕后合伙人Jake Paul和Jeff,深入探讨了他们独特的经历、合作理念以及对媒体、政治和未来趋势的看法。该基金投资了Anduril、Etch、Cognition、Saronic、Modal、SpaceX、OpenAI和Anthropic等一线知名公司。 Jeff形容Jake是“持续的创业者”和“他那一代的文化领袖”,他被认为是日常Vlog的开创者,并有效地塑造了“网红”这一职业形象。他钦佩Jake在不同角色之间无缝“切换语境”的能力——包括名人、运动员、商人、内容创作者——以及他在承受公众审视和“网络霸凌”时所展现出的“总统或国家元首级别的勇气和韧性”。Jake则反过来称赞Jeff是他所认识的最聪明的人之一,强调了他深厚的人脉、远见卓识和敏锐的判断力(值得一提的是,Jeff曾拒绝投资Jake在18岁时首次尝试但最终失败的创业项目)。 Jake的职业轨迹,从YouTube博主到职业拳击手,再到现在的科技投资者,其背后是创业思维、分析方法和不懈努力的推动。他强调要加倍投入那些有效的方法,并迅速从失败中走出来。他认为,他的韧性来源于应对严厉的父亲和早期的网络喷子,这些经历教会他“认清自我”,不让批评“影响到自己”。他承认心理治疗可能有助于理解童年创伤,但也告诫不要陷入“负面情绪的循环”或受害者心态。 Jeff回顾了自己的职业生涯,称自己“骨子里是个学者或工程师”,其动力在于理解底层系统。他将风险投资和成长型股权投资视为玩转这些系统的方式,旨在最高层面“驾驭资本、技术和文化”。在一个资本充裕的时代,他强调注意力的稀缺性以及掌控“心智份额”(mindshare)的重要性,认为Jake Paul在这方面是无与伦比的合作伙伴。他还讨论了“AI最大化”(智力、数学、计算机科学)和“形象最大化”(魅力、良好氛围)是未来的关键技能。 对于今天的初入行者,Jeff建议在数学和计算机科学领域“深耕细作”,以便有效地运用未来的AI工具,并“与最聪明、最有抱负的人联合起来”。Jake则对技术方面不那么擅长,他设想自己进入风险投资领域,并为朋友们的创意提供种子资金。 谈到他的媒体策略,Jake承认他早期的YouTube成功在今天很难复制。他成功的关键在于持续努力、保持娱乐性、创造一个拥有多样化角色的“每日真人秀”,并不断适应趋势。他将自己、他的兄弟(Logan Paul)和Mr. Beast的持久影响力归因于内容类型的多元化(音乐、喜剧、体育、商业、政治),以及至关重要的一点是,“知道如何将其变现并赚钱”,他坚称“现金为王”。Jeff将Jake视为一个已达到“脱离地心引力”(即快速发展)的“创业公司”,在一个日益嘈杂、AI生成内容泛滥的格局中,他的影响力正在不断增强。 关于争议,Jake认为“并非所有宣传都是好宣传”适用于所有人,但对他而言,具备“反脆弱”特质意味着他能够从中幸存甚至受益。Jeff补充说,大多数人“太害怕做任何值得关注的事情”,这暗示着承担经过计算的风险对于摆脱平庸至关重要。 展望未来,Jake认为政治是自然而然的下一步,其动力是希望帮助国家,并确保国家避免“社会主义、共产主义”的陷阱。他透露自己有抱负竞选公职或支持候选人,强调需要有信念的领导者。教育改革,特别是将金融素养和相关生活技能融入课程而非沿用过时教材,是他关注的核心问题。Jeff强调了“投资美国”账户这一倡议,认为它能教导年轻美国人复利财富的知识,并参与到国家创新中。 Jeff关于大学的建议强调了“徽章”(如斯坦福大学的学位)在外部认可方面的价值,尤其是在一个人尚未在其他领域达到世界级水平的情况下。Jake出人意料地表达了入读斯坦福大学踢大学橄榄球的浓厚兴趣,认为这是他作为槽位接球手实现“NFL抱负”的垫脚石。 两位合伙人强调,投资中的“创始人品味”是通过“大量实践”以及在严峻环境中积累的共同经验磨练而成的。他们寻求的关键特质是激情、成为世界一流的信念以及克服挑战的韧性。他们还暗示,可能会孵化一些他们拥有“不公平优势”的新公司,利用他们在商业和技术方面日益增长的成熟度。

In a wide-ranging discussion, Jake Paul and Jeff, partners behind the recently announced $100 million oversubscribed growth fund, delved into their unique paths, the philosophy behind their partnership, and their views on media, politics, and future trends. The fund boasts investments in tier-1 names such as Anduril, Etch, Cognition, Saronic, Modal, SpaceX, OpenAI, and Anthropic. Jeff described Jake as a "constant entrepreneur" and a "cultural leader of his generation," credited with instantiating the daily vlog and effectively creating the "influencer" job profile. He admired Jake's ability to seamlessly "context-switch" between diverse roles—celebrity, athlete, businessman, content creator—and his "presidential, head-of-state level courage and resiliency" in enduring public scrutiny and "internet punching." Jake, in turn, praised Jeff as one of the smartest people he knows, highlighting his deep networks, foresight, and strong judgment (Jeff notably passed on investing in Jake's first, ultimately failed, 18-year-old venture). Jake's career trajectory, from YouTuber to professional boxer and now tech investor, was driven by an entrepreneurial mindset, analytical approach, and relentless hustle. He emphasized doubling down on what works and quickly moving past failures. His resilience, he believes, stems from dealing with an intense father and early online haters, teaching him to "know who I am" and not let criticism "get to them." While acknowledging the potential benefits of therapy for understanding childhood trauma, he cautioned against becoming trapped in "sad loops" or victimhood. Jeff reflected on his own career as an "academic or engineer at heart," driven by understanding underlying systems. He views venture capital and growth equity as avenues to play with these systems, aiming to "wield capital, technology, and culture" at the highest levels. In an age of abundant capital, he stressed the scarcity of attention and the importance of controlling "mindshare," positioning Jake Paul as an unparalleled partner in this regard. He also discussed the "AI maxing" (intelligence, math, computer science) and "looks maxing" (charisma, good vibes) as key skills for the future. For those starting today, Jeff advised going "deeper and deeper" into math and computer science to effectively wield future AI tools, and to "gang up with the smartest, most ambitious people possible." Jake, less technical, envisions entering VC and seeding friends' ideas. Regarding his media playbook, Jake admitted that his early YouTube success would be difficult to replicate today. His key was consistent effort, being entertaining, creating a "daily reality show" with diverse characters, and constantly adapting to trends. He attributes his and his brother's (Logan Paul) and Mr. Beast's longevity to diversification across content types (music, comedy, sports, business, politics) and, crucially, "knowing how to monetize it and make money," asserting that "cash is king." Jeff views Jake as a "startup" that has achieved "escape velocity," compounding his influence in an increasingly noisy, AI-generated content landscape. On the topic of controversy, Jake believes "not all press is good press" for everyone, but for him, being "anti-fragile" means he can survive and even benefit from it. Jeff added that most people are "too afraid to do anything that even warrants press," suggesting that taking calculated risks is essential to rise above irrelevance. Looking ahead, Jake sees politics as a natural progression, driven by a desire to help the country and ensure it avoids "socialist, communist" pitfalls. He revealed aspirations to potentially run for elected office or support candidates, emphasizing the need for leaders with conviction. Education reform, especially integrating financial literacy and relevant life skills over outdated curricula, is a core concern for him. Jeff highlighted the "Invest America" accounts as an initiative that could teach young Americans about compounding wealth and participating in national innovation. Jeff's advice on college underscored the value of "badges" (like a Stanford degree) for external validation, especially if one hasn't achieved world-class status in another field. Jake, surprisingly, expressed a serious interest in attending Stanford to play college football, viewing it as a stepping stone to his "NFL aspirations" as a slot receiver. The partners emphasized that "founder taste" in investing is honed through "a ton of reps" and shared experiences in tough environments. Key attributes they seek are passion, conviction in being world-class, and the resilience to overcome challenges. They also hinted at potentially incubating new companies where they have an "unfair advantage," leveraging their evolving sophistication in business and technology.