a16z & friends present: Second Order
SECOND ORDER
// the interesting part is what happens next
An intimate, invite-only dinner co-hosted by Ahoy.ai and a16z on April 14th at 18:30 at a fabulous restaurant in SF - founders and operators take a belief about technology or markets and follow the chain of consequences until something surprising falls out.
Most conversations about technology or markets stop at the headline. This one starts there.
We will explore past the obvious implication, into the second and third consequences that actually change things. A few speakers share something they’d genuinely bet on. The room tears it apart, builds on it, or takes it somewhere new.
How it works
01: A speaker states a core belief about technology or markets. Something they'd actually bet on, not something safe.
02: They walk the chain: here's what happens first, and here's what that leads to.
03: The floor opens. You can challenge the belief, challenge the logic, or take the chain further. Whatever direction is most interesting.
To give you a sense of it
Someone believes LLMs will be 10x more capable within 18 months. Fine. But follow that through: software engineering as a career starts to hollow out, large orgs accelerate layoffs, and suddenly you've got hundreds of thousands of technically literate people who need to figure out what's next. A lot of them start companies. Startup formation spikes. The founder profile that VCs have optimised for stops making sense. That's the kind of conversation we're trying to have.
Everyone participates.
There's no audience here. If you're in the room, you're expected to have a view and share it. Half-formed ideas are fine, contrarian takes are welcome, and you won't be judged for changing your mind mid-conversation. That's kind of the point.
This runs under the Chatham House Rule. Nothing that's said gets attributed publicly. Say what you actually think.
