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How to Spot Exceptional Talent Before Everyone Else

a16z’s Erik Torenberg sits down with Josh Elman, Olivia Moore, and David Booth to introduce Cosign, a new product built around professional reputation and the people, companies, and products you’re willing to put your name behind. They unpack a simple idea at the heart of Silicon Valley: some of the most valuable professional signals aren’t credentials, but who believes in you. From the mentor who shaped your career to the colleague you’d work with anywhere or the young builder you think everyone should be watching, Cosign is an attempt to make those signals more visible and durable. They also discuss why human endorsements may become more valuable as AI makes outreach and information abundant, what existing professional networks get right and miss, and how making reputation more legible could help talented people get discovered earlier, find collaborators, and carry the work they’ve done behind the scenes into whatever they do next. Timestamps: 00:00 - Intro 00:53 - What Cosign Is & Why It Exists 07:24 - The Three Signals: Mentors, Investors & Cosigns 10:27 - Building the Anti-LinkedIn: Talent Discovery Redesigned 16:36 - Why Reputation Should Be Granular, Not Generic 22:52 - The Feed: Questions, Announcements & Signal Density 28:41 - The Meme Dynamic: Public Cosigns as Social Capital 36:50 - Existing Platforms: Why LinkedIn & X Fall Short 44:03 - Silicon Valley as Meritocracy & the Power of Being First 49:33 - Closing Thoughts Resources: Follow Josh Elman on X: https://x.com/joshelman Follow Olivia Moore on X: https://x.com/omooretweets Follow David Booth on X: https://x.com/david__booth Follow Cosign: https://x.com/cosign_build Read more about Cosign: https://www.a16z.news/how-silicon-valley-knows-its-people Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends! Find a16z on X: https://twitter.com/a16z Find a16z on LinkedIn: https://www.linkedin.com/company/a16z Listen to the a16z Show on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX Listen to the a16z Show on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711 Follow our host: https://x.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see http://a16z.com/disclosures.

Erik TorenberghostJosh Elmanguest
Sep 25, 202649mWatch on YouTube ↗

CHAPTERS

  1. 0:00 – 0:51

    Why spotting talent early is the ultimate competitive advantage

    The hosts frame talent discovery as a market-beating skill: identifying people and ideas before consensus forms. They introduce “cosigns” (public endorsements) as a powerful, underutilized signal that opens doors for the endorsed and rewards the discoverer.

    • •Early identification matters across investing, hiring, and product bets
    • •Peer-to-peer credentialing (who follows/endorses you) can outweigh traditional credentials
    • •Cosigns create value for both the recipient (access) and the giver (being first)
  2. 0:51 – 4:12

    What Cosign is: turning reputation ‘exhaust’ into a usable directory

    Cosign is introduced as a comprehensive, free directory for the startup community—people, companies, and relationships—built around professional reputation. The team positions it as capturing signals that already exist across the internet and making them legible and actionable.

    • •Cosign aims to be the most comprehensive people/company directory for startups
    • •Reputation signals already exist as ‘exhaust’ (e.g., follows, praise, introductions)
    • •Free access differentiates it from paid databases (PitchBook/Crunchbase)
    • •Product stance: positive, accurate, and designed for showcasing strengths
  3. 4:12 – 6:18

    The three core endorsement signals: mentors, trenches, and ‘people to watch’

    Erik outlines the three baseline cosign types he wants on every profile: who shaped your career, who you’d work with anywhere, and who is a person to watch. These are meant to be more granular and more meaningful than a generic ‘connection’ or ‘follow.’

    • •‘Who shaped your career’ captures mentorship as a Silicon Valley primitive
    • •‘Work with anywhere/in the trenches’ reflects real operating trust
    • •‘Person to watch’ encodes emerging talent and future conviction
    • •Rank-ordering endorsements adds resolution beyond binary signals
  4. 6:18 – 7:35

    Information asymmetry in hiring and investing—and why endorsements are the missing data

    The discussion shifts to how hard it is for most people (especially early-career candidates) to access the same reference-level signal VCs use daily. Cosign is positioned as infrastructure for recording conviction—who believes in whom—so decisions like hiring, joining, and investing become less guesswork.

    • •VCs constantly ping networks for real reads; it’s labor-intensive even for insiders
    • •Entry-level candidates can’t replicate this diligence—leading to missed ‘rocket ships’
    • •‘Who has conviction in who’ is described as Silicon Valley’s most valuable data
    • •Handling reputational data requires care, but the opportunity is massive
  5. 7:35 – 10:39

    From a curated startup-job newsletter to a scalable, community-driven discovery layer

    A guest shares how a long-running weekly newsletter curated startup jobs using insider perspective to help young talent find credible companies. Cosign is framed as the scalable evolution: a living directory where people can put their reputations behind companies and individuals.

    • •Newsletter curation solved an early problem: differentiating startups/founders
    • •Community effects: scouts became founders; network compounding over years
    • •Rising noise in startup creation increases the need for trustworthy signal
    • •Examples like analysts curating ‘companies to join’ become public reputation bets
  6. 10:39 – 12:52

    Recording ‘being first’: social capital investing and the hipster leaderboard problem

    David Booth explains the absence of a system that credits people for early, correct talent/company discovery—outside of financial investing. Cosign is framed as a way to invest social capital formally: introductions and endorsements that can be reused and recognized over time.

    • •There’s no durable record of who discovered what/whom first
    • •Introductions function as reputation-backed bets; Cosign makes them portable
    • •Cosigning can ‘lubricate’ opportunity by reducing cold-start friction for talent
    • •Naval’s idea: be so good people do business through you—enabled by cosigns
  7. 12:52 – 18:35

    Private intent + public lists: making matchmaking persistent across time

    They describe two complementary layers: private signals (interest in hiring/funding/meeting) and public lists (endorsed people/companies). This turns ad-hoc memory and timing into a persistent system that can match needs when both sides are ready—without awkward outreach.

    • •Private signals capture high-intent interest without the cost of a DM
    • •Public lists let you share curated talent pools with founders/teams quickly
    • •Persistent storage solves timing mismatches (jobs, exits, acquisitions)
    • •Cosign enables everyone to be a ‘people matcher’ with durable context
  8. 18:35 – 21:07

    Designing the feed: questions, announcements, and high-density signal

    The product feed is intentionally constrained to questions and announcements to avoid noisy social posting and to maximize actionable reputation. Announcements (fundraises, job changes) become moments to attach endorsements to durable profiles; questions build curated lists over time.

    • •Feed focus: questions (‘who’s best at X?’) and announcements (fundraise, job switch)
    • •Goal: convert ephemeral social moments into durable reputation artifacts
    • •Questions create structured discovery and list-building; announcements trigger cosigns
    • •Signal density is prioritized over engagement bait
  9. 21:07 – 24:51

    Public cosigns as social capital: celebrating work and making praise legible

    They discuss the psychology and incentives of public endorsement: people endorse selectively because it reflects back on them. Cosign leans into positivity and celebration—capturing meaningful praise and making it visible on profiles rather than lost in timelines.

    • •Endorsements are scarce because public vouching is reputationally costly
    • •The product wins by enabling positive showcasing, not permanent critique
    • •Captures meaningful ‘moments’ (e.g., major shoutouts) and pins them to profiles
    • •Expands recognition beyond founders to operators and behind-the-scenes talent
  10. 24:51 – 28:31

    Recognizing operators: Rise Awards, hidden contributors, and portable accomplishment

    The conversation revisits Rise Awards—created to spotlight non-founder contributors—and connects that mission to Cosign. They argue many pivotal early employees/operators can’t easily carry their impact forward; durable endorsements make that work visible and transferable.

    • •Rise Awards highlighted engineers/designers/PMs—‘everybody else’ in the company
    • •Hidden contributors often determine outcomes but aren’t publicly legible
    • •Cosign aims to let people ‘carry’ accomplishments between roles/companies
    • •Reputation becomes more efficient and ‘liquid’ when awareness increases
  11. 28:31 – 34:25

    Why LinkedIn and X fall short: single-signal graphs, ephemerality, and missing context

    They critique current platforms: X has valuable reputation exhaust but lacks professional intent and portability; LinkedIn has massive network effects but flattens relationship strength into a binary connection. Cosign targets granular relationship context and durable endorsements as a complementary layer, not a replacement.

    • •LinkedIn’s core signal (‘connected’) became diluted as networks became collectible
    • •LinkedIn lacks granular relationship context (team, manager, trenches, trust)
    • •X is rich but ephemeral; hard to extract/retain reputation and intent signals
    • •Cosign differentiates: professional reputation (not just identity) and intent granularity
  12. 34:25 – 46:18

    AI-era recruiting: infinite inbound makes human conviction the scarce resource

    They argue AI will massively increase outreach volume, making it harder to sift signal from noise. In that environment, high-conviction human endorsements become the key filter; Cosign is positioned as infrastructure to encode that scarce signal at scale.

    • •Broadcast posts already generate overwhelming inbound (2,000+ responses)
    • •AI will amplify volume further; sifting becomes the bottleneck
    • •Human conviction/endorsement becomes more valuable as automation rises
    • •Cosign aims to provide vetted community signal instead of raw reach
  13. 46:18 – 49:51

    Silicon Valley’s meritocracy and the power of being first—answering the ‘alpha’ critique

    They close by tying cosigns to Silicon Valley’s meritocratic flywheel: early belief from respected people can accelerate unknown talent into prominence. They address the objection that sharing cosigns gives away ‘alpha,’ arguing the long-term payoff is that people remember and reward early believers most.

    • •Cosigns have historically ‘made’ careers (examples: early endorsements and introductions)
    • •Silicon Valley rewards talent quickly when credible people vouch early
    • •Public ‘first belief’ compounds: recipients remember early supporters disproportionately
    • •Long-term framing: cosign future greatness early to earn trust and access later

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