A16Z

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• bullish endorsement Turner Novak

  i love a16z they're awesome i think they're the strategy that they're trying to execute on like there's all these different if you think about venture firms and you pick a strategy it's just like companies like the one that they're executing on it's working like i think they're really good at what they do and there's other lanes to compete on and so yeah i have a ton of respect for them i think they've done a really good job

• bearish criticism Unattributed

  we also know about, uh, the grifting and bag holding, um, and the back dealing that occurs in crypto. Now I'm not accusing Andreessen of that, but other people have, um, like I think Jack, um, Dorsey was very clear on Twitter saying like, Oh yeah, you are buying the coins before everybody else has to them. You're the opposite of building a democracy, you know, democratizing investing, you're getting an early on these coins for a penny. The bag holders wind up being the, um, you know, the, the re

• bearish criticism Unattributed

  Math is a harsh mistress, even harsher than the moon. I mean, right. When you put it in those terms, it's like, what are these LPs thinking? 10 coin bases?

• bearish prediction Unattributed

  this seems obscene and insane. You would have to return, uh, in order this to be considered a success basically three times. So three times 4.5 is 13.5. So you gotta return 13.5 billion. It seems very hard to do.

• bearish criticism Unattributed

  Like they're just a crypto fund now. Wow. That is bonkers.

• bearish criticism Unattributed

  And during this same time period, 2018 to 2022, A16Z's original fund, which invests in ho-hum tech startups that don't pay them twice with tokens has only raised $4.6 billion.

• bearish assessment Unattributed

  Cause A16Z transition to borrow some parlance is all in on crypto.

• bullish endorsement Mark Andreessen

  okay shelter is one of our most basic needs in a world where limited access to home ownership continues to be a driving force behind inequality and anxiety giving renters a sense of security community and genuine ownership has transformative power for our society when you care for people at their home and provide them with a sense of physical and financial security you empower them to do more and build things solving this problem is key to increasing opportunity for everyone he says that we have

• bullish endorsement Marc Andreessen

  and so we are excited to partner with adam newman and his colleagues on flow which is a direct strike on precisely this problem the residential real estate problem he says adam is a visionary leader who revolutionized the second largest asset class in the world commercial real estate by bringing community and brand to an industry in which neither existed before adam and the story of we work have been exhaustively exhaustively chronicled analyzed and fictionalized sometimes accurately oh uh-huh f

• neutral fact_claim Unattributed

  at a valuation over for a billion dollars they're not launched they're not launched

• neutral fact_claim Unattributed

  the 350 million dollar check that a16z wrote is the largest single check this firm has ever written into a startup wow

• neutral fact_claim Molly

  news that a16z has written its largest single check ever to Adam Newman for his new residential real estate startup Flow not to be confused with his other crypto project Flow carbon

• bullish assessment Jason Calacanis

  a16z has been super firm i mean it might happen but you know i've seen them on stage multiple times at various events being like where this is a long-term play we're committed to the long-term like we're not gonna you know and so it's possible that they'll keep

• neutral fact_claim Unattributed

  at the high end of the market, you've got like, Andreessen Horowitz and Sequoia raising multi multi billion dollar multi stage generalist funds, and they have, you know, amazing brands and really talented people. And they're, you know, getting bigger and bigger and bigger as investors.

• bearish prediction Bill Clerico

  they might be taking a lot of risk in crypto, obviously, they have, we'll see if ultimately pays off, I think it will not

• neutral assessment Bill Clerico

  Andreessen Horowitz is going for average returns or slightly better than average, but putting large amounts of money to work like most large firms, they're not trying to do 100x. Now an angel is trying to do 100x, a big firm is trying to just do a three x.

• neutral fact_claim Unattributed

  he raised 350 50 million dollars from a16z for flow

• bullish endorsement Jason Calacanis

  Who does invest? Y Combinator, Techstars, Antler, A16Z, Pear, has a great summer program. Sequoia has ARC. I have Founder University, Launch Accelerator. Go to those programs first.

• bullish fact_claim Jason Calacanis

  a16z's head of crypto investing chris dixon is number one on the forbes midas list that came out earlier this week

• bullish assessment Unattributed

  brand value for the entrepreneurs that have had failed startups or issues with their first startup imploding and knowing that there's still a second bite at the apple ... and so as an entrepreneur i look to andreessen horowitz after this investment and think you know these guys will still back you know great entrepreneurs even if

• bullish assessment Unattributed

  andresen wins by showing that adam newman goes and picks him and dreesen wins because they have the ability to write a 350 million dollar check and dreesen wins because they have 350 million dollars less that they have to actually put into the hands of other entrepreneurs now they can do it with just one check so it's a multi-faceted win for them and it's a multi-faceted win for newman

• neutral assessment Chamath Palihapitiya

  only want to run this fund over three years instead of two they're not thinking that they're like i want to keep going out because i think their business model works by taking as much oxygen in the room as possible which means to be actively fundraising always that's it's tied it's true of blackstone it's true of apollo it's true of carlisle it's true of kkr any of these publicly traded investment managers they live and die by their ability to constantly be raising funds which implicitly means y

• neutral fact_claim Chamath Palihapitiya

  while every other fund has a five-year investment cycle too including ahs

• mixed assessment Chamath Palihapitiya

  you have to understand the Andreessen business model and recent horowitz business model is to become blackstone but for technology you have like 30 billion aum now right which is still you know a drop in the bucket and something like that so if you look at blackstone right trillion blackstone is a hundred plus billion dollar market cap company right built on three pillars credit private equity and real estate you can make the argument that technology is near is as important as those three catego

• bullish endorsement Jason Calacanis

  so i think it's uh i i would say the bet makes sense to me

1. 2028-02-10 they might be taking a lot of risk in crypto, obviously, they have, we'll see if ultimately pays off, I think it will not · Prediction · confirmed

VentureSignalScore 79/100 for a16z, composed from 1 of 4 components (emerging formula), discounted ×0.79 for 30% signal coverage