Andreessen Horowitz, every mention
528 scenes, the whole family · ← back to Andreessen Horowitz
every year anyone Harry Stebbings 476Jason Lemkin 80Rory O'Driscoll 23Chris Dixon 13Todd McKinnon 10Sam Corcos 10Kyle Harrison 9Alex Bouaziz 9Roger Dickey 8Parker Thompson 7
Verbatim, from the transcripts: the passages where Andreessen Horowitz comes up
a16z's David George on the Most Controversial Bet at a16z & Do Margins and Revenue Matter in AI? · 20VC with Harry Stebbings
- ▶ 59:23 Harry Stebbings Like, mine was Andreessen. 2 times in the scene
- ▶ 1:04:00 Harry Stebbings You've got a seed firm, you've got a series A firm, and you've got a growth firm that you have to invest in other than Andreessen, which do you put your money into? 3 times in the scene
- ▶ 1:06:08 Harry Stebbings When you need to win something internally in Andreessen, who's the savage that you bring in to win?
- ▶ 1:08:05 Harry Stebbings But, but an ultimate one, if you could change anything with Inside Andreessen, what would you change?
SpaceX Valued at $800BN & Harvey Raises $160M at an $8BN Price & Netflix Acquires Warner Brothers · 20VC with Harry Stebbings
- ▶ 37:48 Harry Stebbings The one lesson that I've learned from a lot of these deals, whether it's Thinking Machines or this or some others, is that although it's 500 or five billion on the sticker price when it's announced, there's actually several rounds before…
- ▶ 40:26 Harry Stebbings Is back announcing a hundred and sixty million dollar round led by Andreessen. 2 times in the scene
- ▶ 1:13:06 Jason Lemkin Well, just as a reminder, just, I know we'll move on, but Andreessen said a couple months ago that 80% of its startups use the Chinese open source models for AI.
Eventbrite Sold for $500M, Databricks $5B Raise at $134B Valuation & Why SaaS is Like Japan · 20VC with Harry Stebbings
- ▶ 55:10 Harry Stebbings I get you on the compounding machine, and I share your view in the beauty of those businesses, but actually you're competing for dollars against the same people like your Kleiner Perkins or like your Andreessen Horowitz, where LPs can put… 3 times in the scene
Anthropic Raises $30B from Microsoft & NVIDIA & NVIDIA’s Core Business Faces TPU Threat · 20VC with Harry Stebbings
- ▶ 1:30:40 Jason Lemkin And we'll give you a 150 to start from Andreessen.
20VC: Max Altman on The New Seed War: Can Anyone Compete with Sequoia and a16z | Leaving $2BN on the Table with Reddit | Lessons from Backing Rippling at $25M Post | Why Climate Tech is a Mirage and Disaster
- ▶ 17:42 Max Altman I cannot lose to Andreessen, I can't lose to David, and I'm like, yo, this guy, like,
- ▶ 28:03 Harry Stebbings I'm not in the US, because why the fuck would they take me when you've got Andreessen, or Founders Fund, or Benchmark, who do the large, large kind of first rounds, or any of the great firms with a super low cost of capital, so they're… 8 times in the scene
- ▶ 48:38 Max Altman Andreessen coming out and putting a hundred million dollars, like, right off the bat into one of their competitors. 2 times in the scene
- ▶ 1:02:03 Max Altman Now I think you're either a really massive, powerful platform like an Andreessen or a GC
- ▶ 1:12:32 Max Altman Yeah, I remember when I first got to San Francisco, like, Andreessen was more up and coming, and I was like, no. 2 times in the scene
Peter Thiel and Softbank Sell NVIDIA - Why? & Why VC Will Hit $1TRN and The Opening of Retail · 20VC with Harry Stebbings
- ▶ 1:51 Harry Stebbings Andreessen, Thrive, Koto, DST, Excel, all the big players all involved.
Michael Burry Shorts NVIDIA and Palantir & Has Defensibility Died in a World of AI? · 20VC with Harry Stebbings
- ▶ 25:05 Jason Lemkin Maybe, but maybe Andreessen investing in Gamut a hundred was the smartest play of all.
Benchmark's GP, Everett Randle on Why Mega Funds Will Not Produce Good Returns · 20VC with Harry Stebbings
- ▶ 23:25 Everett Randle The folks over at Andreessen Horowitz have done a lot of good work in terms of evangelizing this idea that, like, if you have high gross margins as an AI app company right now, it probably means that you have very little inference expense,…
- ▶ 37:19 Harry Stebbings If that happens, then all of us will either work for the North Korean army or for Andreessen Horowitz, one or the other.
- ▶ 42:23 Everett Randle He's done it to Andreessen over the years, and we have not been spared the, the, the clickbait, um, you know, Delian tweets either.
Is a $4.5BN Exit Enough in VC? & Harvey Raises $150M & Why Google is a Buy and Amazon is a Sell · 20VC with Harry Stebbings
- ▶ 5:53 Harry Stebbings Andreessen State worth 635.
- ▶ 20:58 Harry Stebbings Eight billion dollar valuation led by our dear friends at Andreessen. 2 times in the scene
- ▶ 1:12:41 Harry Stebbings The most recent person I lost to was Andreessen Horowitz.
OpenAI Restructuring: Who Wins and Who Loses & Mercor Raises $350M at a $10BN Valuation · 20VC with Harry Stebbings
- ▶ 0:17 unnamed speaker And recent words is the red army of the venture industry.
- ▶ 16:12 Harry Stebbings Okay, we're going to talk about Andreessen's new funds. 8 times in the scene
- ▶ 44:17 Harry Stebbings I completely agree, and on the second, I go back to actually Jason's point on the modest size of the Andreessen funds, because when you take the six billion dollar growth fund minus, no, just pause, minus fees, you're at 4.8, you've got…
- ▶ 49:35 unnamed speaker And then the third one, which is someone big like Andreessen can do, which is optioning, right? 3 times in the scene
- ▶ 1:21:39 Harry Stebbings Um, ok, uh, Andreessen deserves the prize for best performing mega platform of the last 12 months. 7 times in the scene
Why VC Today is Worse than 2021 · 20VC with Harry Stebbings
- ▶ 4:47 Harry Stebbings Well, I think if you are one of the top one to three carry participants in one of the large mega platforms, be it Andreessen, be it Thrive, be it GC, I would argue that you will have more than that in distributions in the next few decades.
Deel CEO, Alex Bouaziz on Raising $300M+ at a $17BN Valuation · 20VC with Harry Stebbings
- ▶ 2:19 Alex Bouaziz Uh, and then by our amazing and, uh, longstanding investors from Andreessen Horowitz and Kwatu.
- ▶ 3:22 Alex Bouaziz I wanted them involved in the business for a very long time, so, uh, you know, them wanting to invest with the Coatu team, with the A-Sixteen Z team was a great opportunity, and it just made sense to, to kind of go for it when they came…
- ▶ 20:43 Alex Bouaziz And then me going back to, two weeks later with a term shit from Andreessen Ho, it's,
- ▶ 23:10 Alex Bouaziz I mean, you know, I think Andreessen Horowitz has been adding tremendous value and I'm not saying that for like, they helped me find board members, they helped me place amazing people in the business. 4 times in the scene
- ▶ 25:40 Harry Stebbings You have big brands behind you now with your Andreessons, with your Ribbits, with your code.
- ▶ 59:58 Alex Bouaziz We showed up to our Series A pitch meeting with Andreessen's team, having burned, I think, 400 K a year and a half later.
Thinking Machines Co-Founder Joins Meta for $3.5BN, Industry Venture's $665M Acquisition · 20VC with Harry Stebbings
- ▶ 13:37 unnamed speaker Um, you know, obviously Andreessen, who, who has clearly embarked on the AUM and great investing journey to bigness and maybe an IPO believes the same thing, right?
- ▶ 46:49 Harry Stebbings CalSheep, the direct comp, raises from Andreessen and Excel at five billion dollars.
- ▶ 1:12:54 unnamed speaker And then when Andreessen came in and led the thirty seven million dollar series A, we wrote a seven. 2 times in the scene
OpenAI's Multi-Billion Deal with AMD & Polymarket, Vercel and Supabase Raise Mega Rounds · 20VC with Harry Stebbings
- ▶ 35:14 Jason Lemkin Um, there's only, you got to deploy the capital and maybe you're trying, let's assume you have access to a lot of capital like Andreessen or others, right? 4 times in the scene
- ▶ 54:39 Jason Lemkin I think it's bad in all cases, but, uh, the, the first one, I just think, uh, listen, I, I mean, you know, what, what is the class back when Andreessen wrote these handcrafted blog posts themselves, but their point was, we always bet on…
Are Burn Multiples BS in an AI World? & Sam Altman Needs $1TRN of Energy · 20VC with Harry Stebbings
- ▶ 1:02:22 Jason Lemkin Cause I tried to do one of these myself recently, but I'm not at Andreessen Horowitz. 3 times in the scene
General Catalyst CEO, Hemant Taneja: Lessons Scaling GC to $40BN in AUM · 20VC with Harry Stebbings
- ▶ 1:24:54 Harry Stebbings Positively small compared to Andreessen.
- ▶ 1:31:53 Harry Stebbings I called up my mentor, he's this kind of, one of the best investors in the world, billionaire genius, and I called him up after losing this deal to Andreessen, and I said, fucking hell, like,
20VC: Why 90% of Founders Build Startups Wrong | Why AI Growth Rates are Sustainable & Remote Work is BS and the AI Talent War | Competing with Brett Taylor and Sierra: Who Wins the Customer Service War with Jesse Zhang, Decagon
- ▶ 13:51 Jesse Zhang So we raised from Andreessen Horowitz. 4 times in the scene
ElevenLabs CEO/Co-Founder, Mati Staniszewski:The Untold Story of Europe’s Fastest Growing AI Startup · 20VC with Harry Stebbings
- ▶ 30:21 Harry Stebbings And then in June, you raised like, nineteen million dollars from Brian, Kim, and Andreessen, and then Nat and Daniel from, um, the, I can't remember what it's called, NDFG or something? 3 times in the scene
- ▶ 39:09 Harry Stebbings You've got Andreessen introducing you to celebrities, and you've got Nat and Daniel, two of the brightest minds in AI, who are querying APIs that no one else does. 2 times in the scene
- ▶ 1:10:27 Mati Staniszewski You know, like, I think, so, so our first run was with A-sixteen Z 2 times in the scene
Anthropic Raises $13BN & OpenAI Buys Statsig for $1.1BN All Stock · 20VC with Harry Stebbings
- ▶ 34:00 unnamed speaker One's worth three billion because it's marked up by Andreessen.
Anthropic's $10B Round, Klarna's IPO, Inside a16z's 72 Deal Seed Investment Machine ft. Marc Benioff · 20VC with Harry Stebbings
- ▶ 59:01 Harry Stebbings Was Andreessen with 72 seed deals, compared to number two was 27. 10 times in the scene
BVP Partner, Byron Deeter: The Future of Venture - Why Chanel vs Walmart is BS · 20VC with Harry Stebbings
- ▶ 58:27 Harry Stebbings We're seeing Andreessen.
Databricks at $100BN, CoreWeave’s $11B Debt Bet & Nubank’s $2.5B Profit Shocker - Ep.19 · 20VC with Harry Stebbings
- ▶ 13:57 Jason Lemkin Andreessen led the seed A. 6 times in the scene
- ▶ 26:06 unnamed speaker Individual investors to access those returns might have meant some individual investors would have got the Databricks exposure that Andreessen got.
Figma's 250% Pop - The Greatest IPO Mispricing Ever? Meta & Microsoft Blowout Quarters: Broken Down · 20VC with Harry Stebbings
- ▶ 1:23:44 unnamed speaker If you look on social media, benchmark isn't listed the way Andreessen and Sequoia was like it was a generation ago. 2 times in the scene
Miles Dieffenbach: Inside Carnegie Mellon’s $4BN Endowment & The Math Behind DPI, TVPI, Illiquidity · 20VC with Harry Stebbings
- ▶ 53:04 Harry Stebbings I just want to be in Andreessen, in Sequoia, in Index.
a16z GP, Martin Casado: Anthropic vs OpenAI & Why Open Source is a National Security Risk with China · 20VC with Harry Stebbings
- ▶ 52:20 Harry Stebbings I spoke to many of your founders and they said, they, they said that they didn't think you enjoyed the administrative work that you now have to do with the size and scale of Andreessen. 2 times in the scene
- ▶ 57:08 Harry Stebbings Chastises Andreessen for their conflicts and for investing in many conflicting companies.
- ▶ 1:01:19 Harry Stebbings Someone said to me the other day, I'm so sorry to interrupt you, that at Andreessen you get killed for choosing the wrong company, but being right about the space.
- ▶ 1:14:50 Harry Stebbings If you think about Andreessen in 10 years time, where do you think Andreessen will be then? 6 times in the scene
20Product: Should We Kill the PM Role Entirely | How Does Product Design Change Most in a World of AI | How Do Monzo Build Product Today: What Works, What Does Not | Why Most Product Sucks and What Makes Truly Great Product
- ▶ 1:07:16 Harry Stebbings As always, I so appreciate all your support, and stay tuned for an incredible episode with Martin Casado, one of the best AI infrastructure investors from Andreessen, coming on Monday.
How Do All Providers Deal with Anthropic Dependency Risk & Figma IPO Breakdown: Where Does it Price? · 20VC with Harry Stebbings
- ▶ 46:25 Jason Lemkin Um, and you can, because even if you win that deal as a seed, even if you beat Andreessen, and Andreessen's offering 50, and you say, listen, the best I can do is 30, and I've done this multiple times, because 30 is the highest price I pay.
- ▶ 1:04:09 Rory O'Driscoll You have more good things happen, because even if you're just a frickin index, right, the reality is if you do 30 deals a year and we all end up at roughly the same picking ratio, and we saw that analysis, you know, the benchmark versus…
Daniel Gross and Nat Friedman: Acquired by Meta | Microsoft Layoff 9000 People | OpenAI's Bombshell · 20VC with Harry Stebbings
- ▶ 40:10 Harry Stebbings 1000%, let's stick with triple, triple, double, double, because we have a much higher certainty of winning there, versus going for the AI halo moonshots, competing against Thrive and Founders and Andreessen, where the scale enterprise…
Figma’s IPO: The Full Breakdown & Why Melio’s $2.5BN Acquisition is “Discouraging” · 20VC with Harry Stebbings
- ▶ 1:11:16 Harry Stebbings And so you're ten million for a seed for Andreessen, or Insight, or any of the others, whatever, who gives a shit, because the opportunity cost of not being in those with the outcome sizes being so much bigger is so much higher.
- ▶ 1:13:50 Jason Lemkin But if, if he claimed it was five million run rate before Andreessen invested, okay, let's put some asterisks and daggers.
KKR's Head of European PE, Philipp Freise: Do Andreessen & General Catalyst Scare KKR? · 20VC with Harry Stebbings
- ▶ 1:03:24 Harry Stebbings Now you have Andreessen's, your Lightspeed's, your General Catalyst, just eating the financial stack.
Navan Files to Go Public and Canva Pulls the Brakes: Why and What Happens? · 20VC with Harry Stebbings
- ▶ 56:31 unnamed speaker And if you look at that social network thing he did, along with Andreessen fundraising, that went, like, the other stuff went to other folks.
- ▶ 1:10:11 unnamed speaker I think all the very active tech people from David Sachs to Andreessen Horwitz, their approach has not been AI is dangerous.
OpenAI, SBF & Perplexity: What VCs Know That You Don’t · 20VC with Harry Stebbings
- ▶ 22:22 Harry Stebbings I was like, Andreessen aren't hiring, are they? 4 times in the scene
- ▶ 32:00 Rory O'Driscoll My guess is if you're running one of these big firms and I'm sure, I'm sure there's a PowerPoint on the desk at Andreessen at General Catalyst and on Lightspeed on this.
20VC Exclusive: Mercury Founder Launches First $26M Fund with Immad Akhund · 20VC with Harry Stebbings
- ▶ 6:18 Immad Akhund I mean, I would say, you know, Andreessen Horowitz, uh, was our seed investor. 3 times in the scene
- ▶ 16:45 unnamed speaker But I genuinely think actually like my seed round, uh, and recent Horowitz invested, but 2 times in the scene
- ▶ 53:05 Immad Akhund Andreessen's reading, leading a ride.
Benchmark vs a16z: Why Stage Specific Firms Win · 20VC with Harry Stebbings
- ▶ 0:06 Rory O'Driscoll Andreessen did a 454 series A's and had a two percent hit rate. 3 times in the scene
- ▶ 6:11 Jason Lemkin But when I look at like, you know, I first saw this when Loom sold and Andreessen invested at one
- ▶ 24:24 Rory O'Driscoll Now it's super interesting compared to Andreessen, right? 2 times in the scene
- ▶ 26:42 Rory O'Driscoll In a less competitive time, the best firm in terms of percentage of total outcomes was Andreessen. 3 times in the scene
Bucky Moore @ Lightspeed Venture Partners: Why You Cannot Do VC If You Do Not Do Pre-Seed · 20VC with Harry Stebbings
- ▶ 10:16 Bucky Moore And I think what you're seeing with, say, Andreessen Horowitz is they're, they're trying to invest in every one of these companies.
What Does it Take to Be Good at Series A and B Today? · 20VC with Harry Stebbings
- ▶ 16:27 unnamed speaker If they, and, and a random is happening and whatever, Sequoia, Andreessen, Greylock are all competing to get in.
Plural Partner, Taavet Hinrikus: Why Founders Will Realise Multi-Stage Funds Damage Seed Rounds · 20VC with Harry Stebbings
- ▶ 40:03 Harry Stebbings You're 8,000,000,010 billion, Andreessen raising twenty billion.
How LP Deployment to Venture Will Change in 2025 & Are Endowment Funds in Trouble? · 20VC with Harry Stebbings
- ▶ 30:39 Harry Stebbings Do you, do you think you suffer from the barbell respectfully route, which is exactly that you want to put money in the sub a hundred young new firm or the platform play with multiple billions and GC Lightspeed Andreessen's?
a16z's $20BN Fund & Founders Fund's $4.6BN & Why Josh Kushner Has Mastered the Game · 20VC with Harry Stebbings
- ▶ 24:36 Harry Stebbings Kind of relating it to news, but Andreessen announced a twenty billion dollar fund and the plans around it. 5 times in the scene
- ▶ 27:46 Jason Lemkin So if you're Andreessen, a beauty to Andreessen at this point, certainly been true of Sequoia since we started is they see every deal. 7 times in the scene
- ▶ 32:40 unnamed speaker The common characteristics of the folks who entered this market and have been successful has been newer entrants like Andreessen, like founders, unencumbered by quote, is it venture?
Mitchell Green, Founder @ Lead Edge Capital: Why Traditional VC is Broken · 20VC with Harry Stebbings
- ▶ 52:37 Harry Stebbings But respectfully, when you look at someone like Andreessen, they have proven that brand is more important than performance at scale. 2 times in the scene
- ▶ 1:21:24 Mitchell Green Like, we joke that's like, it's very funny that partners at Andreessen Horowitz, who we're friends with, or partners at Benchmark, or partners at, you know, First Round, have made the hierarchy of BS letter kind of famous.
20Product: How to Design and Build Products in a World of Agents | Why AI Will Kill Many SaaS Products | What Products Will Thrive and Die in a World of 100M Developers with Matt Biilmann, Co-Founder and CEO @ Netlify
- ▶ 35:52 Harry Stebbings And what I mean by that is that you're seeing, like, trucker calling, you know, calling up brokers for truckers, happy trucker, or whatever it's called, the Andreessen one.
Nabeel Hyatt, GP @ Spark Capital: To Win in AI, Investors Need to Change Their Approach | E1255 · 20VC with Harry Stebbings
- ▶ 54:03 Harry Stebbings I just walked with Manny Medina from Outreach, and he's building, essentially, uh, Stripe for agents, um, and he was talking to me about, kind of, the future of agents, and he was saying, hey, the future is actually hyper verticalized in…
Hussein Kanji, Founder @Hoxton Ventures: Why AI Means London Can Compete with the US | E1248 · 20VC with Harry Stebbings
- ▶ 2:39 Hussein Kanji You do a deal, and then General Catalyst, or Index, or Kleiner, or Sequoia, or Andreessen, I mean, there are so many of these great firms, mark it up at a significant premium, and then someone else, Tiger, et cetera, marks it up after…
- ▶ 40:06 Harry Stebbings So then you've got to do 40 into Andreessen, because it's like, where the fuck else am I going to put it?
Shervin Pishevar: What Really Happened in the Firing of Travis Kalanick | E1245 · 20VC with Harry Stebbings
- ▶ 9:13 Shervin Pishevar And he was like, hey homie, he called me homie at the time, uh, uh, I really wanted to do this deal with you, but I have to go with this other firm, and I, I didn't know which firm it was, it turned out to be Andreessen Horowitz, and I,…
- ▶ 20:35 Shervin Pishevar It's funny, Andreessen, having lost the Uber deal, ended up doing the Lyft deal, and we had, you know, Travis and Emil, you know, they were close to, to acquiring it, uh, acquiring Lyft, uh, which, you know, uh, but they wanted too much,…
Mike Maples: Three Frameworks to Evaluate Startups and Founders | E1242 · 20VC with Harry Stebbings
- ▶ 8:55 Mike Maples You're talking about firms like Benchmark and Sequoia and General Catalyst and A-sixteen Z. 3 times in the scene
- ▶ 29:12 Mike Maples And like, so, like with Lyft, A-sixteen Z was in Lyft. 2 times in the scene
Zachary Bookman: Why Valuations and Fundraising are BS | E1235 · 20VC with Harry Stebbings
- ▶ 10:51 Zachary Bookman It doesn't do much for Andreessen Horowitz. 2 times in the scene
- ▶ 38:26 Zachary Bookman Uh, I've had, you know, long-standing relationship with, with ATC, and honestly, we wouldn't be here without them.
Mark Goldberg: Why Politics is Rife & Decision-Making is Broken in Large VCs | E1219 · 20VC with Harry Stebbings
- ▶ 4:53 Mark Goldberg I think the intention, and if you go back to the innovation from 1015 years ago, when Andreessen Horowitz started, it was a great idea.
- ▶ 9:47 Mark Goldberg You know, if, if you're coming into the ecosystem and you don't really know a lot of venture, what you're thinking about is the big brands, the Andreessen's, the Kleiner Perkins, the Sequoia's, and you should, those are the names that are…
Mamoon Hamid: AI - Where Value Accrues, Startups vs Incumbents & Scaling Laws | E1217 · 20VC with Harry Stebbings
- ▶ 21:01 Harry Stebbings Tiger, KOTU, Andreessen, General Catalyst, Lightspeed, Sequoia now.
- ▶ 55:42 Mamoon Hamid The round after us, uh, Angela at Andreessen Horowitz did it, and it was a great, great round, great time for the company, and then it did one in twenty-twenty-two, um, with, um, one of our seed investors, Sway, led this, the growth round,…
David Frankel, MP @Founder Collective: Investing Lessons from Seeding Coupang, Pillpack & Suno|E1214 · 20VC with Harry Stebbings
- ▶ 5:58 David Frankel I, if it's Sequoia, A-sixting Z, Accel, you name it, I want that name, and I think there will always be a steady supply of founders who think that way.
- ▶ 25:32 David Frankel You know, Tiger looks at A-sixteen Z and goes, you know, they, they have 10 and 40, we'll do the 20 on 80.