Andreessen: a16z passed on Anduril Series A out of political fear
Marc Andreessen · Marc Andreessen: Will a16z Go Public & Why Labour Displacement with AI is Wrong? · 20VC with Harry Stebbings · Mar 30, 2026 · at 1:12:30
Marc Andreessen, co-founder of Andreessen Horowitz (a16z), discusses internal decision-making regrets and passing on early investments in defense tech startup Anduril.
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“The most straightforward example is the deal we didn't do, we should have done, is the Andrewle Series A right, which was like, which was just, like, sort of obvious that it was gonna be special, and, you know, Palmer, we had worked with Palmer at Oculus, and it was just, you know, and his colleagues were clearly very capable, and it was just kind of obvious that, You know, there was something, you know, very special, but it was just like at the, say like the politics, the cultural elements of that at the time when it first came around, I would say we got scared off in a way that I very much regret.”
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