market size

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Jan 2, 2019 by Marc Andreessen · across every show →

Everything said about market size, oldest first

Jan 2, 2019 neutral
Assertion Supported
Andreessen: Sequoia prioritized market size over founding team quality
“Sequoia was legendary in prioritizing market over team, right? And so Don Valentine has, if you go online and Google Don Valentine's talks, he talks a lot about how the key to success of a startup is to land yourself in a giant market. Like, Land yourself in a…”
Marc Andreessen Jan 2, 2019 ▶ 1:04 a16z Podcast | Startups and Pendulum Swings Through Ideas, Time, Fame, and Money
May 27, 2026 bullish
Insight
Rowan: Transparency and price discovery expand market size tenfold
“I've never seen a market in the world where you have transparency and price discovery that is not 10 times its size.”
Marc Rowan May 27, 2026 ▶ 18:26 Private Markets, Software Repricing and Capital Allocation | Marc Rowan on a16z
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