Andreessen Horowitz, every mention
86 scenes, the whole family · ← back to Andreessen Horowitz
tap a year for its mentions
every year anyone Ben Gilbert 33David Rosenthal 29Packy McCormick 9Brad Gerstner 6Anu Hariharan 2Mitch Lasky 1Michael Mauboussin 1Katherine Boyle 1Jason Calacanis 1Brian Koppelman 1
Verbatim, from the transcripts: the passages where Andreessen Horowitz comes up
Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired
- ▶ 2:58:03 Ben Gilbert March of twenty-twenty, they raise 3.2 billion dollars from folks like Silver Lake Canada Pension and Investment Board Mubadala, Andreessen Horowitz, and of course, the biggest check, I think, Alphabet, and I think they're always the…
TSMC · Acquired
- ▶ 2:25:02 David Rosenthal Or our two-part injuries in Horowitz series.
- ▶ 2:25:55 Ben Gilbert And what kicked it off was doing the Andreessen episodes and, you know, hearing about how they based it on CAA.
Meta (Audio) · Acquired
- ▶ 1:18:05 Ben Gilbert There wasn't A-sixteen Z yet.
Microsoft Volume II: The Complete History and Strategy of the Ballmer Years (Audio) · Acquired
- ▶ 4:45:08 David Rosenthal He's a board partner in Andreessen Horowitz now.
Nvidia Part III: The Dawn of the AI Era (2022-2023) (Audio) · Acquired
- ▶ 2:47:52 Ben Gilbert They should have put every dollar of every fund that A-sixteen Z raised into NVIDIA's market price of the stock every single day.
Nike (Audio) · Acquired
- ▶ 3:59:21 Ben Gilbert He's been on a little bit of a media tour since he did the, it's the Andreessen Horwitz strategy.
- ▶ 3:59:24 Ben Gilbert It's like everything we talked about on the episode with them and how they're the most media savvy in the game, in part because of working with Margit there.
Benchmark’s Mitch Lasky and Blake Robbins on The Art of Business in Gaming · Acquired
- ▶ 1:25:44 Mitch Lasky You saw EVE Online just raised forty million led by Andreessen Horowitz to make a crypto enabled version of EVE.
Benchmark Part II: The Dinner · Acquired
- ▶ 1:51:55 Ben Gilbert Like, when we did our Sequoia and Andreessen episodes, like, these things were about firm strategy and, like, institution building and programmatic thoughtful.
ACQ Sessions: Jason Calacanis · Acquired
- ▶ 2:00:53 Ben Gilbert Do you notice we haven't talked about Andreessen Horowitz in this conversation?
- ▶ 2:04:55 Ben Gilbert That'd be a very Andreessen Horowitz way to do it.
- ▶ 2:04:57 Jason Calacanis Andreessen Horowitz, oh, what's the total assets under management?
- ▶ 2:05:05 David Rosenthal No, I didn't mean that Andreessen.
- ▶ 2:05:08 David Rosenthal I wasn't talking about Andreessen.
Benchmark Part I · Acquired
- ▶ 1:38 Ben Gilbert Our Sequoia and Andreessen episode were about the empires that those firms chose to build.
- ▶ 8:01 David Rosenthal God, there's so much Silicon Valley history, and I feel like we covered Sequoia, we covered Andreessen, and there's this missing gap in between the two of them, and this is Benchmark.
- ▶ 9:14 David Rosenthal You know, you think today of the top VCs, the top VC firms, you think Sequoia, you think Benchmark, you think Andreessen Founders Fund.
- ▶ 59:18 David Rosenthal And we spent a lot of time talking about that in part one of our Andreessen Horowitz episode involving none other than Benchmark Capital.
- ▶ 1:22:14 Ben Gilbert When it's only a few months old, what is Andreessen Horowitz thinking?
- ▶ 1:59:26 Ben Gilbert And you look at like an Andreessen Horowitz, what they decided with Web Three, they made that choice.
- ▶ 2:01:24 David Rosenthal You know, and Andreessen, they are an organization.
- ▶ 2:40:20 David Rosenthal And I got to work with Mitch on the board of a company called PlayFab that was started by James Quartzman, who's now Andreessen Horowitz's gaming GP.
- ▶ 3:11:26 Ben Gilbert Loud cloud and Opsware, and then ended up at benchmark and not Andreessen Horowitz.
- ▶ 3:34:37 David Rosenthal Andreessen has their way of doing things.
- ▶ 3:34:56 Ben Gilbert Which is true at Sequoia and maybe Andreessen Horowitz, too, and probably Founders Fund.
Amazon.com · Acquired
- ▶ 8:49 Ben Miller And I'm gonna bet you that within five years, the likes of Andreessen Horowitz, Sequoia, also launch funds just like this.
- ▶ 1:33:05 Ben Gilbert It's been many years, and so there's lots of names of key folks at Sequoia and at Benchmark and at Andreessen Horowitz that
The Playbook: Lessons from 200+ Company Stories · Acquired
- ▶ 30:52 Ben Gilbert So it really comes down to sort of the ability to uniquely marshal resources, and to bring it back to Marc Andreessen, in 2009 when A-sixteen Z raised their Fund One, they came out swinging.
- ▶ 31:19 Ben Gilbert Uh, they realized, we made this huge splash, we've got this big brand, people already think we're like a top venture firm just because we did this crazy thing out of the gate.
- ▶ 31:30 Ben Gilbert So, the very next year, they raised a six hundred and fifty billion dollar fund.
- ▶ 31:44 Ben Gilbert But I mean, as you can tell, like, they basically kept going with this mindset of...
- ▶ 31:49 David Rosenthal Just yesterday they raised another four and a half billion dollar crypto fund.
- ▶ 31:52 Ben Gilbert And they're somewhere between 30 and forty billion under management now.
- ▶ 32:00 Ben Gilbert They, they basically never, uh, took their resources and, and took that as like a static notion of like, oh good, now we can
- ▶ 32:10 Ben Gilbert They basically always looked at everything they had and say, okay, we're in a strong position.
- ▶ 56:12 Ben Gilbert You've got big funds like Sequoia and Andreessen that get massive, and then niche funds, especially for the early stage, emerge, and there's great opportunities for small funds who are very focused.
American Dynamism (with Katherine Boyle) · Acquired
- ▶ 1:23 David Rosenthal She's a general partner at Andreessen Horowitz, where she leads their American dynamism practice.
- ▶ 1:31 David Rosenthal What that means, why this is an important vertical, both for venture investing and technology and the world and for America, but also for Andreessen, why they decided to do this.
- ▶ 7:13 Ben Gilbert Now onto our interview with Kathryn Boyle, a general partner at Andreessen Horowitz.
- ▶ 7:36 David Rosenthal Well, we'll get all into that later, but let's start off with the most important, most interesting things going on right now, which for you and, and in the whole technology landscape, which is what you and Andreessen call this the thesis…
- ▶ 8:03 David Rosenthal So maybe to start, could you tell us what the American dynamism thesis means to you and to Andreessen?
- ▶ 13:32 David Rosenthal So maybe before we dive into some example companies or the specifics of the thesis itself, I'm curious, what was the intellectual process maybe for you personally, but also I'm curious, like within A-sixteen Z, you have these as a firm,…
- ▶ 14:01 David Rosenthal Mark's, uh, time to build blog post, uh, you know, at the beginning of COVID, like, what does it look like within the firm of like, Hey, I think we should create a vertical.
- ▶ 22:32 David Rosenthal I think that's the natural question, right, for you and for A-sixteen C and launching this vertical.
- ▶ 37:35 David Rosenthal The world we're in today, especially, you know, with Andreessen Horowitz, it does feel like in some ways they're on the other side, and that there's like a battle going on now, specifically a battle between the old world media and…
- ▶ 56:47 David Rosenthal Do you feel now that like you personally, A-sixteen Z generally, your geography is the internet at this point, like, you know, versus
- ▶ 58:08 David Rosenthal So what's the path now, pre-COVID, the path for a company that was, you know, in the, of the caliber that Andreessen Horowitz could lead at series A or series B.
- ▶ 58:42 Katherine Boyle I'll share the story of how I met Hadrian, which was my first investment since being at Andreessen Horowitz, and sort of how that relationship blossomed, because that's another Los Angeles-based company, typically not a place where VCs…
- ▶ 1:04:19 David Rosenthal At the same time as all this, you know, we're talking about these companies that a-sixteen Z funds that are power law dynamics, create these huge, huge outcomes.
- ▶ 1:19:12 David Rosenthal You know, you and Andreessen are the, you are the first ones you are planting your flag officially.
- ▶ 1:19:27 David Rosenthal Yeah.
- ▶ 1:20:08 Ben Gilbert I don't know, it's an inspiring big swing that Andreessen Horowitz is taking, and it's very cool that she is on the forefront of it.
Arena Show Part I: Idea Dinner + YC Continuity · Acquired
- ▶ 47:27 David Rosenthal She went from a junior engineer at Qualcomm, great semiconductor company, to partner at Andreessen Horowitz, to now running YC Continuity, where she serves on the boards of Brex, local fan-favorite Convoy, FAIR,
- ▶ 57:59 Anu Hariharan And, you know, one of the things that people don't understand, and I didn't, I was at Andreessen Horowitz before, right, is the YC founder
- ▶ 1:04:09 David Rosenthal It's like, it's just like the Andreessen story that we told, you know, if your name is on your competitor's lips,
- ▶ 1:04:32 Anu Hariharan And I mean, outside, when I was at Andreessen Horowitz, I actually did not understand the depth and the cultural nuance with which YC was built.
Nvidia: The Machine Learning Company (2006-2022) · Acquired
- ▶ 54:24 Ben Gilbert And then he says, for fun, our firm has an internal game of what public companies we'd invest in if we were a hedge fund.
Altimeter (with Brad Gerstner) · Acquired
- ▶ 0:54 Ben Gilbert We've done Andreessen Horowitz.
- ▶ 49:54 Brad Gerstner Interestingly enough, Andreessen, I remember March of 2009
- ▶ 50:03 Ben Gilbert They're getting ready for Fund One, right?
- ▶ 50:14 David Rosenthal Was this before or after they did Skype?
- ▶ 50:28 Brad Gerstner And let's just say they scaled much, much faster.
- ▶ 50:34 Brad Gerstner You know, they had a, a vision, which was a brilliant vision for the industrialization of venture, for how they were going to change venture.
- ▶ 50:41 Brad Gerstner And, you know, they've done it extraordinarily well.
- ▶ 50:55 Brad Gerstner We can get to that in a little bit, but they've done it extraordinarily.
- ▶ 1:15:44 Brad Gerstner Because they really have built the infrastructure to help those early, you know, entrepreneurs win.
Super Pumped (with Brian Koppelman and Joseph Gordon-Levitt) · Acquired
- ▶ 29:20 Brian Koppelman Because like, if I think about your episodes about A-sixteen Z and Mosaic to, uh, Netscape, like at Mosaic, Mark Indreason's an artist.
The Browser (with Brendan Eich, Chief Architect of Netscape + Mozilla and CEO of Brave) · Acquired
- ▶ 1:06:55 Brendan Eich Chris Dixon of interesting Horowitz wrote this essay about Ethereum the other year and talked about how he saw the developer, you know, animal spirits just rallying around it.
Not Boring (with Packy McCormick) - Extended Cut · Acquired
- ▶ 2:26:42 Ben Gilbert And of course, speaking of Chris Dixon, you're working with Andreessen Horowitz now, like the whole world, including Packy,
- ▶ 2:26:52 Ben Gilbert They've hired.
- ▶ 2:27:05 Ben Gilbert And B, what are you doing with A-sixteen Z?
- ▶ 2:27:32 Packy McCormick Uh, the, the replies to that were fast and furious and crazy, but it also added, you know, I think a bunch of followers and that happened that, you know, the same week that the economist piece came out and announced the, uh, advisory at…
- ▶ 2:28:37 Packy McCormick Um, in terms of the end, the A-C-C-Z advisory, that's a really, you know, a really fun one.
- ▶ 2:29:07 Packy McCormick And so I think really it's kind of the, the advisory there is like, you know, working with some of the companies in their portfolio to think about how they tell their story, writing pieces.
- ▶ 2:29:14 Packy McCormick Like I wrote with Chris, uh, in the economists, like they'll introduce me to, to companies, you know, that they've invested in and are excited about and not like, you know, there's no guarantee that I have to write about them or anything…
- ▶ 2:29:56 Packy McCormick Signed on, obviously, as you alluded to in the middle of them hiring all of these people.
- ▶ 2:30:17 Packy McCormick And it was so clear that like this big team of people was there because Andreessen was just kind of throwing its resources
- ▶ 2:30:45 Packy McCormick Like, and there's obviously a reason that they're doing that.
- ▶ 2:30:52 Packy McCormick Good for them if the industry and their particular companies do really well, but it really feels like a group of people that just like actually believes in this thing and wants to put the management fees to work in service of it actually…
- ▶ 2:31:10 Packy McCormick Uh, and so I don't know, I, I came out of that feeling a lot more optimistic and just even like more excited about working with them, uh, after, after kind of getting to meet more of the team.
- ▶ 2:31:21 Ben Gilbert I mean, it's fascinating to me that, um, yeah, that it, that it's not like you joined the firm and you are still investing completely separately out of a separate pool of capital.
- ▶ 2:55:20 David Rosenthal Well, hell, Andreessen itself, the Andreessen story was that, right?
- ▶ 2:55:31 David Rosenthal And then they were like, well, I think we can turn this into a firm, and they did.
Michael Mauboussin Master Class — Moats, Skill, Luck, Decision Making and a Whole Lot More · Acquired
- ▶ 1:06:52 Michael Mauboussin And then you have to know to call Sequoia or benchmark or entries in Horowitz or wherever it is.
Standard Oil Part I · Acquired
- ▶ 2:32:16 Ben Gilbert Uh, I actually got, uh, tipped to it when I was doing the research for, um, the Andreessen Horowitz episode.