The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 11 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Calacanis: Andreessen Horowitz is a soulless index fund of venture capital
“I think they're just an index adventure. I find it quite soulless, if I'm being honest. Like, I feel like it's a giant index on venture, and I don't think that their hearts are super into it.”
Calacanis: Andreessen Horowitz's long-term returns won't match Benchmark or Sequoia
“I think in the arc, it will not be comparable to benchmark at Sequoia.”
Boyle: Every venture capital firm will have an American Dynamism practice
“I think if we do our jobs right and we invest in the companies that we're intending to invest in and we tell the story, right? I think every venture capital firm will have an American dynamism practice.”
Miller: a16z and Sequoia will launch retail-accessible funds within five years
“And I'm gonna bet you that within five years, the likes of Andreessen Horowitz, Sequoia, also launch funds just like this.”
McCormick details the scope of his advisory role with a16z Crypto
“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. Like I wrote with Chris in the economists, like they'll introduce me to companies, you know, that they've inve…”
Boyle: VC has funded healthcare far more than education and housing
“Education and housing are, you know, two areas that I think venture capital hasn't touched as much as say healthcare. Like if you look at like the last 10 years, digital health has just grown tremendously and we have, you know, we have a separate bio and healt…”
Waymo Raised $3.2B in March 2020 with Alphabet Majority Ownership
“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 biggest check, because Alp…”
Gilbert: A16z reached $30B to $40B AUM within 13 years of founding
“And they're somewhere between 30 and forty billion under management now. In, in, what, 13 years since founding?”