We

other on 21 shows · 72 statements across 69 episodes

Acquired Innovators & Investors Cheeky Pint American Optimist Masters of Scale David Senra Latent Space Lenny's Podcast the Neon Show No Priors the Startup Ideas Podcast A Product Market Fit Show Sourcery Capital Allocators Top Founders the MAD Podcast How I Built This the a16z Podcast All-In TBPN 20VC

The latest 60 statements about We, every show

a16z will invest in moatless products if consumer momentum is high
“I think that we would happily take a bet on a product that doesn't have a quote unquote moat or durability story. If it has, you know, a lot of momentum, a lot of craft, a lot of, you know, sort of growing engagement.”
Anish Acharya Sep 6, 2026 ▶ 57:20 Why companies are becoming a series of loops | Anish Acharya (a16z)
LATENT SPACE Disclosure
Kant: Poolside will not touch audio modality for a very long time
“We're, I don't think we'll touch audio for a very long time.”
Eiso Kant Jul 22, 2026 ▶ 1:15:40 The AI Frontier: from open weights to open research — Eiso Kant, Poolside AI
NEON SHOW Disclosure
Siddharth: Turing is likely the largest coding data provider to AI labs
“We are probably the largest provider of coding data to all the labs.”
Jonathan Siddharth Jun 18, 2026 ▶ 23:19 Why Coding is the Fastest Path to AGI | Turing CEO Jonathan Siddharth
LATENT SPACE Disclosure
The Fourth Law is developing AI-guided anti-FPV interceptor drones
“Those are the things that are being developed, and like we're working on some of these things as well”
Yaroslav Azhnyuk May 18, 2026 ▶ 1:49:11 FPV Drones -The Next War Is Already Here — Yaroslav Azhnyuk, The Fourth Law & Noah Smith, Noahpinion
a16z Assertion Not checkable as stated
Ulevitch: a16z made history's largest bet on US winning next tech century
“We have placed the largest bet in American history on the proposition that this country will win the next century of technology.”
David Ulevitch May 8, 2026 ▶ 26:30 Ben Horowitz on American Dynamism and the Future of AI | The a16z Show
SOURCERY Opinion
Harrison: In practical terms, the US is not top dog militarily
“In practical terms, we are not the biggest dog at the party, and so we have to acknowledge that there's some strategic changes we have to make to stay relevant.”
Kyle Harrison Apr 29, 2026 ▶ 21:14 300 Pages on Anduril: Inside Modern Warfare · Sourcery with Molly O'Shea
Deeter: Bessemer shares all diligence concerns and red flags with founders post-investment
“We are Totally transparent with our diligence issues and concerns, and we don't dance, like, we'll literally share it after the investment, like, here's the readout, here's what we heard, here's, you know, here are the really red flags.”
Byron Deeter Apr 17, 2026 ▶ 16:20 Why your CEO mentality is wrong (with investor Byron Deeter) | Masters of Scale
TBPN Assertion Not checkable as stated
Janis says Grüns had only six employees when he graduated Stanford
“We had probably like six people working on it at the time.”
Chad Janis Apr 11, 2026 ▶ 23:37 Chad Janis: How I Sold Grüns to Unilever for $1.2B
AMERICAN OPTIMIST Assertion Not checkable as stated
Fry: Acquired Painting Business Used Claude AI to Automate Outbound Sales
“We've been able to essentially reconfigure Claude Cowork to do an outbound sales motion to property managers in the area, increase the number of bids out on a weekly basis and win rate.”
Will Fry Apr 9, 2026 ▶ 14:40 How to Turn $15K Into $1M in 2026 · Joe Lonsdale
a16z Prediction Not checkable as stated
Horowitz: a16z is abandoning traditional PR for direct media distribution
“You have to kind of commit to, we're gonna really care about what goes down through the old channels, or we're not gonna give them both. Sorry to use language. And we're just gonna, you know, say interesting things and flood the zone. And we're doing the latte…”
Ben Horowitz Mar 18, 2026 ▶ 4:33 Marc Andreessen & Ben Horowitz on a16z’s New Media Strategy
DAVID SENRA Disclosure
Andreessen: a16z has always considered launching an in-house bank
“One of the things we've never done, but has always been on the idealist is to actually just have an in-house bank.”
Marc Andreessen Mar 15, 2026 ▶ 40:59 Marc Andreessen: The World Is More Malleable Than You Think
20VC Disclosure
Mitchell Green: Lead Edge Capital rejects companies with under 90% retention
“18 is good. Like, you want like 90%. Anything less than 18, we won't touch.”
Mitchell Green Mar 7, 2026 ▶ 45:54 Mitchell Green: Why 50% of VCs Should Not Exist · 20VC with Harry Stebbings
a16z Disclosure
Cannon-Brookes: Atlassian sees internal gains using vibe coding for extensibility
“There is a great gain We are seeing internally in extensibility of software using things like VibeCoding.”
Mike Cannon-Brookes Mar 6, 2026 ▶ 0:26 Atlassian CEO on the SaaS Apocalypse, AI Agents & What Comes Next
CHEEKY PINT Disclosure
Langley: Flock is deployed in every major US city except Manhattan
“So there's about 17,000 cities in the U.S., and we have all the big ones outside of Manhattan at this point.”
Garrett Langley Mar 5, 2026 ▶ 10:02 Garrett Langley of Flock Safety on building technology to solve crime
Pankaj Rai: Aditya Birla Group engages startups purely tactically for solutions
“So we use a lot of startup, but again, I would say, We use them in a very tactical way to say, oh, you made a solution, we'll use it.”
Pankaj Rai Dec 23, 2025 ▶ 1:08:10 S2 Ep5: Data to Decisions with AI at Conglomerate Scale ft. Pankaj Rai
20VC Disclosure
a16z underwrote its later OpenAI investments primarily on consumer market potential
“As we under have kind of underwritten future rounds of open AI or later rounds of open AI is very much, you know, with the mind of consumer.”
David George Dec 15, 2025 ▶ 49:36 a16z's David George on the Most Controversial Bet at a16z & Do Margins and Revenue Matter in AI? · 20VC with Harry Stebbings
DAVID SENRA Disclosure
Dyson spent £500 million on its cancelled electric car project
“Well, we spent about 750,000. A million. I keep working in pounds. Half a million. Half a billion pounds.”
James Dyson Dec 7, 2025 ▶ 1:08:08 James Dyson: 5,127 Prototypes
ALL-IN Prediction Not checkable as stated
Buttigieg: Dismantled government agencies will not return to their original forms
“You know, if and when we get another chance, a lot of the things that he has burned down just aren't coming back the way they were. Why would we put him back the way they used to be if it was full of problems anyway?”
Pete Buttigieg Oct 30, 2025 ▶ 53:50 Pete Buttigieg: The Left's Identity Crisis, Wealth Tax, 2024 Mistakes, Plans for 2028
ALL-IN Opinion
Yakovenko: The US has the best, most trusted financial system globally
“I think we actually have the best financial system in the world. It's the most trusted, the most robust, the best regulatory environment for what it's worth as well.”
Anatoly Yakovenko Sep 18, 2025 ▶ 2:08 Solana’s Anatoly Yakovenko on Crypto's Next Era: Quantum, AI, and the Future of Money
ALL-IN Assertion Supported
Schmitt: China currently has a larger Navy than the US
“Where China now has a bigger Navy than we have. Not a better Navy, but a bigger Navy.”
Senator Eric Schmitt Aug 21, 2025 ▶ 48:28 Senator Eric Schmitt: Exposing the Biggest Censorship Scandal in US History
20VC Disclosure
Mignot: Index Ventures is actively backing the EU Inc policy initiative
“And obviously, you know, we're very involved with EU Inc., which is this initiative to have one kind of single unified status and a super simple way for companies to expand across Europe. And I think that could be an absolute game changer.”
Martin Mignot Aug 11, 2025 ▶ 1:01:41 Index Ventures Partner, Martin Mignot: Figma, Scale, Wiz: Inside Index’s Decacorn Factory · 20VC with Harry Stebbings
NO PRIORS Assertion Partly supported
Prince: Cloudflare processes roughly 15 trillion requests per day
“I mean, we do something like 15 trillion requests every day”
Matthew Prince Aug 7, 2025 ▶ 41:48 No Priors Ep. 126 | With Cloudfare CEO Matthew Prince
MAD Disclosure
Hebbia currently employs zero artificial intelligence researchers in San Francisco
“And so we currently don't have any AI researchers hired out in San Francisco.”
George Sivulka May 29, 2025 ▶ 37:12 AI That Ends Busy Work — Hebbia CEO on “Agent Employees”
a16z Insight
Horowitz: an idea VCs easily understand is not a true breakthrough
“If you're truly gonna have a breakthrough, you have to, Kind of get to something that the world doesn't understand that, that, that you see. And like, if we can see it, you know, like that, it's not a breakthrough.”
Ben Horowitz May 28, 2025 ▶ 1:03:10 Rick Rubin: Vibe Coding is the Punk Rock of Software
MASTERS OF SCALE Assertion Supported
Abuzeid: Incredible Health works with over 1,500 US hospitals, including Ascension.
“We've now grown to over 1500 hospitals. We work with a lot of hospitals in the U S and the largest, you know, we work with the largest health systems, including Ascension and Trinity and HCA.”
Dr. Iman Abu Zayed May 1, 2025 ▶ 14:43 The strategic framework behind a $1.7 billion start-up | Masters of Scale
TBPN Assertion Supported
Means: US had 16% of COVID deaths with 4% of world population
“COVID was a metabolic health crisis. We were 16% of COVID deaths. And four percent of the world's population”
Calley Means Apr 26, 2025 ▶ 13:54 The Real Cost of Ultra-Processed Food | Calley Means on TBPN
ALL-IN Assertion Not checkable as stated
Calacanis: All-In Podcast tripled its audience after Chamath cancel attempt
“We got three times the audience after they tried to cancel Chamath.”
Jason Calacanis Mar 15, 2025 ▶ 1:20:43 Fixing the American Dream with Andrew Schulz
ALL-IN Disclosure
Lafont: Coatue buys uranium because US cannot catch up without nuclear power
“In fact, we can't, and why we buy uranium.”
Thomas Laffont Jan 25, 2025 ▶ 1:28:30 Trump's First Week: Inauguration Recap, Executive Actions, TikTok, Stargate + Sacks is Back!
20VC Assertion Supported
Monday.com scaled ARR from $6M to $120M in three years
“We grew from six million of ARR to 18 the year after, and then from 18 to 50, and 50 to 120, you know, in three years.”
Eran Zinman Jan 17, 2025 ▶ 28:18 Eran Zinman, Co-Founder & Co-CEO @Monday.com: Going Upmarket, International and Multi-Product |E1247 · 20VC with Harry Stebbings
Oura targets consumers managing health independently of the traditional clinical infrastructure
“Strategically, we're focused on people who are like going to drive their own health journey, independent, not Without, but independent of the kind of clinical infrastructure”
Tom Hale Jan 9, 2025 ▶ 27:01 How Ōura doubled ring sales in two years (with CEO Tom Hale) | Masters of Scale
NEON SHOW Assertion Supported
Garg: India exports roughly $150B to $160B in IT services today
“We export about 150 and sixty billion dollars worth of services IT services today also.”
Subhash Chandra Garg Nov 27, 2024 ▶ 56:48 India's Road To $10 Trillion Economy With Subhash Garg, Former Secretary Of Economic Affairs
Lonsdale: Government spends 100 times more for legacy defense results
“We're literally spending 10 to a hundred times more for the same old results, which is, becomes a problem.”
Joe Lonsdale Nov 22, 2024 ▶ 17:43 How Elon Musk’s SpaceX Is Embarrassing The U.S. Government · Joe Lonsdale
20VC Disclosure
Wang: SCGE holds neither a long nor short position in Google
“We're not either long or short Google”
Jeff Wang Oct 9, 2024 ▶ 46:19 Jeff Wang: Sequoia Capital's $9BN Global Equities Fund on The Future for NVIDIA, Google & Meta|E1212 · 20VC with Harry Stebbings
20VC Disclosure
Vishria: Benchmark is investing at its highest pace since 2011
“There's a lot of uncertainty, but we've been more active than we've been since 2010 and 2011.”
Eric Vishria Sep 25, 2024 ▶ 0:18 Eric Vishria: Where is the Value in AI - Chips, Models or Apps? | E1206 · 20VC with Harry Stebbings
a16z Opinion
Horowitz: Donald Trump is the right choice for startups and Little Tech
“For a little tech we think Donald Trump is actually the right choice”
Ben Horowitz Jul 16, 2024 ▶ 0:29 Trump Vs. Biden: Tech Policy
20VC Disclosure
Kittl is looking into automating partnership manager negotiations using AI
“Yeah, I mean, we are thinking, we are looking into, like automating partnership manager negotiations, because suddenly you can scale it up to a million partnerships managers.”
Val Scholz Jun 21, 2024 ▶ 51:12 Val Scholz: How Revolut Acquired Their First 10M Users: Tips, Tactics & Strategies | E1168 · 20VC with Harry Stebbings
ALL-IN What-if
Trump: Without COVID relief spending, the U.S. would face a depression
“We would have ended up, if I didn't do that, we would have ended up in a depression.”
Donald J. Trump Jun 20, 2024 ▶ 14:16 In conversation with President Trump
a16z Disclosure
Horowitz: a16z has funded portable nuclear energy startups
“We've funded, of course, you know, portable nuclear energy.”
Ben Horowitz May 16, 2024 ▶ 33:59 AI, Robotics & the Future of Manufacturing
a16z Assertion Not checkable as stated
Andreessen: a16z is a nonpartisan firm focused strictly on tech policy
“We are a nonpartisan firm. We are 100% focused on tech politics and policy.”
Marc Andreessen Apr 2, 2024 ▶ 1:14 Politics & the Future of Tech
a16z Prediction Not checkable as stated
Horowitz: a16z commits significant funding to tech policy for next decade
“And then we're deploying a, you know, a really significant amount of money to basically pushing innovation forward, making, you know, getting to the right regulation on tech that preserves America's strength, and we are not only committed to doing that this ye…”
Ben Horowitz Apr 2, 2024 ▶ 10:22 Politics & the Future of Tech
20VC Disclosure
Dixon: Andreessen Horowitz explicitly classifies deals as heat seeking or truffle hunting
“I think we try to do both. And I, that's the way I think about it. And I think about it explicitly, like this is a heat seeking investment. This is a, Truffle hunting investment.”
Chris Dixon Mar 27, 2024 ▶ 14:01 Chris Dixon: Who Will Win the Next Generation of Venture? | E1132 · 20VC with Harry Stebbings
STARTUP IDEAS Disclosure
Greg Isenberg's Team Creates One Experimental Product Per Month
“We're often creating one product per month, just as an experiment.”
Greg Isenberg Feb 9, 2024 ▶ 14:42 50 Realizations That Changed My Life
20VC Disclosure
Sim: Boldstart funded Snyk three times prior to its Series A
“Guy from sneak we funded him three times before he got his A round done.”
Ed Sim Jan 10, 2024 ▶ 35:14 Ed Sim & Jamin Ball: Did Figma Kill M&A Markets & 3 Requirements to IPO in 2024 | E1101 · 20VC with Harry Stebbings
a16z Prediction Not checkable as stated
Mensch: Mistral must build frontier models to stay relevant to developers
“Really at the end of the day developers look at performance and latency. And so that's why we think that as a company, we need to be very much on the frontier if we want to be relevant.”
Arthur Mensch Dec 28, 2023 ▶ 26:50 Safety in Numbers: Keeping AI Open
MAD Disclosure
Srinivas: Perplexity rejected CoreWeave due to high pricing
“Yeah, we don't use Corby because we decoded a very high pricing to us and like we decided not to use them.”
Aravind Srinivas Nov 1, 2023 ▶ 50:06 Perplexity AI CEO on Dethroning Google & Redefining Search
MAD Opinion
Srinivas: Perplexity does not believe in OpenAI's plugin vision
“We don't believe in the OpenAI plugins vision.”
Aravind Srinivas Nov 1, 2023 ▶ 50:55 Perplexity AI CEO on Dethroning Google & Redefining Search
NEON SHOW Disclosure
Sudhakar: BigBasket supplies all Taj Hotels within Tata Group
“For instance, we sell to all the Tada Hotels, right? The Taj Hotels.”
V.S. Sudhakar Oct 6, 2023 ▶ 1:12:54 Did Jio SAVE India, Bharat's BIGGEST FLAWS & Helping Indian Farmers | BigBasket Founder on Neon Show
NO PRIORS Disclosure
Khan Academy is building employer-recognized competency credentials for job qualifications
“And so we are working and I know others are working to create competency signals, credentials, that if you do it, employers will recognize it.”
Sal Khan Aug 17, 2023 ▶ 42:49 No Priors Ep. 28 | With Khan Academy’s Creator Sal Khan
Basiri: ApplyBoard Dropped 100% of Student Fees After Charging Universities
“The moment we realized that we can charge universities some marketing fee, we dropped a hundred percent of our cost to our students.”
Martin Basiri Jul 3, 2023 ▶ 27:53 Martin Basiri, Founder of Applyboard | How to Find Product Market Fit · PMF Show
20VC Assertion Supported
Khosrowshahi: Uber lost 85% of volume overnight while losing $2B
“You know, we lost 85% of our volume overnight, and the business was already losing two billion dollars.”
Dara Khosrowshahi Mar 27, 2023 ▶ 44:26 Dara Khosrowshahi: How I Became CEO of Uber; Uber Eats vs DoorDash; The Postmates Acquisition | E994 · 20VC with Harry Stebbings
ALL-IN What-if
Sacks: Closing NATO's door likely could have avoided the Russia-Ukraine war
“Because there's a good chance we could have avoided This disastrous war if we had just been willing to close NATO's door.”
David Sacks Dec 24, 2022 ▶ 12:14 E109: 2022 Bestie Awards Live from Twitter HQ
20VC Prediction Held up
Escobari: General Atlantic will never deploy fund commitments faster than 3 years
“So the two things we said is we're never going to run our commitments faster than three years. And we want to make sure the vast majority of our companies have fully funded plans.”
Martin Escobari Nov 11, 2022 ▶ 18:47 Martin Escobari: How to Invest During a Recession; Negotiation Tips; Developing Markets | 20VC #948 · 20VC with Harry Stebbings
20VC Disclosure
Söderström: Spotify cannot test features without paying upfront music licensing costs
“And that's actually a problem with being big. We can't really just try things. We have to license them first, which means we take the cost up front.”
Gustav Söderström Oct 13, 2022 ▶ 30:11 Spotify CTO Gustav Söderström: TikTok's Music; How Olivia Rodrigo Gamed the Algo | 20VC #936 · 20VC with Harry Stebbings
ALL-IN Assertion Not checkable as stated
Sacks: U.S. completely refused to negotiate on Russia's pre-war security demands
“The fact of the matter is we never were willing to negotiate at all on those two demands at all.”
David Sacks Sep 10, 2022 ▶ 41:28 E95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm & more
ALL-IN Prediction Not checkable as stated
Sacks predicts a very high probability of US-China war this century
“I think there's a very high probability that we actually end up in a war with China.”
David Sacks Aug 5, 2022 ▶ 42:17 E90: Twitter subpoenas, market overview, Pelosi's Taiwan visit & more
ALL-IN Disclosure
Calacanis: LAUNCH trimmed secondary positions 80% of times offered for winning companies
“We were offered the opportunity to trim our positions in secondary with our winners, ah, from people who wanted to buy secondary shares. I did it probably four out of five times.”
Jason Calacanis Jul 22, 2022 ▶ 1:35:27 E88: First principle politics, China chaos & outlook, state of private/public markets & more
ACQUIRED Opinion
Hariharan: YC Continuity is highly undercapitalized relative to YC's massive success
“And so, I mean, as I said, we are highly undercapitalized for the success of YC companies.”
Anu Hariharan May 12, 2022 ▶ 1:21:36 Arena Show Part I: Idea Dinner + YC Continuity · Acquired
Wincek: Renegade Partners evaluates its market predictions using Brier scores
“We do a lot of forecasting and calculated Breyer scores around like what are short, medium term endpoints that we can try to forecast and see how good we actually are at reading the market and measuring the market.”
Roseanne Wincek Mar 21, 2022 ▶ 49:17 Renata Quintini and Roseanne Wincek – Renegade Spin-Out in the Supercritical Stage, Venture is Eating the Investment World 11 (Capital Allocators, EP. 242)
20VC Assertion Contradicted
Glyman: Ramp had zero customers in June 2020
“A year ago, we had zero customers”
Eric Glyman Jun 2, 2021 ▶ 17:11 20VC: Ramp's Eric Glyman on Why You Should Never Take The Highest Price, Working With Venture Funds vs Crossover Funds and How To Determine What To Buy vs Build as a Founder Today?
TOP FOUNDERS Prediction Not checkable as stated
Pendery: Gray Suit will exceed 1,000 customers in next three months
“Yeah, I think in the next three months we'll be over a thousand.”
Rafferty Pendery Nov 24, 2020 ▶ 14:26 GreySuit Hits $4m Revenue Helping 700 Furniture Brands Manage Meta-Data

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