Jeff Jordan
General Partner, Andreessen Horowitz. On 2 shows, 18 appearances, plus 2 compilation re-airs not counted. The Shows tab opens the full record on each.
investorexecutiveoperator@jeff_jordan ↗a16z.com/author/jeff-jordan ↗Wikipedia ↗
At Andreessen Horowitz, Jordan led landmark early investments in top consumer and marketplace companies, including Airbnb, Pinterest, and Instacart. Earlier in his career, he served as CEO of OpenTable, President of PayPal, and Senior VP and General Manager of eBay North America.
2shows
18appearances
224statements
54resolved
30supported
10contradicted
56%fully supported
37said about them ↓ Everything Jeff Jordan said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Jordan: Amazon was the only profitable e-commerce business due to low defensibility
“Early on, I was a big proponent of that e-commerce was going to clean the clock of the department stores. I got the thesis half right. Share did shift. No one could make money other than Amazon because of there's just no defensibility, no barriers to entry.”
Jordan: Fewer than five U.S. e-commerce companies hit $1B and stay profitable
“So, you know, one of the big secrets in e-commerce is virtually no companies get big and make money in the United States on e-commerce. I can name five e-commerce companies in the U.S. After two decades of investing and God knows how many tens of billions of d…”
Jordan: Merrill Lynch was not a top-tier tech bank in 2009
“All due respect to Merrill at the time, they were, you know, they were not the top of the pyramid in terms of tech bankers, so we, because we were the only IPO, we had every bank wanted to do it.”
Jordan: The best outcome for USPS is privatization by Amazon or UPS
“USPS is, you know, been having, you know, been running a massive loss for many, many, many years. I mean, for me, the best outcome is either one of two people buys it and basically privatizes it, UPS or Amazon.”
Google Drains Retail Profit Margins Through Dual-Funnel Advertising Spend
“A lot of people think Google massively overcharges. They're taking all the margin out of the product because of this. The marketers, brands are spending at the top. Retailers are spending at the bottom. Margins is disappearing into the coffers of these compani…”
Craigslist founders operate like communists rather than maximizing business value
“They're somewhere between social activists and communists and they have not run their business in a value-maximizing way.”
Jordan: a16z Avoids Investing in Startups Reliant on Paid Marketing
“I am reluctant to invest in companies that, that require heavy paid marketing to build their audience.”
Jordan: TikTok Buys Users at Scale Unlike Early Google or Facebook
“That's not a categorical rule, because TikTok buys users at monstrous scale. But, you know, Google really didn't buy many users, Facebook didn't buy many users, you know, tick, tick, tick, tick.”
Jordan: a16z Avoided Fast Commerce, Viewing It as a Kozmo Redo
“We didn't make a bet in in fast commerce. That's one word that some of us internet veterans remember Cosmo and, you know, our concern was it's Cosmo redo redo without anything really new. On top of it. So we did not place a bet in that in that sector.”
Jordan: Demand Is the Primary Strategic Side in Two-Sided Marketplaces
“I have a belief that the demand side is, you know, kind of the, is the more, more strategic side because suppliers typically will go wherever the demand is. And so for me, keeping a healthy demand Bucket, you know, is what your suppliers are looking for.”
Jordan: Home Service Marketplaces Fail Due to Low Frequency and Leakage
“I think there is a real issue with leakage. The other is a issue with frequency except for lawn care and home cleaning. Almost all services are very, very infrequent and it's, it was very hard to build a brand.”
Jordan: Reluctant to invest in startups relying on paid marketing
“So I am reluctant to invest in companies that, that require heavy paid marketing to build their audience. You know, the best Concepts typically don't need, you know, they're so compelling, they don't need to buy users.”
Jordan: Incredible Health could have gone from Series A to IPO
“Iman at Incredible had the just had this dream of, she called it A to IPO. She arguably could have never raised a B round and gone public. The business has that kind of momentum. And because she was quote unquote accidentally profitable, the bookings came in w…”
a16z does not base investment decisions on current market size
“We strive as a firm not to base investment decisions on current market size, because a lot of the best businesses created new markets to create new markets.”
Jeff Jordan: Top e-commerce investments like Fanatics generated uninspiring returns
“And I actually got two of the best e-commerce companies out there, fanatics and Zulu and it still is an uninspiring outcome.”
Jordan: a16z passed on fast commerce, viewing it as Kozmo.com 2.0
“We didn't make a bet in in fast Fast commerce. That's one word. Some of us internet veterans remember Cosmo and... Our concern was it's Cosmo redo, redo without anything really new on top of it. So we did not place a bet in that in that sector.”
Jordan: Instacart lost $20-$25 per order when a16z first invested
“From recollection, they were billing something like 10 or 12 dollars per order when we invested, and they were losing 20, 25 dollars per order on each one”
Jordan: A Month-Long Venture Fundraising Window Signals Startup Struggle
“And if it's a month, it's often an adverse signal. So it's, you know, that they can't raise.”
Jordan: VC-Founder Misalignment Stems from VC Portfolio Risk Dynamics
“I think the biggest one is VCs have a portfolio and the founders have N of one. And so, yeah, I try to be very explicit on that. You know, the founder says, okay, I have a fork in the road. You know, what, which, what's your point of view on where I should go?…”
Jordan: Growth-challenged DTC brands are turning to offline retail
“All the companies that are getting challenged, growing, continuing to grow DTC sales are turning to offline retail in different forms. Every company I've worked with is trying to do that because incremental sales.”
Jordan: Sports team valuations rely entirely on vulnerable media broadcast dollars
“What's driven the constantly escalating value of the sports teams is almost exclusively these media dollars that have flown in. But media dollars typically follow eyeballs, and if eyeballs are declining rapidly, the media dollars disappear.”
Jeff Jordan: Blended CAC is a dangerous metric for startups
“I view blended CAC as a really dangerous number.”
Jeff Jordan: Top internet companies didn't rely on paid acquisition
“Most of the best businesses in the internet age of technology haven't spent a ton on paid acquisition.”
Jordan: Companies shouldn't IPO without four quarters of performance secured
“If you don't, for my perspective, you don't have the next four quarters in the bag, you know, Don't even think about it because it's so interesting. The long-term performance of the company in terms of value is so predicted by the first quarter performance.”
The other half of the tape: Jeff Jordan's own voice is left out of every number here. Other people bring the name up 36 times in 20 episodes across the shows. 1 statement on the record names them. every mention, with the transcript →
Who brings them up most Harry Stebbings 15Anu Hariharan 4Iman Abuzeid 3Connie Chan 3Sam Corcos 2Alex Schultz 2Ryan Caldbeck 1Michael Copeland 1
Statements about Jeff Jordan, by other people (1)
Every mention by year
tap a year for its mentions
20VC 29
the a16z Podcast 7
2025 2 mentions in 1 episode
2023 13 mentions in 6 episodes 2 per episode
- Sam Corcos: Why Founders Should Take as Many VC Meetings as Possible | E1093 · 20VC with Harry Stebbings
- The Marketplace 100: A Glimpse Into the Future of Commerce
- Meta CMO Alex Schultz: Competing Against TikTok & Snap; Why Reels Failed at First | E985 · 20VC with Harry Stebbings
- Marketplace Breakout Strategies: Take Rates, Defensibility, Payments | Field Notes by Connie Chan
- Adam Grenier: The Inside Story to Uber’s Hypergrowth; How We Spent $1B/mo in China | E989 · 20VC with Harry Stebbings
- Ariel Cohen: The Death of Salesforce; How OpenAI is Changing the Travel Industry | 20VC #975 · 20VC with Harry Stebbings
- every mention in 2023, scene by scene →
2022 3 mentions in 2 episodes 2 per episode
2021 1 mention in 1 episode
2020 3 mentions in 1 episode
2019 5 mentions in 5 episodes 1 per episode
- The a16z Pitch Room: Sandbox VR
- 20VC: So You Want To Be Acquired? Instacart VP of Corp Dev, Dave Sobota on His Biggest Lessons From 10 Years in Google's M&A Team Working on The Acquisitions of Motorola, Waze & Android
- a16z Podcast | When Organic Growth Goes Enterprise
- a16z Podcast | Tackling Senior Care with Help from Technology
- a16z Podcast | The End of Ownership
- every mention in 2019, scene by scene →
2018 4 mentions in 1 episode
2017 2 mentions in 1 episode
2016 3 mentions in 2 episodes 2 per episode
One line per show, most statements first. The link opens Jeff's full record on that show: the calibration, argument clarity, speaking style and every statement made there.
| Show | Role there | Eps | Statements | Record | |
|---|---|---|---|---|---|
| a16zLEDGER | General Partner, Andreessen Horowitz | 16 +2 | 169 | 50% 21/42 | full record on the a16z Podcast → |
| 20VCLEDGER | General Partner, Andreessen Horowitz | 2 | 55 | 75% 9/12 | full record on 20VC → |