Andreessen Horowitz

18 statements across 16 episodes · 8 bullish · 3 bearish · 7 people on the record · first statement Mar 20, 2021 by David Friedberg · said 140 times in 52 episodes since 2020 · across every show →

Mentions by year

brought up most by Chamath Palihapitiya (56), Jason Calacanis (45), David Friedberg (30), David Sacks (5), Paul Atkins (1), Mar Hershenson (1), Gavin Baker (1), Dan Loeb (1)

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08152020202120222023202420252026episodes it came up in
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2026 22 mentions in 7 episodes 3 per episode
2025 3 mentions in 3 episodes 1 per episode
2024 19 mentions in 8 episodes 2 per episode
2023 7 mentions in 6 episodes 1 per episode
2022 39 mentions in 15 episodes 3 per episode
2021 47 mentions in 11 episodes 4 per episode
2020 3 mentions in 2 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Andreessen Horowitz, oldest first

Mar 20, 2021
Disclosure
Friedberg: a16z offered a $40M term sheet when I sought $30M
“I got my series B term sheet in 2000 eight, I guess it was. And or 2009 and I had three venture firms. Andreessen was one of them that gave me a term sheet. And the interesting thing about at that time with Andreessen was they gave me a term sheet. I was tryin…”
David Friedberg Mar 20, 2021 ▶ 52:21 E26: State of Venture Capital, plus fan questions on longevity, decentralization & quantum computing
Apr 17, 2021 positive
Assertion Contradicted
Sacks: Andreessen Horowitz generated about $20B in returns on Coinbase
“Andresa, but Andresa made like twenty billion of returns, of which, you know, they're probably getting 25, 30%. So they made the most money.”
David Sacks Apr 17, 2021 ▶ 23:51 E29: Coinbase goes public, direct listings vs. IPOs, unions & more with Bestie Guestie Brad Gerstner
May 22, 2021 bullish
Opinion
Chamath: Andreessen Horowitz is set up to rival Sequoia
“They're basically set up to become Sequoia. If they really, I mean, I think if you think about like which two firms are really. Crushing on all cylinders right now, obviously Sequoia has always been the perennial number one, but if you think about the heater t…”
Chamath Palihapitiya May 22, 2021 ▶ 55:37 E33: Apple’s hypocrisy, America fails math, crypto’s regulatory correction, Clubhouse, UFOs & more
Oct 2, 2021 neutral
Assertion Not publicly verifiable
Sachs: Andreessen Horowitz employs roughly 200 people in operating services
“They've got like, 200 people doing it.”
David Sacks Oct 2, 2021 ▶ 1:12:22 E49: Coinbase CEO reflects on controversial blog, state of the markets, 1000 unicorns & more
Oct 9, 2021 neutral
Disclosure
Chamath: Crypto startups raise seed at $30M valuations with $200k-$400k checks
“When we see these projects, all these companies tend to raise, you know, three, four, five million bucks. It all tends to be at like, thirty million pre, and it all tends to be distributed. So like, you know, it's us, Andreessen, Sequoia, and it's like, you kn…”
Chamath Palihapitiya Oct 9, 2021 ▶ 23:27 E50: Crypto investing deep dive, Facebook's whistleblower fallout, Chappelle's new special & more
Jan 8, 2022 bullish
Prediction Open · timeframe Jan 2027
Friedberg predicts Andreessen Horowitz will be the first VC firm to IPO
“It's very likely that you'll see Andreessen be the first”
David Friedberg Jan 8, 2022 ▶ 1:01:15 E62: Elizabeth Holmes verdict, fraud origins & takeaways, navigating "The Great Markdown" & more
Feb 19, 2022
Disclosure
Friedberg took Khosla's lower Series B valuation over a16z and Founders Fund
“I had three term sheets for my Series B. It was from Andreessen Horowitz, Khosla Ventures, and Founders Fund. And Founders Fund came in kind of last minute. But I went with Khosla, even though it's a lower valuation”
David Friedberg Feb 19, 2022 ▶ 50:21 E68: Trudeau invokes emergency powers, Bitcoin vs. government, Tiger Global's new strategy and more
May 26, 2022 positive
Opinion
Rabois: Andreessen Horowitz is excellent at crypto investing
“In crypto, they're excellent.”
Keith Rabois May 26, 2022 ▶ 1:00:49 #AIS: Tim Urban on political discourse + Keith Rabois on early-stage investing in 2022
Jun 24, 2022 negative
Opinion
Calacanis: Andreessen Horowitz engaged most in VC token sale flips
“That seems like the firm that did this the most is Andreessen Horowitz.”
Jason Calacanis Jun 24, 2022 ▶ 59:35 E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast
Aug 20, 2022 neutral
Insight
Chamath: Mega-funds prioritize AUM volume and deployment over top-tier returns
“Any of these publicly traded investment managers, they live and die by their ability to constantly be raising funds, which implicitly means you have to constantly be writing funds. The returns decay, but that's okay, because now you're feeding, you're, you kno…”
Chamath Palihapitiya Aug 20, 2022 ▶ 23:44 E92: Adam Neumann's second act, a16z's $350M bet, housing policy, Inflation Reduction Act & more
Aug 20, 2022
Opinion
Chamath: Andreessen Horowitz wants to be the Blackstone of technology
“You have to understand the Andreessen business model Andreessen Horowitz business model is to become Blackstone, but for technology.”
Chamath Palihapitiya Aug 20, 2022 ▶ 16:43 E92: Adam Neumann's second act, a16z's $350M bet, housing policy, Inflation Reduction Act & more
Sep 26, 2023 positive
Disclosure
Chamath chose Khosla's Series B offer over a16z and Founders Fund
“I had offers from I guess I'll say it, Founders Fund and Andreessen Horowitz for my Series B. Vinod gave me the lowest valuation, and I still took his offer.”
Chamath Palihapitiya Sep 26, 2023 ▶ 2:11 All-In Summit: In conversation with Vinod Khosla
Jan 19, 2024 bearish
Prediction Not checkable as stated
Chamath: a16z probably won't generate high returns on Adam Neumann's Flow
“But are they going to generate huge rates of return? Probably not, because that's not what real estate is known for.”
Chamath Palihapitiya Jan 19, 2024 ▶ 39:16 E162: Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model & more
May 15, 2026 bullish
Prediction Not checkable as stated
Chamath: Andreessen Horowitz will reach $1T AUM and equal Blackstone
“They're marching towards a trillion. They're going to be the next Blackstone, which I think is an incredible feat.”
Chamath Palihapitiya May 15, 2026 ▶ 16:14 Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño
May 15, 2026 neutral
Assertion Open · timeframe Nov 2026
Chamath: Andreessen Horowitz is the largest donor in this election cycle
“There was an article in the New York times this week, which really surprised me, but the largest donor in the, in this election cycle is Andreessen Horowitz.”
Chamath Palihapitiya May 15, 2026 ▶ 15:50 Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño
Jun 5, 2026 negative
Prediction Not checkable as stated
Loeb: Humans will always be needed in capital allocation despite AI
“Maybe, maybe you can theorize that there will be agents that will sit at Andreessen Horowitz and whoever else, your funds, but I think the human will always have to be there”
Dan Loeb Jun 5, 2026 ▶ 13:21 Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is Back
Jun 6, 2026 bullish
Prediction Not checkable as stated
Gerstner: Tech companies will return to going public at $1B-$5B valuations
“I actually think the public markets may be shifting back in this direction. And a lot of the companies in our portfolios are now thinking about going public at a billion or three billion or five billion. We had this period of a decade where Andreessen was real…”
Brad Gerstner Jun 6, 2026 ▶ 29:41 The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel
Aug 21, 2026 bullish
Assertion Not checkable as stated
Chamath: Andreessen Horowitz made $15B to $17B on SpaceX
“The cursor was decent. It was like an appetizer, but SpaceX was the main course. That's like 15, seventeen billion.”
Chamath Palihapitiya Aug 21, 2026 ▶ 58:32 Dario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-Up
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