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 18 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 2 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 engaged most in VC token sale flips
“That seems like the firm that did this the most is Andreessen Horowitz.”
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…”
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…”
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”
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: 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: 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 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: 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.”
Friedberg predicts Andreessen Horowitz will be the first VC firm to IPO
“It's very likely that you'll see Andreessen be the first”
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: 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: 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…”
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.”
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…”