Andreessen Horowitz

6 statements across 3 episodes · 0 bullish · 3 bearish · 1 people on the record · first statement Sep 28, 2021 by Benedict Evans · said 65 times in 33 episodes since 2020 · across every show →

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brought up most by Benedict Evans (60), Bernadette Kevins (4), Toni Cowan-Brown (1)

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2026 4 mentions in 3 episodes 1 per episode
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2023 7 mentions in 5 episodes 1 per episode
2022 27 mentions in 10 episodes 3 per episode
2021 14 mentions in 7 episodes 2 per episode
2020 9 mentions in 4 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Andreessen Horowitz, oldest first

Sep 28, 2021 neutral
Disclosure
Evans: a16z Never Passed on Deals Fearing Big Tech Competition
“When I worked at Andreessen Horowitz, we saw three or 4000 companies a year. You know, I don't think we ever said, you know, what if Google does this? Or, you know, you can't invest in that because Microsoft might do that or because Amazon might do that.”
Benedict Evans Sep 28, 2021 ▶ 11:03 Regulation - Who will notice?
Aug 23, 2022 negative
What-if
Evans says he would not have invested in Adam Neumann's Flow
“Meanwhile, meanwhile, I still wouldn't have done the deal, but hey, that, that's why I'm, that's, maybe that's why I'm not taking this call on my goal stream between Santa Monica and Miami Beach, my Santa Monica and Miami Beach offices, as I run my venture fir…”
Benedict Evans Aug 23, 2022 ▶ 30:04 A new wave of company creation
Aug 23, 2022 negative
Opinion
Evans: Andreessen's take on renting sounds like someone who hasn't rented in 25 years
“I'm radically unimpressed by Marc Andreessen saying renting is a soulless experience and nobody would ever want to do that because I've spoken like a man who hasn't rented a home in 25 years.”
Benedict Evans Aug 23, 2022 ▶ 7:18 A new wave of company creation
Aug 23, 2022 neutral
Assertion Supported
Evans: a16z invested $300M-$400M in Adam Neumann, its largest check ever
“And Andreessen Horowitz has given him, I think, the largest check they've ever written at a So three or four hundred million dollars to back this.”
Benedict Evans Aug 23, 2022 ▶ 0:50 A new wave of company creation
Aug 23, 2022 neutral
Assertion Supported
Evans: a16z and Sequoia are RIAs buying public equities like Block
“Andreessen Horowitz is now a registered advisor, so is Sequoia, which means they can own public stocks. They own public stocks. I've read that Andreessen Horowitz bought stocks in Square, which is now in, which is now called Block. They bought it in the stock …”
Benedict Evans Aug 23, 2022 ▶ 13:24 A new wave of company creation
Apr 16, 2026 negative
Insight
Evans: A software company's moat is go-to-market, not writing code
“I don't feel like the reason it's hard to compete with X or Y or Z company is how long it would take you to write the code to replicate the product. It's almost never the problem. It's the problem. The hard part is everything else. It's working out what the pr…”
Benedict Evans Apr 16, 2026 ▶ 12:59 What jobs are AI jobs?
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