Andreessen Horowitz

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Apr 29, 2024 by Sundeep Madra · said 7 times in 6 episodes since 2024 · across every show →

Mentions by year

brought up most by Brad Gerstner (3), Bill Gurley (3), Sundeep Madra (1)

mentionsepisodesper episode tap a year for its mentions

2025 3 mentions in 3 episodes 1 per episode

AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod May 22, 2025 · 1 mention · from 1:03:47
Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod Apr 4, 2025 · 1 mention · from 1:06:09
NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod Mar 21, 2025 · 1 mention · from 7:55
every mention in 2025, scene by scene →

2024 4 mentions in 3 episodes 1 per episode

Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Jul 25, 2024 · 2 mentions · from 3:18
Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Nov 21, 2024 · 1 mention · from 3:00
Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod Apr 29, 2024 · 1 mention · from 21:21
every mention in 2024, scene by scene →

every mention, scene by scene, with the transcript →

Everything said about Andreessen Horowitz, oldest first

Apr 29, 2024 bullish

Assertion Contradicted

Madra: 82% of enterprises use or plan to use open-source AI

“82% of the respondents said they are either already on open source or will move to open source.”

Sundeep Madra Apr 29, 2024 ▶ 21:54 Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod

Jul 25, 2024 neutral

Insight

Gurley: Crypto and defense investments force venture capitalists into politics

“As you move into things that they've been moving into, crypto defense tech, like, you're getting into heavily regulated industries, so you're gonna bump up against this more, and you're gonna think about policy more”

Bill Gurley Jul 25, 2024 ▶ 3:18 Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod

Andreessen Horowitz

Mentions by year

Everything said about Andreessen Horowitz, oldest first

Turn any episode into a week of clips.