Andreessen Horowitz

“I think that Andreessen Horowitz definitely overpaid in terms of their investment in Clubhouse”

“Well, I mean, I think sadly Andreessen Horowitz probably came out of this financially kind of okay because with the, well, the crypto venture capital model is very slanted towards the venture capitalists where they can invest money in a firm. They receive thes…”

“I think the reputational Aspect of it, you know, I think they should be embarrassed by this, and I think people should view them negatively for this pretty blatant tuxterism that they were involved in, because, you know, they, this evangelism that they were do…”

“You remember when Andreessen Horowitz was doing his media up or whatever. When they did that, they're like, one of them called me, and they're like, we're going to beat you. It's your own game. I'm like, one, you'll suck. Two, it's a shitty business. Enjoy. I …”

“You'll see that there is, I think, five of them on this version of the top 50 web ranks, and that's been pretty consistent since we started the list. It's a popular use case, but it's one that's like pretty hard to monetize.”

“I think it's going to change, and it's already changing.”

“Seven of the nine creative tools on your list of hundred top apps were image generators. Three years later, only three image generators remain.”

“The desktop products I'm thinking of are like Cursor, Claude Cowork, Whisperflow, Granola, like none of these are really captured in this data, and so we're gonna have to evolve our methodology into looking more at revenue than just kind of web traffic, which …”

“I think there's like a little bit of a happy medium, but more, we get more excited when a company is kind of more AI first in terms of the tools they use. The reason I don't say like, A hundred percent AI all the time is because the tools aren't perfect yet, s…”

“I think in general though, like pre AI for if you were building, especially an enterprise business, say software for HVAC, like the people you would want to back in that market is the guy who has done HVAC You know, knows the market inside out, built a company…”

“Like Google has four standalone products on our list, which if you had told me that 24 months ago when like Bard came out, the early version of Gemini, I would not have believed you.”