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 7 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 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
Grefenstette: 80% of founders pitching a16z use cheap open-source Chinese LLMs
“I think Andreessen came out recently and said, 80% of the founders that come to them are using open source Chinese LLMs, because it might be 70, 80% as effective, efficient, but it's a 10th the cost.”
Rosenthal: Andreessen Horowitz made $11 billion on its Coinbase investment
“Well, it turns out they invested in Coinbase and made eleven billion dollars on it.”
a16z's first Norway and YC's first Vietnam deals were Antler startups
“So I think for example, Andreas and Horowitz first investments in Norway was an antler company. White Combinator's first investment in Vietnam was an antler company.”
Dixon: a16z invested in all 15 Coinbase funding rounds pre-IPO
“So Coinbase, as an example, I was on the board and we invested in but they did 15 rounds of financing before they went public and we invested in every single one of them.”
Median Time From Founding to IPO Has Doubled to 12 Years
“For the last 15 years, it's basically been 10 to 12 years, so we've almost doubled the time to stay private”
Dixon: a16z backed Dapper Labs across six rounds before Top Shot
“Dapper Labs is a company that makes this popular product called Top Shot. But before Top Shot, they did, I think it was six rounds of financing and invested in all of them.”
Andreessen Horowitz operates an in-house consulting agency for portfolio companies
“Andreessen Horowitz takes this to the extreme by having really a big quasi-consulting operation under its own roof. That is there to go off and help entrepreneurs streamline things like, how do you find office space? Well, we've got someone to help with that. …”