Andreessen Horowitz
also referred to as: a16z
11 statements across 2 episodes · 3 bullish · 3 bearish · 3 people on the record · first statement Feb 19, 2026 by Sarah Wang · said 19 times in 12 episodes since 2024 · across every show →
Mentions by year
brought up most by Shawn Wang (7), Justine Moore (2), Anjney Midha (2), Michael Swix (Swyx) (1), Chai Asawa (1), Anastasios Angelopoulos (1), Alessio Fanelli (1)
tap a year for its mentions
2026 10 mentions in 5 episodes 2 per episode
- Marc Andreessen introspects on Death of the Browser, Pi + OpenClaw, and Why "This Time Is Different"
- Why AI Labs With Unlimited GPUs Still Fail — Anjney Midha, AMP
- Orbs: Shifting Coding to Cloud — Quinn Slack, Amp Code
- Inside Abridge: The AI Listening to 100 Million Doctor Visits — Abridge's Janie Lee & Chai Asawa
- Inside AI’s $10B+ Capital Flywheel — Martin Casado & Sarah Wang of a16z
- every mention in 2026, scene by scene →
2025 8 mentions in 6 episodes 1 per episode
- AI Video Is Eating The World — Olivia and Justine Moore, a16z
- [State of Evals] LMArena's $1.7B Vision — Anastasios Angelopoulos, LMArena
- Breaking AI to Fix It: Ian Webster's Journey from Discord's Clyde to Promptfoo's $18M Series A
- AI is Eating Search
- SF Compute: Commoditizing Compute
- Fullstack-Bench: The Eval for Coding Agents — with Sujay Jayakar, Chief Scientist, Convex
- every mention in 2025, scene by scene →
2024 1 mention in 1 episode
Everything said about Andreessen Horowitz, oldest first
Feb 19, 2026 bearish
Wang: Robotics funding prematurely assumes a 'ChatGPT moment' has happened
“It would probably be on the hardware side, actually, right, and the robotics sector, right, which is, it's, I don't want to say that it's not getting funding, because it's clearly it's sort of non-consensus to almost not invest in robotics at this point, but w…”
Feb 19, 2026 bullish
Wang: AI uniquely translates R&D capital directly into capability and demand
“This is probably also a unique time in that for the first time you can actually trace dollars to outcomes, right? Provided that scaling laws are holding and capabilities are actually moving forward. Because if you can put translate dollars into capabilities ca…”
Feb 19, 2026 bullish
Feb 19, 2026
Casado: Large AI model deals blur traditional venture and growth investing
“Take like the character around, right? These tend to be like pre monetization, but the dollars are large enough that you need to have a larger fund and the analysis, you know, because you've got lots of users because this stuff has such high demand requires mo…”
Feb 19, 2026
Casado: AI venture rounds now routinely require complex strategic compute contracts
“Like in the past, if you did a series A or a series B, like whatever, you're writing a 20 to a sixty million dollar check and you call it a day. Now you normally have financial investors or strategic investors, and then the strategic portion always still goes …”
Feb 19, 2026
Wang: AI startups negotiate 9-figure compute deals six months in
“We talk about buying compute, but there's a huge negotiation involved there in terms of, okay, do you get equity for the compute? What sort of partner are you looking at? Is there a go-to-market? Arm to that. And these are just things on this scale, hundreds o…”
Feb 19, 2026
Feb 19, 2026 bullish
Feb 19, 2026
Feb 19, 2026 bearish
Casado: Frontier AI Labs Could Outspend and Consume Application Layer Startups
“It literally becomes an issue of like raise capital, turn that directly into growth, use that to raise three times more. And if you can keep doing that, you literally can outspend any company that's built. Not any company. You can outspend the aggregate of com…”