Marc Andreessen

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25,592 appearances 50 recordings 3 series first heard Oct 2024 last heard 1 Aug

Marc Andreessen’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 26 in all, peaking in Jan 2026 with 6.

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The a16z Show · Marc Andreessen on Evaluating Founders and AI's Consumer Surplus · 30 Mar 2026 podcast

You know, and we we do get very close to some of those founders, you know, but again, it's it's not, you know, they they always at that point have somebody early on who who they're very close to.

So we, you know, we do see the difference there.

And then look, the other part of it is doubling, you know, doubling down, you know, doubling down on the companies that are working or growing.

And and I would just say on that, you know, look, you know, part of that's just

economics, which is if you have the chance to do that, you know, you should do that as a professional investor.

But there's there's a the another really fundamental thing where we decide why we decided to go so big in growth um on that front, which is this is less true now, but it, you know, 10 years ago, 15 years ago, these companies would raise money from venture investors and then they would get to a certain point and then they would raise money from a completely different kind of investor that was not tech centric.

And then they would all of a sudden end up in this situation where they had you know it's

A conflict between investment mentalities, it a fundamental conflict on the cap table over things like you know, level of risk, level of reinvestment, you know, how fast they should go public, when if if they should sell the company, do they need to replace the founder, bring in a professional CEO?

You know, the the the the to the extent you bring in non-tech mentality, non-whatever you wanna call it, Silicon Valley mentality, growth stage investors, you do set yourself up for like you're you're now gonna get a different set of pressures.

And so one of the things we wanted to be able to do is to be able to, you know, with our with our founders that have the chance to build something really great.

Like we want to be able to be their partner across, you know, potentially every round that they do.

And and then as a consequence of that, they can basically preserve our mentality on their cap table for longer and longer and longer.

And I think that that that works pretty well.

Is it possible

Yes, and it it is.

And the reason for that, twofold.

One is just the the conceptual kind of reasons that I described, but the other is just pure on pure economics, it is.

Because, as you know, the upside on the five million dollar check is every bit as big as the upside on a five hundred million dollar growth investment.

And and this is what's so unusual about venture.

If if I make a five million dollar seat investment and and I nail it, I I you know, I can make ten billion dollars on that, a hundred billion dollars on that.

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