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Andreessen Horowitz

private
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Venture capital firm backing early-stage and growth-stage technology companies worldwide with strategic support.

sentiment mix
bull 42%bear 0%neu 58%

funding rounds

private markets
awaiting round data

This slot renders the company's funding history: dates, rounds, amounts, valuations and lead investors once populated in data/funding-rounds.json.

signal summary

latest high-conviction thesis
a16z American Dynamism thesis: defense and space markets trillions larger than perceived, early inflection investing wins▾

American Dynamism category (defense, space, manufacturing) is 99% underestimated in size; the inflection stage where companies have real customers but pre-product-market-fit at scale offers best fund returns because these capital-intensive companies need growth checks to build hard tech.

conor loveT1TBPN2026-07-20
confidence 88 / 100impact High
key themes
  • AI Economics & Business Models63%
  • AI Geopolitics & Export Controls50%
  • Venture Capital50%
  • AI Regulation & Policy38%
  • Robotics & Physical AI38%

bull thesis · 5

92 / 100
  • •Kalanick partners with a16z for Atoms $1.7B raise after missing them at Uber
  • •Hosts defend a16z against DOJ investigation as politically motivated attack on VC model
  • •Hosts defend a16z against DOJ investigation as politically motivated ticky-tack

bear thesis · 0

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mentions · 12

20VC with Harry StebbingsHow LPs Allocate to Venture in 2026: What They Want, What They Don’t | Baylor University CIO2 mentions · 0▲ 0▼ 2○ · 11 days ago
0:0018:0037:0056:001:15:00
All-In PodcastDario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-Up2 mentions · 2▲ 0▼ 0○ · last month
0:0017:0035:0052:001:10:00
20VCSpaceX Buys Cursor for $60B | Anthropic's First Profit & The Math Behind Reaching $600B in Revenue?3 mentions · 0▲ 0▼ 3○ · last month
0:0021:0042:001:03:001:25:00
20VCThe AI Boom Will Create Enormous Roadkill: Who Wins & Loses? | David Frankel1 mentions · 0▲ 0▼ 1○ · 2 months ago
0:008:0017:0026:0035:00
TBPNInside Travis Kalanick’s Wild New AI Company1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:0012:0025:0037:0050:00
TBPNKimi, Odyssey, Tyler Cowen Joins, 5 Cups of Coffee, Aston Martin x COD1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:0031:001:02:001:33:002:05:00
20VCFrom 7 to 7,000 Employees in 9 Months | Curative Co-founder & CEO1 mentions · 0▲ 0▼ 1○ · 2 months ago
0:003:007:0011:0015:00
itnigKREA.AI: la startup de IA con más de 30 millones de usuarios | itnig podcast1 mentions · 1▲ 0▼ 0○ · 5 months ago
0:0036:001:12:001:48:002:25:00