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Why Andreessen Horowitz Is Still Betting Big On Crypto

Apr 22, 2026 · 50:25

Ali Yahya, general partner at Andreessen Horowitz (a16z), explains why AI and crypto are converging faster than predicted, with privacy emerging as a key defensive moat for crypto startups. He defines AGI as the point when an agent can be fully economically independent and outlines five stages of autonomous commerce, from automated payments to agent-to-agent transactions. Yahya is skeptical about AI agents trading for consumers—since everyone using ChatGPT eliminates alpha—but sees potential for professionals with proprietary data. He notes that a16z's 70-person platform team provides legal, research, and go-to-market support, and that the cost of entry has collapsed, letting founders test ideas with smaller teams before raising capital. He also highlights prediction markets, now legal in the US, as a growing category and recommends robotics as the next frontier, calling physical intelligence a 10–15 year arc offering time for newcomers to enter.

A16Z Partner: Why "Just Capital" Is Not Enough Anymore (The Firm of 2030) | David Haber

Jan 25, 2026 · 56:58

David Haber, a16z general partner, argues most venture investors run funds but few build firms, and explains how a16z operates as a firm with compounding competitive advantage. The firm reinvests fees into a 600-person platform giving founders distribution, credibility, and leverage. Haber shares his founder story: Bond Street raised $900M in debt, sold to Goldman Sachs, teaching him inside a 40,000-person organization. On AI, he says software becomes labor, expanding TAM beyond IT spend—portfolio company Salient's voice agents achieve 50% better collection rates. He also highlights a16z's decentralized model with no single CIO, where specialist partners run divisions, making the firm more resilient than traditional funds.

This Is HOW Newsletters Can Make MILLIONS

Sep 14, 2025 · 1:02:25

Tyler Denk, co-founder of newsletter platform Beehiiv and writer of Big Desk Energy, reveals how Morning Brew's conversational tone and email-first strategy built a $75 million acquisition, then how he applied that experience to create Beehiiv as a 'Morning Brew in a box' for creators and businesses. He explains that email distribution wins because platforms like Facebook and Google cut traffic 40-50% via algorithm changes and AI summaries, while newsletters let creators own their audience and monetize through ads, subscriptions, and affiliates. Denk shares Beehiiv’s early days: 150 of 400 signups from a single tweet, a $99 all-inclusive plan that was a no-brainer, and a 'holy shit' moment when GoDaddy shut down all user websites during his bachelor party. He argues that newsletter M&A will return as companies like HubSpot acquire distribution to their ICP, and predicts waves in hard tech (robotics, energy) and preventative health—citing 50% less alcohol use among teens and the rise of wellness clubs—driven by founders needing peak mental performance to build billion-dollar companies.