Company
Andreessen Horowitz (a16z) is a major Silicon Valley venture capital firm investing in startups across tech sectors including crypto, software, and AI.
Exponential View says GLP-1 sales reached $76 billion in 2025, ahead of its own $63 billion estimate for generative AI. The $13 billion lead rests on that estimate, and the retention studies the piece cites show heavy attrition.
Reality
Kalshi and its investor Paradigm sat with Coinbase, Ripple and Chainlink at the White House, one day before the CFTC's new advisory committee met. The seating chart is the substance.
Perspective Coverage
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a16z's September State of Markets deck puts horizontal software at a median 2.7 times trailing revenue, against 9.1 times for infrastructure. Its own growth data held steady through the selloff, so horizontal founders now raise against a price that fell further than their businesses did.
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An ex-LinkedIn product manager writing for a16z demotes the 120-page spec the author once wrote and names the story as a PM's most important output. AI changes how teams code, the author writes, but the story still has to survive being retold without the PM in the room.
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The Sequence puts the figure at $12.9 billion. No model pull changes on day one, which is why the neutrality assumption buried in most build pipelines is worth writing down while testing it is still cheap.
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The joint letter to SEC Commissioner Hester Peirce defines a qualifying decentralized exchange by four tests, three of them checkable against deployed code and the fourth a judgement about who holds discretionary privileges.
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Whitney Stefko Dover spent months refining a Claude agent that ran her household, then rebuilt it in ChatGPT Work and called the move painless, because she had already written down how the assistant worked and what it connected to.
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Lightspeed co-led a $550 million Series E on September 14th, seven months after Temporal's $5 billion Series D. The operating metrics behind the markup are Temporal's own: 4,300 paying customers and 1.9 trillion billable actions in August.
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Kepler's Vinoo, who led the rotation that turned about 250 Palantir engineers into forward deployed ones, writes that nothing carried customer findings back into the core product except who knew whom. He now runs the function inside product.
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Salesforce, Docusign, Atlassian and Klaviyo are all marketing agents that act on their own records. Andreessen Horowitz's case for building anything on top now rests on whether your job needs data those records never held.
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OpenAI's agent product pays off in proportion to the access it is given. That makes the rollout an access-control project, and the person holding the keys is usually a team lead.
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One officer logged more than 700 unauthorized searches on his estranged wife's car. The feature that made that possible is the one a16z and Tiger paid about 16 times revenue for.
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A Big Four audit answers the backing question for $183 billion of USDT. It does not turn a $6.8 billion excess into a treasury-grade cushion.
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