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Ali Yahya: Andreessen Horowitz – A16z Crypto Investment Thesis

Ali Yahya: Andreessen Horowitz – A16z Crypto Investment Thesis

FromEpicenter - Learn about Crypto, Blockchain, Ethereum, Bitcoin and Distributed Technologies


Ali Yahya: Andreessen Horowitz – A16z Crypto Investment Thesis

FromEpicenter - Learn about Crypto, Blockchain, Ethereum, Bitcoin and Distributed Technologies

ratings:
Length:
73 minutes
Released:
May 3, 2023
Format:
Podcast episode

Description

When it comes to top-tier VCs, very few equal Andreessen Horowitz' (a16z) impressive portfolio, which stretches over both Web2 and Web3. Their crypto venture arm includes investments in most industry verticals, from infrastructure projects to NFTs and blockchain gaming. Constructing such a solid investment thesis requires conviction in the long-term prospects of the industry, as well as an influential network.We were joined by Ali Yahya, GP at Andreessen Horowitz, to discuss about a16z structure, operations and investment thesis, as well as the broader crypto landscape and value proposition.Topics covered in this episode:Ali’s backgroundWhy Google didn’t embrace cryptoa16z’s team structureThe role of a GP in a VCa16z’s thesis when it comes to crypto investingWhich crypto niches Ali is most bullish onGovernance vs. platform riskValuation-based investmentsProtocol revenue and monetary premium for L1sToken vs. EquityHow to prevent banking crisis contagion for crypto projectsEpisode links: Ali Yahya on Twittera16z cryptoa16zThis episode is hosted by Sebastien Couture & Meher Roy. Show notes and listening options: epicenter.tv/494
Released:
May 3, 2023
Format:
Podcast episode

Titles in the series (100)

Epicenter brings you in-depth conversations about the technical, economic and social implications of cryptocurrencies and blockchain technologies. Every week, we interview business leaders, engineers academics and entrepreneurs, and bring you a diverse spectrum of opinions and points of view. Epicenter is hosted by Sebastien Couture, Brian Fabian Crain, Meher Roy, Sunny Aggarwal, and Friederike Ernst. Since 2014, episodes have been downloaded over 4 million times.