Venture capital in tech, entertainment, and AI
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 39 | Founded | 3 years ago | Last Issue | 6 days ago |
| Active | |||||
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andrewchen.substack.comLatest Issues
Will agents have network effects?
We are seeing a new wave of general purpose consumer-friendly agents, and it’s causing many thousands of AI startups to re-evaluate their place in the market. Some questions:
- Will these new horizontal players take over completely?
*...
The coming product retention crisis
Quick observation on why AI has exploded at work, but has been slow to disrupt consumer apps:
-
At work, AI follows patterns and gets rid of drudgery (good!)
-
At home, AI follows patterns but it generates slop (bad!)
This is why...
BRAINDUMP ON VIRAL LOOPS
Hey all — recently I wrote a three-part brain dump on everything I remember from building viral loops in the Web 2.0 days and some of the ways in which all these ideas have evolved in the mobile era and beyond. I posted it as three parts on...
The Anti-Pitch: When haters hate your startup idea
The optimist has the Pitch, and the skeptic has the Anti-Pitch.
The Pitch — and sometimes we call it the elevator pitch — is sacred inside the tech industry. We pithily describe a new idea, how it works, and why it’ll work. It should only...
Why retention is so hard for new tech products
I’ve been staring at retention curve data for 15-plus years now.
I was a founder, a product manager, and now a VC. And at Andreessen Horowitz, I end up meeting hundreds of startups each year, many of them through our a16z speedrun program,...
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Authors
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General Partner at Andreessen Horowitz. Author of “The Cold Start Problem”
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