Things I’ve Learned From Marc Andreessen
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Re: Things I’ve Learned From Marc Andreessen
#2black text on dark red at 13px - not too reader-friendly
Re: Things I’ve Learned From Marc Andreessen
#3black text on dark red at 13px - not too reader-friendly
It's black-on-white for me.
Re: Things I’ve Learned From Marc Andreessen
#4[deleted]
Re: Things I’ve Learned From Marc Andreessen
#5"be the market" is the advice that comes out of portfolio theory. To say that it applies to one type of investor but not to venture investors is to basically announce that you have absolutely no understanding of portfolio theory.
Re: Things I’ve Learned From Marc Andreessen
#6"be the market" is the advice that comes out of portfolio theory. To say that it applies to one type of investor but not to venture investors is to basically announce that you have absolutely no understanding of portfolio theory.
VCs deal in illiquid, information-asymmetric markets where prices are directly negotiated, capital is locked up for an extended period, and deals are large enough that investment is forced to be "lumpy".
If you could somehow invest in a startup "index", it would be great, but there really is no such thing (especially not for the VCs).
Re: Things I’ve Learned From Marc Andreessen
#7Marc said in an interview once, "being CEO is basically a constant stream of bad news."
I love that.
Re: Things I’ve Learned From Marc Andreessen
#8Thanks for the work that went into this post.
Re: Things I’ve Learned From Marc Andreessen
#9"be the market" is the advice that comes out of portfolio theory. To say that it applies to one type of investor but not to venture investors is to basically announce that you have absolutely no understanding of portfolio theory.
This is an odd comment. Do you think that Marc Andreessen, who manages one of the most successful portfolios of startups in the history of startups, has "absolutely no understanding of portfolio theory"?
Or do you think an alternate explanation might be more likely? Is it possible that you misunderstood something? Or is it possible that, if Marc is challenging this thesis of portfolio theory, he might be doing so from a place of great experience and be worth listening to?
Re: Things I’ve Learned From Marc Andreessen
#10Things I have learned from Marc Andreessen: he thinks Snowden is a traitor. And blames Snowden for causing problems for US companies to sell overseas.