Why $1B Exits are Dead

2026-05-29 · 34 min · episode 1113 · 13 entities

episode page audio

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→ hosted by Andreessen Horowitz person

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Feed author/publisher: a16z
→ references vencap.com website

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Link in episode "Why $1B Exits are Dead": https://vencap.com/

Entities found in this episode

companys 5

mentioned Business company

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Feed category: Business
mentioned Technology company

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discusses Business company

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Feed category: Business
discusses Technology company

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hosted by a16z company

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Feed author/publisher: a16z

websites 4

mentioned Entrepreneurship website

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Feed category: Entrepreneurship
mentioned vencap.com website

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Link in episode "Why $1B Exits are Dead": https://vencap.com/
discusses Entrepreneurship website

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Feed category: Entrepreneurship
references vencap.com website

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evidence rules-v4
Link in episode "Why $1B Exits are Dead": https://vencap.com/

persons 2

mentioned Andreessen Horowitz person

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Feed author/publisher: Andreessen Horowitz
hosted by Andreessen Horowitz person

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Feed author/publisher: Andreessen Horowitz

concepts 2

mentioned Science concept

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Feed category: Science
discusses Science concept

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Feed category: Science

Episode description as stored

David George, General Partner at a16z, and David Clark, CIO at VenCap, discuss how AI is reshaping venture capital and the technology industry itself. They examine why today’s AI companies are scaling faster than any previous generation of startups, and why the eventual outcomes may be significantly larger than most investors currently expect. The conversation covers frontier AI models, coding agents, open source competition, data center constraints, and who ultimately captures value in the AI ecosystem. They also discuss what these shifts mean for venture capital itself, including larger company outcomes, faster value creation, and the growing challenge of identifying durable winners in a market evolving at unprecedented speed. Resources: Follow David George on X: https://x.com/DavidGeorge83 Follow David Clark on X: https://x.com/daveclark85 Follow VenCap on X: https://www.vencap.com Stay Updated: Find a16z on YouTube: YouTube Find a16z on X Find a16z on LinkedIn Listen to the a16z Show on Spotify Listen to the a16z Show on Apple Podcasts Follow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.