Tap an ability for evidence
2,620 people scored this
Zebra
57
Community
57
2,620 people scored this
Gap
Crowd vs Zebra
0
- MobilizeZ 64 · C 72+8
- LeverageZ 36 · C 28-8
- WealthZ 78 · C 72-6
- InfluenceZ 91 · C 97+6
Deploy Andreessen Horowitz capital into startup and policy themes
Our read: the mandate is beating peers on returns while keeping LPs and regulators comfortable with concentration.
Receipts
- Deploy Andreessen Horowitz capital into startup and policy themesAmerica MZ100 seed card — replace with sourced receipt when researched
Watch for Fund closes, fee pressure, and headline drawdowns.
Keep finance rules favourable
Tax, disclosure, and banking rules define what strategies are even legal to run at size.
Receipts
- Keep finance rules favourableAmerica MZ100 seed card — replace with sourced receipt when researched
Watch for SEC/CFTC rulemakings and capital-gains or carried-interest fights.
Build the AI buildout at national scale
Chips, datacentres, power, capital and distribution sit with different people. Public announcements (e.g. Stargate) put several of them in the same programme. Receipts below are the moves; the read is that the buildout is coordinated capacity, not one company's project.
Their angle a16z capital
Receipts
- The Stargate datacentre programme was announced from the White House with OpenAI, Oracle and SoftBank attached.Reuters — Stargate AI infrastructure announcement, January 2025
- Nvidia supplies the accelerators that hyperscaler AI buildouts depend on.Money Zebra editorial observation — source pull pending
- Hyperscaler capex guidance across Microsoft, Meta, Google and Oracle has been revised upward for AI capacity.Money Zebra editorial observation — source pull pending
Watch for Who gets power contracts and grid interconnects. Compute is easier to announce than electricity.
Also on this (8)
- Sam AltmanOpenAI / models
- Jensen HuangNvidia / chips
- Larry EllisonOracle / datacentres
- Satya NadellaMicrosoft / cloud
- Mark ZuckerbergMeta / distribution
- Sundar PichaiGoogle / distribution
- Elon MuskxAI / Tesla AI stack
- Dario AmodeiAnthropic / models
Federal AI rules and state pre-emption
Documented moves include a White House AI/crypto policy post and industry spending on AI policy races. State AI statutes and federal pre-emption are the live policy fight — listed as facts in receipts, not as a heroes-vs-villains board.
Their angle a16z / policy spending
Receipts
- A White House AI and crypto czar post was created and filled from the venture world (David Sacks).Reuters — David Sacks named White House AI and crypto czar, December 2024
- Industry-funded political vehicles have formed specifically to spend on AI policy races.Money Zebra editorial observation — source pull pending
- California and other states have enacted or advanced AI statutes; federal pre-emption of those laws is an active legislative topic.Money Zebra editorial observation — source pull pending
Watch for Any federal AI bill text that includes a pre-emption clause.
Also on this (6)
- David SacksWhite House AI/crypto policy seat
- Ben Horowitza16z / policy spending
- Peter ThielNetwork / capital
- Sam AltmanOpenAI / federal standard interest
- Mark ZuckerbergMeta / open-source policy interest
- Elon MuskxAI / policy interest
Receipts are sourced. The read is ours. You decide.
Dry powder at scale
Andreessen Horowitz can move markets when it enters or exits a name.
Receipts
- Dry powder at scaleAmerica MZ100 seed card — replace with sourced receipt when researched
How it compounds · Reputation for size pulls deal flow before competitors see it.
Boardroom and policy access
Portfolio companies and political donations create a dense contact graph.
Receipts
- Boardroom and policy accessAmerica MZ100 seed card — replace with sourced receipt when researched
Macro and liquidity shocks
Leverage and illiquid books amplify drawdowns when credit tightens.
Receipts
- Macro and liquidity shocksAmerica MZ100 seed card — replace with sourced receipt when researched
What it constrains · Redemption gates and LP nerves can force sales at the wrong time.
Activist and media targeting
Large positions become political symbols — scrutiny scales with AUM.
Receipts
- Activist and media targetingAmerica MZ100 seed card — replace with sourced receipt when researched
Watch · Congressional hearings and campaign ads naming the firm.
Marc Andreessen allocates capital in public view. We read discipline and risk appetite from stated strategy and portfolio moves, not clinical terms.
Behavioural dimensions
Risk tolerance
uncertain
Leverage, concentration, and willingness to fight management.
Time horizon
uncertain
Hold periods vs rapid trading or activism.
Public profile
uncertain
How often personal narrative leads the firm story.
Possible drivers
Possible driver: Information and timing edge
Our read: Marc Andreessen optimises for seeing inflection points before consensus — in startup and policy themes and in Washington.
The behaviour underneath
- Information and timing edgeAmerica MZ100 seed card — replace with sourced receipt when researched
Would change our mind Sudden strategy pivots or public political endorsements tied to portfolio themes.
Not a diagnosis. Nobody here has examined Marc, and no clinical term appears in this section. This is an interpretation of public behaviour by people who are not their doctor. We publish it because when this much power sits with one person, what drives them stops being a private matter — not to excuse anything, and not to explain it away.
Employees
Direct payroll
Direct / controlled payroll (seed estimate)
500
Influence
Media / platform
Media / platform audience (seed estimate)
40M
Sales / customers
a16z LPs / portfolio (seed)
800
Product users
Product users (seed estimate)
10M
Politicians
Politicians / races backed
races / candidates
20
Andreessen Horowitz
Owner
Net worth
$2B
$2 billion·$2,000,000,000
As of Sep 2, 2026
MZ100 research estimate (Sep 2026) — not live Forbes scrape
8.00 billion bananas at $0.25 each
Each banana here ≈ $15.6M · 62.50 million bananas
Rough prices for scale — not part of the score.
Not researched for this profile yet.