2026-03-10
ChatGPT has 87% market share of app time spent. 8x more than the next biggest player. [image]
Andreessen Horowitz
A look at the top 100 GenAI consumer apps: ChatGPT leads but the race for the “default AI” is on, global usage is splintering by product, and AI agents arrive
Olivia Moore /Andreessen Horowitz:
2026-02-03
Waymo is the driver I trust most, and I'm not alone. 400k+ rides every week across 6 US metros. It's clearly time to scale @Waymo. 20+ new cities across the US + international in '26. We @a16z are fired up to deepen our partnership and quadruple down in the Series D. [image]
Bloomberg
Waymo raised $16B led by Sequoia, DST, and Dragoneer at a $126B valuation, plans an expansion across the US and into the UK in 2026, and makes 400K+ rides/week
Waymo, Alphabet Inc.'s autonomous driving unit, raised $16 billion at a $126 billion valuation, a funding round that reflects its rapid ascent as a robotaxi pioneer.
2026-01-10
legendary 2018 email. Databricks was then valued at $1b, @alighodsi was selling a candidate on the 10x opportunity from there. @bhorowitz: you're underselling the opportunity. Databricks is going to be 10x Oracle. That's $2T, not $10b. [image]
Forbes
a16z captured 18%+ of all venture capital allocated in the US in 2025 and now manages $90B in assets, vs. Sequoia Capital's $56B and General Catalyst's $43B
Andreessen Horowitz has raised $15 billion for five new growth and venture funds in one of the largest-ever raises for a venture capital fund.
legendary 2018 email. Databricks was then valued at $1b, @alighodsi was selling a candidate on the 10x opportunity from there. @bhorowitz: you're underselling the opportunity. Databricks is going to be 10x Oracle. That's $2T, not $10b. [image]
Not Boring
A deep dive into a16z, which has stakes in 10 of the top 15 private companies by valuation and whose Funds 1-4 totaled $853B in enterprise value at distribution
Packy McCormick /Not Boring:
legendary 2018 email. Databricks was then valued at $1b, @alighodsi was selling a candidate on the 10x opportunity from there. @bhorowitz: you're underselling the opportunity. Databricks is going to be 10x Oracle. That's $2T, not $10b. [image]
Axios
a16z raises $15B+ across five new funds, including $6.75B for its fifth growth fund, the largest sum, and $3B for unspecified “other venture strategies”
Venture capital firm Andreessen Horowitz, whose past investments included Airbnb and Coinbase, on Friday announced …
2026-01-09
legendary 2018 email. Databricks was then valued at $1b, @alighodsi was selling a candidate on the 10x opportunity from there. @bhorowitz: you're underselling the opportunity. Databricks is going to be 10x Oracle. That's $2T, not $10b. [image]
Axios
a16z raises $15B+ across five new funds, including $6.75B for its fifth growth fund, the largest sum, and $3B for unspecified “other venture strategies”
Venture capital firm Andreessen Horowitz, whose past investments included Airbnb and Coinbase, on Friday announced that it raised over $15 billion for a group of new funds.
legendary 2018 email. Databricks was then valued at $1b, @alighodsi was selling a candidate on the 10x opportunity from there. @bhorowitz: you're underselling the opportunity. Databricks is going to be 10x Oracle. That's $2T, not $10b. [image]
Not Boring
A deep dive into a16z, which has stakes in 10 of the top 15 private companies by valuation and whose Funds 1-4 totaled $853B in enterprise value at distribution
Packy McCormick /Not Boring:
2025-11-24
Incredible market share gains by Revolut. Here's an excerpt from our internal memo - we'd surveyed consumers in 6 European markets. Banking is a competitive, not winner-take-all market with hundreds of players, but Revolut has taken ~20-40% of all new opened accounts, and their [image]
Bloomberg
Revolut reaches a $75B valuation in its latest share sale led by Coatue, Greenoaks, and others, up from $45B in 2024, making it Europe's most valuable startup
Revolut Ltd. garnered a $75 billion valuation in its latest share sale after months of courting investors, a steep increase …
2025-07-31
I'll always remember my first encounter with @wennmachers. She was the legend who built the @a16z brand. I got a meeting invite. What'd I do wrong? I hadn't tweeted anything. Turns out Margit met every new employee 1:1. A brand builder & culture carrier. We will miss her!
PitchBook
Margit Wennmachers, who has shaped a16z's marketing approach since joining in 2010, is stepping down and “graduating” from operating partner to partner emeritus
they're hiring some talented and influential people. Gina Bianchini / @ginab : @wennmachers @a16z You were impressive the first time Liz Hamren introduced us. You seemed like a nat...
2025-05-14
Lot of consumer fintech products look the same. Building a large co. requires unique distribution. Since '22, over half of new @Chime members came via organic and user-driven channels (word-of-mouth, referral, peer-to-peer). Big congrats. $2b+ revenue growing 30%+ is no joke!
CNBC
Neobank Chime files for a Nasdaq IPO under CHYM, reporting active members up 23% YoY to 8.6M at the end of March 2025 and $251 average revenue per active member
Financial technology company Chime on Tuesday filed paperwork to go public on the Nasdaq. The company intends to file under the ticker symbol “CHYM.”
2025-04-12
Waymo's rides have ramped way faster in Austin than prior city launches. By the end of its first month, Waymo facilitated ~20% of Uber rides within its Austin operating zone. Two key differences vs earlier city launches: 1. No waitlist or slow roll. Waymo is launching with [image]
Bloomberg
YipitData: Waymo's robotaxis made up about 20% of rides offered by Uber in Austin in the last week of March, after launching on March 4
Natalie Lung / Bloomberg :
2024-10-22
Smart glasses are becoming a thing. @andrewchen's dreams come true. The killer app is AI, and that feature for Meta's glasses is not yet available in Europe. But in 60% of Ray-Ban stores across EMEA, the Meta glasses are already the best seller.
UploadVR
EssilorLuxottica CFO says Ray-Ban Meta glasses are a “success” in the US and the bestseller “in 60%” of Ray-Ban stores in Europe, the Middle East, and Africa
Revenue keeping a solid 4% growth — Group's revenue up 4.0% … Jack Purcher / Patently Apple : Meta has won an Orion related Smartglasses Patent covering Liquid Crystal-based Metas...
2022-01-09
When friends ask what's different about working @a16z, I often say “we actually care about our firm values” One cultural value: “We believe in the future and we bet the firm that way” As @bhorowitz explains, that's why we raised $9B. Let's go!!! 🚀🚀 https://a16z.com/...
Andreessen Horowitz
Andreessen Horowitz raises $9B across three funds: a $1.5B Bio Fund, a $5B Growth Fund, and a $2.5B Venture Fund
2022-01-08
When friends ask what's different about working @a16z, I often say “we actually care about our firm values” One cultural value: “We believe in the future and we bet the firm that way” As @bhorowitz explains, that's why we raised $9B. Let's go!!! 🚀🚀 https://a16z.com/...
Andreessen Horowitz
Andreessen Horowitz raises $9B across three funds: a $1.5B Bio Fund, a $5B Growth Fund, and a $2.5B Venture Fund
Ben Horowitz / Andreessen Horowitz :