a16z announced $15 BILLION in fresh funds
if you’ve been paying attention, you know venture capital has changed and that’s a good thing.
people have been coining new “eras” left and right 🧵
every startup submitted to our network generates a market map.
the four-quadrant map shows the landscape around your startup, your real competitors, and how they cluster.
bullish on:
- taste
- network effects
- building things people want
- crypto
- decentralization (but real)
- open web ethos
- ai (but good)
bearish on:
- vibes
- founder theater
- hype cycles
- signal farming
perps were pitched as a hedge
the deeper move is design: make risk manageable at scale
→ members surface deals
→ agents pressure-test
→ investors approve
more deals get real diligence. taste and accuracy get paid