Epicenter brings you in-depth conversations about the technical, economic and social implications of cryptocurrencies and blockchain technologies. Every week, we interview business leaders, engineers academics and entrepreneurs, and bring you a diverse spectrum of opinions and points of view. Epicenter is hosted by Sebastien Couture, Brian Fabian Crain, Friederike Ernst, Meher Roy and Felix Lutsch. Since 2014, our episodes have been downloaded over 8 million times.
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episode 494: Ali Yahya: Andreessen Horowitz – A16z Crypto Investment Thesis
When it comes to top-tier VCs, very few equal Andreessen Horowitz' (a16z) impressive portfolio, which stretches over both Web2 and Web3. Their crypto venture arm includes investments in most industry verticals, from infrastructure projects to NFTs and blockchain gaming. Constructing such a solid investment thesis requires conviction in the long-term prospects of the industry, as well as an influential network.
We were joined by Ali Yahya, GP at Andreessen Horowitz, to discuss about a16z structure, operations and investment thesis, as well as the broader crypto landscape and value proposition.
Topics covered in this episode:
- Ali’s background
- Why Google didn’t embrace crypto
- a16z’s team structure
- The role of a GP in a VC
- a16z’s thesis when it comes to crypto investing
- Which crypto niches Ali is most bullish on
- Governance vs. platform risk
- Valuation-based investments
- Protocol revenue and monetary premium for L1s
- Token vs. Equity
- How to prevent banking crisis contagion for crypto projects
Episode links:
- Ali Yahya on Twitter
- a16z crypto
- a16z
This episode is hosted by Sebastien Couture & Meher Roy. Show notes and listening options: epicenter.tv/494