I work at Andreessen Horowitz ('a16z'), a venture capital firm in Silicon Valley that invests in technology companies. I try to work out what's going on and what will happen next.
I write a blog here, send out a popular weekly newsletter, talk too fast on podcasts and think aloud on Twitter.
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AI
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Nov 20, 2016
Cameras, ecommerce and machine learning
Nov 20, 2016
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Jun 23, 2016
AI, Apple and Google
Jun 23, 2016
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Mar 31, 2016
Chat bots, conversation and AI as an interface
Mar 31, 2016
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Mar 15, 2016
Learning machine learning
Mar 15, 2016
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Jul 17, 2015
Google Now, Maps and Apple Music
Jul 17, 2015
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GAFA
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Jul 25, 2016
Platform wars: the final score
Jul 25, 2016
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Apr 30, 2016
The end of a mobile wave; the Dell of mobile
Apr 30, 2016
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Oct 12, 2015
Mobile is not a neutral platform
Oct 12, 2015
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Sep 13, 2015
Subscription iPhones
Sep 13, 2015
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Apr 16, 2015
What does Google need on mobile?
Apr 16, 2015
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Mar 7, 2015
Why do we care about Xiaomi?
Mar 7, 2015
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Feb 2, 2015
Apple on privacy, security and identity
Feb 2, 2015
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Jan 15, 2015
Mobile platforms and technical debt
Jan 15, 2015
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Dec 4, 2014
How many people really care about Google Services?
Dec 4, 2014
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Oct 31, 2014
Apple Pay, partnerships and software as disruption
Oct 31, 2014
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Sep 5, 2014
Why Amazon Has No Profits (And Why It Works)
Sep 5, 2014
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Jul 11, 2014
Unbundling innovation: Samsung, PCs and China
Jul 11, 2014
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Innovation
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Jan 12, 2017
Asking the wrong questions
Jan 12, 2017
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Aug 10, 2016
In praise of failure
Aug 10, 2016
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Jul 13, 2016
The hedgehog and the fox
Jul 13, 2016
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May 3, 2016
Inevitability in technology
May 3, 2016
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Apr 21, 2016
The best is the last
Apr 21, 2016
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Mar 9, 2016
Disrupting mobile
Mar 9, 2016
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Feb 19, 2016
Mobile, smartphones and hindsight
Feb 19, 2016
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Nov 18, 2015
Living in different worlds
Nov 18, 2015
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Feb 28, 2015
Ways to think about market size.
Feb 28, 2015
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Feb 25, 2015
In mobile, disruption comes from above
Feb 25, 2015
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Jan 14, 2015
Resetting the score
Jan 14, 2015
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Apr 20, 2014
In praise of unfairness
Apr 20, 2014
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Jan 24, 2014
Ignorance
Jan 24, 2014
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Internet-connected things
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Jan 11, 2017
Cars as feature-phones
Jan 11, 2017
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Oct 11, 2016
Echo, interfaces and friction
Oct 11, 2016
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Nov 25, 2015
TV, mobile and the living room
Nov 25, 2015
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Aug 22, 2015
Ways to think about cars
Aug 22, 2015
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Aug 13, 2015
How is the Apple Watch doing?
Aug 13, 2015
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Jan 29, 2015
The home and the mobile supply chain
Jan 29, 2015
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Sep 16, 2014
Ways to think about watches
Sep 16, 2014
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May 27, 2014
The internet of things
May 27, 2014
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Mobile eats the world
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Nov 3, 2016
From mobile first to mobile native
Nov 3, 2016
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Dec 18, 2015
16 mobile theses
Dec 18, 2015
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Nov 7, 2015
Mobile, ecosystems and the death of PCs
Nov 7, 2015
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Sep 4, 2015
Forget about the mobile internet
Sep 4, 2015
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Aug 27, 2015
How many pictures?
Aug 27, 2015
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Aug 11, 2015
What would you miss?
Aug 11, 2015
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Aug 2, 2015
The smartphone is the new sun
Aug 2, 2015
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Jul 28, 2015
Microsoft, capitulation and the end of Windows Everywhere
Jul 28, 2015
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May 14, 2015
Mobile first
May 14, 2015
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Jul 22, 2014
Mobile leverage
Jul 22, 2014
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Presentations
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Productivity
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Search and discovery
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Jul 8, 2016
The Facebook of ecommerce
Jul 8, 2016
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Jun 2, 2016
Video is the new HTML
Jun 2, 2016
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Jan 31, 2016
Lists are the new search
Jan 31, 2016
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Sep 20, 2015
Platforms, distribution and audience
Sep 20, 2015
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Jun 24, 2015
Search, discovery and marketing
Jun 24, 2015
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May 14, 2015
Apps versus the web
May 14, 2015
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Feb 10, 2015
In search of objects
Feb 10, 2015
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Aug 3, 2014
App unbundling, search and discovery
Aug 3, 2014
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Social
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Aug 16, 2016
Imaging, Snapchat and mobile
Aug 16, 2016
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Sep 11, 2015
Is Twitter Excel or Photoshop?
Sep 11, 2015
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Mar 30, 2015
Messaging and mobile platforms
Mar 30, 2015
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Jan 12, 2015
WhatsApp sails past SMS, but where does messaging go next?
Jan 12, 2015
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Apr 7, 2014
Railways and WhatsApp
Apr 7, 2014
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Feb 21, 2014
Three phases of messaging
Feb 21, 2014
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Feb 20, 2014
Whatsapp and $19bn
Feb 20, 2014
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VR