a16z / @a16z · Scour

Software now comprises ~35% of distressed loans

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Average bids on software loans have dropped to ~90 cents on the dollar

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US money market fund balances are at all-time highs

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AI isn't the first tech cycle where semis and infra drove early growth

twitter.macworks.dev·4d

.@pmarca explains how cookies work (1995)

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Berkshire is sitting on the largest pile of cash in its history

twitter.macworks.dev·4d

Meta's DAUs just dipped for the first time since 2021

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Social media might've peaked, with one notable exception

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Scrolling is on the decline

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S&P 500 sold off by ~10% during the Iran conflict and made a full recovery just 11 trading sessions later. It constituted the fastest V-shaped recovery on recor...

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.@pmarca says AI is the biggest technological revolution of his life:

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RT by @a16z: Today, we're thrilled to announce the @a16z Design Engineer Fellowship!

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.@pmarca on the 5 key traits of a real innovator:

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RT by @a16z: x.com/i/article/204954042075…

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Hey MTV: welcome to my Netscape cubicle.

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Workday is arguably the most important and least loved product in enterprise software.

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.@pmarca on picking the right industry

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.@pmarca says objectivity is a relatively new idea in journalism:

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.@bhorowitz explains why moats like code and UI may not work in the AI era:

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RT by @a16z: *New Lecture*

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