You will need to settle in for this article - it's a long one, but bloody brilliant! If software is truly eating the world, wouldn't venture capital be on the menu? Andreessen sometimes wonders if Ravikant (AngelList) is onto something. He’s asked Horowitz, “What if we’re the most evolved dinosaur, and Naval is a bird?” After all V.C.s are just intermediaries. "We’re all just selling cash.”
At pitch meetings, Andreessen is relatively measured: he reserves his passion for the deal review afterward, when the firm decides whether to invest. That’s where he asks questions that oblige his partners to envision a new world. For the ride-sharing service Lyft: “Don’t think about how big the taxi market is. What if people no longer owned cars?” For OfferUp: “What if all this selling online—eBay and Craigslist—goes to mobile? How big could it be?” Ben Horowitz, who sits next to his co-founder at the head of the table, is an astute manager who quotes the rap lyrics of his friends Nas and Kanye West to inspire fearless thinking—but he doesn’t try to manage Andreessen.