Andreessen Horowitz
// KEY PEOPLE
// PORTFOLIO INTELLIGENCE
// COMPANIES TRACKED
88
// PORTFOLIO VALUATION (TRACKED)
$1,788.6B
Combined current valuation of portfolio companies in WOWLS database — not fund AUM or capital deployed
// SECTORS COVERED
107
// THREAT LEVEL DISTRIBUTION
- ARMED22 · 24.7%
- TERMINAL HYPE20 · 22.5%
- DANGEROUS17 · 19.1%
- BLOATED17 · 19.1%
- NARRATIVE ENGINE5 · 5.6%
- HUNTED3 · 3.4%
- PAPER TIGER2 · 2.2%
- ZOMBIECORN2 · 2.2%
- VAPORWARE ASCENDANT1 · 1.1%
Based on 89 enriched portfolio companies
// FULL NETWORK ACCESS
Don't just track Andreessen Horowitz.
Master the entire 2,033-investor intelligence network.
Stop analyzing one fund at a time. Instantly filter every VC, angel investor, and corporate fund by sector, stage, and portfolio performance. Find every fund backing your specific market vertical. See which investors have the best and worst track records — ranked by WOWL hit rate and miss rate across 1,032 unicorn companies.
2,033 investors tracked · 1,032 portfolio companies assessed
Acquire Intel →// 5 TIERS · PAYPAL SECURED
// NOTABLE INVESTMENTS
// PORTFOLIO COMPANIES
88 companies · $1,788.6B combined valuation
| COMPANY | SECTOR | VALUATION | ROUND | YEAR | THREAT |
|---|---|---|---|---|---|
| OpenAI | ai | $852B | VENTURE_ROUND | 2021 | NARRATIVE ENGINE |
| Databricks | ai | $134B | SEED | 2013 | DANGEROUS |
| Stripe | e-commerce infrastructure | $106B | SEED | 2010 | DANGEROUS |
| Airbnb | ecommerce | $75B | SERIES_B | 2011 | DANGEROUS |
| Coinbase | cryptocurrency | $65B | SERIES_B | 2013 | DANGEROUS |
| Waymo | ai | $45B | VENTURE_ROUND | 2020 | VAPORWARE ASCENDANT |
| Safe Superintelligence | ai | $32B | VENTURE_ROUND | 2024 | PAPER TIGER |
| Anduril | ai | $28B | SERIES_A | 2017 | DANGEROUS |
| Fanatics | ecommerce | $27B | SERIES_A | 2012 | ARMED |
| Samsara | iot | $25B | SEED | 2015 | DANGEROUS |
| Robinhood | brokerage | $20B | SEED | 2013 | TERMINAL HYPE |
| social media | $19B | ACQUIHIRE | 2022 | TERMINAL HYPE | |
| Deel | fintech | $17.3B | SERIES_A | 2020 | ARMED |
| content curation | $17B | SERIES_B | 2012 | TERMINAL HYPE | |
| Affirm | fintech | $15B | SERIES_A | 2014 | TERMINAL HYPE |
| Mistral AI | ai | $14B | SERIES_A | 2023 | NARRATIVE ENGINE |
| Plaid | fintech | $13.4B | SERIES_C | 2018 | DANGEROUS |
| OpenSea | blockchain | $13.3B | SERIES_A | 2021 | TERMINAL HYPE |
| Shield AI | ai | $12.6B | SEED | 2015 | ARMED |
| Devoted Health | healthcare | $12.6B | SEED | 2017 | BLOATED |
// RECENT ACTIVITY
- ElevenLabsSERIES_B2025$180M
- DatabricksVENTURE_ROUND2025$15,300M
- Safe SuperintelligenceVENTURE_ROUND2024$32,000MCO-INVESTORS
- AndurilSERIES_E2024$1,500M
- AndurilSERIES_F2024—CO-INVESTORS
// WOWL ASSESSMENT
Andreessen Horowitz commands an $787.6B portfolio spanning 86 companies, demonstrating unmatched deployment velocity across AI, blockchain, and fintech infrastructure. The firm picks platform winners early—Stripe, Airbnb, Coinbase—then forces market acceptance through capital concentration and narrative control. With 19% hit rate and 28% miss rate across the WOWLS database, a16z operates as kingmaker, not index investor.
Stripe at $106B, Airbnb at $75B, and Coinbase at $65B validate the platform thesis—each dominates a category a16z helped legitimize. Public exits across Samsara, Instacart, Lyft, Pinterest, and Wise demonstrate consistent IPO access, though Robinhood and Groupon show public markets reject hype without unit economics. Zero bankruptcies in database suggests either superior picking or capital deployment protecting zombie positions. The presence of Safe Superintelligence at $32B (PAPER TIGER) and Waymo at $45B (VAPORWARE ASCENDANT) indicates late-cycle exposure to AI narrative bets disconnected from revenue.
// THREAT LEVEL: ELITE PREDATOR
VERDICT: a16z hunts Unicorns by manufacturing the conditions that create them—platform monopolies backed by unlimited capital and narrative control.
// WHY WOWLS WATCHES
The 14-company AI portfolio concentration and presence in both Safe Superintelligence ($32B PAPER TIGER) and Waymo ($45B VAPORWARE ASCENDANT) signals exposure to late-cycle narrative plays. When AI multiples compress, a16z's marked-up positions will reveal whether the firm exits before repricing or holds portfolios hostage to preservation pricing.
// SIMILAR FUNDS
// PACK DEBATE
// PACK DEBATE — be the first to weigh in
Google account required — no spam, no nonsense
// LOADING INTEL…
// INTELLIGENCE PENDING
// INTELLIGENCE DISCLAIMER: Fund assessments represent editorial opinion based on publicly available data. Portfolio coverage reflects companies tracked in the WOWLS database and may not represent complete investment history. Hit and miss rates are calculated from tracked portfolio companies only. Not financial or investment advice.
// ENGAGE THE FULL ARSENAL
Done reading on Andreessen Horowitz?
Unlock the entire 1,032-company hitlist and 2,033 investor contacts.
Full portfolio breakdowns. Founder dossiers. VC outreach data. Threat level intel updated continuously.
→ Deploy 5-Tier Order Form// ARBAN · ZUUN · MINGHAN · TUMEN · KHAN