Excited to introduce @cosign: the curated professional network for the startup community: cosign.co
Our goal is to create the following:
- A comprehensive startup directory of investors, companies, and operators, including what they worked on and who they worked
"The founder is the asset class... The IPO is another financing event."
a16z's David George and Santiago Rodriguez on why the biggest companies are staying private:
Santiago: "If you look at the top six companies today, Anthropic, OpenAI, Databricks, Stripe, Waymo, and Revolut,
Introducing our State of Markets pt 2, along with a companion podcast where we unpack the data and discuss what comes next.
Tech is the everything cycle.
Supply: putting the buildout in context, just passed railroads as % of GDP. The wisdom of Elon is real: the factory (or the
Introducing our State of Markets pt 2, along with a companion podcast where we unpack the data and discuss what comes next.
Tech is the everything cycle.
Supply: putting the buildout in context, just passed railroads as % of GDP. The wisdom of Elon is real: the factory (or the
Bubbles are made of multiples. This market is made of earnings. a16z's David George and Santiago Rodriguez on what makes this cycle different from 2000 or 2021:
David: "The market has reached new highs, and at the same time that it has reached new highs, the trading multiples of
a16z's David George, Sarah Wang, Alex Immerman, and Santiago Rodriguez on the State of Markets, from AI and infrastructure to the next investment cycles:
1. Tech is the everything cycle.
High-tech equipment, software, and R&D are now about 55% of US capital spending, and the AI
