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Yuzu Xu's avatar

The counter to helping America and her allies is worth naming. DeepSeek's $7B raise this week — Tencent $1.5B, CATL $740M, Liang Wenfeng $3B self-funded — isn't venture capital. There are no LP return timelines, no fund life pressure. State-adjacent capital can hold positions that a16z's portfolio companies have to win against in 5 years, not 10. The global mission has to contend with a different capital architecture on the other side, not just better models.

davidnorthway@gmail.com's avatar

Thankful for all the investments and risks a16z and other SV VC's have taken over the years.

Thank you for helping to build out the modern American economy

(Grew up/worked in SV, so,...grateful for all the Startups I got to work at,...couple even did well enough for me to retire early)

;-)

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