SHOW DIRECTORY
The a16z Show
The venture firm’s view of startups, AI, software, markets, company building, and the technological shifts creating new categories.
BIDCLUB DESCRIPTION
Ben Horowitz and David Solomon: The Sweetest Macro Spot in 40 Years
David HaberDavid SolomonBen Horowitz
David Solomon sees one of the strongest macro setups in his “40-odd years” in markets, combining fiscal expansion, rate cuts, deregulation and an unprecedented capital-investment supercycle.Confidence has shifted M&A from “no” to “maybe,” potentially producing the biggest M&A year in history, while Goldman’s $1.9 trillion balance sheet and $500 billion deposit base frame the scale-and-funding challenge; FTC uncertainty and geopolitical risk remain key variables.
Rocket Companies CEO: Here’s How to Fix the Housing Crisis
Housing affordability reflects both restricted supply and asset inflation, as the median buyer age rose from 30 in 2010 to 38 today while cash wages lag appreciating equities and homes.Rocket’s Redfin and Mr. Cooper acquisitions aim to connect search, origination, servicing, and home equity into a countercyclical “lender for life,” with integration and construction capacity the key risks to monitor.