Re:Thread on Andreessen Horowitz and 'zero interest rate phe...
by api on Tuesday February 21, 2023 @08:04AM
(#34880645)
They do this in the hopes of flipping to a bigger fish. They understand how bubbles work.
Re:Thread on Andreessen Horowitz and 'zero interest rate phe...
by ethbr0 on Tuesday February 21, 2023 @08:39AM
(#34880972)
We'll see if they understand, when valuations need to start being adjusted on the books...
I'm skeptical if someone claims they understand steamrollers if they stand in front of one.
Time, will tell.
Re:Thread on Andreessen Horowitz and 'zero interest rate phe...
by naravara on Tuesday February 21, 2023 @10:11AM
(#34882017)
Being as how most of their analytical grunt-work is being done by fresh-faced graduates this should be expected.
Re:Thread on Andreessen Horowitz and 'zero interest rate phe...
by malthaus on Tuesday February 21, 2023 @11:29AM
(#34883019)
It's the other way round most of the time - partners select / nudge based on social proof and "intuition" and the analysts provide ex-post analysis to justify it with "hard data"
Most of them are driven by hype and market trends, leading them to overgeneralize and make inaccurate predictions.
They swayed by the latest buzz in the industry and invest in companies that may not have a sustainable business model.