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14min chapter
E162: Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model, microplastics & more
All-In with Chamath, Jason, Sacks & Friedberg
Andreessen Horowitz's Bet on Real Estate
The speakers discuss why Andreessen Horowitz invested $300 million at a billion valuation in Adam Newman's startup, Flow, which focuses on renting apartments and has a rent-to-own option. They explain that the investment was made to deploy capital and raise a new fund. They also discuss the strategy of venture capital firms investing in real estate and the importance of tracking returns over time.
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