Traditional venture capital firm structure (5-6 partners) cannot address a market requiring investment in 150 companies while maintaining investment quality, necessitating organizational innovation in firm design and scaling.

factualpending

Speaker

Ben Horowitz

Evidence Quote

You can't address a market where you have to be in 150 companies with six players... how do you design the firm so that you can get to the whole opportunity and yet still be really good at investing?

Source

Ben Horowitz and David Solomon: The Sweetest Macro Spot in 40 Yearsa16z
Created: 8/12/2026, 10:05:59 PM

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