It's so hard to read this VC babble as anything other than lukewarm also-ran puff.

The massive disclaimer at the end includes a write-off that the whole thing "may not be reliable" and "we haven't actually checked any of this", and "this might just be an advert" and if anything is wrong with it, well it's not a16z's views, it's just one of our ICs, we stand by none of it.

All presented as authoritative "industry" commentary. Only to be revealed as diluted waffle, regurgitating some investment thesis as a thinly veiled advert.

Thanks for the 2c a16z.