What is "this stuff" exactly? All I know that he is very famous and had an illustrious past. Now they are throwing lots of money around trying to buy legitimacy as VCs. Maybe it's the sites I visit, but he's always in the news saying something.
He's Marc fucking Andreessen. He founded Netscape Communications, which he took public and then sold to AOL for $4.2B in 1999, becoming AOL's CTO. Then he founded Loudcloud, which went public in 2001, later being acquired by HP for $1.6B.
He's now a founding partner of one of the most prestigious software-oriented venture capital firms, Andreessen-Horowitz. Their investment portfolio includes Twitter, Facebook, Foursquare, Pinterest, and GitHub.
I'd say if any single person is equipped to understand the ebb and flow of the software industry as it relates to the financial markets, it'd be him.
I've done my research. Do yours, especially his timing and price entry points.