Alex Immerman
Alex Immerman is a general partner at Andreessen Horowitz, where he leads the firm's Growth investing team. He focuses on growth-stage investments in companies at the intersection of AI, consumer, B2B, crypto, and the physical world. He has led or worked closely on investments in companies including Waymo, Stripe, ElevenLabs, Revolut, Coinbase, Kalshi, EliseAI, Flock Safety, and Hebbia. Prior to joining a16z, he worked at General Atlantic and as an investment banker at Allen & Co.
“a narrative violation in Stripe's SaaS customer data, which actually shows growth accelerating into 2026 across both young and mature businesses.”
Source→“participation in tenders struck by Carta has only been 58%. So this is employees choosing not to take liquidity because they have so much conviction.”
Source→“it's almost as much as the 2% to 10% combined is basically the 1%.”
Source→“the market's up 90%, which is 17% annualized... trading for below 20 times earnings, growing 15%”
Source→“Meta's stock got below 100 bucks a share when people doubted AR/VR spending.”
Source→“a lot of the great founders that we've backed have come out of Tesla or SpaceX because they just learned that... executing on the factory ends up being a massive competitive advantage as they scale.”
Source→“the top six companies today... Anthropic, OpenAI, Databricks, Stripe, Waymo, Revolut by last round valuation, they add up to about 2.4 trillion. This is more than the combined market cap of IPOs we've seen in the last 10 years, excluding SpaceX.”
Source→AI-extracted from podcast / newsletter / paper summaries. May contain errors.