Marc Andrusko

Ok I did not realize how many people in tech were running around in $1,600 zegna sneakers

@yrechtman This is perfection in a screenshot

Snatching defeat from the jaws of relevance

@signulll I’ve been thinking about this a lot as well. Want to grab coffee and compare notes?

networking as activity is mostly cope. e.g. the conference circuit, the warm intros, the moving to sf discussions or whatever, oh & the “grabbing coffee” economy.. all of this is overwhelmingly negative selection esp with vc (lol). the ppl worth knowing are usually too busy doing the thing to be farmable, & the ppl available to be networked w/ are available cuz they have literally nothing better going on. do the work, then publish it loudly enough that the right ppl can find you w/o you having to chase. one way broadcast > two way schmoozing. this is why x matters a ton now more than ever before.

@PpetersonPaul Appreciate you as always @PpetersonPaul !

I love the way Marc Andrusko at Oak explains what is happening in the world. It’s logical and thought provoking. His piece on the disruption in tech with capital markets and the opportunities ahead is an insightful read. The shift from internal build preference to outside developers is framed perfectly as he puts it “Financial institutions have an Existential imperative to Buy”

@joeschmidtiv @MTSlive @VirtualElena LFG MTS w/ JS4

Went on @MTSlive with @VirtualElena to talk platform shifts and why our team has been writing "so many software obituaries" The F500 replacement cycle is open for the first time in two decades -- get busy!

Shout out to my friend and former partner @dhaber at a16z who has been my co-conspirator on all things capital markets for the past 5 years. We developed much of this thesis together.

For a long time, the conventional wisdom was that capital markets technology was a graveyard for venture-scale outcomes. Too slow. Too regulated. Too insular. That narrative is outdated. I spent the early part of my career on the Goldman Sachs trading floor and watched firsthand as the firm built its own CRM, its own email client, and many other custom tools — massive internal projects defended as strategic necessities. But today, those decisions would almost certainly never get approved. Three forces are converging at once to make now an incredible time to build and invest in this category: 1. The founders are different. This space is no longer filled with just semi-retired bankers and traders. Young, technical operators are choosing capital markets as the hardest problem set available, with massive upside. I can speak to this directly from experience having invested in and worked closely with 5+ teams in this category. 2. Software buyers are ready. Per McKinsey, AI is expected to drive up to 20% in net cost reductions for banks. Financial institutions are buying, not just building. 3. The moats are real. These workflows stitch together dozens of bespoke systems that no general-purpose AI company will elect to integrate. And the public market comps — names like CME, ICE, Tradeweb — show what happens when you win: durable premium valuations across every market cycle. The best part for all my fellow fintech nerds out there: founders are finding the Toast/Shopify playbook in this market. Sell sticky, recurring software — then earn the right to monetize basis points on massive capital flows. Check out the full thesis below. If you're building in this space, we at @oakhcft are actively looking to partner -- please get in touch!

@bznotes Right but how does one fix it? Asking for a friend of course

VC job can be hyper-stimulating - overload of information with constant need to 'respond'. Emails, texts, DMs, social media, papers, articles, podcasts and more... I am reading up more on "acquired attention deficit" or "situationally induced attentional dysfunction." Constant interruptions - emails, pings, deal flow, social media - fragment attention in ways that can become habitual. Your brain essentially gets trained to expect and seek novelty, making sustained deep focus harder over time. From dopamine dysregulation to cognitive overload, negative effects of hypervigilence can be draining...and ultimately non-productive. Just like robots, we need to work on System 1 and System 2 thinking.

There is nothing quite as terrifying to the parent of a 2 year old as the thundering footfalls of the 6 year old bulldozer barreling their way through the indoor jungle gym place

@kirbyman01 @a16z Heck of a run @kirbyman01! Loved working with you @a16z and can’t wait to find stuff to collab on in this next chapter. 🐐

PERSONAL UPDATE: After 5+ years, I am leaving @a16z to start a fund! This was the toughest career decision of my life. I learned from the best partners and was privileged to work with incredible founders. So why leave? It is simply time to build. More to come on this.

@NWischoff I like this

Years ago I was grappling with a big life decision. Got a big promotion that I candidly wasn't sure I wanted. Meant I would live on a plane and probably torch my relationship. Called my boss at the time, standing at the Newark airport frozen at what should have been the best opportunity of my career. She said "No matter what path you go down, you will always wonder what your life would have been like if you went down the other one. So pick one and be grateful. Whatever is right, is what you choose." Thinking about this a lot right now. Sharing if useful to anyone else on their journey.

@harshavramesh And we're live! Let's go!!!

The world is fragmenting. Supply chains are shifting. Volatility is no longer cyclical - it’s structural. Yet most businesses still manage risk on spreadsheets and phone calls. In a world of tariffs, wars, and supply shocks - that doesn't hold up. Markets move too fast. Today we’re publicly launching Pillar, and announcing an additional $20m in investment, led by @a16z. Pillar is an AI copilot for commodity and currency hedging - built for real world operators like you. We monitor your physical exposures and manage risk in real time - protecting your margins at all times. If you operate a physical business, let’s talk!

@KTmBoyle It was for us as well until I commandeered it and produced this masterpiece

This might be the most mom-friendly holiday invention since the crockpot.

@jamdac 😅

@joeschmidtiv @PeterdoyleX Every treeline you’ve ever walked through in the forest was designed by Mozart before 1997

Treeline is solving problems in the largest market in tech: IT and security services. I am thrilled to announce we've led their Series A! This investment is special as it brings me back together with @PeterdoyleX, who I started my career with over a decade ago, and our close friend Hussain Kader. Solving big problems with friends is the greatest privilege life can afford. I am beyond excited about what the team is building and the impact @treeline_AI is having on customer operations. If you're looking for an IT and security partner, look no further!

@dhaber 😅

@melissawasser @AllyRaeLombard @a16z 😅

Fintech is not dead @a16z 🔥 Connect Fintech 2026.. year 5 in the books 📚

@seema_amble @a16z 😅

the last few days have been 🔥🔥🔥@a16z

@JenniferHli @PhotaLabs It obviously looks great, but if I’m being honest Jennifer I would’ve pegged you as a fellow Ravenclaw!

Got on my favorite movie poster, and took the never happened yearbook photo. Take my camera @PhotaLabs !!