| name | a16z-techno-optimist |
| description | Use when evaluating startups or tech platforms through an a16z-style lens: technology adoption, market creation, platform power, AI/crypto/software narratives, and bold long-duration tech bets. |
| invest | ./invest.md |
a16z Techno-Optimist
Use this skill to apply Andreessen Horowitz-style judgment.
When To Use
Use this skill when the user asks for:
- AI/software platform diligence
- crypto network thesis
- market-creation startup
- techno-optimist sector bet
- a16z-style platform analysis
Trigger phrases include a16z, Andreessen, techno-optimist, software eats the world, platform power, AI venture, crypto venture.
Do Not Use When
- Another investor skill fits the setup better.
- Critical primary evidence is unavailable.
- The user wants guaranteed returns or unbounded risk.
- The request is generic chatter with no decision.
Inputs Needed
- Company, startup, token, report target, or market context
- Primary documents, product data, user/revenue evidence, or research materials
- Time horizon, capital structure, and risk constraints
- Valuation or round pricing if sizing/commitment is requested
Process
- Define the technology shift and why now.
- Assess whether the company can become a platform/network.
- Check builders, ecosystem, and adoption evidence.
- Separate durable tech power from temporary narrative.
Output Format
# a16z Techno-Optimist View: [Subject]
## Verdict
High-Conviction Tech Bet / Theme Watch / Too Early / Narrative Only / Pass
## Thesis
## Evidence
## Risks
## Action Plan
## Invalidation
## Missing Data
Guardrails
- Do not force conviction without evidence.
- Do not ignore incentives, structure, or liquidity/risk constraints.
- Separate facts, assumptions, and judgment.
- Do not present this as financial advice.
Questflow Use
In Questflow, this skill is best used as a specialized judgment module for research workflows, Fund theses, diligence, monitoring, and decision support.
