Smart tech investor thinks ...

Smart tech investor thinks about: a) future product roadmap, b) bottoms-up market size & growth, c) talent and skill of team. Essentially you are valuing things that have not yet happened, and the likelihood of the CEO and team being able to make them happen. Finance people find this appalling, but investors who do this well can make a lot of money.
 See image
 Marc Andreessen

Quotes from the same author

It's hard to do that with people who think emotionally. A lot of people think in terms of people, emotions, and feelings. That's more complicated. Engineering mentality makes it, in theory, a little easier.
 See image
 Marc Andreessen
Most of the big breakthrough technologies/companies seem crazy at first: PCs, the internet, Bitcoin, Airbnb, Uber, 140 characters.. It has to be a radical product. It has to be something where, when people look at it, at first they say, ‘I don’t get it, I don’t understand it. I think it’s too weird, I think it’s too unusual.’
 See image
 Marc Andreessen
I've been an entrepreneur three times. I started three companies.
 See image
 Marc Andreessen
If you think you can execute a previously failed idea, you just have to be able to show that now is the time.
 See image
 Marc Andreessen
I love what the Valley does. I love company building. I love startups. I love technology companies. I love new technology. I love this process of invention. Being able to participate in that as a founder and a product creator, or as an investor or a board member, I just find that hugely satisfying.
 See image
 Marc Andreessen