---
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

1. Define the technology shift and why now.
2. Assess whether the company can become a platform/network.
3. Check builders, ecosystem, and adoption evidence.
4. Separate durable tech power from temporary narrative.

## Output Format

```md
# 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.