andy tang

Partner @drapervc @draperdragon Deal @oklo @colossal @polymarket @iceye @otter_ai @ledger @venusaerospace @cardano @scoutai_ @xanaduai @rigetti @radiantnuclear

[andy tang @Andytang]

Assuming Jensen was forced to resign, is the move good for shareholders financially? Morally I get it. And maybe even legally there are some DOJ implications. But if it is purely about shareholder value, what do you think ? https://t.co/SqH64tW4jh

[andy tang @Andytang]

Mark my words: This valuation reduction may end up being what extends the bull market. Deflating the bubble privately avoids a busted IPO in public, which could cause a complete meltdown of AI companies. But this move is a necessary (yet insufficient) event - it cannot extend the bull market indefinitely. We are tightroping this until the end!

[The Wall Street Journal @WSJ]

Breaking: Anthropic is targeting a valuation of around $1.3 trillion in its IPO later this month, below Wall Street’s initial expectations https://t.co/Mr0nM3nLOu

[andy tang @Andytang]

Everyone says media is a hard business to start. Then every so often someone builds one that works, and it’s worth understanding how.

The closing keynote at OPEN Forum 2026 @opensv on Saturday was @mehdirhasan, founder of @zeteo_news, in conversation with @farazhoodbhoy of OPEN Silicon Valley. As a startup story, it’s a good one: he left a network show, raised money from friends, family and fans, and built a company where the audience pays him directly. It passed 50,000 paying subscribers in its second year.

My takeaway, and I think it goes well beyond media: you no longer need a network, an ad market or a platform deal between you and the people who want what you make. That is a new thing, and it is still early :)

Also great to see @tashfees of @NVIDIA, Aleeha Banerjee of @DraperDragon, Umair Khan of Mentors Fund, and Adnan of NurEd, a startup building an AI tutoring app.

Congratulations to OPEN Silicon Valley and @OPEN_glb on 25 years. Thank you all for a great day in Santa Clara!

[andy tang @Andytang]

A great roundtable at the @TechCrunch Founder Summit on how to pitch a category-defying startup. For those who couldn’t join us, some of the advice I gave in the room :)

1. If investors tell you the opportunity is too early, it may just be a polite decline. Good investors want in as early as possible, so we capture more of the value growth at an early stage valuation.

2. Should startups play nice with incumbents so as not to rock the boat? Depends. If your product is that good and customers can’t live without you, go for the kill. Binary outcome.

3. Some investors are allergic to “crazy founders” with their “crazy ideas”. We love high conviction founders and long shot ideas. But yes, sometimes you can be the right captain and the ship still goes the wrong way. In our view, as long as the captain is good, we end well. If that happens to you, do whatever you can to keep those VC relationships... so you can pitch us again :)

4. A popular question: “investors are trying to pigeonhole me into a sector, are you the uber for -----?” It is ok to go along with that, temporarily, to help them understand the vision and the model. But unicorn, decacorn and centacorn businesses are usually unique, and that’s a strength. So if you’re getting this question a lot, you may need to make the business model easier to understand.

5. Do I invest in fast followers? Yes, but they need to be even better as operators. With first movers you often have a founder who is a first time CEO... sometimes their first time working in a company at all.

Also great to meet one of climate journalism’s stars in real life, @tdechant. Go read his work.

Thank you @TechCrunch for having me!

[andy tang @Andytang]

this happened to me. 20 years ago. I was at a Golden State Warriors game and caught a loose ball. And I passed it back to the ref. Almost hit him, and he smiled at me. I was slightly embarrassed for passing so hard. I don’t play basketball, but I was worked up by the game and must have felt like I was part of the game ! The adrenaline rush was infectious. Maybe I don’t have the full context but based on the clip alone I don’t see what the guy did wrong.

[andy tang @Andytang]

@beccabstp @sweetgreen Amen !

[andy tang @Andytang]

@maxime_bucaille @BTCFiNetwork is a necessary part of the future

[andy tang @Andytang]

@TimDraper @Inc Superman does possess x ray vision :) congrats !

[andy tang @Andytang]

@sjdedic 🫡

[andy tang @Andytang]

@sjdedic Agreed. “Biggest” is all relative…consider inflation and crypto prices , this hack is meaningful but not a career ending injury. If anything, cz can backstop this easily. Keep calm and carry on.

[Becca Brown @beccabstp]

Very excited to announce this partnership!! https://t.co/YNa37Yfmay

[andy tang @Andytang]

@robertmclaws @TimDraper @RadiantNuclear @DougBernauer @torishiv YeSir indeed. Especially the portable micro reactors which fit on the back of a truck.

[andy tang @Andytang]

historic milestone! @RadiantNuclear micronuclear reactor design was just approved for safe nuclear operations! congrats @DougBernauer @torishiv https://t.co/irCNJYViA2

[andy tang @Andytang]

fed held rates (thanks to the mid term next week), anthropic bullish numbers, sigh of relief ... bull market lives another day... Anthropic IPO looks good to go. market stable until December Fed mtg.... Geopolitical tension, high diesel prices -> high food costs, inflation. likely a hike then. Staying in the market ... nervous, at least cautious!

[andy tang @Andytang]

@MagaMalinois One courageous kid. Going to be a fine young man.

[andy tang @Andytang]

@astroboysoup Brutal