a16z Partner and Investor Clash Over Whether Early VCs Should Sweat Business Models

a16z partner Martin Casado argued that VCs obsess too early over TAM, margins and revenue quality when disruptive tech always precedes business models. Investor Dina Bass countered that most companies die before their model works, so the real VC job is betting on who can survive to monetization.

2026-10-13 ~ 2026-10-13 · 3 related posts

• Martin Casado: VCs obsess over business metrics too early — disruptive tech precedes business models — martin_casado · 2026-10-13
• Dina Bass counters Casado: many startups die before the business model arrives — dinabass · 2026-10-13
• Dina Bass: backers must pick who survives until monetization arrives — dinabass · 2026-10-13