People & institutions · Article 23 of 60

Capital allocators

Investors forecast in public and hedge in private.

Snapshot 2026-10-25 240 claims 138 citations 209 people

A venture investor's prediction is a position. It is stated to attract founders and limited partners, and it is revised silently when the market moves. The ledger treats those sentences as claims like any other and lets the horizon do the work.

Where an investor named a date, the date is in the record. Where they named a direction, the record says that instead.

PersonOrganisationGroupClaims
<div class="person"><span class="face sigil" aria-hidden="true">BH</span><div><strong>Ben Horowitz</strong><br /><span class="tiny">Cofounder · Andreessen Horowitz</span></div></div>Andreessen HorowitzCapital allocators1
<div class="person"><span class="face sigil" aria-hidden="true">BG</span><div><strong>Brad Gerstner</strong><br /><span class="tiny">Founder · Altimeter</span></div></div>AltimeterCapital allocators1
<div class="person"><span class="face sigil" aria-hidden="true">CP</span><div><strong>Chamath Palihapitiya</strong><br /><span class="tiny">CEO · Social Capital</span></div></div>Social CapitalCapital allocators1
<div class="person"><span class="face sigil" aria-hidden="true">DG</span><div><strong>Daniel Gross</strong><br /><span class="tiny">Investor · NFD</span></div></div>NFDCapital allocators1
<div class="person"><span class="face sigil" aria-hidden="true">EG</span><div><strong>Elad Gil</strong><br /><span class="tiny">Investor and operator · Gil Capital</span></div></div>Gil CapitalCapital allocators1
<div class="person"><span class="face sigil" aria-hidden="true">GB</span><div><strong>Gavin Baker</strong><br /><span class="tiny">Managing partner · Atreides</span></div></div>AtreidesCapital allocators1
<div class="person"><span class="face sigil" aria-hidden="true">LG</span><div><strong>Lucy Guo</strong><br /><span class="tiny">CEO · Passes</span></div></div>PassesCapital allocators1
<div class="person"><span class="face sigil" aria-hidden="true">MA</span><div><strong>Marc Andreessen</strong><br /><span class="tiny">Cofounder · Andreessen Horowitz</span></div></div>Andreessen HorowitzCapital allocators1
<div class="person"><span class="face sigil" aria-hidden="true">MS</span><div><strong>Mike Schroepfer</strong><br /><span class="tiny">Former CTO; investor · Gigascale Capital</span></div></div>Gigascale CapitalCapital allocators1
<div class="person"><span class="face sigil" aria-hidden="true">NF</span><div><strong>Nat Friedman</strong><br /><span class="tiny">Investor · NFD</span></div></div>NFDCapital allocators1
<div class="person"><span class="face sigil" aria-hidden="true">PT</span><div><strong>Peter Thiel</strong><br /><span class="tiny">Partner · Founders Fund</span></div></div>Founders FundCapital allocators1
<div class="person"><span class="face sigil" aria-hidden="true">RH</span><div><strong>Reid Hoffman</strong><br /><span class="tiny">Partner; board member · Greylock</span></div></div>GreylockCapital allocators1
Frontier labs68
Science & robotics7
Compute & capital31
Researchers & evaluation25
Rights & scrutiny23
Capital allocators14
Policy & statecraft18
Enterprise & deployment19
Governments & states35
Claims by roster group.

Figures computed from docs/predictions/ledger.json at build time. Every claim quoted on this page carries its own sources in the ledger.