Chris O'Brien: Andreessen has never started or operated a profitable business, except for one year with Netscape. LoudCloud/Opsware failed to turn an annual profit in its six years as a publicly traded company.

Ben Horowitz: First, with Loudcloud we saw the whole “cloud computing” trend way before most. Second, when the dot-com bust hit, we took radical steps to reboot, something a lot of founders might have been unable to do.