From hearing Ilan Zechory speak, it sounded like they landed their breakthrough investment with A16z after a whole lot of relationship cultivation, not so much

From hearing Ilan Zechory speak, it sounded like they landed their breakthrough investment with A16z after a whole lot of relationship cultivation, not so much an individual pitch. I don't know much about Ben Horowitz as a person, but to hear Zechory say it, he basically was a massive fan of their product itself and a kindred spirit with the founders. I don't see them changing the world, but I do believe they're worth something as a company. They've built the world's best lyrics site, after all, and they've got Disqus-like potential as a pluggable annotation platform. Lastly, in their community, they have a constituency that's probably fairly unique, and I think that's a significant value too.