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Justin Kahl

Justin Kahl

Justin Kahl is a partner on the Growth investing team, focused on fintech, crypto, and consumer technology companies.

Prior to joining Andreessen Horowitz, Justin was at Bain Capital, where he invested in later-stage software and consumer internet businesses.

Justin holds a BS with distinction from Stanford University, where he played on the varsity soccer team and studied management science and engineering as well as economics. He grew up in Charlotte, North Carolina, and is an avid traveler who loves reading on airplanes.

Latest Posts

Consumer Fintech Returns to the Trend Line (August 2022 Fintech Newsletter)

by Alex Immerman, Justin Kahl, Jamie Sullivan, Seema Amble, Anish Acharya, Marc Andrusko, and Corey Waller
  • fintech
  • fintech
  • fintech newsletter

In Defense of Pay-as-You-Go

by Justin Kahl and Alex Immerman
  • fintech
  • growth (late stage venture)
  • pricing

A Framework for Navigating Down Markets

by Justin Kahl and David George

From Justin_Kahl

Justin Kahl@justin_kahl

Internalizing that dLocal runs at 75% Adj. EBITDA as % of GP….and is growing 70%+ Emerging markets HQ selling into US companies is a VERY profitable setup R&D cost per employee is a big reason why: -dLocal (Uruguay): $17K -Global-E (Israel): $114K -Microsoft (US): $336K

Justin Kahl@justin_kahl

With news of Adyen offering Cash App Pay outside the SQ ecosystem it increasingly feels like Block is making a play at one-click checkout https://t.co/IVYfe3PTHT

Alex Immerman@aleximm

I keep hearing "consumer fintech is dead." Yes, app downloads have declined y/y, but people are missing the bigger picture. Consumer fintech is actually "back to the trend line" with an upward long-term trajectory. https://t.co/tSrTqH2IRb

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