Fareed Mosavat
@far33d • 13,311 subscribers
Visiting Partner, @a16z speedrun. Did some important-ish stuff at Reforge, Slack, Instacart, Runkeeper, Zynga, and Pixar.
Videos
In 2026, multi-player AI will eat single-player AI. Right now, most AI tools are built for one human + one model in a private workspace. ChatGPT, Cursor, Claude. Incredibly powerful, but currently optimized for individuals. The impact is massive: drafts, code, specs, campaigns, workflows. But almost none of it is shared, aligned, or contextualized across a team. We've seen this movie before. Cloud 1.0 was just "the same software, but online". The real breakthrough was collaboration. Google Docs beat Word. Figma beat Sketch. Notion beat Evernote. Every single-player tool lost to its multi-player counterpart. AI is about to go through the same transformation. AI 1.0 gave individuals superpowers. AI 2.0 will give teams superpowers. And just like cloud, single-player tools will go multi-player or get replaced. If you're building here, I'd love to talk.
Fareed Mosavat55,384 Aufrufe • vor 8 Monaten
Agent-native products are coming. Every product on the internet was built for a human with eyes, a cursor, and a credit card. Agents have none of those things. Most companies are teaching agents to pretend to be humans. That's a hack. The real opportunity is products designed for agents from scratch. Everything inverts: • Discovery → protocol registries, not ads and billboards • Trust → machine-readable reputation, not brand • Onboarding → full capabilities upfront, not a narrow slice • Payments → spend authorization, not checkout flows • Retention → zero. Agents switch between API calls. 30 years of human product design. Day one of agent product design.
Fareed Mosavat23,720 Aufrufe • vor 3 Monaten
Many startups find early pull, but only a few break out. Why? They stop at product/market fit and never find business model fit. Business model fit isn’t just about how much you charge for your product, but HOW you charge for it, and how you align customer value with your pricing. There’s a lot of advice out there about seat-based vs. usage-based vs. outcome-based pricing, but all of that is just noise. The search for business model fit is as specific to your company as the search for product market fit. You need to align your acquisition strategy and monetization strategy with your customer and product. It’s all one interconnected system. Take Slack for example: many associate Slack’s early success with its fun, creative design and fresh approach to communication. That’s what drew people to the product. But a big part of what made Slack a breakout success was business model fit. Freemium wasn’t just an acquisition tactic, it was essential to driving the revenue flywheel, viral expansion, and adoption in the enterprise. Obvious in retrospect, but controversial and against the grain of what others were doing at the time. The best founders don’t just chase product/market fit, they design a business model to make their product unstoppable. If that’s you, we want to meet you a16z speedrun 🧊 - link in replies
Fareed Mosavat24,820 Aufrufe • vor 11 Monaten
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