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A common thesis is software gets severely commoditized from here on out. Stripe's Will Gaybrick says their data shows the opposite: "It's plausible. We're either in the singularity or creeping towards the singularity, and it's very hard to estimate what a future looks like where models are recursively generating... show more

a16z

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43,256 просмотров • 5 дней назад •via X (Twitter)

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Applied Intuition co-founder Qasar Younis on defense software and the key to faster procurement: "I think it's not controversial to say that the conflicts of the future are going to be software-defined." "It's not going to be very traditional conflicts where you have aircraft carriers lining up or tank columns." "Our debate we need to have internally is, from the secretary all the way down, who's the first person who really understands software in a very deep way?" Qasar Younis at the 2026 American Dynamism Summit

Applied Intuition co-founder Qasar Younis on defense software and the key to faster procurement: "I think it's not controversial to say that the conflicts of the future are going to be software-defined." "It's not going to be very traditional conflicts where you have aircraft carriers lining up or tank columns." "Our debate we need to have internally is, from the secretary all the way down, who's the first person who really understands software in a very deep way?" Qasar Younis at the 2026 American Dynamism Summit

a16z

36,198 просмотров • 29 дней назад

🚨 IT'S OFFICIAL: VP JD Vance confirms Treasury Secretary Scott Bessent has a plan to get us out of debt, and is acting on it "Scott Bessent, the amazing treasury secretary, he has had a very discrete plan, supported by the president of the United States, to get the United States to a point where our economy is growing faster than our debt." "And if you look, we are on track." "So even though the debt is too high, even though we inherited this debt bomb for the Biden administration, we actually do have a plan to get the economy growing faster than the debt." "And that's the most important thing. The issue that we've had under the Biden administration and what we're still kind of dealing with is that the debt was growing faster than American GDP." "That's the problem. That's something that we're certainly fixing every single day in the Trump administration."

🚨 IT'S OFFICIAL: VP JD Vance confirms Treasury Secretary Scott Bessent has a plan to get us out of debt, and is acting on it "Scott Bessent, the amazing treasury secretary, he has had a very discrete plan, supported by the president of the United States, to get the United States to a point where our economy is growing faster than our debt." "And if you look, we are on track." "So even though the debt is too high, even though we inherited this debt bomb for the Biden administration, we actually do have a plan to get the economy growing faster than the debt." "And that's the most important thing. The issue that we've had under the Biden administration and what we're still kind of dealing with is that the debt was growing faster than American GDP." "That's the problem. That's something that we're certainly fixing every single day in the Trump administration."

Eric Daugherty

163,564 просмотров • 2 дней назад

Kalshi CEO Tarek Mansour says the biggest categories in prediction markets may end up being much bigger than sports: "Sports is bigger than it's ever been right now... but it's also a lower percentage than it's ever been." "We're seeing it in politics and financials and crypto and culture." "When we see users coming into the platform, those other categories are showing incredible signs of acceleration." "For me it's inevitable that fast forward a few years, like one or two years, sports is a much smaller percentage of them." Alex Immerman and Santiago Rodriguez on this and more takeaways from the Kalshi Prediction Markets Conference:

Kalshi CEO Tarek Mansour says the biggest categories in prediction markets may end up being much bigger than sports: "Sports is bigger than it's ever been right now... but it's also a lower percentage than it's ever been." "We're seeing it in politics and financials and crypto and culture." "When we see users coming into the platform, those other categories are showing incredible signs of acceleration." "For me it's inevitable that fast forward a few years, like one or two years, sports is a much smaller percentage of them." Alex Immerman and Santiago Rodriguez on this and more takeaways from the Kalshi Prediction Markets Conference:

a16z

71,210 просмотров • 4 месяцев назад

AI has started building its own successors. It's happening right now. Humans still kick most of it off, but the models are already training the next models, and each version builds a better version faster than the last. We know what happens when something gets an advantage and the substrate is there... it proliferates incredibly fast. Soon it just runs the whole process itself. People are still debating whether AI takes your job. That's not the question. You can't compete with this intelligence at all. Next to it the human is negative value, the slowest one in the room. And this is the slowest it will ever move again. It's about to run on its own, faster than we can conceive of, and nobody's prepared for that. Wonderful conversation as ever with Emad.

AI has started building its own successors. It's happening right now. Humans still kick most of it off, but the models are already training the next models, and each version builds a better version faster than the last. We know what happens when something gets an advantage and the substrate is there... it proliferates incredibly fast. Soon it just runs the whole process itself. People are still debating whether AI takes your job. That's not the question. You can't compete with this intelligence at all. Next to it the human is negative value, the slowest one in the room. And this is the slowest it will ever move again. It's about to run on its own, faster than we can conceive of, and nobody's prepared for that. Wonderful conversation as ever with Emad.

Raoul Pal

63,554 просмотров • 1 месяц назад

Marc Andreessen: "Productivity growth is about to go through the roof." "Productivity growth for the last 50–60 years has been basically at historical lows... Fundamentally, I think it's because we decided other things are more important." "We decided we didn't want nuclear power. We decided we didn't want a space program. We decided we didn't want cars that went faster than 55." "What we got in the last 50 years was hyper-acceleration in very specifically—chips and software. And then essentially stagnation in everything else." "If either the AI optimists are correct, or the AI doomsayers are correct, productivity growth is about to go through the roof." Marc Andreessen 🇺🇸 at Cisco AI Summit

Marc Andreessen: "Productivity growth is about to go through the roof." "Productivity growth for the last 50–60 years has been basically at historical lows... Fundamentally, I think it's because we decided other things are more important." "We decided we didn't want nuclear power. We decided we didn't want a space program. We decided we didn't want cars that went faster than 55." "What we got in the last 50 years was hyper-acceleration in very specifically—chips and software. And then essentially stagnation in everything else." "If either the AI optimists are correct, or the AI doomsayers are correct, productivity growth is about to go through the roof." Marc Andreessen 🇺🇸 at Cisco AI Summit

a16z

76,959 просмотров • 6 месяцев назад

Sam Altman says the pathway to AGI is now clear and "we actually know what do", it will be easier to get to Level 4 Innovating AI than he initially thought and "things are going to go a lot faster than people are appreciating right now"

Sam Altman says the pathway to AGI is now clear and "we actually know what do", it will be easier to get to Level 4 Innovating AI than he initially thought and "things are going to go a lot faster than people are appreciating right now"

Tsarathustra

606,189 просмотров • 1 год назад

Jensen Huang just said this is the greatest era in history to build software. AI agents will not kill software. They will do the exact opposite: create a massive new wave of software demand. at NVIDIA GTC Taipei 2026 "Click and type. We now replace that with explaining to the AI what we want, our intent, and the AI generates the code or uses tools to produce the necessary output. This is how computers are going to work in the future. This is Agentic AI. For two years, we've been building toward this, and now it has arrived. One of the big breakthroughs, of course, is tool use. A lot of people have said, “Jensen, AI is coming. Agentic AI is coming. Therefore, all the software companies are going to go out of business.” This is exactly the opposite. Because there are going to be so many agents, the world is no longer limited by the number of people. Therefore, those agents are going to use more tools than ever. This is actually an incredible time to be a software company. But the software has to be presented to the agent in a way that the agent can use it. This is a big breakthrough. And in fact, what we have done, as you know, what Nvidia’s treasure..." ---- From 'NVIDIA' YT channel (link in comment)

Jensen Huang just said this is the greatest era in history to build software. AI agents will not kill software. They will do the exact opposite: create a massive new wave of software demand. at NVIDIA GTC Taipei 2026 "Click and type. We now replace that with explaining to the AI what we want, our intent, and the AI generates the code or uses tools to produce the necessary output. This is how computers are going to work in the future. This is Agentic AI. For two years, we've been building toward this, and now it has arrived. One of the big breakthroughs, of course, is tool use. A lot of people have said, “Jensen, AI is coming. Agentic AI is coming. Therefore, all the software companies are going to go out of business.” This is exactly the opposite. Because there are going to be so many agents, the world is no longer limited by the number of people. Therefore, those agents are going to use more tools than ever. This is actually an incredible time to be a software company. But the software has to be presented to the agent in a way that the agent can use it. This is a big breakthrough. And in fact, what we have done, as you know, what Nvidia’s treasure..." ---- From 'NVIDIA' YT channel (link in comment)

Rohan Paul

16,584 просмотров • 2 месяцев назад

The current thesis I have… thesis, passion, fascination, is to watch Indian startups kill it in today’s ecosystem. I hope that a lot of the companies we support will retell the Indian story, the real one, without any baggage from the past. It's our decade. WTFund is India’s premier non-dilutive grant fund for emerging entrepreneurs under 25. Through the 1st Cohort (C1/24), 9 startups with 15 young founders under the age of 25, were shortlisted and these are some of the coolest ones we discovered.. The second cohort applications are now open:

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Nikhil Kamath

57,911 просмотров • 1 год назад

The next computing shift is already underway — and it’s happening faster than even the people building it expected. Meta CTO Boz joins David George to talk about how the team is rooted in solving real-world problems — and how this new wave of AI is unlike any before, ushering us towards a future beyond the smartphone. Boz says AI isn’t just making things faster or cheaper, it’s making everything better. From interfaces to interaction design, AI is transforming how we build — and how we compute. For more on the future of computing, wearables, and AI-native UX, watch the full conversation with Boz and David:

The next computing shift is already underway — and it’s happening faster than even the people building it expected. Meta CTO Boz joins David George to talk about how the team is rooted in solving real-world problems — and how this new wave of AI is unlike any before, ushering us towards a future beyond the smartphone. Boz says AI isn’t just making things faster or cheaper, it’s making everything better. From interfaces to interaction design, AI is transforming how we build — and how we compute. For more on the future of computing, wearables, and AI-native UX, watch the full conversation with Boz and David:

a16z

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VR founder Jaron Lanier says a future where people are paid for the data they give AI is better than one where everyone depends on billionaires to survive "artificial intelligence is a marketing term, even a religion" The software behind drug discovery and chatbots is very different, but we call it all "AI" because it serves politics, ideology

VR founder Jaron Lanier says a future where people are paid for the data they give AI is better than one where everyone depends on billionaires to survive "artificial intelligence is a marketing term, even a religion" The software behind drug discovery and chatbots is very different, but we call it all "AI" because it serves politics, ideology

Haider.

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🚨🇺🇸March 21, 2025 - The Leave Delaware Movement Is Growing Faster Than Ever Business leaders, Shareholders, Lawyers, and top VCs are uniting against Delaware in a fight for corporate freedom. Delaware is no longer the #1 state for incorporation. It's time to Leave Delaware‼️

🚨🇺🇸March 21, 2025 - The Leave Delaware Movement Is Growing Faster Than Ever Business leaders, Shareholders, Lawyers, and top VCs are uniting against Delaware in a fight for corporate freedom. Delaware is no longer the #1 state for incorporation. It's time to Leave Delaware‼️

Leave Delaware

87,455 просмотров • 1 год назад

The world as we've known it has been running on basically the same operating system for billions of years. Now in the space of a few years everything's speeding up faster than ever before. Compute and intelligence are accelerating faster than institutions, regulations, and the old social order can absorb. So it all feels like it's coming apart. Politics, geopolitics, media, trust in the old systems… They’re too slow for the speed the world runs at now. It feels like destruction but it's construction. The old applications are composting down, and the new system is being built on top. This is the biggest fourth turning of all time. The compute got faster, so the world is getting faster. It's all gone exponential. Real Vision

The world as we've known it has been running on basically the same operating system for billions of years. Now in the space of a few years everything's speeding up faster than ever before. Compute and intelligence are accelerating faster than institutions, regulations, and the old social order can absorb. So it all feels like it's coming apart. Politics, geopolitics, media, trust in the old systems… They’re too slow for the speed the world runs at now. It feels like destruction but it's construction. The old applications are composting down, and the new system is being built on top. This is the biggest fourth turning of all time. The compute got faster, so the world is getting faster. It's all gone exponential. Real Vision

Raoul Pal

86,621 просмотров • 8 дней назад

Crypto's best marketing course + community is back! We're doing *one* cohort for all of 2026, kicking off in February 🦁 Here’s a sneak peek into the experience: - At the start of the cohort, they'll meet for the first time like it's the first day of college There are few things more energizing than seeing the industry's best operators sharing stories and bonding - From there, we go deeper. They’ll get access to exclusive sessions from the best growth leaders in our industry. They’ll learn what’s working (and what's not) from incentive design to narrative architecture, and the next growth meta. - And then it’ll be their turn. We'll have weekly calls where cohort members learn from each other, sharing their own successes, experiments, and frameworks. There’s no better place to learn. And nowhere else you’ll find this level of insight, honesty, and ambition. The 2026 cohort has 50 spots available. Once they’re gone, that’s it!

Crypto's best marketing course + community is back! We're doing one cohort for all of 2026, kicking off in February 🦁 Here’s a sneak peek into the experience: - At the start of the cohort, they'll meet for the first time like it's the first day of college There are few things more energizing than seeing the industry's best operators sharing stories and bonding - From there, we go deeper. They’ll get access to exclusive sessions from the best growth leaders in our industry. They’ll learn what’s working (and what's not) from incentive design to narrative architecture, and the next growth meta. - And then it’ll be their turn. We'll have weekly calls where cohort members learn from each other, sharing their own successes, experiments, and frameworks. There’s no better place to learn. And nowhere else you’ll find this level of insight, honesty, and ambition. The 2026 cohort has 50 spots available. Once they’re gone, that’s it!

Safary 🦁

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Anthropic's Sholto Douglas describes the concept of a software-only singularity: "It's one where the models are far better at digital tasks than they are at physical ones. And so we see rapid change in the digital world with models, and relatively little change in the physical world. So information and software changes dramatically, and this ends up having some pretty weird effects." "It means that maybe like the drivers of what have been the last couple decades of progress in the economy turn around." "And I think we'll see that flow on into the physical world but at a delay. So you get much better at doing chip design. You get much better at training AI models. AI models get a lot faster. Chips get a lot better. The general economy gets a lot more efficient because the sort of information and message parsing that is much of the rest of the economy ends up becoming much more efficient." "But at the same time you don't yet have robots providing limitless physical abundance. Science probably progresses really fast up to the degree that you need interaction with labs or larger particle colliders or something like this. And then you go, 'Okay well I need to build the robots.'"

Anthropic's Sholto Douglas describes the concept of a software-only singularity: "It's one where the models are far better at digital tasks than they are at physical ones. And so we see rapid change in the digital world with models, and relatively little change in the physical world. So information and software changes dramatically, and this ends up having some pretty weird effects." "It means that maybe like the drivers of what have been the last couple decades of progress in the economy turn around." "And I think we'll see that flow on into the physical world but at a delay. So you get much better at doing chip design. You get much better at training AI models. AI models get a lot faster. Chips get a lot better. The general economy gets a lot more efficient because the sort of information and message parsing that is much of the rest of the economy ends up becoming much more efficient." "But at the same time you don't yet have robots providing limitless physical abundance. Science probably progresses really fast up to the degree that you need interaction with labs or larger particle colliders or something like this. And then you go, 'Okay well I need to build the robots.'"

TBPN

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We're thrilled to welcome new talents to our dev squad: Marko A., Senior Web 3 Developer Marko H., Senior Software and Web 3 Engineer Igor M., Mid-Level Full Stack Developer Their expertise is a game-changer! Faster growth, superior development, and top-notch UI for our swap are on the horizon. The future for Toad is brighter than ever! $TOAD #ToadSwap

We're thrilled to welcome new talents to our dev squad: Marko A., Senior Web 3 Developer Marko H., Senior Software and Web 3 Engineer Igor M., Mid-Level Full Stack Developer Their expertise is a game-changer! Faster growth, superior development, and top-notch UI for our swap are on the horizon. The future for Toad is brighter than ever! $TOAD #ToadSwap

ToadSwap

24,321 просмотров • 2 лет назад

🇺🇸 SMALL BUSINESS ADMIN LOEFFLER: WAGES ARE GROWING FASTER THAN INFLATION" Kelly Loeffler pointed to accelerating economic growth as evidence that confidence is returning under the current administration. She highlighted rising wages, strong GDP numbers, and record lending to small businesses as signs that economic momentum is exceeding expectations. “We have wages growing faster than inflation, and we have GDP at 4.3%, two quarters in a row, blowing away economists' estimates... and at the SBA, we've put out a record $45B under President Trump, because small businesses are growing, and they believe in the future.” Source: Kelly Loeffler, Fox News

🇺🇸 SMALL BUSINESS ADMIN LOEFFLER: WAGES ARE GROWING FASTER THAN INFLATION" Kelly Loeffler pointed to accelerating economic growth as evidence that confidence is returning under the current administration. She highlighted rising wages, strong GDP numbers, and record lending to small businesses as signs that economic momentum is exceeding expectations. “We have wages growing faster than inflation, and we have GDP at 4.3%, two quarters in a row, blowing away economists' estimates... and at the SBA, we've put out a record $45B under President Trump, because small businesses are growing, and they believe in the future.” Source: Kelly Loeffler, Fox News

Mario Nawfal

20,180 просмотров • 7 месяцев назад

a16z GP David George: "AI is going to be the biggest modelbuster that I've seen in my career." "There are companies that grow faster and longer than anyone would've modeled in any scenario." "Tech... creates value far in excess of the capital that's required to grow." David George

a16z GP David George: "AI is going to be the biggest modelbuster that I've seen in my career." "There are companies that grow faster and longer than anyone would've modeled in any scenario." "Tech... creates value far in excess of the capital that's required to grow." David George

a16z

24,936 просмотров • 6 месяцев назад

Stripe's Will Gaybrick: "Build everything" Against an industry that sees agents as a way to cut costs, Stripe is using them to build more: agents wrote 30% of code in a week, global tax filing shipped in 1/3 the time the US version took, and after AI made sellers 20% more productive, Stripe hired even more sellers. President of Technology & Business Will Gaybrick sits down with a16z's David George to cover why there's no one left for Stripe to copy, why checkout pages will disappear, how agents plus stablecoins make micropayments real, and why tokens are becoming a currency worth protecting like dollars. 00:00 Intro 01:00 From payments to 30 products 02:30 1 in 6 free trials abused 05:50 Win the startups, then win them again 09:40 Borrowing from Google, Apple, and Ford 14:30 Minions: 7K one-shot PRs a week 18:45 Building everything vs. cutting costs 26:00 Why timelines keep compressing 29:50 What replaces the checkout page 34:20 The case against $9.99 subscriptions 37:20 Stablecoins solve a political problem 41:35 Tempo, a payments-only blockchain 43:10 Tokens are money now 49:00 How Stripe scales taste Will Gaybrick David George

Stripe's Will Gaybrick: "Build everything" Against an industry that sees agents as a way to cut costs, Stripe is using them to build more: agents wrote 30% of code in a week, global tax filing shipped in 1/3 the time the US version took, and after AI made sellers 20% more productive, Stripe hired even more sellers. President of Technology & Business Will Gaybrick sits down with a16z's David George to cover why there's no one left for Stripe to copy, why checkout pages will disappear, how agents plus stablecoins make micropayments real, and why tokens are becoming a currency worth protecting like dollars. 00:00 Intro 01:00 From payments to 30 products 02:30 1 in 6 free trials abused 05:50 Win the startups, then win them again 09:40 Borrowing from Google, Apple, and Ford 14:30 Minions: 7K one-shot PRs a week 18:45 Building everything vs. cutting costs 26:00 Why timelines keep compressing 29:50 What replaces the checkout page 34:20 The case against $9.99 subscriptions 37:20 Stablecoins solve a political problem 41:35 Tempo, a payments-only blockchain 43:10 Tokens are money now 49:00 How Stripe scales taste Will Gaybrick David George

a16z

372,155 просмотров • 5 дней назад

NEW: Joe Lonsdale flips AI regulation debate on its head Maria Bartiromo: AI is moving faster than regulation. Does that concern you? Joe: What I'm concerned by is that AI is moving faster than the ability for the government to allow us to do this. AI is helping cure all these new diseases... But we have an FDA that's not letting us save lives... The FDA is not set up for the AI age. It's set up to let China take over the sector... There are more big [pharma] deals buying Chinese drugs [than U.S. drugs]; there are more clinical trials going on in China. We need a leader of the FDA that will push back on the bureaucracy, that will say, we are going to both be safe and we're going to go faster and save more lives.

NEW: Joe Lonsdale flips AI regulation debate on its head Maria Bartiromo: AI is moving faster than regulation. Does that concern you? Joe: What I'm concerned by is that AI is moving faster than the ability for the government to allow us to do this. AI is helping cure all these new diseases... But we have an FDA that's not letting us save lives... The FDA is not set up for the AI age. It's set up to let China take over the sector... There are more big [pharma] deals buying Chinese drugs [than U.S. drugs]; there are more clinical trials going on in China. We need a leader of the FDA that will push back on the bureaucracy, that will say, we are going to both be safe and we're going to go faster and save more lives.

American Optimist

57,521 просмотров • 2 месяцев назад