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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 次观看 • 5 天前 •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 次观看 • 29 天前

🚨 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."

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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

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a16z

76,959 次观看 • 6 个月前

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17,480 次观看 • 1 年前

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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

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250,417 次观看 • 7 个月前

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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.'"

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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

ToadSwap

24,321 次观看 • 2 年前

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20,180 次观看 • 7 个月前

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

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a16z

24,936 次观看 • 6 个月前

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 次观看 • 5 天前

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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 次观看 • 2 个月前