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Software is eating labor & moats still matter: AI can do cheaply what has never been worth a person's time. Whole verticals have opened up, and unlike in previous product cycles, AI can actually complete work end-to-end. a16z GPs David Haber, Alex Rampell, and Erik Torenberg sat down for...

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a16z

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61,997 次观看 • 9 个月前 •via X (Twitter)

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The AI era of apps is here. In this discussion with a16z Apps Fund GPs Alex Rampell, David Haber, and Anish Acharya, they break down: - How AI is driving explosive product growth - The new product categories that couldn't exist before AI - Why AI-native startups should look for “greenfield” opportunities with unserved customers instead of competing with large incumbents - Why moats still matter - How software is eating labor 00:00 Introduction 02:17 AI's role in enterprise and consumer applications 05:03 Emerging AI trends and investment strategies 08:43 Traditional software going AI-native 14:40 Software eating labor 17:04 Case study: Eve 21:33 Building defensible moats 24:45 Case study: Salient 31:53 The walled garden 40:23 Incumbents vs startups 53:32 Consumer AI applications 56:03 Model aggregation strategy 57:06 Investment process & team 1:06:46 Customer retention & enterprise sales Alex Rampell David Haber Anish Acharya
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The AI era of apps is here. In this discussion with a16z Apps Fund GPs Alex Rampell, David Haber, and Anish Acharya, they break down: - How AI is driving explosive product growth - The new product categories that couldn't exist before AI - Why AI-native startups should look for “greenfield” opportunities with unserved customers instead of competing with large incumbents - Why moats still matter - How software is eating labor 00:00 Introduction 02:17 AI's role in enterprise and consumer applications 05:03 Emerging AI trends and investment strategies 08:43 Traditional software going AI-native 14:40 Software eating labor 17:04 Case study: Eve 21:33 Building defensible moats 24:45 Case study: Salient 31:53 The walled garden 40:23 Incumbents vs startups 53:32 Consumer AI applications 56:03 Model aggregation strategy 57:06 Investment process & team 1:06:46 Customer retention & enterprise sales Alex Rampell David Haber Anish Acharya

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a16z

447,192 次观看 • 10 个月前

Today, a16z is announcing the Machine Age Fund, a new $1.1 billion fund for founders rebuilding what intelligence runs on: chips, memory, networking, systems software, power, and the machines that bring AI into the physical world. Ben Horowitz, Martin Casado, and Raghu Raghuram see a new economic law. A thousand engineers cannot erase a two-year software lead, but a massive GPU cluster can turn capital directly into capability. Models are improving faster than the memory, interconnect, power, and cooling beneath them. The founder map is changing with it. Some of the strongest teams are moving from pure software into complex hardware because every constraint in the stack is now a company-building opportunity. In this conversation with Erik Torenberg, they explain what founders can build, why the opportunity reaches all the way down to the physical stack, and why a16z created a fund for it. 00:00 Intro 01:08 Why AI needs an entirely new infrastructure 02:02 The bottleneck is no longer the model 02:40 Founders saw it before investors did 06:07 Sold out through 2028 07:14 Why this time is different from 1999 08:57 The company whose idle hardware gained value 10:51 "Why didn't this fund exist five years ago?" 13:51 "Nobody likes to use AI more than AI" 17:06 The startup law that capital just broke 21:05 What Grok Bot got right 26:43 The case for a custom chip per model 28:23 Why AC power isn't good enough 32:07 Lots of new electricians 34:14 What one gigawatt can power 35:03 Why utilities can't just build faster 37:22 The data centers that give power back 38:01 Why we should never have called it AI 39:43 Why Nvidia will willingly leave money on the table 48:08 Hardware founders are older 52:36 Why America has to lead YouTube: benahorowitz.eth Raghu Raghuram martin_casado Erik Torenberg
53:58

Today, a16z is announcing the Machine Age Fund, a new $1.1 billion fund for founders rebuilding what intelligence runs on: chips, memory, networking, systems software, power, and the machines that bring AI into the physical world. Ben Horowitz, Martin Casado, and Raghu Raghuram see a new economic law. A thousand engineers cannot erase a two-year software lead, but a massive GPU cluster can turn capital directly into capability. Models are improving faster than the memory, interconnect, power, and cooling beneath them. The founder map is changing with it. Some of the strongest teams are moving from pure software into complex hardware because every constraint in the stack is now a company-building opportunity. In this conversation with Erik Torenberg, they explain what founders can build, why the opportunity reaches all the way down to the physical stack, and why a16z created a fund for it. 00:00 Intro 01:08 Why AI needs an entirely new infrastructure 02:02 The bottleneck is no longer the model 02:40 Founders saw it before investors did 06:07 Sold out through 2028 07:14 Why this time is different from 1999 08:57 The company whose idle hardware gained value 10:51 "Why didn't this fund exist five years ago?" 13:51 "Nobody likes to use AI more than AI" 17:06 The startup law that capital just broke 21:05 What Grok Bot got right 26:43 The case for a custom chip per model 28:23 Why AC power isn't good enough 32:07 Lots of new electricians 34:14 What one gigawatt can power 35:03 Why utilities can't just build faster 37:22 The data centers that give power back 38:01 Why we should never have called it AI 39:43 Why Nvidia will willingly leave money on the table 48:08 Hardware founders are older 52:36 Why America has to lead YouTube: benahorowitz.eth Raghu Raghuram martin_casado Erik Torenberg

a16z

632,753 次观看 • 7 天前