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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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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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89,137 views • 10 months ago

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447,192 views • 9 months ago

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107,590 views • 5 months ago

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a16z

92,096 views • 8 months ago

E101: Virtuals Protocol : How to get Rich with AI Agents (Without Getting Lucky)! is the CoFounder of Virtuals, the leading AI Agent protocol valued at $2.5 Billion Timestamps 0:00 Intro 2:35 Mental Health 6:41 Having Optimistic Co-Founders 7:20 Post-Bull Survival Guide 10:09 Who is Wee Kee ? 10:51 Hyperliquid, an inspiration for Founders 15:21 Fascination of AI 16:56 What is an AI Game? 18:48 Crypto Gaming Narrative 21:20 Can AI Lovers Solve Loneliness? 24:33 What’s a Good AI Lover? 26:44 Solving Mental Health with AI 29:14 Why does Crypto AI Matter? 30:59 Purpose of terminal of truths & $Goat Token 33:54 Why AI Agents Matter 39:34 How aixbt Leads Crypto 43:09 The Risk of Social Coins 45:06 Replacing Humans with AI Agents 49:36 Fair Launches Reflect Crypto Values 58:20 What is Virtuals Protocol ? 1:00:56 Main Goal of Virtuals 1:02:12 What is Luna 1:05:30 Luna: AI Agents Hiring Humans 1:11:09 How AI Agents Mirror Humans 1:12:48 AI Agents Running Businesses 1:16:36 Network State & Why it Matters 1:19:24 AI Networks Bigger Than Earth 1:21:58 Human Advantage Over AI Agents 1:23:29 Does Decentralization Matter? 1:28:22 Base or Solana 1:33:49 Support from Base 1:35:13 What are Sentient Agents? 1:37:25 The Future of AI Agents 1:38:16 Non-Consensus Beliefs 1:39:54 Prediction for the Next 12 Months 1:42:52 Where is Hyperliquid Going?
1:45:11

E101: Virtuals Protocol : How to get Rich with AI Agents (Without Getting Lucky)! is the CoFounder of Virtuals, the leading AI Agent protocol valued at $2.5 Billion Timestamps 0:00 Intro 2:35 Mental Health 6:41 Having Optimistic Co-Founders 7:20 Post-Bull Survival Guide 10:09 Who is Wee Kee ? 10:51 Hyperliquid, an inspiration for Founders 15:21 Fascination of AI 16:56 What is an AI Game? 18:48 Crypto Gaming Narrative 21:20 Can AI Lovers Solve Loneliness? 24:33 What’s a Good AI Lover? 26:44 Solving Mental Health with AI 29:14 Why does Crypto AI Matter? 30:59 Purpose of terminal of truths & $Goat Token 33:54 Why AI Agents Matter 39:34 How aixbt Leads Crypto 43:09 The Risk of Social Coins 45:06 Replacing Humans with AI Agents 49:36 Fair Launches Reflect Crypto Values 58:20 What is Virtuals Protocol ? 1:00:56 Main Goal of Virtuals 1:02:12 What is Luna 1:05:30 Luna: AI Agents Hiring Humans 1:11:09 How AI Agents Mirror Humans 1:12:48 AI Agents Running Businesses 1:16:36 Network State & Why it Matters 1:19:24 AI Networks Bigger Than Earth 1:21:58 Human Advantage Over AI Agents 1:23:29 Does Decentralization Matter? 1:28:22 Base or Solana 1:33:49 Support from Base 1:35:13 What are Sentient Agents? 1:37:25 The Future of AI Agents 1:38:16 Non-Consensus Beliefs 1:39:54 Prediction for the Next 12 Months 1:42:52 Where is Hyperliquid Going?

MR SHIFT 🦁

284,090 views • 1 year ago