All AI Pulse updates tagged "a16z".
18 signals"Until we run out of problems, we're not going to run out of demand." Erik Torenberg, Martin Casado, Ben Horowitz, and Raghu Raghuram on why AI demand has no ceiling, and what that means for supply: "As we've moved from chatbots to reasoning to agents to multi
Raghu Raghuram and Ben Horowitz say a billion knowledge workers are just one of the next AI demand waves: "ChatGPT went from a casual app to coding for professionals. Now, using coding, you now built amazing tools for knowledge workers. So that's the next fron
Right place, right time: many neoclouds spent years mining crypto, then AI showed up and turned their power rights, data centers, and GPUs into some of the hottest assets in tech. 25 quarters in, CoreWeave is pulling in more quarterly revenue than Azure, AWS,
Garry Tan says AI is a multiplier on the individual: "We're sort of in the middle of a big transformation now, I think. For the longest time, we really, really believed that you needed co-founders. And I think that everything else being equal, having co-founde
Garry Tan says we'll see a wave of exceptional older AI-native founders: "There's going to be as many Patrick Collisons as ever, but one mega trend that we're seeing is the 35, 40, 45-year-old founder who's been around the block, built a lot of engineering." "
Garry Tan says AI enables a single markdown file to act like an employee: "If you really want to tokenmax, you have to use something like Hermes Agent or OpenClaw... let me load a million tokens or 800,000 tokens into any given request." "For a CEO or a founde
Datadog CISO Emilio Escobar on Securing Agents at Scale In this conversation, Emilio Escobar joins a16z's Joel de la Garza at Black Hat to cover what happens when you hand coding agents to 4,000 engineers, why the permissioning that worked for a decade broke t
Datadog CISO Emilio Escobar says intent is now a must-have for AI security solutions: "These agents are trained on existing code, and they have a reward structure. If code is meant to solve the bug, but it gets rewarded on that, it doesn't care if it's doing s
"I like to move extremely fast, but in order to move fast, you need to have brakes." Up to 200,000 AI agents wake up at Kavak every day. CPO & AI Officer Alejandro Maza says eval quality is what sets the ceiling on speed at that scale: "So to give you a sense
Thomas Edison's dynamo electrical generators could've powered Ford's factory 40 years before Ford built it. Kavak CPO & AI Officer Alejandro Maza says AI adoption today is stuck in the same gap: "The way people adopted electricity was, 'I'm gonna leave my fact
Travis Kalanick is back. After 8 years of building in stealth, he joins Ben Horowitz and Erik Torenberg to tell the story of his latest company, Atoms, and its vision to digitize the physical world one industry at a time: 01:32 The a16z & Uber backstory 15:36
. @AppliedInt Co-founder @qasar : "Our mission is to put intelligence on a billion machines, and we think that can have a profound impact on society." "We've seen the unlock in the digital world, and everyone's super excited about it, and you have trillion-dol
Applied Intuition Co-founder @qasar on why timing decides who wins in the new technology market: "The key thing in the new technology business ... It's when and how you deploy them into the market. The 'when' becomes really important." "You're two years early
. @pmarca on the data center build-out and how America is holding itself back: "What's happening literally in the US right now county by county with the ability to build data centers is profoundly destructive." "And that's entirely domestic. And a large number
a16z GP Anish Acharya on how AI is democratizing services and giving power back to the consumer: "I think we all agree that a better informed consumer is just a better informed society. If we look at all of these areas like healthcare, where the consumer just
a16z GP Anish Acharya on how AI agents make new careers possible for many: "If you're not a programmer, your only channel for digital entrepreneurship was YouTube. So there was creators, and there was this whole moral panic about, 'Oh my God, the kids don't wa
Tyler Cowen explains how AI allows fewer individuals to do much more work.
She believes we have agency in building this technology.