Tom Tunguz

SEPTEMBER 14, 2023

Last week at Saastr 2023, I had the privilege of hosting a panel with Maggie Hott , GTM leader at OpenAI, Sharon Zhou , cofounder & CEO of Lamini, & Jordan Tigani , founder & CEO of MotherDuck talking about the implications of AI for the software industry broadly. Second, education represents a huge opportunity for AI.

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Andreessen Horowitz

JUNE 21, 2023

This … The post AI at the Intersection: The a16z Investment Thesis on AI in Bio + Health appeared first on Andreessen Horowitz. A Tale of Two Exponentials Harnessing Moore to combat Eroom Computers today are roughly 1000x more powerful, at the same price, than those a decade ago.

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Andreessen Horowitz

MAY 16, 2023

He was obviously being a bit sensationalist with the magnitude of the number, but it’s been a common thread in strategic … The post Investing in Hippocratic AI appeared first on Andreessen Horowitz.

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Andreessen Horowitz

APRIL 22, 2024

Senator Todd Young (R-IN) speaks with a16z General Partner Martin Casado about the importance of open innovation and American leadership in AI, and why we need to support AI research at all levels — from the classroom to the war room.

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Andreessen Horowitz

MARCH 26, 2024

Watching advancements in LLMs and AI reasoning unfold over the last few years, we think there is about to be an enormous unlock in what’s possible with automation. It can apply AI reasoning and decision-making to perform end-to-end workflows that are much more complex than what legacy solutions can support.

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Tom Tunguz

JUNE 25, 2023

Cloud LLM Infrastructure Microsoft OpenAI Snowflake Nvidia Databricks Mosaic Google Anthropic Oracle Cohere Amazon HuggingFace Microsoft has invested over $10b, plus significant development efforts to work with OpenAI. In addition, Microsoft & Snowflake announced a deeper AI go-to-market partnership with Snowflake.

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Clouded Judgement

MARCH 22, 2024

This brings me to AI (everything leads to AI these days…). When it comes to AI there is now another BIG culprit in misused ARR which I’m calling ERR (we use this term internally). A huge portion of AI revenue today is truly experimental! Altimeter is an investment adviser registered with the U.S.

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Intercom, Inc.

JANUARY 31, 2023

Suddenly it seemed that generative AI might transform industries from education to marketing. ☞ Click here to join the beta waitlist for our AI features or receive AI news from Intercom. Introducing our AI-powered beta features Summarize The first feature we built is a conversation summarization tool.

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SaaStr

DECEMBER 25, 2023

G2 had us back for another great deep dive on just where SaaS investing is there days, and it was a great panel: Accel Partner Arun Mathew Inspired Capital Founder & Managing Partner Alexa von Tobel Salesforce Ventures Managing Partner Paul Drews and Jason Lemkin! Low investment multiples pose a key challenge.

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Andreessen Horowitz

FEBRUARY 14, 2024

Many popular AI applications also rely on Upstash’s rate limiting and caching SDK when working through the quirks of OpenAI’s SLA. That’s why we’re so proud to invest in Upstash, and to help their team build this serverless future where more application developers can bring their dream apps to fruition!

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SaaStr

SEPTEMBER 14, 2023

But with that out of the way, let’s talk just enough about financial accounting to explain why Big Tech Companies both acquire smaller ones — and do corporate VC investment. Because in the short-term, it often costs basically close to nothing to acquire a smaller startup with cash on hand, or do a corporate VC investment.

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SaaStr

OCTOBER 12, 2023

Harry Stebbings of 20VC was kind enough to have us back on the latest VC Roundtable with 2 of the very, very best in growth / late-stage investing — the leaders of Insight Partners and Technology Crossover Ventures. They’ve led later stage investments in the best in SaaS and Cloud. And Where is Growth Investing?

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Andreessen Horowitz

DECEMBER 13, 2023

We’re excited to announce the second batch of a16z Open Source AI Grant recipients. This program is designed to support a thriving open source ecosystem around modern AI. We provide grant funding (not an investment) to developers and small teams who are building critical pieces of the open source AI stack.

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SaaStr

DECEMBER 5, 2023

A fun watch here: Summary from Pavillion: Let’s dive into this episode’s key topics… The AI Bubble Watch here In 2020 and 2021, we saw tech companies raising a lot of capital, and beginning in 2022, we saw a decline in performance leading everyone to believe that these organizations have been overvalued.

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User Pilot

APRIL 24, 2024

Generative AI has changed how tech companies do business. companies use AI in their operations and the number of jobs requiring AI has increased by 450% since 2013. In 2023, over 26% of investments in American startups were directed toward AI-related companies. How to implement AI to build better products.

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SaaStr

SEPTEMBER 14, 2023

But with that out of the way, let’s talk just enough about financial accounting to explain why Big Tech Companies both acquire smaller ones — and do corporate VC investment. Because in the short-term, it often costs basically close to nothing to acquire a smaller startup with cash on hand, or do a corporate VC investment.

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Andreessen Horowitz

FEBRUARY 7, 2024

As we enter the AI era, we predict the benefits to consumers will be as profound as the technology is magical; what indeed are the implications for software that can write poetry, listen emphatically, compose music, or provide dating advice? Below you’ll find our thoughts and observations regarding the state of consumer AI.

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Tom Tunguz

APRIL 6, 2023

There are 4 questions a startup should ask themselves about building a startup that uses generative AI. The narrative is : AI is a massive platform change that Goldman Sachs projects will increase GDP 300x more than the PC. There are 4 questions startups should ask themselves about building with generative AI. The video is here.

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Andreessen Horowitz

MARCH 26, 2024

This episode features interviews with payor and provider leaders about what they’re seeing and how they’re thinking about AI. Julie and Jay also authored an in-depth guide to commercializing AI in healthcare based on these interviews, available here.

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Andreessen Horowitz

NOVEMBER 21, 2023

While it may seem ironic, AI solutions may be our best answer to the decaying personalization and humanity of care in the US; as Vijay wrote in 2021, “technology can make human healthcare more human.” To be clear—the goal in creating new AI tools is not to replace clinicians. Technology is emerging for AI to augment and enable care.

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Point Nine Land

SEPTEMBER 6, 2023

One of the lessons I, along with many other founders and investors, have learned in my roughly 15-year journey in SaaS investing is that most businesses adopt new technologies at a painfully slow pace. Who will leapfrog the pre-AI Cloud? AI will be everywhere. AI can create magical user experiences. restaurant locations.

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Andreessen Horowitz

NOVEMBER 1, 2023

That’s why we are so proud to invest in Prepared. It also provides real-time translation in more than 140 languages and AI transcription of calls so that operators can seamlessly communicate with the caller while documenting the most important information.

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Andreessen Horowitz

APRIL 27, 2023

Source: Midjourney The generative AI boom is compute-bound. Usually, R&D investment is more directly tied to how valuable a product was, and that relationship is … The post Navigating the High Cost of AI Compute appeared first on Andreessen Horowitz.

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Clouded Judgement

JUNE 30, 2023

Subscribe now Data + Compute = AI Two of the largest data companies in the world, Snowflake and Databricks, held their annual conferences this week. To truly take advantage of AI, enterprises need organized data in the cloud. The challenge is probabilistic answers don’t work for true enterprise specific AI.

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Tom Tunguz

APRIL 30, 2024

Aside from the overall growth of these clouds increasing, the massive investment in CapEx data centers, power plants, and GPUs is stunning. Google and Microsoft would wait another two years to replicate a similar level of investment. Google and Microsoft would wait another two years to replicate a similar level of investment.

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Andreessen Horowitz

SEPTEMBER 25, 2023

This conversation is part of our AI Revolution series, which features some of the most impactful builders in the field of AI discussing and debating where we are, where we’re going, and the big open questions in AI. Find more content from our AI Revolution series on www.a16z.com/AIRevolution.

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IT World

JANUARY 24, 2022

Chief Financial Officers (CFOs) are apparently eager to invest in technology to help attract — and keep — finance talent and workers with artificial intelligence (AI) and machine-learning (ML) skills, according to a new survey. To read this article in full, please click here

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Andreessen Horowitz

SEPTEMBER 25, 2023

And the broad impact of this wave of AI is already creating the sort of massive value we’ve seen with other platform shifts, like the internet, mobile, cloud. AI today 1. But there will be more breakthroughs because now all the AI scientists in the world are working on making the stuff better. Noam Shazeer, Character.AI

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Panintelligence

APRIL 3, 2024

Fueled by the need to stay competitive, there seems to be a rush to implement AI. For example, if you’re looking for enhanced Business Intelligence, you need to combine AI with human intuition. In a recent webinar with industry experts, we uncovered four key steps to successfully leveraging AI—which we'll dive into in this blog post.

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Scytale

APRIL 15, 2024

If you’ve been following the growth of artificial intelligence, you’re likely aware that the EU’s new AI Act is set to officially come into effect at the end of May 2024. This groundbreaking legislation will regulate AI systems based on their risk potential. Think AI-assisted surgery or self-driving cars.

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Andreessen Horowitz

APRIL 27, 2023

AI is happening and a new stack is forming before our eyes. It’s like the Internet all … The post Investing in Pinecone appeared first on Andreessen Horowitz. With the inflection of large language models (LLMs), we’re witnessing a paradigm shift in software development and the computing industry as a whole.

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Andreessen Horowitz

MARCH 5, 2024

In this presentation from the American Dynamism Summit , a16z General Partner Martin Casado lays out the case for AI as a driving force behind incredible advancements in technology, creativity, and the human experience — not to mention efficiency improvements on par with, if not greater than, those delivered by the internet and the microchip.

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Andreessen Horowitz

SEPTEMBER 11, 2023

And with generative AI tools lowering the barriers to entry for creation, we believe the velocity of player creativity is at an inflection point today. We’re very excited about the potential for AI-assisted UGC to transform IP into dynamic, neverending game franchises.

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SaaStr

APRIL 20, 2024

We went pretty deep on: The real role of AI in marketing today Does everyone just want to be a strategist now? Will AI let ICs do more, with fewer managers? AI-powered tools can automate many tasks, flattening organizational structures and allowing individual contributors to accomplish more with the help of AI agents.

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Clouded Judgement

APRIL 26, 2024

What was arguably more impressive (and a better indicator of what’s to come for the rest of infrastructure software than overall Azure growth) was the Azure growth excluding AI Services (since Azure uniquely benefits from this). If I take my best guess at pulling out AI Services from overall Azure, I get to the data in the below graph.

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