Tom Tunguz

MARCH 20, 2024

Will AI sofware companies operate with better or worse profitability than a classic SaaS company? Initially, I thought worse since the expense of serving AI as a product is signficantly higher. AI SaaS may be much more profitable than the -10% average net income margins of the current crop of public businesses. Deflationary.

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AI Search AI Scale SaaS 190

Tom Tunguz

MARCH 30, 2023

As generative AI captivates Startupland, startups will do what they have always done: integrate new technology to build transformative businesses. Incumbents have seized the moment with Microsoft, Adobe, & others integrating generative AI into their products quickest. What are these moats? That’s the moat.

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Artificial Intelligence AI Machine Learning Generative AI 313

Andreessen Horowitz

APRIL 19, 2024

In this episode of the AI + a16z podcast, a16z General Partner Anjney Midha shares his thoughts on how hardware for artificial intelligence might evolve over the years to come as we place more emphasis on AI inference workloads. And then now we’re at this next phase of massive transformers.

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Artificial Intelligence AI Mobile Innovation 113

Tom Tunguz

JUNE 5, 2023

90% of startups have plans or have released an AI feature, 54% of those features will launch in 2023, but only 30% of companies are hiring new people to do it, according to ProductBoard’s survey. These figures highlight three points: AI has become an essential product component for most software companies.

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Artificial Intelligence Machine Learning AI Payments 261

Tom Tunguz

MAY 15, 2023

A product manager today faces a key architectural question with AI : to use a small language model or a large language model? the company has no plan/interest to staff a team to manage AI infrastructure or develop deep machine learning experience / expertise in-house. The pace of innovation in the field clouds the answer.

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Artificial Intelligence AI Machine Learning Scale 203

Tom Tunguz

APRIL 25, 2023

I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. But the story in this quarter’s reports is AI. Just last week, Epic Systems shared that it was using Azure OpenAI Service to integrate this next generation of AI with its industry-leading EHR software.

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AI Search AI Azure GCP(Google Cloud Platform) 209

Point Nine Land

OCTOBER 25, 2023

Sharing our mental model on gen AI in SaaS Over the past twelve months, like many others, I’ve been diving deep into generative AI and its implications for SaaS companies, as well as what it means for us as early-stage SaaS investors. Where are the opportunities for new startups in generative AI?

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Generative AI AI Artificial Intelligence Startup 122

Tom Tunguz

FEBRUARY 8, 2024

We’re entering a new pricing environment for software: AI vs non-AI. Theory created a public market AI index to track software companies who have significant product plans or current AI businesses. AI companies trade at 2.5x the multiple of non-AI companies in the public market.

Startup 283

Startup AI Software Pricing 283

TechEmpower SaaS

JULY 24, 2023

At TechEmpower, we frequently talk to startup founders, CEOs, product leaders, and other innovators about their next big tech initiative. What are your key Startup Metrics ? eCommerce Does your startup run on a subscription model? Artificial Intelligence Does your application leverage AI in any way? Free trials?

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Innovation Development CTO Hire Technical Review 780

SaaStr

FEBRUARY 16, 2024

And for many in SaaS, especially those that sell mainly to startups and tech, it’s often been a rough 2 years. But there are just enough of those, especially in the AI Boom of 2023-2024+, that a subset of venture-backed startups are still running the Grow, Grow, Grow playbook. So can you pay less these days?

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Startup Social Media AI Cloud 242

Tom Tunguz

JUNE 25, 2023

In addition, Microsoft & Snowflake announced a deeper AI go-to-market partnership with Snowflake. For startups building LLM-based applications & infrastructure, this alters the calculus of selecting a cloud. Five years ago, many startups defaulted to AWS for the generous credits, broad catalog, & rapid pace of innovation.

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Artificial Intelligence AI AWS Cloud 210

Tom Tunguz

MAY 11, 2023

In the last five major cycles (internet, social, mobile, cloud, web3), startups seized the new technologies of the era to create a distribution advantage. Google led to search-engine optimization, which startups like Expedia & Zillow grew to become public companies. What is the distribution advantage AI confers to startups?

AI Search 176

AI Search AI Scale Cloud 176

SaaStr

SEPTEMBER 26, 2023

How is AI going to impact the software and SaaS landscape of the next couple of years and also the next 5-10 years? Kristina Shen, General Partner at a16z, shares some insights into the present and future of generative AI at this week’s Workshop Wednesday, held every Wednesday at 10 a.m. For B2B Generative AI Apps, Is Less More?

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AI Generative AI Venture Capital SaaS 254

Andreessen Horowitz

APRIL 9, 2024

Vijay Pande, founding general partner, and Julie Yoo, general partner at a16z Bio + Health, come together to talk through the grand challenges facing healthcare AI today. They also talk about the AI startup they each wish would walk through the door.

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Healthcare AI Innovation Startup 103

Andreessen Horowitz

DECEMBER 13, 2023

AI is about to bring a similar revolution to healthcare. trillion dollar American healthcare industry will be AI-driven. AI will drive drug discovery , proposing medicines not yet dreamed up by man. AI will play a key role in diagnosis, helping humans know what’s wrong sooner so they can get access to life-saving treatments.

Healthcare 112

Healthcare AI Technical Review Software Review 112

Tom Tunguz

MAY 2, 2023

I’m working with ProductBoard to understand how different B2B startups are planning to leverage AI with a survey. GenAI will need to write, create, & calculate with a significantly better error rate than humans.

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AI ChatGPT Construction B2B 255

Tom Tunguz

FEBRUARY 1, 2023

In his most recent earnings conference call, Microsoft’s Satya Nadella said “Every product of Microsoft will have some of the same AI capabilities to completely transform the product.” ” Today, Microsoft Teams launched AI features in Teams for a fee. Mobile, cloud, social - startups led each of those waves.

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AI Machine Learning Artificial Intelligence Innovation 181

Tom Tunguz

AUGUST 2, 2023

If a startup raised a top quartile Seed round, Series A, B, & C, they typically would have grown headcount by about 6% in the last twelve months. Startups with more business than they can handle should be scaling their teams to satisfy market demand. The headcount growth rate for all other companies? About double at 12%.

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Headcount Startup AI Scaling 224

Tom Tunguz

APRIL 6, 2024

Product managers & designers working with AI face a unique challenge: designing a delightful product experience that cannot fully be predicted. However, with AI, the rules have changed. How does one design a product experience in the fog of AI? Traditionally, product development followed a linear path.

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Artificial Intelligence AI Search AI Machine Learning 100

IT World

MAY 10, 2023

Alphabet-backed AI startup Anthropic has disclosed the set of value guidelines that has been used to train its ChatGPT rival, Claude , in the wake of concerns about incorrect and biased information being being given to users of generative AI programs.

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AI Startup ChatGPT Generative AI 97

Andreessen Horowitz

OCTOBER 13, 2023

If one thing is certain about generative AI, it’s that no one knows exactly how it will play out from a product or user experience perspective. How will creative AI models change our expectations of what we can do with computers? What’s the scale of the opportunity that AI presents? Which interfaces will win out?

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Generative AI Artificial Intelligence AI Enterprise 130

Andreessen Horowitz

MARCH 2, 2022

He earned his PhD from Stanford working on NLP (natural language processing) before co-founding an AI startup called MetaMind in 2013. He then spent several years leading the AI. The post A Decade of Deep Learning: How the AI Startup Experience Has Evolved appeared first on Future.

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AI Artificial Intelligence Startup 145

SaaStr

APRIL 12, 2023

Generative AI has taken the world by storm, and VCs and SaaS founders are looking at new opportunities it can bring. Even considering the more conservative fundraising market in 2023, there are opportunities for startups to get investor attention with AI. About 15 – 25% of tasks can be automated using AI.

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Generative AI AI Machine Learning Artificial Intelligence 182

Tom Tunguz

JANUARY 17, 2019

I’ve started to call them AI Agencies. AI Agencies use machine learning to disrupt a market dominated by agencies. Often, these startups begin as software companies selling machine learning software into agencies. The startup leverages machine learning under the hood. But they are not the typical agency.

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Machine Learning Artificial Intelligence AI Startup 198

SaaStr

JANUARY 3, 2024

” The Intersection of AI and Security It’s going to get a bit harder for CEOs and CTOs to maintain security and compliance going into 2024. “You’re seeing data breaches happen all the time,” Shrav said. Shrav sees security and AI as the two biggest faces in software for the next decade.

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AI SMB compliance Sales Hiring 148

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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AI Artificial Intelligence SaaS Generative AI 68

SaaStr

OCTOBER 20, 2023

AI is rapidly changing the way we work. It’s only been ten months since ChatGPT launched, and since then, we’ve seen a huge increase in AI applications being created and used globally. Discord launched Clyde Hubspot launched Chatbot Snapchat launched MyAI Spotify was able to offer better recommendation engines — AI DJ.

ChatGPT 236

ChatGPT AI Search Scale Sales Hiring 236

Andreessen Horowitz

JANUARY 19, 2023

We’re starting to see the very early stages of a tech stack emerge in generative artificial intelligence (AI). Hundreds of new startups are rushing into the market to develop foundation models, build AI-native apps, and stand up infrastructure/tooling. Many hot … The post Who Owns the Generative AI Platform?

Generative AI 145

Generative AI AI Artificial Intelligence Startup 145

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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Generative AI AI Artificial Intelligence Scale 112

Predictable Revenue

DECEMBER 5, 2023

Collin Stewart delves into the unique experiences and challenges faced by Blake Nolan, the first account executive at Seamless AI The post Mastering the Art of Startup Sales with Blake Nolan appeared first on Predictable Revenue.

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Startup Sales AI Revenue 130

SaaStr

AUGUST 30, 2023

G2 is a unicorn startup that’s stayed in the game for over a decade. G2 CEO Godard Abel deep dives into his original vision for G2, going multi-product, selling with multiple sales teams, demand gen spend, and why AI is the most important thing right now. G2 is taking these search capabilities a step further with generative AI.

AI Search 197

AI Search AI ChatGPT Software Review 197

Tom Tunguz

JANUARY 12, 2023

I wondered how the current wave of generative AI image makers like Midjourney, Dall-E, & Stable Diffusion would fare creating images for a few of my posts. What the $6B Coupa Acquisition Means for Software Startups. As startups blossom to capture these markets, they will improve model accuracy. Here are the results.

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AI B2B Generative AI Social Media 196

IT World

FEBRUARY 13, 2023

South Korean startup Rebellions has launched a new AI chip called Atom, Reuters reported on Monday. The new chip is an attempt by the startup to compete against US chipmaker Nvidia, which presently dominates the AI chip market. Rebellions aims to provide a domain-specific AI processor along with optimized software.

AI 71

AI Startup Software Marketing 71

Andreessen Horowitz

OCTOBER 11, 2020

Any one of these trends would be notable on its own, but we cover all four in this hallway-style chat, as a16z General Partner Chris Dixon talks … The post Tracking the Trends: AI, WebRTC, Crypto, and Full Stack Startups appeared first on Andreessen Horowitz.

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Trends AI Startup Innovation 145

Andreessen Horowitz

MARCH 22, 2024

But the stakes are much higher with generative AI: though it promises to deliver unprecedented value to businesses, it can also be very expensive to serve to each incremental customer. Or maybe you’re still determining how generative AI will benefit your customers, and right now it’s a nice-to-have for certain users.

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Generative AI AI B2B Pricing 127

SaaStr

AUGUST 15, 2023

So two discussions this week were reminders to me of how much marketing has changed in the early and “pre-brand” stages: Two very successful founders ($1B+ exits) with new startups pushed me really hard to promote their new startup you’ve never heard of our our podcast + at SaaStr Annual. No one cares you have a new or new-ish app.

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Startup Sales Hiring AI Content Marketing 176

SaaStr

JANUARY 4, 2024

It was mixed actually, even if startups didn’t seem to get a breather, it wasn’t so bad for most public SaaS leaders. The post Last Year Was a Pretty Rough Year for Many SaaS Startups. And even as growth slowed, the best were rewarded with huge jumps in their share prices. But Public SaaS Companies?

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Startup SaaS AI Pricing 177