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Last year, Kristina Shen and I expressed our anticipation for a “Wave 2” of B2B AI applications focused on synthesizing information, which we referred to as “SynthAI.” If the first wave of generative AI applications was about creating new content — like emails, lists, or marketing copy — this second wave focuses on condensing information in a manner that saves users time. The crux of this is to ow
16 Changes to the Way Enterprises Are Building and Buying Generative AI Generative AI took the consumer landscape by storm in 2023, reaching over a billion dollars of consumer spend1 in record time. In 2024, we believe the revenue opportunity will be multiples larger in the enterprise. Last year, while consumers spent hours chatting with new AI companions or making images and videos with diffusion
You live in a deranged age — more deranged than usual, because despite great scientific and technological advances, man has not the faintest idea of who he is or what he is doing. Walker Percy Our species is 300,000 years old. For the first 290,000 years, we were foragers, subsisting in a way that’s still observable among the Bushmen of the Kalahari and the Sentinelese of the Andaman Islands. Even
There are many different ways to build with LLMs, including training models from scratch, fine-tuning open-source models, or using hosted APIs. The stack we’re showing here is based on in-context learning, which is the design pattern we’ve seen the majority of developers start with (and is only possible now with foundation models). The next section gives a brief explanation of this pattern; experi
The era of Artificial Intelligence is here, and boy are people freaking out. Fortunately, I am here to bring the good news: AI will not destroy the world, and in fact may save it. First, a short description of what AI is: The application of mathematics and software code to teach computers how to understand, synthesize, and generate knowledge in ways similar to how people do it. AI is a computer pr
Research in artificial intelligence is increasing at an exponential rate. It’s difficult for AI experts to keep up with everything new being published, and even harder for beginners to know where to start. So, in this post, we’re sharing a curated list of resources we’ve relied on to get smarter about modern AI. We call it the “AI Canon” because these papers, blog posts, courses, and guides have h
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 technology trends get over-hyped far before the market catches up. But the generative AI boom has been accompanied by real gains in real m
To understand how radically gaming is about to be transformed by generative AI, look no further than this recent Twitter post by @emmanuel_2m. In this post he explores using Stable Diffusion + Dreambooth, popular 2D generative AI models, to generate images of potions for a hypothetical game. What’s transformative about this work is not just that it saves time and money while also delivering qualit
You’re lucky that I ain’t the president Cause I’ll push the f*#king button and get it over with F&$k all that waiting and procrastinating And all that goddamn negotiating — Bushwick Bill, Fuck a War Tom Hagen: Mike, why am I out? Michael Corleone: You’re not a wartime consigliere. Things may get tough with the move we’re trying. — Scene from The Godfather Recently, Eric Schmidt stepped down as CEO
There is no doubt that the cloud is one of the most significant platform shifts in the history of computing. Not only has cloud already impacted hundreds of billions of dollars of IT spend, it’s still in early innings and growing rapidly on a base of over $100B of annual public cloud spend. This shift is driven by an incredibly powerful value proposition—infrastructure available immediately, at ex
The a16z Marketplace 100: 2023 By Olivia Moore and Zach Cohen After three years of extreme economic volatility, this year’s Marketplace 100 provides a clear-eyed look at where marketplace businesses are trending in a reopened world. In this, our fourth annual ranking, the data revealed some of the most interesting takeaways to date. The 2023 Marketplace 100 features nearly three dozen newcomers, i
When I first met Paul Davison, it took about 10 seconds to realize he was one of the most charismatic, energetic founders I’d met in a long time. He told me about a new startup he was building—a mobile-first social app that would bring people together. He had launched the app within the startup community, but had big plans to take it to a much wider audience. The startup I’m talking about isn’t Cl
Until recently, it was commonly accepted that "social" was done. The market had been fully saturated, the thinking went, dominated by the holy trinity of Facebook, Twitter, and Instagram. Turns out, rumors of social's demise have been greatly exaggerated. Not only are we seeing the rise of innovative new social networks—from the earshare of Clubhouse to the seamless interactivity of cloud gaming—b
This is an updated version of a post we originally published in 2020. You can read the original version here. The growth of the data infrastructure industry has continued unabated since we published a set of reference architectures in late 2020. Nearly all key industry metrics hit record highs during the past year, and new product categories appeared faster than most data teams could reasonably ke
Today, about 90% of public SaaS companies and the 2019 Forbes Cloud 100 have subscription-based revenue models. Now new fintech infrastructure companies have made it possible for SaaS businesses to add financial services alongside their core software product. By adding fintech, SaaS businesses can increase revenue per customer by 2-5x* and open up new SaaS markets that previously may not have been
In 2019, long before the outbreak of COVID-19, many lower gross margin tech companies were not being well-received by the public markets, and an excessive spotlight was cast by many on company gross margins. In the present moment, that attention has only grown for both public and private companies. We’ve observed a bifurcation in the market of “haves” and “have nots”: those companies that have hig
Every Western institution was unprepared for the coronavirus pandemic, despite many prior warnings. This monumental failure of institutional effectiveness will reverberate for the rest of the decade, but it’s not too early to ask why, and what we need to do about it. Many of us would like to pin the cause on one political party or another, on one government or another. But the harsh reality is tha
Click here for 2021 edition of the Marketplace 100. Today we introduce the Marketplace 100, a ranking of the largest and fastest-growing consumer-facing marketplace startups and private companies. Over the past few decades, marketplaces like eBay, Airbnb, Uber and Lyft, Alibaba, and Instacart, have become some of the most impactful companies in the world economy. Collectively, millions of individu
The New Business of AI (and How It’s Different From Traditional Software) At a technical level, artificial intelligence seems to be the future of software. AI is showing remarkable progress on a range of difficult computer science problems, and the job of software developers – who now work with data as much as source code – is changing fundamentally in the process. Many AI companies (and investors
This is an abbreviated version of a presentation I gave live at the a16z Summit in November 2019. You can watch a video version on YouTube. Download the slide deck here. Lee este artículo en Español. / Leia esse artigo em Português. In the not-too-distant future, I believe nearly every company will derive a significant portion of its revenue from financial services. In this post, I’ll delve in
More than a decade ago, Wired editor Kevin Kelly wrote an essay called “1,000 True Fans,” predicting that the internet would allow large swaths of people to make a living off their creations, whether an artist, musician, author, or entrepreneur. Rather than pursuing widespread celebrity, he argued, creators only needed to engage a modest base of “true fans”—those who will “buy anything you produce
The top-earning writer on the paid newsletter platform Substack earns more than $500,000 a year from reader subscriptions. The top content creator on Podia, a platform for video courses and digital memberships, makes more than $100,000 a month. And teachers across the US are bringing in thousands of dollars a month teaching live, virtual classes on Outschool and Juni Learning. These stories are in
This is a written version of a presentation I gave live at the a16z Summit in November 2019. You can watch a video version on YouTube. My day job is to think about the future, so I’ve been thinking a lot about what life will look like in the 2030s. What do we need to build? What social acceptance do we need? What business models do we need? My daughter, Katie, is a high school junior, which means
Editor’s Note: The open source software (OSS) movement has created some of our most important and widely used technologies, including operating systems, web browsers, and databases. Our world would not function, or at least not function as well, without open source software. While open source has delivered amazing technological innovation, commercial innovation – most recently and notably the rise
Crypto Startup Accelerator (CSX) is a 10-week program designed for the specific needs of web3 startups. CSX takes place in person, featuring lectures and mentorship from industry experts, founder talks, and access to the a16z network. CSX launched in San Francisco (2020 cohort) and Los Angeles (2023 cohort). The Spring 2024 program in London started in March and will end on June 11. Applications f
One of the holy grails in the newco world is to build out a digital platform that successfully serves the needs of a broad number of adjacent verticals, and become the definitive platform in its space. We know the now-canonical early examples of this: Amazon, eBay, Craigslist. And we also know that once that holy grail of a new digital platform is attained, competitors quickly come a’ callin’. One
The very best of Future articles, podcasts, reports and more. Network effects are one of the most important dynamics in software and marketplace businesses. But they’re often spoken of in a binary way: either you have them, or you don’t. In practice, most companies’ network effects are much more complex, falling along a spectrum of different types and strengths. They’re also dynamic and evolve as
watch time: 24 minutes The personal computer S-curve gave us 1.5 billion PCs and 3 billion people online, and now the smartphone S-curve is giving a computer to everyone on earth. So today, we have two innovation conversations: First, what can we build on the billion-scale platforms we have, what new models can we create, and do the internet giants leave any room? And second, what are the NEXT S-c
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