One of my favorite parts of being a growth investor at @a16z is that we get to take bold, high conviction bets even at the earliest stages of company building. When Martin first intro'ed me to @drfeifei, World Labs wasn't fundraising but the path was pretty clear: get involved as
Excited to announce our new partnership with @DecagonAI to bring richer enterprise data intelligence directly into customer conversations.
AI agents are only as useful as the context they can access.
Enterprises already have an incredibly rich record of their customers in
So many interesting takeaways from @DavidGeorge83's State of the Markets but one big one here. We are still so early .
69% of S&P 500 has a live AI deployment.
...2% disclose a metric they track over time.
Moving from individual deployments to recurring workflows is the
Introducing our State of Markets pt 2, along with a companion podcast where we unpack the data and discuss what comes next.
Tech is the everything cycle.
Supply: putting the buildout in context, just passed railroads as % of GDP. The wisdom of Elon is real: the factory (or the
a16z's David George, Sarah Wang, Alex Immerman, and Santiago Rodriguez on the State of Markets, from AI and infrastructure to the next investment cycles:
1. Tech is the everything cycle.
High-tech equipment, software, and R&D are now about 55% of US capital spending, and the AI
