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Steph Zhang
a16z
158 posts
@steph_zhang

Steph Zhang

a16z
@steph_zhang
San Francisco, CA
a16z.com/author/stephen…
Joined January 2020
255
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  • Pinned
    @steph_zhang
    Steph Zhang
    a16z
    @steph_zhang
    May 14
    Article cover image
    Article
    From “System of Record” to “System of Intelligence”
    Here's one way you can think about system of record stickiness: For a long time, the valuable part of social media businesses was the friend graph. When you opened Facebook back in the day, the thing...
    33
  • @steph_zhang
    Steph Zhang
    a16z
    @steph_zhang
    Sep 4
    We are so excited to partner with @zainasgar, Michelle Nguyen, @nserrino, @oazizi, James Bartlett and the @gimletlabs team. AI inference is one of the fastest growing markets in the history of capitalism, and we believe the future of inference is heterogenous.
    @zainasgar
    Zain Asgar
    @zainasgar
    Sep 4
    1/ Today, we announced Gimlet Labs’ $300M Series B, led by @a16z, joined by @SapphireVC as a major investor bringing our valuation to $3B. We started Gimlet with a simple conviction: inference would become the dominant AI workload, and its infrastructure would need to be rebuilt
    1
  • @steph_zhang
    Steph Zhang
    a16z
    @steph_zhang
    May 20
    "In the limit, if we could search 100% of the time, we probably would. It just comes down to GPUs, latency, and cost." Search has become a critical layer of agent infrastructure, and the volume agents drive is orders of magnitude larger than human search ever was. Exa is
    @ExaAILabs
    Exa
    @ExaAILabs
    May 20
    We raised $250M in Series C funding at a $2.2B valuation, led by a16z. Exa is a search lab organizing the web's data for agents.
    00:00
    4
  • @steph_zhang
    Steph Zhang
    a16z
    @steph_zhang
    May 14
    Salesforce and HubSpot are supposed to be the least disruptable companies in enterprise software. @GioAhern, @aleximm, and I argue their databases aren't going anywhere — but a new layer is forming above them: the system of intelligence that reads, reasons, and acts across the
    @steph_zhang
    Steph Zhang
    a16z
    @steph_zhang
    May 14
    Article cover image
    Article
    From “System of Record” to “System of Intelligence”
    Here's one way you can think about system of record stickiness: For a long time, the valuable part of social media businesses was the friend graph. When you opened Facebook back in the day, the thing...
    2
  • @steph_zhang
    Steph Zhang
    a16z
    @steph_zhang
    Feb 17
    When we asked leading AI companies what they were using as foundational infrastructure, one name kept popping up over and over again. It is the same one that has been powering mission-critical workflows for large enterprises and digital natives. @temporalio Temporal is
    @SamarAtTemporal
    Samar Abbas
    @SamarAtTemporal
    Feb 17
    Today marks an incredible milestone for @temporalio Technologies. I am proud to share that the company has raised $300M in Series D funding at a $5B valuation, led by @a16z. This news is a testament to the community and trust we’ve built in our Durable Execution, further
    3