Pinned
a16z
25.4K posts
a16z
@a16z
It's time to build.
a16z.com/portfolio
Posts are not investment advice or an advertisement for investment services. See a16z.com/disclosures.
00:00- a16z reposted
EliseAI is one of three vertical AI companies to pass $200m ARR growing 100%+ Elite performance, and not at all surprising if you know Minna and the teamThis quarter, @eliseai crossed $200M in annual recurring revenue, our fifth straight year of doubling. Our first $100M took years, the next $100M took twelve months. When we started, a lot of people told us housing and healthcare were the wrong industries to build in. Too
- Most work conversations are now being recorded by default. You should probably assume that everything you say at work is getting recorded from here on out. What’s emerging is a new category of enterprise software, organized around voice instead of text. The system of record
- .@pmarca on why God models don't eat all AI usage: "There's one version of the world in which you have a small number of what we sometimes call God models... millions of processors, with billions or hundreds of billions or trillions of dollars of CapEx and training, investment
00:00Good take My guess is - demand for intelligence is near infinite - but 80% of workloads will be running on 99% cheaper models within 12-18 months - 20% of workloads will still run on latest gen models where IQ maxing is important (scientific breakthroughs, higher level - Rillet is making ERP AI-native: - A ledger that's always accurate, complete, and reviewable is "continuously closed." - That means no more month-end scramble. There's almost no manual work left at the end of the month. - The manual journal entry is nearly extinct. Entries are
We built Rillet on the idea that the centuries-old practice of "closing your books" should be obsolete. Month-end, which used to be a scramble to reconcile everything and get the numbers to zero out, is now just another day. Based on a sample of Rillet customers, we went deep - a16z reposted
“The unmanned surface vessel, a Saronic Corsair, located the crew, who had spent two hours in the waters off the coast of Oman and brought them to shore.” Never been prouder of the @Saronic team. 🇺🇸💪🚀
- a16z reposted
We built Rillet on the idea that the centuries-old practice of "closing your books" should be obsolete. Month-end, which used to be a scramble to reconcile everything and get the numbers to zero out, is now just another day. Based on a sample of Rillet customers, we went deep - World Labs CEO Dr. Fei-Fei Li explains says "world model" has become an overloaded term & explains what each kind of world model does: "Right now there are three ways of calling world models when it comes to spatial intelligence." "One is what I call a renderer, when the model
00:00 - Benedict Evans says AI means more software, not less: "There's going to be a bunch of stuff you could do with software that you just couldn't do before at all. And so there will be more competition." "If you think about the enterprise software fleet today, you've got three
00:00 - Benedict Evans says infinite demand for tokens does not guarantee pricing power: "Right now, we're in this period of extreme disequilibrium of supply and demand and price and CapEx and capacity. But just because demand for tokens is infinite, that doesn't mean that you can't get
00:00
