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a16z
25.4K posts
It's time to build.
a16z.com/portfolio
Posts are not investment advice or an advertisement for investment services. See a16z.com/disclosures.
- "The whole premise of tech companies as attractive investments is that technology yields increasing returns to scale." "If there’s one thing we’ve learned, working closely with these success stories, it’s that this is true because founders make it so." a16z.news/p/late-stage-v…
- "It goes against every investor's instinct to expect 100% a year revenue growth, over and over again, without eventually slowing down." "It is human nature to eventually concede a terminal value that seems reasonable. But not for elite founders." "Founders are the rare
- "Late-stage venture is about late-stage founders. It's about a specific kind of person, who can keep deploying dollars attractively, indefinitely." "The existence of founders like Ali Ghodsi or the Collisons has proven that the right kind of person can keep growing ambitiously,
00:00- 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 areWe 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 repostedWe 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

























