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AI at the Intersection: The A16z Investment Thesis on AI in Bio + Health
There are some industries primed for what we call AI leapfrogging. Leapfrogging happens when an industry or market (usually an outmoded industry, or an emerging market) skips a step along the technology transformation chain.
These industries have historically not been digitized and don’t have a dominant cloud incumbent. We see greenfield opportuniti... See more
These industries have historically not been digitized and don’t have a dominant cloud incumbent. We see greenfield opportuniti... See more
The AI Spectrum for Founders
With Generative AI’s budding reasoning capabilities, a new class of agentic applications is starting to emerge.
What shape do these application layer companies take? Interestingly, these companies look different than their cloud predecessors:
What shape do these application layer companies take? Interestingly, these companies look different than their cloud predecessors:
- Cloud companies targeted the software profit pool. AI companies target the services profit pool.
- Cloud compa
Pat Grady • Generative AI’s Act O1
People are so excited about deep learning precisely because its core power—its ability to recognize a pattern, optimize for a specific outcome, make a decision—can be applied to so many different kinds of everyday problems. That’s why companies like Google and Facebook have scrambled to snap up the small core of deep-learning experts, paying them m
... See moreKai-Fu Lee • AI Superpowers: China, Silicon Valley, and the New World Order
