Anthropic and OpenAI are adding more monthly revenue than Meta, Google, or Microsoft.
“Anthropic and OpenAI are adding more revenue per month than Meta, Google, or Microsoft.”
venture-capital
10 tracked signals on venture-capital.
a16z launches Machine Age Fund targeting AI infrastructure from chips to copper mines
“the model is no longer the bottleneck and in fact using AI these models are getting better faster and faster and faster. Now the bottleneck is all what I call south of the model”
AI has shifted the industry from an engineering-bound problem to a capital allocation problem
“We've kind of moved the industry from like this engineering bound problem to a capital problem. That's fundamentally very different.”
An investor argues India is best positioned to build the largest AI companies in this technology wave.
“This is about do you understand this technology 10x better than everyone else and I think nobody does that better than in India.”
a16z's Ben Horowitz backed Ghodsi as Databricks CEO purely on founder conviction, not commercial experience.
“they were like religious about like founders only because they had themselves been through it”
Jake Paul's Anti Fund announces an oversubscribed $100M+ growth fund backing top AI startups.
“I think a lot of people in the space can have a lot of followers, but not the cash and cash is key.”
a16z's Academy targets young builders who will found billion-dollar companies employing hundreds of thousands.
“These are the people who are going to employ thousands or hundreds of thousands of people in the future.”
Chainsmokers' Mantis VC says early-stage investing is about backing mission-driven people, not metrics.
“it's always about the people”
Travis Kalanick returns to build a food-tech startup in stealth with a16z backing.
“The meaningful thing about Adam's food is can you make the preparation and delivery of a quality meal so efficient that it approaches the cost of going to the grocery store?”
The single trait shared by the greatest founders across history is extreme focus.
“mute the world and then build your own”