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Sam is honestly 5 steps ahead of everyone. The only reason OpenAI is able to function with all the demand is because of Azure's compute. Sam knows it, and why they signed the deal. But if you read the details, the deal with MSFT specifically only applies to... See more

Sully

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Explaining a16z's Investment in Substack

Adam Keesling adamkeesling.com

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Idk how many times I have to say it Post-Bitcoin -> EVERYTHING is downstream of compute. Bitcoin was the finale of “software is eating the world” Now “intelligence” is downstream of compute… If you manage capital, YOU MUST MANAGE... See more

Reggie James

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We just sent our Page III update to Chapter One limited partners. I can't share everything, but I wanted to open source a few of the most interesting ideas: 1. Take our three most recent core investments and map out the long-standing relationships, and it’s clear that venture capital is a... See more

Jeff Morris Jr.

x.com

One of the perks of working at a16z is getting direct access to @martin_casado. This clip from @tbpn on whether AI will be “winner takes all” is a must-listen It’s such a concise articulation of why we’re investing across the AI stack @a16z https://t.co/3SnHAFAdJE

Justine Moore x.com

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in case you're wondering why $ai16z is up like 15x since i first mentioned it and are curious about the current ecosystem this is the timeline: Shaw launches $DegenAI Baoskee launches https://t.co/dlH0OTDluu Shaw then deploys ai16z which is a fund that is going... See more

merp

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YC and a16z's 2025 request for startups: https://t.co/JeIwa9Z3HZ

Ben Lang

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Both a16z and YC's request for startups for 2025 just came out https://t.co/AFtdHp3wZa

@levelsio

x.com

BREAKING: Cluely Raises $15M From a16z Roy Lee, Founder & CEO of @cluely shares all. Directly on Sourcery. “ I want to be conqueror of the f*cking universe.” Highlights: 00:00 - @im_roy_lee, Cluely 00:35 - Raising $15M... See more

Molly O’Shea x.com