a16z Podcast: When Your PC Expires, What's Next?

In this latest episode on the State of AI, Ben and Marc discuss how small AI startups can compete with Big Tech’s massive compute and data scale advantages, reveal why data is overrated as a sellable asset, and unpack all the ways the AI boom compares to the internet boom. Subscribe to the Ben & Marc podcast: https://link.chtbl.com/benandmarc Stay Updated: Let us know what you think: https://ratethispodcast.com/a16zFind a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://twitter.com/stephsmithioPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

14 Juni 20241h 13min

Over the past decade, usage-based pricing has soared in popularity. Why? Because it aligns cost with value, letting customers pay only for what they use. But, that flexibility is not without issues - especially when it comes to predicting revenue. Fortunately, with the right process and infrastructure, your usage-based revenue can become more predictable than the traditional seat-based SaaS model. In this episode from the a16z Growth team, Fivetran’s VP of Strategy and Operations Travis Ferber and Alchemy’s Head of Sales Dan Burrill join a16z Growth’s Revenue Operations Partner Mark Regan. Together, they discuss the art of generating reliable usage-based revenue. They share tips for avoiding common pitfalls when implementing this pricing model - including how to nail sales forecasting, adopting the best tools to track usage, and deal with the initial lack of customer data. Resources: Learn more about pricing, packaging, and monetization strategies: a16z.com/pricing-packagingFind Dan on Twitter: https://twitter.com/BurrillDanielFind Travis on LinkedIn: https://www.linkedin.com/in/travisferberFind Mark on LinkedIn: https://www.linkedin.com/in/mregan178Stay Updated: Let us know what you think: https://ratethispodcast.com/a16zFind a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://twitter.com/stephsmithioPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

10 Juni 202438min

On May 21, the California Senate passed bill 1047.This bill – which sets out to regulate AI at the model level – wasn’t garnering much attention, until it slid through an overwhelming bipartisan vote of 32 to 1 and is now queued for an assembly vote in August that would cement it into law. In this episode, a16z General Partner Anjney Midha and Venture Editor Derrick Harris breakdown everything the tech community needs to know about SB-1047.This bill really is the tip of the iceberg, with over 600 new pieces of AI legislation swirling in the United States. So if you care about one of the most important technologies of our generation and America’s ability to continue leading the charge here, we encourage you to read the bill and spread the word.Read the bill: https://leginfo.legislature.ca.gov/faces/billTextClient.xhtml?bill_id=202320240SB1047

6 Juni 202431min

Consumer AI is moving fast, so who's leading the charge? a16z Consumer Partners Olivia Moore and Bryan Kim discuss our GenAI 100 list and what it takes for an AI model to stand out and dominate the market.They discuss how these cutting-edge apps are connecting with their users and debate whether traditional strategies like paid acquisition and network effects are still effective. We're going beyond rankings to explore pivotal benchmarks like D7 retention and introduce metrics that define today's AI market.Note: This episode was recorded prior to OpenAI's Spring update. Catch our latest insights in the previous episode to stay ahead! Resources:Link to the Gen AI 100: https://a16z.com/100-gen-ai-appsFind Bryan on Twitter: https://twitter.com/kirbyman01Find Olivia on Twitter: https://x.com/omooretweets Stay Updated: Find a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://twitter.com/stephsmithioPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

27 Maj 202447min

a16z General Partner David Haber talks with Marty Chavez, vice chairman and partner at Sixth Street Partners, about the foundational role he’s had in merging technology and finance throughout his career, and the magical promises and regulatory pitfalls of AI.This episode is taken from “In the Vault”, a new audio podcast series by the a16z Fintech team. Each episode features the most influential figures in financial services to explore key trends impacting the industry and the pressing innovations that will shape our future.  Resources: Listen to more of In the Vault: https://a16z.com/podcasts/a16z-liveFind Marty on X: https://twitter.com/rmartinchavezFind David on X: https://twitter.com/dhaber Stay Updated: Find a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://twitter.com/stephsmithioPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

22 Maj 202435min

This was a big week in the world of AI, with both OpenAI and Google dropping significant updates. So big that we decided to break things down in a new format with our Consumer partners Bryan Kim and Justine Moore. We discuss the multi-modal companions that have found their voice, but also why not all audio is the same, and why several nuances like speed and personality really matter. Resources:OpenAI’s Spring announcement: https://openai.com/index/hello-gpt-4o/Google I/O announcements: https://blog.google/technology/ai/google-io-2024-100-announcements/ Stay Updated: Let us know what you think: https://ratethispodcast.com/a16zFind a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://twitter.com/stephsmithioPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

19 Maj 202423min

Make sure to check out our new AI + a16z feed: https://link.chtbl.com/aiplusa16z a16z General Partner Anjney Midha joins the podcast to discuss what's happening with hardware for artificial intelligence. Nvidia might have cornered the market on training workloads for now, but he believes there's a big opportunity at the inference layer — especially for wearable or similar devices that can become a natural part of our everyday interactions. Here's one small passage that speaks to his larger thesis on where we're heading:"I think why we're seeing so many developers flock to Ollama is because there is a lot of demand from consumers to interact with language models in private ways. And that means that they're going to have to figure out how to get the models to run locally without ever leaving without ever the user's context, and data leaving the user's device. And that's going to result, I think, in a renaissance of new kinds of chips that are capable of handling massive workloads of inference on device."We are yet to see those unlocked, but the good news is that open source models are phenomenal at unlocking efficiency.  The open source language model ecosystem is just so ravenous."More from Anjney:The Quest for AGI: Q*, Self-Play, and Synthetic DataMaking the Most of Open Source AISafety in Numbers: Keeping AI OpenInvesting in Luma AIFollow everyone on X:Anjney MidhaDerrick HarrisCheck out everything a16z is doing with artificial intelligence here, including articles, projects, and more podcasts. Stay Updated: Find a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://twitter.com/stephsmithioPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

16 Maj 202440min

In 2009 Discord cofounder and CEO, Jason Citron, started building tools and infrastructure for games. Fast forward to today and the platform has over 200 million monthly active users. In this episode, Jason, alongside a16z General Partner Anjney Midha—who merged his company Ubiquity6 with Discord in 2021—shares insights on the nuances of community-driven product development, the shift from gamer to developer, and Discord’s longstanding commitment to platform extensibility. Now, with Discord's recent release of embeddable apps, what can we expect now that it's easier than ever for developers to build? Resources: Find Jason on Twitter: https://twitter.com/jasoncitronFind Anjney on Twitter: https://twitter.com/AnjneyMidha Stay Updated: Find a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://twitter.com/stephsmithioPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

10 Maj 202442min