đŚAI Apps investing @ A16Z; A1111; Boards of Krea, Deel, Clutch, Titan, Arc Boats, Untitled, Happy Robot more; If youâre not at the table, youâre on the menu
Joined March 2009
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- Followers 29,438
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411 Photos and videos
everything - but the most impressive things have been:
1. calculation engine optimizations - it one shotted a quadratic algorithmic issue we missed in a new calculation service
2. frontend memory pressure optimizations - it one shotted a 33% reduction in frontend memory pressure that no other human or agent found after a year of working on it
3. automated oncall resolution - it is an extremely capable and reliable SRE. i've had an automation trying to do this before but it was never very good, now it's at or above human performance
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Jun 10
So far Fable feels like more of a leap forward in model intuition versus model intelligence - Iâm impressed with the creativity around problem-solving and approach versus the nitty-gritty of solution design.
As we cross the intelligence threshold for most work I wonder how much creativity and novel thinking start to take precedence over raw IQ, similar to Marcâs observation that high IQ specialists tend to work for mid IQ generalists.
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Jun 9
A few notes on Fable 5:
- Itâs interesting that it routes certain requests to 4.8 behind the scenes - in this case itâs for safety but if you squint you can imagine a cost optimization where queries are classified and routed based on the amount of intelligence needed
- Calling it Fable/Mythos 5 feels like an intentional effort to lead with the brand (Mythos) vs the model number .. not quite Pentium to 486 but I think in that spirit .. people just want to use the cutting edge thing and de-emphasizing the model number delivers that
- Also interesting to see progress in so many directions that are not strictly âintelligenceâ - vision, long horizon, token efficiency - it seems weâve largely crossed the intelligence threshold for many tasks and more and more of the work is going to be in productizing this primitive in a practical way
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Jun 8
front page of the wsj this weekend.
consumer sentiment around AI is at all-time lows, and the moral panic about this generation is loud, but the US averaged 188k jobs a month over the past three months - the best hiring streak in two years.
the kids are gonna be alright.
ALT The Wall Street Journal features headlines on U.S. hiring growth, D-Day anniversaries, and upcoming political showdowns.
May 29
the class of 2026 is being underestimated - the best of them are ambitious enough to work on the most important dynamism / ai research / business problems, are fluent in working with machine intelligence and are entering the workforce during a positive technology cycle, and at a time when the stock market is at an all time high
the âoldsâ who came before them are going through the same moral panic that they always have, namely that these engineers arenât doing ârealâ technical work - machine code programmers lamented about assembly, assembly programmers about C, C programmers about C , and god forbid you should be a java programmer that doesnât know how to manage memory
plus there is a flattening of organizations that should really benefit new graduates - more IC work, less clumsy or poorly trained middle managers on whom your career growth tragically depends
what i'd tell a new grad right now:
- trust your weird interests. soundcloud and calm were both founded in the five years after i dismissed music and meditation as "not serious markets."
- say the thing, do the thing. be the founder in the room. you don't need permission to have a point of view, now more so than ever.
- use every product obsessively.. intuition compounds and getting there 3 months early is a lifetime right now
the kids are gonna be alright!
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Jun 8
if apple launches an agent app store tomorrow it will be the biggest change to the developer ecosystem in a decade and do for consumer AI apps what the iPhone did for mobile apps in 2009
Jun 4
this makes me wonder if Apple is acknowledging they own the best messaging app and agents should live in it as a first-class citizen too if they want a piece of the post-app pie
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Jun 8
where web2 was about ~zero marginal cost of distribution, ai enables ~zero marginal cost of work
if you look at coding agents dominating '25 and openclaw in '26, the products that take off are those that dramatically lower the friction for some really painful area of people's lives
this is going to continue. i'm optimistic that every consumer is going to have a fully hacked life now that personal agents can eg optimize which credit cards you should use, where you should order from online, etc
the really interesting question is the extent to which ai will not only improve existing pain points but introduce net new behavior that was too high friction before ai
i've never been productivity obsessed because it just requires too much work and consistency. but with the right ergonomics and the right ui, an agent that proactively optimizes my calendar, tells me how to use my airline points, etc feels possible
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Jun 7
first video ever posted to youtube .. it took 4 years to get to a creator with 1M subscribers
today YT is a 550b business
claude code has been around for 15 months .. software is having its youtube moment and it will happen gradually then suddenly
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Jun 4
The magic of gen alpha is that they're going to grow up not just hearing you can be anything, but having the tools to do anything.
Thanks for the the convo @TheFP
Jun 4
Theyâre vibe coding with the kids on Saturday mornings and using a bot as a 24-7 family therapist. Evan Gardner spoke with the parents who have seen the future and want their kids to master it. thefp.com/p/how-to-raise-ai-âŚ
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Technology is how countries dominate now -- economically, militarily, culturally.
That changes what founders need from their investors.
Founders want power. Market access. Government relationships. and of course, capital.
That's why Investor Relations at a16z is now Global Partnerships.
More on what this means for LPs and founders:
a16z.com/a16z-investor-relatâŚ
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Anish Acharya retweeted
Jun 1
In 24 months, @HappyRobot went from a cold start to serving nine of the top ten freight brokers in the U.S.
They now manage millions of interactions monthly across 80 countries and many more verticals (telco, energy, insurance, more)
What B2B AI cos can learn from this đ
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Jun 1
"the pyramid of work" - really interesting framework from the @happyrobot ceo @pablorpalafox:
- at the bottom, repeatable low hanging fruit. at the top, complex strategic decision-making
- context is captured by doing work - and you gotta start at the bottom and work your way up the complexity chain
- and at the top there is context inside the CEO's head that would lead to step change improvement at every layer if the agent had it
this is why 1) enterprise agents will be a compounding gains market 2) the goal should be to intermediate the most important interacts that happen in a business, not own "customer support" or "sales" or whatever
loved this conversation with pablo and @PaarupLuis
May 27
The limit of AI in your enterprise isn't the model. Itâs what the model knows about how you operate.
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Jun 1
gradient descent as explained by @oboelabs
Jun 1
Today, we're rolling out on-demand songs and diagrams in @oboelabs.
You remember the alphabet from when you were 4, but you've already forgotten something you read this morning.
That's because walls of text are the worst way to retain what you want to learn. Songs lodge in your brain for decades, and a good diagram can help a complicated concept click in seconds.
Two new ways to learn, live today.
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May 31
i ran a social experiment this weekend
put a laptop in the kitchen which transcribes everything my son says and dispenses rewards and punishment in the form of screen time
came home after a few hours and found a video of him saying âI love youâ on repeat beside the mic đ
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May 31
100p - super magical to see founders and executives who rose by being exceptional individual contributors and masters of their craft building again
May 31
Unclear if a durable trend, but CEOs and CTOs are back to coding with a fury, thanks to coding agents.
I have public company CEOs sliding into my DMs (and âInMailâ) telling me about falling in love with shipping software again thanks to Claude Code and Vercel.
âDream accountsâ that we always wanted to work with, where in the past the C-suite would hardly understand the infrastructure until much later in the game.
Coding agents are the ultimate PLG-fication of the enterprise. Bad, legacy software canât hide anymore. The stack that works is self-evident to the entire organization, from intern to CEO.
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Anish Acharya retweeted
May 30
Legal AI superempowers normal individuals with no legal background to fight big institutions in bureaucracies and in courts on a level knowledge/skill playing field, for the first time in human history. As such, it is one of the most inspiring applications of AI.
May 29
Legal AI is probably the least inspiring application of AI
change my mind
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May 29
the class of 2026 is being underestimated - the best of them are ambitious enough to work on the most important dynamism / ai research / business problems, are fluent in working with machine intelligence and are entering the workforce during a positive technology cycle, and at a time when the stock market is at an all time high
the âoldsâ who came before them are going through the same moral panic that they always have, namely that these engineers arenât doing ârealâ technical work - machine code programmers lamented about assembly, assembly programmers about C, C programmers about C , and god forbid you should be a java programmer that doesnât know how to manage memory
plus there is a flattening of organizations that should really benefit new graduates - more IC work, less clumsy or poorly trained middle managers on whom your career growth tragically depends
what i'd tell a new grad right now:
- trust your weird interests. soundcloud and calm were both founded in the five years after i dismissed music and meditation as "not serious markets."
- say the thing, do the thing. be the founder in the room. you don't need permission to have a point of view, now more so than ever.
- use every product obsessively.. intuition compounds and getting there 3 months early is a lifetime right now
the kids are gonna be alright!
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May 29
I think consumer might be the exception here - itâs essentially impossible to build a free, mass market consumer ai product bc inference creates non zero marginal costs of engagement- so a whole class of social ai products arenât getting built
Exactly right. The bottleneck has never been compute or capital. Its taste and judgment about what humans actually want. Infinite compute just makes the great founders faster and the confused ones more confused. x.com/dflieb/status/20601962âŚ
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May 29
Bullish that Gemma and edge inference will make this cheaper and unlock whole new classes of consumer apps in the near future
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Anish Acharya retweeted
May 27
The limit of AI in your enterprise isn't the model. Itâs what the model knows about how you operate.
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