O Futuro da Informação
O Futuro da Informação
@a16z
It's time to build. https://t.co/A9eTFq6Xbx Posts are not investment advice or an advertisement for investment services. See https://t.co/nX2FtaLE06.
Grocery is, in many ways, an advertising business Charts of the Week: a16z.news/p/charts-of-th…
Walmart has found success with its Costco-like membership program Charts of the Week: a16z.news/p/charts-of-th… x.com/64844802/statu…
Relatively speaking, hyperscalers are still less leveraged than most Charts of the Week: a16z.news/p/charts-of-th… x.com/64844802/statu…
IT capex is approaching 40% of all capex for the entire S&P Charts of the Week: a16z.news/p/charts-of-th… x.com/11216662/statu…
Hyperscalers are increasingly funding the massive AI capex buildout with debt a16z.news/p/charts-of-th… x.com/11216662/statu…
Costco is the king of low prices Charts of the Week: a16z.news/p/charts-of-th…
Retail option volume in semiconductors is ~2.8x the post-2020 monthly average Charts of the Week: a16z.news/p/charts-of-th…
We partnered with Pylon to investigate whether AI is replacing or augmenting jobs in customer support. The resounding answer: AI is acting much more as an invisible triage agent or copilot than it is as an end-to-end support handler. If your company as a whole is pretty x.com/362823866/stat…
OpenAI and Anthropic are effectively telling the market they can't solve every problem with a generic AI coworker. You don't pour billions into massive forward-deployed joint ventures if you think the next model release is going to take care of it. In the cloud supercycle, x.com/364556532/stat…
Avoiding Death on the Yellow Brick Road: Why The App Layer Isn't Dead The Yellow Brick Road is our shorthand for the path the labs are walking, where they’re committing extraordinary resources. The reason the labs are best-suited for problems like code generation, writing, or x.com/364556532/stat…
Financing the Global Industrial Renaissance with Apollo CEO Marc Rowan Marc Rowan is CEO of Apollo Global Management, one of the most important financial institutions and the largest provider of retirement income in the world. In this conversation, he joins a16z's David Haber to
Compliance is painful, bureaucratic, and often paper-based, so it has long persisted as being manual and human intensive. That friction has historically made compliance a graveyard for startups. But AI may finally go from "good enough to pilot" to "good enough to trust". In x.com/79424231413062…
Compliance officers are one of the fastest growing occupations in America. Compliance is a bigger business than you'd think. Every dollar that leaves or enters a business: paying employees, reporting revenue, and moving capital are subject to compliance. As AI clears the "good x.com/79424231413062…
Marc Andreessen on the question at the center of data center discourse & why it's so important: "Can you build anything in America anymore? Can you build a factory? Can you build a chip plant? Can you build a power plant? Can you build a refinery? Can you build a pipeline? Can
Textbook Jevons: Token prices are down, token demand is up. Charts of the Week: a16z.news/p/charts-of-th…
Intelligence is getting cheaper Charts of the Week: a16z.news/p/charts-of-th…
Total token spend has hit new highs Charts of the Week: a16z.news/p/charts-of-th…
Google is now processing more than 3.2 quadrillion tokens per month, a 7x increase from a year ago Charts of the Week: a16z.news/p/charts-of-th…
Solopreneurship ticked up in Q1 Charts of the Week: a16z.news/p/charts-of-th…
College CS enrollment is declining Charts of the Week: a16z.news/p/charts-of-th…
"If you’re affluent, you can hire private security or move to a safer neighborhood. If you’re not, crime is simply the cost of being alive. That’s the gap Langley has been trying to close from the beginning." Flock and the Future of Safety in American Cities: x.com/64844802/statu…
San Francisco is one of the clearest examples of what happens when a city commits to the full safety bundle: prosecution, modern technology, and political will. In 2024, the city deployed 400 license plate readers and 80 drones across the city. Major crimes fell 44% from 2023 to x.com/64844802/statu…
.@pmarca with @joerogan on what voters care about now: "All the woke issues have died. They have evaporated." "The economic issues are now paramount." "Cost of living, the economy, inflation, taxes and government spending, budget deficit, government debt... It's the same
.@pmarca: "Austin had Flock and then turned it off. And as a consequence, they were not able to find these guys." "These guys drove into some adjacent town up against Austin. And Flock was live in that town, and so Flock tagged them the minute they drove into that town, and x.com/a16z/status/20…
Last weekend, three teenagers shot four people in Austin over 28 hours. Austin Police couldn't find them, but a Flock camera in the next town over found their car less than an hour after the alert for a white Kia went out. Austin canceled Flock in 2025. The chief of police says x.com/64844802/statu…
.@pmarca on the divergence between online and offline culture: "There's two ways to live life right now. It's either you're too online or you're too offline. And those are the two choices." "At least everybody I know, they're one or the other... And as consequence they live in
AI repeals the Mythical Man Month: "Rather than requiring large teams across multiple subsystems that need to coordinate, AI models are developed by smaller teams whose output increases in quality as a function of the data and compute thrown at them." "To wit, now you can throw
Marc Andreessen says AI is teaching sand to think and it could be the most important technology in the history of humanity: "Imagine a form of alchemy that turns sand into thought." "Chips are made out of sand. They're made out of silicon, so they're literally made out of
We’re excited to lead Exa’s Series C, to back their ambition of perfecting web search, and making it ready for the age of intelligent agents. We’re entering a new era for search, built from the ground up around what AI can do. The signal from the market was consistent. Exa x.com/14237331910057…
A tale of two cities with and without Flock over the weekend in Texas: "Austin had Flock and then turned it off. And as a consequence, they were not able to find these guys." "These guys drove into some adjacent town up against Austin. And Flock was live in that town, and so x.com/21023210/statu…
California healthcare jobs are booming More charts: a16z.news/p/charts-of-th… x.com/64844802/statu…
Healthcare is driving job growth in California (and most big states) More charts: a16z.news/p/charts-of-th…
Mounting evidence of productivity lift across high-AI industries Charts of the Week: a16z.news/p/charts-of-th…
The sheer volume of demand for memory is wild Charts of the Week: a16z.news/p/charts-of-th… x.com/64844802/statu…
The memory bottleneck has led to a pretty epic quarter for leading memory makers More charts: a16z.news/p/charts-of-th…
Our April GTM survey found that CRM usage has risen since AI tools began to be adopted at scale. The agents that listen to calls and write structured notes back into the system are, for the moment, giving reps fresh reason to consult it, because the data sitting there has become x.com/12221888674969…
From "System of Record" to "System of Intelligence" In the next decade, you want to own the system of intelligence that pulls from the system of record, becomes the user’s one-stop shop for gaining context and taking action, and turns the SoR into something that’s primarily x.com/12221888674969…
