Jordan Fisher, co-founder of Standard AI and now at Anthropic, poses critical questions for startup founders facing the imminent arrival of AGI. He explores challenges from software commoditization and building trust in automated teams to finding durable moats and the ethical responsibility of building world-changing technology.
General Partners from a16z analyze the current AI landscape, revealing that AI companies are growing faster and larger than anticipated. They discuss the fragmentation of the market, the innovator's dilemma facing SaaS incumbents, and the emergence of new moats like brand. The conversation emphasizes a shift from hype to tangible ROI, citing examples like Cursor, and outlines a nuanced investment strategy for a market defined by both unprecedented growth and rapid wipeouts.