Enterprise ai adoption

AI in NYC: How Tenex Builds an AI-Native Engineering Team — Alex Lieberman & CJ Hess

AI in NYC: How Tenex Builds an AI-Native Engineering Team — Alex Lieberman & CJ Hess

Alex Lieberman and CJ Hess of Tenex discuss how an AI-native engineering consultancy organizes its work around outcomes, not hours. They cover story-point compensation, the MetaHarness workflow that keeps plans and decisions in Git, token economics and model choices, the gap between enterprise AI rollouts and production agents, why vertical AI and mid-tier SaaS may or may not survive, and what this means for jobs and New York's AI scene.

AI, Infrastructure, and the Next Investment Cycle

AI, Infrastructure, and the Next Investment Cycle

David George, Sarah Wang, Alex Immerman, and Santiago Rodriguez from a16z walk through 25 charts from their State of Markets presentation, covering why markets are rising on earnings rather than multiple expansion, the roughly $780B hyperscaler capex race, the new age of atoms in physical infrastructure, enterprise AI adoption gaps, agent economics and falling inference costs, consumer AI and marketplace disruption, the bifurcation of SaaS, the rise of mega private companies, and the sectors they are most excited about next.