Aug 22, 2025

The State of AI: Growth, Fragmentation, and the Next Wave

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.

Aug 16, 2025

When AI Eats the Bottom Rung of the Career Ladder

Ben Lorica and Evangelos Simoudis analyze three pivotal AI trends: the "Great Hollowing Out" of entry-level jobs, the financial disconnect between AI hardware depreciation and its useful life, and OpenAI's strategic shift to router-based models in the quest for a sustainable business model.

Aug 14, 2025

From NotebookLM to Audio Companions: Why Google’s AI Team Went Startup

Raiza Martin, co-founder of Huxe and former leader of Google’s NotebookLM team, discusses the move from the text-based, source-grounded world of NotebookLM to building Huxe, an audio-first, mobile-first personal AI companion designed to create delightful and useful experiences in the interstitial moments of a user's day.

Jul 31, 2025

Health Tech Founders: The Future of Care Is Personalized, Proactive—and AI-Powered

Founders from Function Health and Slingshot AI discuss building consumer health products by shifting from digital-only context to a 'Human Experience' that brings biological and psychological data online. They explore new engagement paradigms beyond DAU, the role of AI in augmenting rather than replacing doctors, and the ethical imperative of preserving user autonomy.

Jul 31, 2025

Health Tech Founders: The Future of Care Is Personalized, Proactive—and AI-Powered

Bryan Kim from a16z, Jonathan Swerdlin from Function Health, and Daniel Cahn from Slingshot AI / Ash discuss how AI is revolutionizing healthcare and mental health by focusing on deep human context rather than just digital behavior. They explore building consumer trust, augmenting rather than replacing professionals, and creating new engagement models like "hourly active use" for a more accessible, continuous, and personalized future of care.

Jul 26, 2025

Waymo's EMMA: Teaching Cars to Think - Jyh Jing Hwang, Waymo

An exploration of Waymo's research into EMMA, an End-to-End Multimodal Model for Autonomous Driving. This summary details how foundation models like Gemini are being adapted to create a single, generalizable system that processes raw sensor data directly into driving decisions, aiming to solve the long-tail problem and improve scalability. It also covers the use of generative AI for advanced sensor simulation and model evaluation.