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 08, 2025

Steven Sinofsky & Balaji Srinivasan on the Future of AI, Tech, & the Global World Order

Steven Sinofsky and Balaji Srinivasan analyze the collision of regulation, capital, and innovation, exploring how an 'anti-tech assault' from regulators is reshaping M&A. They introduce the 'acquifire'—a new deal structure born from pressure—and debate the fundamental conflict between the permissionless 'network' and the regulatory 'state', projecting how this battle will define the future of AI.

Aug 02, 2025

State of Startups and AI 2025 - Sarah Guo, Conviction

Sarah Goa from the AI-native venture fund Conviction discusses the state of AI, arguing that despite the hype, building valuable AI products is challenging. She covers the rapid advancement in AI capabilities like reasoning and multimodality, the increasingly competitive model market, and provides a playbook for building successful applications, using "Cursor for X" as a framework. The key takeaway is that defensibility in AI comes from superior execution and deep workflow integration, not just the underlying model.

Jul 27, 2025

The AI Engineer’s Guide to Raising VC — Dani Grant (Jam), Chelcie Taylor (Notable)

VCs Dani Grant and Chelcie Taylor provide a tactical playbook for AI engineers on raising their first round of funding. They cover when to raise, how to write effective cold emails, what to focus on in a pitch (vision over tech), how to answer key questions about competitors and go-to-market, and the dynamics of a successful investor meeting.