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The a16z Show
The venture firm’s view of startups, AI, software, markets, company building, and the technological shifts creating new categories.
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164 EPISODESENTRACKED SHOW
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The State of AI: Models, Moats, and the Consumer Renaissance
Frontier AI is becoming a many-winners market: xAI moved from non-contender to one of three in two weeks while OpenAI, Anthropic and others grow through specialization.Rising B200 per-hour prices indicate constrained supply and essentially infinite demand, but coding agents threaten integration moats; open-weight models may capture bounded-upside workloads as cheaper consumer software awaits an AI-native app store.