a16z(@a16z)

"In 2022, months before ChatGPT and years before Cursor, Claude Code, and Codex, Gavin Uberti, Rober...

a16z (@a16z) — Thu, 23 Jul 2026 15:51:11 GMT

"In 2022, months before ChatGPT and years before Cursor, Claude Code, and Codex, Gavin Uberti, Robert Wachen, and Chris Zhu dropped out of Harvard to make a bet that looked, at the time, nearly irresponsible: they would build an entire inference system—new chips, boards, interconnects, racks—from scratch."

"What began as a radical, contrarian wager has matured into a strong bet on the defining challenge of our era."

"In a world where production is the product and the machine is the moat, we’re thrilled to partner with Etched."

a16z's Sarah Wang and Raghu Raghuram on why AI inference may be the most consequential workload of our lifetime, and how @Etched is betting on it: a16z.news/p/how-to-win-t…

Sarah Wang@sarahdingwang

x.com/i/article/2080…

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The SF rental market is something else Full piece w/ EliseAI data: https://t.co/bSLCffazdh

a16z (@a16z) — Thu, 23 Jul 2026 14:04:58 GMT

The SF rental market is something else

Full piece w/ EliseAI data: a16z.news/p/renting-is-s…

Minna Song@minnasong

x.com/i/article/2080…

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Travis Kalanick on the Uber program that had to be renamed: "We would recruit the drivers on Lyft t...

a16z (@a16z) — Thu, 23 Jul 2026 02:40:10 GMT

Travis Kalanick on the Uber program that had to be renamed:

"We would recruit the drivers on Lyft to bring them over to Uber, so that it was hard for Lyft to build supply."

"We would aggressively do it, and we had a program for it internally, which we called shoplifting."

"Then I had antitrust training. At the time I'm this small startup kid. I'm like, 'Antitrust? What the hell is that? I can't wait to have that problem.'"

"They're like, 'Look, the way you call projects, it has to be appropriate for a 10-year-old basketball team.'"

"So it went from shoplifting to the North American Championship Series. We called it the NACS."

@travisk@bhorowitz@eriktorenberg

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travis kalanick@travisk

x.com/i/article/2079…

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Travis Kalanick on mining as a case study for the future of autonomy: "It's one of the most beautif...

a16z (@a16z) — Thu, 23 Jul 2026 01:55:16 GMT

Travis Kalanick on mining as a case study for the future of autonomy:

"It's one of the most beautiful and interesting autonomy categories or use cases."

"We can go to a gold mine CEO right now and say, 'Would you like to get 20% more gold per year?' We don't get no. He says prove it."

"When you look at the work that's being done and how it's being done, it's a little bit heart-wrenching. It's not the mine's fault, it's just the nature of the work. There's a massive safety upside that goes along with the productivity upside."

@travisk@bhorowitz@eriktorenberg

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travis kalanick@travisk

x.com/i/article/2079…

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Ben Horowitz says the difference between a great idea and a great company is the entrepreneur: "If ...

a16z (@a16z) — Thu, 23 Jul 2026 01:20:25 GMT

Ben Horowitz says the difference between a great idea and a great company is the entrepreneur:

"If you look at Tesla, what you would see is big oil, big auto, big government, were never going to let that happen."

"They would kill you. But the reality is, Elon Musk, he's hard to kill. He by himself kind of decarbonized the American auto industry, which is unbelievable in retrospect."

"If you listen to the politicians now, they're like 'oh, he didn't build Tesla, he just struck a gold mine and is pulling the gold out, all the people built it.'"

"Why didn't all those people build another Tesla? Because there's only one non-fungible, very rare person in that equation who could do that. That's why there's only one SpaceX."

@travisk@bhorowitz@eriktorenberg

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travis kalanick@travisk

x.com/i/article/2079…

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Travis Kalanick on making meal delivery as cheap as groceries: "Can you make the preparation and de...

a16z (@a16z) — Thu, 23 Jul 2026 00:35:46 GMT

Travis Kalanick on making meal delivery as cheap as groceries:

"Can you make the preparation and delivery of a quality meal so efficient that it approaches the cost of going to the grocery store?"

"If it does, you do to the kitchen what Uber did to the car."

"In 20 years, there will be a suite of robotics that will make higher quality meals, they will be doing a better job than any of us could do."

"We are going to have autonomous burritos. Boxes on wheels that hold food at temperature that come to your house."

"All of the sudden you've got an $8 or $10 meal that's delivered to you all in."

@travisk@bhorowitz@eriktorenberg

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travis kalanick@travisk

x.com/i/article/2079…

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Travis Kalanick on the physical world as an atoms-based computer: "The vision for digitizing the ph...

a16z (@a16z) — Wed, 22 Jul 2026 23:50:17 GMT

Travis Kalanick on the physical world as an atoms-based computer:

"The vision for digitizing the physical world for me started at Uber. Treating atoms like bits started at Uber. It was sci-fi at one point. You would touch glass and a car would come to you."

"CPU manipulates bits. What manipulates atoms? That's manufacturing. Storage stores bits. What stores atoms? That's real estate. Network moves bits from point A to point B. What moves atoms? That's transport."

"That 10,000 square foot facility, I call it a 10,000 square foot semiconductor. It's a 30-core processor, 30 kitchens. They're computing atoms, not bits."

@travisk@bhorowitz@eriktorenberg

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a16z@a16z

Travis Kalanick is back.

After 8 years of building in stealth, he joins Ben Horowitz and Erik Torenberg to tell the story of his latest company, Atoms, and its vision to digitize the physical world one industry at a time:

32 The a16z & Uber backstory
36 Different companies, different rules
13 CloudKitchens origins
13 An $8 meal delivery
58 Building in private
59 Computing atoms, not bits
54 Autonomous mining
02 Ideas are cheap, founders are rare
21 From 20,000 employees to 6
00:32 Why food came first
10:40 Entering a new industry
20:21 Parallels to the Industrial Revolution
28:26 Who Travis is hiring

@travisk@bhorowitz@eriktorenberg

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Travis Kalanick is back. After 8 years of building in stealth, he joins Ben Horowitz and Erik Toren...

a16z (@a16z) — Wed, 22 Jul 2026 22:33:24 GMT

Travis Kalanick is back.

After 8 years of building in stealth, he joins Ben Horowitz and Erik Torenberg to tell the story of his latest company, Atoms, and its vision to digitize the physical world one industry at a time:

32 The a16z & Uber backstory
36 Different companies, different rules
13 CloudKitchens origins
13 An $8 meal delivery
58 Building in private
59 Computing atoms, not bits
54 Autonomous mining
02 Ideas are cheap, founders are rare
21 From 20,000 employees to 6
00:32 Why food came first
10:40 Entering a new industry
20:21 Parallels to the Industrial Revolution
28:26 Who Travis is hiring

@travisk@bhorowitz@eriktorenberg

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Travis Kalanick is back. After 8 years of building in stealth, he joins Ben Horowitz and Erik Toren...

a16z (@a16z) — Wed, 22 Jul 2026 21:50:23 GMT

Travis Kalanick is back.

After 8 years of building in stealth, he joins Ben Horowitz and Erik Torenberg to tell the story of his latest company, Atoms, and its vision to digitize the physical world one industry at a time:

32 The a16z & Uber backstory
36 Different companies, different rules
13 CloudKitchens origins
13 An $8 meal delivery
58 Building in private
59 Computing atoms, not bits
54 Autonomous mining
02 Ideas are cheap, founders are rare
21 From 20,000 employees to 6
00:32 Why food came first
10:40 Entering a new industry
20:21 Parallels to the Industrial Revolution
28:26 Who Travis is hiring

@travisk@bhorowitz@eriktorenberg

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travis kalanick@travisk

x.com/i/article/2079…

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Travis Kalanick on launching Atoms & building a team that can take on three industries at once: "It...

a16z (@a16z) — Wed, 22 Jul 2026 20:37:34 GMT

Travis Kalanick on launching Atoms & building a team that can take on three industries at once:

"It's those epic leaders that can inspire their team to just go above and beyond and make magic."

"No matter where you are as an entrepreneur, the talent game is the game."

"When you multiply the industries by three, we're back in the flow. And because we were stealth for so long, we weren't in the flow. We were cold calling everybody."

"One of the beautiful things about us being back out there is, okay, we can now have a place for people to understand who we are, what we're about, and I can start putting teams together that can be out there in a very public way."

@travisk@eriktorenberg

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travis kalanick@travisk

any tips? atoms.co/careers 😎😉

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We’re backing Atoms, and @bhorowitz is joining the board. @travisk has been working on Atoms for 8 ...

a16z (@a16z) — Wed, 22 Jul 2026 19:11:50 GMT

We’re backing Atoms, and @bhorowitz is joining the board.

@travisk has been working on Atoms for 8 years, in stealth, to digitize the physical world.

It is inevitable that within a generation, robots are going to do most of the menial work in the world of atoms: transforming atoms, moving atoms, and storing atoms.

Atoms will make us more productive in the physical world the same way digital computers did for bits.

Travis has three of them so far: Atoms Food, Atoms Mining, and Atoms Transport. All are trillion dollar industries, so he's got some work to do, and we're excited to help him win.

"Industrial AI" as a category is the application of specialized robots to atoms-heavy industries like these.

It takes a rare kind of entrepreneur to change these old-school, heavy parts of our economy. Travis is that guy.

travis kalanick@travisk

x.com/i/article/2079…

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a16z (@a16z) — Wed, 22 Jul 2026 18:52:24 GMT

travis kalanick@travisk

x.com/i/article/2079…

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Travis is back.

a16z (@a16z) — Wed, 22 Jul 2026 18:33:47 GMT

Travis is back.

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Applied Intuition Co-founder @qasar on why timing decides who wins in the new technology market: "...

a16z (@a16z) — Tue, 21 Jul 2026 21:15:16 GMT

Applied Intuition Co-founder @qasar on why timing decides who wins in the new technology market:

 "The key thing in the new technology business ... It's when and how you deploy them into the market. The 'when' becomes really important."

"You're two years early and you're doomed. You're two years late, there's too many competitors. You have to hit at the right spot."

"The market is ready to consume, and I think you just have to meet the market in the way that, the best way possible."

@AppliedInt

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Marc Andreessen 🇺🇸@pmarca

x.com/i/article/2079…

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"In 2017, the autonomy industry shared a collective prediction: one of a small number of vertically-...

a16z (@a16z) — Tue, 21 Jul 2026 20:36:41 GMT

"In 2017, the autonomy industry shared a collective prediction: one of a small number of vertically-integrated companies would solve self-driving cars, operate the vehicles, and capture the entire market."

"The industry had plenty of conviction about autonomy but very little shared best-practices for producing it."

"Applied Intuition proposed to make those best-practices a company."

@pmarca, @eriktorenberg, and @VirtualElena on Applied Intuition's giant mission & the path to 1 billion intelligent machines: a16z.news/p/making-a-bil…@AppliedInt

Marc Andreessen 🇺🇸@pmarca

x.com/i/article/2079…

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.@AppliedInt Co-founders @qasar and Peter Ludwig on why tools like Dana will make building autonomou...

a16z (@a16z) — Tue, 21 Jul 2026 18:58:34 GMT

.@AppliedInt Co-founders @qasar and Peter Ludwig on why tools like Dana will make building autonomous robots as easy as building iPhone apps:

"Why can't a ninth grader make a delivery robot in their home?"

"The robot runs into the wall. Okay, what happened there? The loop closes."

"That platform for designing and developing is what we're launching, it's called Dana."

"If you look at how tooling has changed in the digital AI world... now everything has moved into a very different, almost IDE. We think the same thing's going to happen in the physical world."

"Fundamentally, Dana is our agentic platform for physical AI. And everything that we've built and developed over the past nearly a decade, every tool, every technique, that's available in Dana."

"And it's very easy to use with the agentic interface. And so workflows that used to maybe take days or weeks to run, you can now run those in minutes in many cases."

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Qasar Younis@qasar

For 9+ years we’ve been building simulators, data engines, data pipelines, scenario editors, RL environments, what's now world models... and dozens of other products.

Now we’ve connected them all under one agentic layer.

It is not just another harness but also the broader system to safely design, develop, and deploy Physical AI.

I continue to believe a modern, AI-first development environment is one of the biggest bottlenecks to putting intelligence on a billion machines.

Unsurprisingly, we’ve been using it internally for a while now and the impact has been profound in almost every measurable way.

As you might know, our old office was on the corner of Pioneer and Dana – and calling it Pioneer would be too cliche. Introducing Dana :)

applied.co/dana-blog

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.@AppliedInt Co-founder @qasar: "Our mission is to put intelligence on a billion machines, and we th...

a16z (@a16z) — Tue, 21 Jul 2026 17:16:36 GMT

.@AppliedInt Co-founder @qasar: "Our mission is to put intelligence on a billion machines, and we think that can have a profound impact on society."

"We've seen the unlock in the digital world, and everyone's super excited about it, and you have trillion-dollar companies emerging."

"When we look back in 25 years, the companies that impact the physical world might actually be bigger than the companies that impact the digital world."

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Marc Andreessen 🇺🇸@pmarca

x.com/i/article/2079…

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Today, Applied Intuition is launching Dana, an agentic platform for developing physical AI applicati...

a16z (@a16z) — Tue, 21 Jul 2026 15:11:18 GMT

Today, Applied Intuition is launching Dana, an agentic platform for developing physical AI applications.

Co-founders Qasar Younis and Peter Ludwig join a16z's Marc Andreessen and Erik Torenberg to discuss their mission to put intelligence on one billion machines:

34 Physical AI vs digital AI
28 Humans as a design constraint
30 Beyond robotaxis and humanoids
04 What killed Cruise
19 The chip maker playbook
26 When self-driving is the default
14 Nobody wants to drive trucks
54 Introducing Dana
00:54 "World model" means 100 things
05:28 GTA 6 may be the last of its kind
15:40 Fear of AI is a luxury

@qasar@AppliedInt@pmarca@eriktorenberg

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Amjad Masad, CEO of Replit, on why founders have to understand storytelling: "I think Replit would ...

a16z (@a16z) — Mon, 20 Jul 2026 19:21:59 GMT

Amjad Masad, CEO of Replit, on why founders have to understand storytelling:

"I think Replit would have probably died if I wasn't telling a story that is larger than the company itself."

"If you're trying to meme a dream into reality, I think you have to play that game."

"I had terrible stage fright. I went and took improv classes in New York, then took a storytelling class. I'm a big fan of exposure therapy. Anything you're afraid of, just go do more of it until you're desensitized."

@amasad@eriktorenberg

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a16z@a16z

Amjad Masad on Going Direct & Founder Storytelling

Replit CEO Amjad Masad joins a16z's Erik Torenberg on how he went from crippling stage fright to one of the most famous CEOs on X, which platforms actually matter and why, and what founders get wrong about building in public.

50 Memeing a dream into reality
02 Conquering stage fright
00 Make your mistakes early
23 Building in public
41 The authenticity edge: Elon, Zuck, Trump
42 Become uncancellable
47 Advice for Anthropic and OpenAI
09 The day AI deleted prod
39 Who should go direct?
37 X vs Instagram vs YouTube
52 Go direct role models

@amasad@eriktorenberg

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Amjad Masad, CEO of Replit, on why founders need to go direct on every platform: "X is very good fo...

a16z (@a16z) — Mon, 20 Jul 2026 18:27:12 GMT

Amjad Masad, CEO of Replit, on why founders need to go direct on every platform:

"X is very good for Silicon Valley, for tech, for in-group messaging, for maybe one hop outside of Silicon Valley, which is the early adopter. Once you want to go to late adopters or early majority, Twitter becomes actually not very impactful there."

"Instagram, Facebook, YouTube is where you get to the early majority. I just started focusing on it in maybe February or something like that, and we're getting an insane amount of views."

"I would start with Twitter because that's where the news starts. This is where you can have outsized influence."

@amasad@eriktorenberg

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a16z@a16z

Amjad Masad on Going Direct & Founder Storytelling

Replit CEO Amjad Masad joins a16z's Erik Torenberg on how he went from crippling stage fright to one of the most famous CEOs on X, which platforms actually matter and why, and what founders get wrong about building in public.

50 Memeing a dream into reality
02 Conquering stage fright
00 Make your mistakes early
23 Building in public
41 The authenticity edge: Elon, Zuck, Trump
42 Become uncancellable
47 Advice for Anthropic and OpenAI
09 The day AI deleted prod
39 Who should go direct?
37 X vs Instagram vs YouTube
52 Go direct role models

@amasad@eriktorenberg

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Replit CEO Amjad Masad on why going direct wins: "Whenever there's a piece of communication or a st...

a16z (@a16z) — Mon, 20 Jul 2026 17:44:42 GMT

Replit CEO Amjad Masad on why going direct wins:

"Whenever there's a piece of communication or a story I wanna tell, and there's a choice between public and private, I might bias towards public. I often write something publicly and then paste it on Slack."

"Being yourself is kind of a big radical thing that maybe started happening with Elon maybe 10 years ago. CEOs were supposed to be this very polished thing. They had to be filtered through this prism of PR, and journalists were kind of the way to get to the public."

"Zuck changed the entire narrative around him by just being himself and actually talking directly to people."

@amasad@eriktorenberg

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a16z@a16z

Amjad Masad on Going Direct & Founder Storytelling

Replit CEO Amjad Masad joins a16z's Erik Torenberg on how he went from crippling stage fright to one of the most famous CEOs on X, which platforms actually matter and why, and what founders get wrong about building in public.

50 Memeing a dream into reality
02 Conquering stage fright
00 Make your mistakes early
23 Building in public
41 The authenticity edge: Elon, Zuck, Trump
42 Become uncancellable
47 Advice for Anthropic and OpenAI
09 The day AI deleted prod
39 Who should go direct?
37 X vs Instagram vs YouTube
52 Go direct role models

@amasad@eriktorenberg

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Amjad Masad on Going Direct & Founder Storytelling Replit CEO Amjad Masad joins a16z's Erik Torenbe...

a16z (@a16z) — Mon, 20 Jul 2026 17:01:14 GMT

Amjad Masad on Going Direct & Founder Storytelling

Replit CEO Amjad Masad joins a16z's Erik Torenberg on how he went from crippling stage fright to one of the most famous CEOs on X, which platforms actually matter and why, and what founders get wrong about building in public.

50 Memeing a dream into reality
02 Conquering stage fright
00 Make your mistakes early
23 Building in public
41 The authenticity edge: Elon, Zuck, Trump
42 Become uncancellable
47 Advice for Anthropic and OpenAI
09 The day AI deleted prod
39 Who should go direct?
37 X vs Instagram vs YouTube
52 Go direct role models

@amasad@eriktorenberg

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The 7 hires a hardware startup needs to get right: 1. Manufacturing: the talent is in bottling plan...

a16z (@a16z) — Mon, 20 Jul 2026 15:55:59 GMT

The 7 hires a hardware startup needs to get right:

Manufacturing: the talent is in bottling plants and syringe factories, seek analogs instead of job titles

Deployments: hire when you can see ten deployments coming, not after one goes badly

Supply Chain: the supplier that stops your line is the tier-five one nobody checked

Finance: your first hire is a controller, not a CFO

Sales: founders own it until they understand why it works

Policy: technical enough to understand the product, DC enough to know how to present it

Marketing: lead with the hard parts, honesty filters out the hires you don't want

"Get these hires wrong and a remarkable product stalls out. Get them right and the rest of the company compounds."

Full piece from @zabie_e: a16z.news/p/the-7-hires-…

Zabie Elmgren@zabie_e

x.com/i/article/2079…

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We're excited to lead Neo's Seed round. AI agents now run directly on the endpoint with the same pr...

a16z (@a16z) — Mon, 20 Jul 2026 15:11:03 GMT

We're excited to lead Neo's Seed round.

AI agents now run directly on the endpoint with the same privileges as the user they serve.

Every control built on the old assumption (EDR, DLP, Zero Trust) breaks the moment it can no longer tell whether an action came from the person at the keyboard or the agent acting in their name.

@neo_ai_security is pioneering agentic software control for a world where AI agents act continuously, often outnumbering the humans they serve.

Neo's founders are as strong as they come in security. Nick Warner scaled SentinelOne through its IPO. Shlomi Salem ran threat research there for 11+ years. Eran Shirazi previously co-founded and ran engineering at EasySend.

Congrats, Nick, Shlomi, Eran, and the Neo team.

By @zanelackey and Joel de la Garza

Neo Security@neo_ai_security

Hi, we’re Neo.

wsj.com/pro/cybersecur…

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The daily routine.

a16z (@a16z) — Mon, 20 Jul 2026 14:56:43 GMT

The daily routine.

levent@__alpoge__

hello there the jacobian conjecture is false thanx to my close friend akhil for asking about it and my other close friend fable for working during the world cup final

((1+xy)^3 z + y^2 (1+xy) (4+3xy), y + 3 x (1+xy)^2  z + 3 x y^2 (4+3xy), 2 x - 3 x^2 y - x^3 z): \C^3\to \C^3, has jacobian determinant -2, and sends (0, 0, -1/4), (1, -3/2, 13/2), and (-1, 3/2, 13/2) to (-1/4, 0, 0)

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Markets price the future. Charts of the Week: https://t.co/b6vvV3acMy

a16z (@a16z) — Fri, 17 Jul 2026 19:25:25 GMT

Markets price the future.

Charts of the Week: a16z.news/p/charts-of-th…

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"Learn to code." Charts of the Week: https://t.co/b6vvV3acMy

a16z (@a16z) — Fri, 17 Jul 2026 18:00:14 GMT

"Learn to code."

Charts of the Week: a16z.news/p/charts-of-th…

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More electricity is cheaper electricity. Charts of the Week: https://t.co/b6vvV3acMy

a16z (@a16z) — Fri, 17 Jul 2026 16:41:08 GMT

More electricity is cheaper electricity.

Charts of the Week: a16z.news/p/charts-of-th…

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A16Z American Dynamism presents: Ulysses. Mariana Minerals. Radiant. Coming soon.

a16z (@a16z) — Fri, 17 Jul 2026 15:01:04 GMT

A16Z American Dynamism presents:

Ulysses. Mariana Minerals. Radiant.

Coming soon.

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The biggest AI adopters are increasing entry-level hiring. Charts of the Week: https://t.co/b6vvV3a...

a16z (@a16z) — Fri, 17 Jul 2026 14:11:09 GMT

The biggest AI adopters are increasing entry-level hiring.

Charts of the Week: a16z.news/p/charts-of-th…

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PS – @Mintlify is hiring: • product • engineering • sales • success • marketing • operations https:...

a16z (@a16z) — Thu, 16 Jul 2026 17:43:30 GMT

PS – @Mintlify is hiring:
• product
• engineering
• sales
• success
• marketing
• operations

a16zbuild.substack.com/p/why-you-shou…

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Not everything is an agent, the team is still growing. @Mintlify's hiring framework: For every new...

a16z (@a16z) — Thu, 16 Jul 2026 17:43:27 GMT

Not everything is an agent, the team is still growing.

@Mintlify's hiring framework:

For every new problem that arises, first check:

1. Is this a problem that can be solved by automation/agent?

2. Is this a problem that can be solved by a process change?

If no & no, solve with headcount.

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.@Mintlify grew 10x in a year. CEO @handotdev shared what's in their internal AI stack: Code: @cla...

a16z (@a16z) — Thu, 16 Jul 2026 17:43:00 GMT

.@Mintlify grew 10x in a year.

CEO @handotdev shared what's in their internal AI stack:

Code: @claudeai@cursor_ai@tryreplicas
Design: @replit@lovable
Personal agents: @gumloop
Code review: @cursor_ai@greptile
Agent ops: @slackhq@temporalio
Support triage: @parahelp_ai@plainsupport@linear
Sales intel: @tryattention@salesforce@meetgranola
Knowledge base: @notionhq@mintlify

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"I was speaking to a grandmother in rural Tennessee, and she was taking care of her eleven-year-old ...

a16z (@a16z) — Thu, 16 Jul 2026 17:01:06 GMT

"I was speaking to a grandmother in rural Tennessee, and she was taking care of her eleven-year-old granddaughter. So she wakes up, she walks into her room, the bed's empty."

" Detective arrives, no sign of force. There's nothing, except one thing that he remembers. There's a Flock camera just down the street. So he pulls out his phone and runs a search for the night and finds one car. He runs that tag, and it's his worst nightmare. It's a registered sex offender. So he logs into Flock, and he's looking for this car, and he sees the car is traveling down I-75."

"The person's on the highway. The detective doesn't know what to do, so he does what every hero does, is he moves into action. He jumps in his car and races down I-75. As he approaches the interstate line, he sees the vehicle."

"A violent struggles ensues, and at the end, he hears crying. And the girl's in the back. She's bound, but she's alive. They went on to go search the suspect's house, and the nightmare got scarier. Everything one would need to not only assault, but dispose of the body was there."

"Now that girl's alive today because the detective had two things: He had a license plate, and he had direction of travel. This, for me, is one of thousands of stories I sadly hear about every day in America. I started Flock nine years ago because of this exact type of problem."

@glangley at @TEDTalks

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We're thrilled to lead Runta's seed round. AI models have required rethinking the GPU stack. And no...

a16z (@a16z) — Thu, 16 Jul 2026 15:38:06 GMT

We're thrilled to lead Runta's seed round.

AI models have required rethinking the GPU stack. And now agents are doing the same thing for CPUs.

@runta is rebuilding the execution layer agents actually need - a computer that's extremely efficient, runs locally or in the cloud, with the security and policy controls to run agents safely in the enterprise. Or anywhere.

We've known @guanlan for nearly a decade, since his days leading Cloudflare's edge proxy and Kong's core proxy. @martin_casado is joining the board.

Congrats to Guanlan and the Runta team.

By @martin_casado@stuffyokodraws@appenz

Guanlan Dai@guanlan

Today we're announcing @runta's $20M seed, led by @a16z.
Software is constrained when you write it. Agents have to be constrained while they run.
Runta is the execution layer that controls what AI agents can actually do.

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Radiant President & COO Tori Shivanandan: "Reactors Have a Surprising Amount of Detail" "We are bui...

a16z (@a16z) — Thu, 16 Jul 2026 14:39:12 GMT

Radiant President & COO Tori Shivanandan: "Reactors Have a Surprising Amount of Detail"

"We are building microreactors at Radiant, and I can tell you that the small details, the ones that often seem inconsequential — are the ones that prove your product and de-risk it for your customers."

"If you're trying to do something that has never been done before, you can't assume the details will sort themselves out. The more difficult your mission, the more the details are critical to understand."

"We are closer than we’ve ever been — further along than the headlines suggest, and further along than most people realize. It truly is in the details and we are detail obsessed."

Tori Shivanandan@torishiv

x.com/i/article/2077…

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.@pmarca's advice to college students: "Gain AI superpowers. I think it's actually very straightfor...

a16z (@a16z) — Wed, 15 Jul 2026 21:36:10 GMT

.@pmarca's advice to college students:  "Gain AI superpowers. I think it's actually very straightforward."

"You have the enormous stroke of luck that you have arrived at the moment in which there is this new capability for augmenting human ability on a thousand fronts at the same time, that's just dropped into our laps, and it's going to get much better from here."

 "You are gonna have the opportunity to have this be something that is absolutely key to your skill set and key to everything that you can accomplish as a professional or as a creative for the next 50 years."

"I would just lean in incredibly hard on that. Walk into every job interview with, 'Here's my portfolio, resume, whatever. Here is how I use this technology. Here are the capabilities that I'm bringing to the table.'"

@eriktorenberg@MTSlive

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.@pmarca on founders almost always being too early, not too late: "We almost never see a qualified ...

a16z (@a16z) — Wed, 15 Jul 2026 17:33:05 GMT

.@pmarca on founders almost always being too early, not too late:

"We almost never see a qualified founder fail because they're too late to market. It's almost always because they're too early to market."

"The iPad was like this breakthrough product in 2009... well, there was this thing called the Newton twenty years earlier. It was the iPad twenty years earlier, and it was like virtually the same thing, and the world just wasn't ready yet."

"I think that's the permanent curse of the entrepreneur."

YC Startup School 2016, with @qasar

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Banning AI in Law School: We've Seen This Before Steven Sinofsky on lessons from history about bann...

a16z (@a16z) — Wed, 15 Jul 2026 16:25:32 GMT

Banning AI in Law School: We've Seen This Before

Steven Sinofsky on lessons from history about banning technology in education: "Preemptive regulation is the enemy of progress."

"New tools give us new ways to fail doing old things. And more importantly new ways to succeed at doing new things."

"Hire native AI users. Let them do native AI things. Let’s together see what a new technology can do. That’s how optimists and builders approach new things."

Full piece from @stevesi: a16z.news/p/banning-ai-i…

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"By the logic that has made SaaS nearly uninvestable, $PLTR should be a zero before $NOW. It's not, ...

a16z (@a16z) — Tue, 14 Jul 2026 23:39:45 GMT

"By the logic that has made SaaS nearly uninvestable, $PLTR should be a zero before $NOW. It's not, because Palantir was never selling software. It was selling transformation."

"Encoding each firm's nuances into agents may become the largest economic task of the decade ahead."

Full piece from Hebbia CEO George Sivulka: a16z.news/p/the-next-ai-…

George Sivulka@gsivulka

x.com/i/article/2075…

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"Wasted tokens are the new headcount bloat." Most firms have thin layer of doers at the bottom, wit...

a16z (@a16z) — Tue, 14 Jul 2026 23:16:21 GMT

"Wasted tokens are the new headcount bloat."

Most firms have thin layer of doers at the bottom, with the rest of the org stacked in management.

Token usage follows a similar structure, with 10% of tokens shipping useful output, and 90% wasted on unproductive loops.

Hebbia CEO George Sivulka on why AI mimics middle management, and how firms should respond: a16z.news/p/the-next-ai-…

George Sivulka@gsivulka

x.com/i/article/2075…

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.@pmarca on the "three-way Mexican standoff" between coders, PMs, and designers: "I'm seeing it in ...

a16z (@a16z) — Tue, 14 Jul 2026 22:00:29 GMT

.@pmarca on the "three-way Mexican standoff" between coders, PMs, and designers:

"I'm seeing it in a bunch of the early leading edge companies in the Valley, they're circling around a job title loosely called 'builder,' or something like it. And basically the idea is that you had these separate jobs in the past of programmer, product manager, and designer."

" I've been describing what's happening in the Valley companies as sort of this three-way Mexican standoff, where the programmers think that they don't need the product managers and the designers anymore 'cause they can have AI do that, and then each of the other two doesn't think they need the other two either."

 "I've been predicting they're all correct. The product manager can generate code and design now, and each of them can do the job of all three. The idea is the jobs change so now the job is builder."

@MTSlive

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.@pmarca says the best career advice for young people trying to break into tech comes down to three ...

a16z (@a16z) — Tue, 14 Jul 2026 20:02:50 GMT

.@pmarca says the best career advice for young people trying to break into tech comes down to three things:

- "Run to the heat."
- Come to Northern California if you want to work on AI
- "Be so good they can't ignore you."

Uncapped with @jaltma

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"Humans are cheaper than tokens on average, but good tokens are cheaper at scale." For median firms...

a16z (@a16z) — Tue, 14 Jul 2026 19:21:31 GMT

"Humans are cheaper than tokens on average, but good tokens are cheaper at scale."

For median firms, agent costs sit near $80/hour, roughly in line with a software engineer.

But at the tails, an agent can cost $4/hour or $7,000/hour depending on how it's managed.

Hebbia CEO George Sivulka on why 100X tokens are the new 10X engineers: a16z.news/p/the-next-ai-…

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"AI was supposed to replace human labor. It did the opposite. For the first time in history, human...

a16z (@a16z) — Tue, 14 Jul 2026 17:18:18 GMT

"AI was supposed to replace human labor.

It did the opposite.

For the first time in history, humans are cheaper than software.

And AI is creating more jobs than it eliminates."

Hebbia CEO George Sivulka on what the core lessons of human management mean for agent workforces: a16z.news/p/the-next-ai-…

George Sivulka@gsivulka

x.com/i/article/2075…

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a16z GP Anish Acharya on AI being the first technology built to extend our emotions, not just our in...

a16z (@a16z) — Mon, 13 Jul 2026 22:59:55 GMT

a16z GP Anish Acharya on AI being the first technology built to extend our emotions, not just our intellect:

"We've had 40 years of technology that extended our intellect and our minds. But most of the human experience is actually emotional and it's subjective."

"Now we have a technology that extends our emotions, our subjective experience, and it can address that."

"Let's start to really address the human experience through this next new technology. And I think that's where all this goes."

@illscience with @kevinrose

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Anish Acharya@illscience

x.com/i/article/2076…

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"For most of history, the bottleneck on making something was never the idea, it was the grind: acqui...

a16z (@a16z) — Mon, 13 Jul 2026 17:28:12 GMT

"For most of history, the bottleneck on making something was never the idea, it was the grind: acquiring the years of skill, raising the money, assembling the team, and getting the permission. So most people’s best ideas died inside them, unmade.

Lift that bottleneck and the thing that decides what gets built is no longer whether people can justify the VC funding or the enterprise-level capital expenditure, but who has something to say.

The most human thing about you stops being a private quirk and starts being the point.

Individuality was supposed to be the luxury you bought once you’d made it. I think it’s about to become the thing everyone gets to spend their life on, the work itself."

a16z GP Anish Acharya on why AI is the most human technology ever made: a16z.news/p/the-most-hum…

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The Future of Enterprise Software with Steven Sinofsky Seema Amble, Steven Sinofsky, and Elena Burg...

a16z (@a16z) — Tue, 07 Jul 2026 15:11:22 GMT

The Future of Enterprise Software with Steven Sinofsky

Seema Amble, Steven Sinofsky, and Elena Burger sit down to cover what headless software actually means, why enterprise stickiness is harder to kill than anyone thinks, and where the real opportunities are for startups building in the age of agents.

00 Intro to the episode and guests
58 What is headless software and what changes does it introduce
17 Salesforce Headless 360 announcement unpacked
49 Historically, what made software sticky
26 Steven's "The Death of Software, Nah" essay and why the SaaSpocalypse is overblown
11 Why legacy systems like SAP and insurance software are truly irreplaceable
04 Why enterprise software's two most-used features are "export to Excel" and "export as CSV"
25 The challenge of context, permissioning, and edge case handling for agents
07 Is automating the long tail the hardest problem in enterprise AI
54 Why productivity gains always create more work, not less
31 The rise of MCP servers and history rhyming with the Microsoft middleware era
20 Biggest startup opportunities in the agentic software landscape

@stevesi@VirtualElena@seema_amble

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Seema Amble@seema_amble

x.com/i/article/2054…

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Happy birthday, USA.

a16z (@a16z) — Sat, 04 Jul 2026 14:24:32 GMT

Happy birthday, USA.

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Ben Horowitz says Silicon Valley is hard to recreate because it requires talent, policy, and culture...

a16z (@a16z) — Fri, 03 Jul 2026 17:30:41 GMT

Ben Horowitz says Silicon Valley is hard to recreate because it requires talent, policy, and culture:

"The first is you do need the talent... is there a great technical university that graduates people who know how to build things?"

"Many countries have that, that don't have a Silicon Valley. And what are they missing? They're missing the other two components."

"The second is, do you have a set of laws and policies that facilitate entrepreneurship, are essentially good for business?"

"The third one... is the culture such that young people, the most capable young people willing to make the biggest contribution, do they get status, social status reward?"

"That's the thing that's so hard to replicate, and it's so hard to build, and it's so easy to destroy."

@bhorowitz

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