The State of Markets
The a16z Show
Practical org changes and business-model evolution
David and Jen discuss shifting from licenses to SaaS to consumption and eventual outcome-based models.
a16z Head of Investor Relations Jen Kha speaks with general partner David George about the state of AI and private technology markets. David shares data on why AI companies are growing 2.5x faster than traditional software while spending significantly less on sales and marketing, driven by massive market pull and record-breaking ARR per employee. They discuss the rise of Model Busters, which are companies that grow faster and longer than anyone would have modeled, like the iPhone. They also highlight real-world adoption at Chime and Rocket Mortgage alongside portfolio breakouts like Harvey, Abridge, and ElevenLabs.
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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
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Find a16z on YouTube: YouTube
Find a16z on X
Find a16z on LinkedIn
Listen to the a16z Show on Spotify
Listen to the a16z Show on Apple Podcasts
Follow our host: https://twitter.com/eriktorenberg
Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
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