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Leaders, gainers and unexpected winners in the Enterprise AI arms race
Results from our third annual CIO Survey
Jan 30
•
Sarah Wang
,
Justin Kahl
, and
Shangda Xu
136
5
6
Charts of the Week: The Almighty Consumer and AI Capex
The power of . . . porn? App Store, Engage!; The future is here, it’s just not evenly distributed; Laying off the sauce
Jan 23
•
a16z New Media
110
9
16
State of Markets
Snapshots from the public and private markets on AI, company-building, and more
Jan 22
•
David George
75
6
9
Charts of the Week: Agents start to make an impact?
Plus: Is energy actually going to be an AI bottleneck?; Chatbot popularity; Doctors are burnt out; Europeans love getting sick; and Americans love…
Dec 19, 2025
•
a16z New Media
97
4
13
Charts of the Week: If you can't join 'em, beat 'em
Plus: Later stage companies, getting lean; YouTube is eating the film industry?; AI converts shoppers; Need more power!
Dec 5, 2025
•
a16z New Media
79
10
The State of AI
An Empirical 100 Trillion Token Study with OpenRouter
Dec 4, 2025
•
Malika Aubakirova
and
Anjney Midha
164
11
Charts of the Week: Code Gen Strikes Back
Plus: AI & Unemployment; Valuations vs. Performance; Data Centers are Getting Huge
Nov 28, 2025
•
a16z New Media
68
4
Charts of the Week: Fully scaled agents
Help wanted: fully scaled agents
Nov 14, 2025
•
a16z New Media
46
10
Jevons or Bust
The cheaper they get, the more we use? A quick look at some AI token data
Nov 12, 2025
•
a16z New Media
48
6
10
Charts of the Week: Valuations not so crazy?
Valuations not so crazy? US startups doing it faster; survey says: gimme more; forward-deployed goes parabolic; SF is so back
Nov 7, 2025
•
a16z New Media
79
6
9
Charts of the Week: Open model of choice?
A flip in open model dominance; HVAC gets paid; Broadcast TV makes a comeback (using one neat trick); AI Efficiency (or is it); An under-the-radar…
Oct 31, 2025
•
a16z New Media
37
3
9
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