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From “System of Record” to “System of Intelligence”
The reasoning layer that sits above the database, and that increasingly treats the database as infrastructure, is where a new generation of companies is…
24 mins ago
•
Gio Ahern
,
Steph Zhang
, and
Alex Immerman
38
2
Is Software Losing Its Head?
Agents may kill muscle memory as a moat, but they do not kill operational logic and context as a moat.
May 13
•
Seema Amble
193
16
16
"No Man Left Behind": American Technology Ships with Our Values
China is already building autonomous weapons at scale. The question is whether America builds them first, or cedes the rules of war to Beijing.
May 11
•
Danny Penny
,
Alex Oliver
, and
Zach Chen
67
12
6
Charts of the Week: It Was a Good Quarter for "Other Income"
The Slop Surplus; Call Centers, Not Dead Yet; In AI, Great Products Win Fast
May 8
•
a16z New Media
156
6
9
How an AI Bill Becomes a Law
The question is no longer whether Congress is interested in AI legislation. It is whether the political conditions will align to move a proposal.
May 7
•
Ben Napier
and
Matt Perault
151
6
4
The "AI Job Apocalypse" Is a Complete Fantasy
No evidence, no imagination, no understanding of humans
May 6
•
David George
385
46
45
$2.2B Crypto Fund V
Why we're playing the long game
May 5
•
cdixon
,
Ali Yahya
,
Guy
, and
Eddy Lazzarin
79
7
2
Charts of the Week: The Fastest V-Shaped Recovery Ever
First semis, then software; Peak Social Media; Your SaaSflation Is My Opportunity
May 1
•
a16z New Media
218
10
16
Introducing the a16z Design Engineer Fellowship
A new 8-week cohort of AI-native design leaders who have absorbed engineering into their craft and are thinking in systems, not screens
Apr 30
•
Erik Torenberg
,
Katie Kirsch
, and
David Booth
118
9
5
Call the Plumber; We’ve Got a Leaky Abstraction
A model of how things break, for non-doomers
Apr 29
•
Alex Danco
165
2
8
Workday's Last Workday?
HCM is the last large enterprise software category without a serious AI-native challenger, and that’s about to change
Apr 28
•
Joe Schmidt IV
208
17
11
Charts of the Week: Software Ate the World
Railroad GPT; Stablecoins volumes are shifting from transfers to payments; The Next Decade of News; See ya later, productivity gains
Apr 24
•
a16z New Media
182
8
16
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