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a

a16z Cast

02/07/25

@ a16z

The current AI wave is supported by a stronger financial foundation compared to the internet's early days, with major cloud companies having substantial resources.

Video

a

What DeepSeek Means For The Future Of AI | Tech Veterans Weigh In

@ a16z

What DeepSeek Means For The Future Of AI | Tech Veterans Weigh In

02/07/25

Related Takeaways

a

a16z Cast

02/07/25

@ a16z

The AI landscape is different from the past because the primary investors are established cloud companies with strong financial backing, reducing the risk of a market crash similar to the fiber glut.

PB

Paul Buchheit

08/10/24

@ Y Combinator

The current AI landscape is rapidly evolving, with increasing investment leading to better outcomes, similar to the internet's growth in the 90s.

YC

Y Combinator Cast

04/25/24

@ Y Combinator

Investors are now more willing to fund AI-driven companies that compete with established players like Salesforce, indicating a significant shift in the market landscape.

YC

Y Combinator Cast

08/23/24

@ Y Combinator

Many AI companies today have raised significant funds but lack revenue, making it challenging to assess their long-term viability, similar to past speculative ventures.

SC

Sequoia Capital Cast

05/07/25

@ Sequoia Capital

The AI services market is at least an order of magnitude bigger than the cloud market was at its inception, with the potential for massive growth in the next 10 to 20 years.

SP

Sundar Pichai

05/16/25

@ All-In Podcast

The AI landscape is much larger than previous technologies, and there will be many successful companies emerging, not just a few winners and losers.

YC

Y Combinator Cast

08/23/24

@ Y Combinator

The current AI hype cycle is unique because both the startup world and public stock market are heavily influenced by AI, with major gains coming from big tech companies.

SC

Sequoia Capital Cast

05/07/25

@ Sequoia Capital

AI is imminent, not just inevitable, as the necessary conditions such as compute, networks, data, distribution, and talent are already in place.

YC

Y Combinator Cast

10/09/24

@ Y Combinator

The current landscape is filled with powerful players like Google, Microsoft, and Amazon, making it unclear who will dominate the AI space.