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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.

Video

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

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.

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.

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.

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.

Y Combinator Cast

11/16/23

@ Y Combinator

The current landscape presents a unique opportunity for startups to leverage AI technology, similar to the rise of cloud computing.

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.

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.

Mark Cuban

03/30/24

@ Lex Fridman

The current AI landscape doesn't show signs of a bubble yet, as there aren't many companies going public without intrinsic value.

a16z Cast

02/07/25

@ a16z

Investors today are focusing on building physical infrastructure like data centers, similar to how they invested in fiber infrastructure during the internet boom.