The State of AI: Growth, Fragmentation, and the Next Wave скачать в хорошем качестве

The State of AI: Growth, Fragmentation, and the Next Wave

AI’s breakout moment is here, but where is the real value accruing, and what’s just hype? Recorded live at a16z’s annual LP Summit, General Partners Erik Torenberg, Martin Casado, and Sarah Wang unpack the current state of play in AI. From the myth of the GPT wrapper to the rapid rise of apps like Cursor, the conversation explores where defensibility is emerging, how platform shifts mirror (and diverge from) past tech cycles, and why the zero-sum mindset falls short in today’s AI landscape. They also discuss the innovator’s dilemma facing SaaS incumbents, the rise of brand moats, the surprising role of prosumer adoption, and what it takes to pick true category leaders in a market defined by both exponential growth and accelerated wipeouts. Timecodes: 0:00 Introduction 0:49 The AI Landscape: Growth & Fragmentation 2:36 Foundation Models vs. Apps: Who’s Winning? 7:52 The Rise of AI-Native Companies 10:23 Defensibility & Moats in AI 12:51 Case Study: Cursor & Tangible ROI 16:10 Prosumer to Enterprise: Market Evolution 18:03 Winners, Wipeouts, and Investment Lessons 19:51 China’s Impact & Open Source 20:52 What to Look for in AI Investments 21:58 Spicy Takes & Closing Thoughts Resources: Find Martin on X: https://x.com/martin_casado Find Sarah on X: https://x.com/sarahdingwang Stay Updated: Let us know what you think: https://ratethispodcast.com/a16z Find a16z on Twitter:   / a16z   Find a16z on LinkedIn:   / a16z   Subscribe on your favorite podcast app: https://a16z.simplecast.com/ Follow our host: https://x.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.