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Comment on A16Z Speedrun

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Hah, without context just based on title it could be a blog about how to speedrun from being a tech titan to ruining your reputation.

Well they would be the experts in the field, potentially saving that for a book deal.

YC and A16Z Speedrun are in a battle for biggest class size in AI.

All other contenders (Techstars, 500startups, etc.) are going to struggle to keep up because YC and A16Z want first dibs on all things AI.

If "software eats the world" (Marc Andreessen), then the thinking goes that AI eats everything.

If the first wave of AI companies were the foundation models and failed experiments, then the new kings in consumer and enterprise application-layer AI are going to be minted now-ish.

We're in the stellar star formation phase of soon-to-be leading AI companies. This shotgun approach is bound to hit a few centicorns, which will more than pay for the entire experiment.

After this next round of AI companies forms, there will be too much of a ceiling and too much of a crowded space to deploy capital at this same rate and expect the same return.

The time is now if you want to get your AI company founded and funded.

Until the next disruptive platform shift.

Which is what? I can't see anything beyond AI being as disruptive as AI.

That's like saying "what's after the internet?"

This is the train and you have to get on board now, otherwise you miss it.

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