SpaceXAI is becoming SpaceXSI Elon Musk just confirmed the name change.....making SpaceXAI the first major frontier intelligence company to fully rebrand itself with “Super Intelligence” It’s not Artificial Intelligence anymore It’s Super Intelligence AI → SI SpaceXAI → SpaceXSI

This run will be different i swear

Can't believe that Dario, Elon, Sam, Theo and I all agree on this.

Introducing our State of Markets pt 2, along with a companion podcast where we unpack the data and discuss what comes next. Tech is the everything cycle. Supply: putting the buildout in context, just passed railroads as % of GDP. The wisdom of Elon is real: the factory (or the datacenter!) is the product. Demand: diffusion is so, so early. Median AI vendor spending in the top 1% of companies is 8x that of the top 10%. Only about 30% of S&P 500 companies report a quantified AI impact, which means there’s a substantial opportunity in connecting models to a company's data and workflows. Diffusion into companies is one of the main themes of the next 5 years. We’re entering the agent work period. Only a few million users today, but applicable to billions of internet users with massive surplus created. META/GOOG monetize US users at $200+ per year today. Agent opportunity is much higher. Mega-trends the next 5 years: Consumer agents, Robotics, Autonomy, AI x bio, Personal health, Diffusion into enterprise, New era of American Dynamism. Much more in our SoM report here - a16z.news/p/state-of-markets… @a16z @sarahdingwang @aleximm @santiago__rdz