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
I’m at #ApolloNext26 event. Excited so far on the effective inclusion of the intelligence layer and the smooth experience for a coordinated marketing-sales-revops motion. Congratulations @MarkSieglock and @useapolloio team!
Engineering existed before software. Engineering has always been about connecting a social need to a technological solution, and this core purpose willi continue even if coding or software programming becomes fully automated.
Diffusion vs. Capabilities: While some focus on the
"race" to develop the most powerful models, the ultimate goal for the United States should be the diffusion of Al across all industries (from healthcare to manufacturing) to ensure broad economic benefits
Engineering over Alarmism: Al safety is a solvable engineering problem rather than an existential crisis. If a company believes their product is out of control, they simply should not ship it, rejecting the need for heavy new government regulation at this stage.
Al ecosystem in five layers: energy, chips, Al factories (infrastructure), models, and the application layer. The application layer is the most important, as it is where society truly benefits.
Ask XREAL's Founder and CEO anything during our upcoming Reddit AMA on June 23rd🙌
This is your chance to ask any burning questions you may have about the One Series, Eye, future plans, and more!
PS: We won't be covering anything related to Project Aura beyond what we've already revealed so far
teddit.net/r/Xreal/comments/…#XREAL#AMA#Reddit#AR#XR
This Year, The Best Is Yet To Come…
When true power is unleashed — nothing comes close.
The Beast Awakens — July 8.
A New Era Begins.
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Uma pesquisa global recente da DocuSign mostra que 48% das organizações já possuem uma solução dedicada ao gerenciamento de contratos. Veja na Ãntegra as últimas tendências: bit.ly/3vL8Szx