You never know what someone else is going through 💔
Victor Wembanyama admits he couldn’t get on any rides at Six Flags with his teammates because he was too tall to ride 💔
(via @JaredWeissNBA)
Lil Miquela was the first CGI influencer in 2016
Everyone laughed at it when she got a brand deal
Ten years later, AI-generated characters are taking over social
Lots of people are using AI to do quick, easy things: sort email, book flights, write posts
The smartest people are using it to do hard, slow things: build companies, find opportunities, solve problems
If you could have the smartest person ever work for your company... would you hire them as the intern?
Troy Osinoff 🕺 retweeted
Replying to @yo
just started running these with a port co and it's become the best performer. on track to take 15% of account spend with these songs (until they don't work anymore)
98% of US households aren't paying for AI yet
More charts in State of Markets II: a16z.news/p/state-of-markets…
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
About time Apple opened up iMessage to brands
AI can finally handle conversations, and people would rather text than call or download another app
Texting brands is about to be the norm
BREAKING: DoorDash unveiled a text-to-order AI agent that works inside iMessage, its answer to popular agentic tools like Instinct and Muse
It is also opening a waitlist for its MCP for enterprise agents to do corporate ordering.
DoorDash doesn’t have an official connector for Muse, but @andyfang told me that’s “TBD”. Doordash is talking with Meta and different AI players to meet users where they are, he said. (CEO Tony Xu is on Meta board)
Photo credit: DoorDash
bloomberg.com/news/articles/…
Troy Osinoff 🕺 retweeted
Ya’ll are not prepared for the @ecomfounders Q4 Summit today.
No expense was spared. So wild to see it grow and upgrade every year. Can’t wait to see you guys soon!
Troy Osinoff 🕺 retweeted
A lot of people are going to get comfortable working with AI agents because they watched a coworker use one in Slack...
Imagine someone in your team’s Slack channel asks an agent to pull last month’s ad results. It has access to the reporting data and comes back with the strongest performers.
The media buyer looks at the list and says, “We ran a sale that week. Can you compare it with the other promo periods?”
The agent reruns the comparison. The creative lead asks it to use that analysis in the next brief. With access to the team’s documents, it creates a draft and shares the link back in the thread.
Then someone asks, “Can we turn this into a report we can use every week?”
That work can continue with Slackforce Surfaces. Once it has access to the reporting data, it can build an interactive interface for the team. The media buyer asks for a way to flag promo dates so those weeks don’t get mixed into the regular results.
Someone following along has now seen the team question the analysis, use it in a brief, and start building a Slackforce Surface around it. They can preview it at anytime in Slack and suggest adjustments.
Ask Slackbot today.
🤝 Paid partnership
When you walk into a VC meeting, every partner in there is sizing you up.
You need to find the biggest guy there and punch him in the face.
Show everyone you’re too crazy not to invest in.
Are you in ecom in the Big Apple?
This Thursday in NYC we’ve got the top founders and operators peeling back the kimono on the latest tactics and ai strategies at at Q4 Summit.
We'll be covering: ads, creative, operations and ai strategies all day.
You won't want to miss this.
(Link in reply to sign up)
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