Home Speakers Steven Sinofsky Quote It was either going to be a startup or someone outside the current center of leadership and innovation in AI, which is mostly clustered around trillion-dollar companies in the US.
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Writing and learning with AI is the typewriter, the word processor, the encyclopedia, and the almanac rolled into one. Seeing it as something scarier than that is just fear of new tools and new paradigms. Essay MCP - It's Hot, But Will It Win? Mar 28, 2025
Enterprise IT is excited because one big promise of AI, especially agentic AI, is that everything will connect to everything. Essay DeepSeek Has Been Inevitable and Here's Why Jan 27, 2025
The cost of AI, like the cost of mainframe computing to X.25 connectivity (the early pre-TCP/IP protocol for connecting computers over phone lines), literally forces the market to develop an alternative that scales without the massive direct capital.
On the same topics Blog New founder archetypes in the AI era Oct 27, 2026
The solo founder is part of a list of maybe new archetypes that I think we’ll soon see a lot more of - and I’ll make both the pro and con case for each here: Solo founders Why: Solo founders can do 100x with AI, so they can ship a v1 when previously they couldn’t have before Why not: Maybe a team of cofounders still makes more progress. Blog Can solo founders win in the AI era? Oct 27, 2026
These days at a16z I’m mostly working on Speedrun , where we write the first check into brand new startups (up to $1M), and a lot of what we focus on is founder backgrounds/profiles. What are the right ones? How will the profiles change as we enter the age of AI? Blog The current balance of power in open models Sep 21, 2026
Since about April 2025, Chinese AI companies have been the clear leader in open-weight models. Blog The current balance of power in open models Sep 21, 2026
The simple metric showing this is Hugging Face Downloads, where China took the lead in July of 2025 primarily through the success of Alibaba’s Qwen models. Podcast Dwarkesh Podcast: AI researchers debate how close we are to recursive self-improvement Sep 11, 2026
Basically anything that can be learned through RL can be distilled very easily, because it’s a small number of bits. Blog The coming product retention crisis Sep 8, 2026
That’s a fair question at the dawn of the AI age when an app might take about as much time to build as editing a Youtube video. So this means average product retention will collapse, and the days of seeing >20% D30 will feel like a dream. About this quote 
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