Why AI Moats Still Matter (And How They’ve Changed)
a16z General Partners David Haber, Alex Rampell, and Erik Torenberg discuss why 19 out of 20 AI startups building the same thing will die - and why the survivor might charge $20,000 for what used to cost $20.
They expose the “janitorial services paradox” (why the most boring software is most defensible), explain why OpenAI won’t compete with your orthodontic clinic software despite having 800 million weekly users, and reveal how non-lawyers are building the most successful legal AI companies.
Where You Build Is Who You Are: The ElevenLabs Story
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The $700 Billion AI Productivity Problem No One’s Talking About
Russ Fradin sold his first company for $300M. He’s back in the arena with Larridin, helping companies measure just how successful their AI actually is.
In this episode, Russ sits down with a16z General Partner Alex Rampell to reveal why the measurement infrastructure that unlocked internet advertising’s trillion-dollar boom is exactly what’s missing from AI, why your most productive employees are hiding their AI usage from management, and the uncomfortable truth that companies desperately buying AI tools have no idea whether anyone’s actually using them.
The same playbook that built comScore into a billion-dollar measurement empire now determines which AI companies survive the coming shakeout.
Investments
Gamma: Series B at a $2.1B valuation led by a16z
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