a16z Head of Investor Relations Jen Kha speaks with general partner David George about the state of AI and private technology markets. David shares data on why AI companies are growing 2.5x faster than traditional software while spending significantly less on sales and marketing, driven by massive market pull and record-breaking ARR per employee. They discuss the rise of Model Busters, which are companies that grow faster and longer than anyone would have modeled, like the iPhone. They also highlight real-world adoption at Chime and Rocket Mortgage alongside portfolio breakouts like Harvey, Abridge, and ElevenLabs. Resources:Follow David on X: <a href="https://x.com/DavidGeorge83?lang=en">https://x.com/DavidGeorge83</a>Follow Jen on X: <a href="https://x.com/jkhamehl">https://x.com/jkhamehl</a>Read The State of Markets - <a href="https://a16z.com/state-of-markets/">https://a16z.com/state-of-markets/</a> Stay Updated:If you enjoyed this episode, be sure to like, subscribe, and share with your friends!Find a16z on X: <a href="https://twitter.com/a16z">https://twitter.com/a16z</a>Find a16z on LinkedIn: <a href="https://www.linkedin.com/company/a16z">https://www.linkedin.com/company/a16z</a>Listen to the a16z Podcast on Spotify: <a href="https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX">https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX</a>Listen to the a16z Podcast on Apple Podcasts: <a href="https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711">https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711</a>Follow our host: <a href="https://x.com/eriktorenberg](https://x.com/eriktorenberg">https://twitter.com/eriktorenberg](https://x.com/eriktorenberg</a>Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
Stay Updated:Find a16z on <a href="https://x.com/a16z">X</a>Find a16z on<a href="https://www.linkedin.com/company/a16z"> LinkedIn</a>Listen to the a16z Show on <a href="https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX?si=3E8B3qT9TyiwAHJ7JnaKbg">Spotify</a>Listen to the a16z Show on <a href="https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711">Apple Podcasts</a>Follow our host: https://twitter.com/eriktorenberg&nbsp;Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See <a href="https://pcm.adswizz.com">pcm.adswizz.com</a> for information about our collection and use of personal data for advertising.

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